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 |
American Tower
AMT
|
+$462M |
| 2 |
SBA Communications
SBAC
|
+$330M |
| 3 |
CCC Intelligent Solutions
CCCS
|
+$219M |
| 4 |
Equinix
EQIX
|
+$176M |
| 5 |
Teck Resources
TECK
|
+$140M |
Top Sells
| 1 |
First Industrial Realty Trust
FR
|
+$216M |
| 2 |
Digital Realty Trust
DLR
|
+$213M |
| 3 |
TransDigm Group
TDG
|
+$207M |
| 4 |
Public Storage
PSA
|
+$174M |
| 5 |
Realty Income
O
|
+$149M |
Sector Composition
| 1 | Technology | 18.87% |
| 2 | Financials | 15.58% |
| 3 | Real Estate | 14.17% |
| 4 | Consumer Discretionary | 11.56% |
| 5 | Industrials | 11.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
601
Huron Consulting
HURN
$2.44B
| $36M | 0.02% |
372,253
-18,434
| -5% | -$1.78M |
|
602
Biogen
BIIB
$20.7B
| $35.9M | 0.02% |
166,602
+2,069
| +1% | +$446K |
|
603
AptarGroup
ATR
$9.11B
| $35.8M | 0.02% |
248,568
+7,091
| +3% | +$1.02M |
|
604
Medpace
MEDP
$13.8B
| $35.6M | 0.02% |
88,189
-12,732
| -13% | -$5.15M |
|
605
Crown Holdings
CCK
$11B
| $35.6M | 0.02% |
449,670
+7,651
| +2% | +$606K |
|
606
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$54.9B
| $35.6M | 0.02% |
441,613
+20,834
| +5% | +$1.68M |
|
607
JFrog
FROG
$5.84B
| $35.5M | 0.02% |
+803,254
| New | +$35.5M |
|
608
Eagle Materials
EXP
$7.86B
| $35.4M | 0.02% |
130,091
+1,086
| +0.8% | +$295K |
|
609
Delta Air Lines
DAL
$40.3B
| $35.3M | 0.02% |
737,330
+6,368
| +0.9% | +$305K |
|
610
Coherent
COHR
$15.4B
| $35.2M | 0.02% |
581,420
-108,747
| -16% | -$6.59M |
|
611
DigitalOcean
DOCN
$3.03B
| $35.2M | 0.02% |
921,619
+60,600
| +7% | +$2.31M |
|
612
Fortive
FTV
$16.2B
| $35.2M | 0.02% |
408,745
+10,139
| +3% | +$872K |
|
613
Woodward
WWD
$14.4B
| $35M | 0.02% |
227,063
+5,275
| +2% | +$813K |
|
614
Light & Wonder
LNW
$7.51B
| $35M | 0.02% |
342,710
+6,695
| +2% | +$683K |
|
615
Weatherford International
WFRD
$4.44B
| $34.8M | 0.02% |
301,651
+14,696
| +5% | +$1.7M |
|
616
Credo Technology Group
CRDO
$25.5B
| $34.6M | 0.02% |
1,631,832
+53,432
| +3% | +$1.13M |
|
617
Willis Towers Watson
WTW
$32.4B
| $34.6M | 0.02% |
125,693
+2,908
| +2% | +$800K |
|
|
X
618
DELISTED
US Steel
X
| $34.4M | 0.02% |
842,429
+23,609
| +3% | +$963K |
|
619
American Financial Group
AFG
$11.5B
| $34.3M | 0.02% |
251,349
+5,863
| +2% | +$800K |
|
620
Gulfport Energy Corp
GPOR
$2.99B
| $34.1M | 0.02% |
212,963
+34,313
| +19% | +$5.49M |
|
621
iShares Russell 1000 Growth ETF
IWF
$118B
| $34M | 0.02% |
100,979
-25,761
| -20% | -$8.68M |
|
622
ATI
ATI
$10.7B
| $34M | 0.02% |
665,069
+1,315
| +0.2% | +$67.3K |
|
623
Castle Biosciences
CSTL
$683M
| $33.9M | 0.02% |
1,532,472
-53,201
| -3% | -$1.18M |
|
624
Cardinal Health
CAH
$35.9B
| $33.8M | 0.02% |
302,449
+2,403
| +0.8% | +$269K |
|
625
Mueller Industries
MLI
$10.8B
| $33.8M | 0.02% |
626,973
-1,088
| -0.2% | -$58.7K |
|