Principal Financial Group Portfolio holdings
Principal Financial Group, founded in 1879 as the Bankers Life Association by Edward Temple and headquartered in Des Moines, Iowa, is a global financial services firm specializing in retirement solutions, insurance, and asset management, overseeing more than $709 billion in assets under management as of late 2024. Serving over 62 million customers across individuals, businesses, and institutions, Principal offers 401(k) plans, group insurance (life, disability, dental), annuities, and investment products through its Principal Global Investors arm, with a strong focus on U.S. and international markets like Asia and Latin America. Known for its stability and customer-centric approach, the publicly traded company (NASDAQ: PFG) under CEO Dan Houston has expanded through acquisitions like Wells Fargo’s retirement business in 2019, emphasizing long-term financial security. With a workforce of over 19,000 and a legacy of resilience, Principal remains a trusted name in retirement and wealth management.
Top Buys
| 1 |
Brookfield
BN
|
$280M |
| 2 |
Canadian National Railway
CNI
|
$221M |
| 3 |
Visa
V
|
$220M |
| 4 |
Canadian Pacific Kansas City
CP
|
$214M |
| 5 |
HEICO Class A
HEI.A
|
$209M |
Top Sells
Sector Composition
| 1 | Technology | 17.56% |
| 2 | Real Estate | 17.45% |
| 3 | Financials | 14.34% |
| 4 | Consumer Discretionary | 11.05% |
| 5 | Industrials | 9.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
601
Huntington Ingalls Industries
HII
$10.6B
| $34.3M | 0.02% |
171,940
-33,204
| -16% | -$6.62M |
|
602
Churchill Downs
CHDN
$7.01B
| $34.2M | 0.02% |
308,476
-2,662
| -0.9% | -$295K |
|
603
Watsco
WSO
$16.6B
| $34.2M | 0.02% |
112,272
+54
| +0% | +$16.5K |
|
604
Range Resources
RRC
$8.11B
| $34.2M | 0.02% |
1,125,005
-558,434
| -33% | -$17M |
|
605
Morningstar
MORN
$10.9B
| $34.2M | 0.02% |
125,028
+17,516
| +16% | +$4.78M |
|
|
CERN
606
DELISTED
Cerner Corp
CERN
| $34M | 0.02% |
363,911
-10,007
| -3% | -$936K |
|
607
AAR Corp
AIR
$2.69B
| $33.9M | 0.02% |
699,643
-1,775
| -0.3% | -$86K |
|
|
BTEC
608
DELISTED
Principal Exchange-Traded Funds Principal Healthcare Innovators ETF
BTEC
| $33.7M | 0.02% |
850,000
| – | – |
|
609
Hamilton Lane
HLNE
$6.52B
| $33.7M | 0.02% |
435,590
+25,719
| +6% | +$1.99M |
|
610
Ulta Beauty
ULTA
$23.3B
| $33.6M | 0.02% |
84,491
+3,211
| +4% | +$1.28M |
|
|
X
611
DELISTED
US Steel
X
| $33.5M | 0.02% |
887,103
-31,077
| -3% | -$1.17M |
|
612
Hartford Financial Services
HIG
$36.7B
| $33.5M | 0.02% |
466,012
+5,772
| +1% | +$414K |
|
613
CyberArk
CYBR
$23.6B
| $33.2M | 0.02% |
196,634
-3,454
| -2% | -$583K |
|
614
Owens Corning
OC
$13B
| $33.1M | 0.02% |
362,131
+4,686
| +1% | +$429K |
|
615
Organon & Co
OGN
$2.72B
| $33.1M | 0.02% |
947,719
+167,347
| +21% | +$5.85M |
|
616
Alliant Energy
LNT
$16.5B
| $33.1M | 0.02% |
529,319
-8,606
| -2% | -$538K |
|
617
Old Republic International
ORI
$10B
| $33M | 0.02% |
1,276,993
+212,429
| +20% | +$5.5M |
|
618
Repligen
RGEN
$6.79B
| $33M | 0.02% |
175,254
-15,860
| -8% | -$2.98M |
|
619
Southwest Airlines
LUV
$16.7B
| $32.9M | 0.02% |
718,809
+11,383
| +2% | +$521K |
|
620
Edison International
EIX
$20.5B
| $32.9M | 0.02% |
469,597
+7,375
| +2% | +$517K |
|
621
Zimmer Biomet
ZBH
$20.7B
| $32.9M | 0.02% |
257,364
-3,765
| -1% | -$482K |
|
622
Mattel
MAT
$5.96B
| $32.8M | 0.02% |
1,478,927
+274,286
| +23% | +$6.09M |
|
623
Kraft Heinz
KHC
$31.8B
| $32.5M | 0.02% |
825,741
-8,523
| -1% | -$336K |
|
624
STAAR Surgical
STAA
$1.37B
| $32.4M | 0.02% |
405,810
+64,087
| +19% | +$5.12M |
|
|
BCPC
625
Balchem Corporation
BCPC
$5.26B
| $32.4M | 0.02% |
237,164
-9,374
| -4% | -$1.28M |
|