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 |
Martin Marietta Materials
MLM
|
$379M |
| 2 |
Apple
AAPL
|
$367M |
| 3 |
Hilton Worldwide
HLT
|
$330M |
| 4 |
Veeva Systems
VEEV
|
$266M |
| 5 |
Waste Connections
WCN
|
$260M |
Top Sells
| 1 |
American Tower
AMT
|
$612M |
| 2 |
Agilent Technologies
A
|
$279M |
| 3 |
Aon
AON
|
$220M |
| 4 |
Progressive
PGR
|
$199M |
| 5 |
VeriSign
VRSN
|
$193M |
Sector Composition
| 1 | Technology | 19.83% |
| 2 | Financials | 15.97% |
| 3 | Real Estate | 13.93% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Industrials | 10.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
601
DTE Energy
DTE
$28.1B
| $33.6M | 0.02% |
261,357
+13,953
| +6% | +$1.79M |
|
602
Sarepta Therapeutics
SRPT
$1.98B
| $33.4M | 0.02% |
267,037
-95,974
| -26% | -$12M |
|
603
Reinsurance Group of America
RGA
$13B
| $33.3M | 0.02% |
152,717
-66,549
| -30% | -$14.5M |
|
604
Newmark Group
NMRK
$3.07B
| $33.2M | 0.02% |
2,137,630
+1,946,322
| +1,017% | +$30.2M |
|
605
National Bank Holdings
NBHC
$1.48B
| $33.1M | 0.02% |
786,096
+208,303
| +36% | +$8.77M |
|
606
First Merchants
FRME
$2.38B
| $33M | 0.02% |
886,088
+11,521
| +1% | +$429K |
|
607
RenaissanceRe
RNR
$11.6B
| $32.9M | 0.02% |
120,716
-55,297
| -31% | -$15.1M |
|
608
AAR Corp
AIR
$2.72B
| $32.7M | 0.02% |
500,200
+77,974
| +18% | +$5.1M |
|
609
Biogen
BIIB
$20.5B
| $32.7M | 0.02% |
168,631
+5,270
| +3% | +$1.02M |
|
610
Huntsman Corp
HUN
$1.88B
| $32.5M | 0.02% |
1,342,478
+124,841
| +10% | +$3.02M |
|
611
Cardinal Health
CAH
$36B
| $32.5M | 0.02% |
293,922
-6,709
| -2% | -$741K |
|
612
CyberArk
CYBR
$23B
| $32.5M | 0.02% |
111,351
-9,191
| -8% | -$2.68M |
|
613
Robert Half
RHI
$3.78B
| $32.5M | 0.02% |
481,651
-31,349
| -6% | -$2.11M |
|
614
Mr. Cooper
COOP
$11.7B
| $32.3M | 0.02% |
350,579
-13,724
| -4% | -$1.27M |
|
615
Cboe Global Markets
CBOE
$24.6B
| $32.2M | 0.02% |
157,158
+3,155
| +2% | +$646K |
|
616
BioMarin Pharmaceuticals
BMRN
$11.3B
| $32.2M | 0.02% |
458,039
-191,421
| -29% | -$13.5M |
|
617
Aecom
ACM
$16.4B
| $32.1M | 0.02% |
310,589
-142,693
| -31% | -$14.7M |
|
618
Fortive
FTV
$15.9B
| $32.1M | 0.02% |
406,085
+10,795
| +3% | +$852K |
|
619
Hewlett Packard
HPE
$29.9B
| $31.9M | 0.02% |
1,561,022
+68,892
| +5% | +$1.41M |
|
620
Badger Meter
BMI
$5.36B
| $31.9M | 0.02% |
146,133
-8,786
| -6% | -$1.92M |
|
621
Pool Corp
POOL
$11.4B
| $31.9M | 0.02% |
84,693
-6,731
| -7% | -$2.54M |
|
622
American States Water
AWR
$2.83B
| $31.8M | 0.02% |
381,981
+197,556
| +107% | +$16.5M |
|
623
Transmedics
TMDX
$3.65B
| $31.8M | 0.02% |
202,287
+146,115
| +260% | +$22.9M |
|
624
Atmos Energy
ATO
$26.5B
| $31.7M | 0.02% |
228,733
+14,377
| +7% | +$1.99M |
|
625
W.P. Carey
WPC
$14.6B
| $31.6M | 0.02% |
506,688
-221,852
| -30% | -$13.8M |
|