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 |
iShares Core S&P 500 ETF
IVV
|
+$742M |
| 2 |
Healthpeak Properties
DOC
|
+$351M |
| 3 |
Arthur J. Gallagher & Co
AJG
|
+$317M |
| 4 |
Equity Lifestyle Properties
ELS
|
+$256M |
| 5 |
TransDigm Group
TDG
|
+$235M |
Top Sells
| 1 |
Adobe
ADBE
|
+$508M |
| 2 |
SBA Communications
SBAC
|
+$445M |
| 3 |
Brookfield
BN
|
+$391M |
| 4 |
Alexandria Real Estate Equities
ARE
|
+$291M |
| 5 |
Sun Communities
SUI
|
+$288M |
Sector Composition
| 1 | Technology | 20.2% |
| 2 | Financials | 16.62% |
| 3 | Real Estate | 12.83% |
| 4 | Consumer Discretionary | 11.84% |
| 5 | Industrials | 10.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
601
Hewlett Packard
HPE
$32.3B
| $33.1M | 0.02% |
1,549,548
-11,474
| -0.7% | -$245K |
|
602
Dover
DOV
$24B
| $33M | 0.02% |
176,086
-1,758
| -1% | -$330K |
|
603
Hims & Hers Health
HIMS
$11B
| $33M | 0.02% |
1,365,769
+1,075,355
| +370% | +$26M |
|
604
Global Payments
GPN
$20.7B
| $33M | 0.02% |
294,593
-4,544
| -2% | -$509K |
|
605
Aecom
ACM
$16.6B
| $32.8M | 0.02% |
307,339
-3,250
| -1% | -$347K |
|
606
State Street
STT
$31.6B
| $32.8M | 0.02% |
334,164
-12,088
| -3% | -$1.19M |
|
607
EQT Corp
EQT
$31.8B
| $32.7M | 0.02% |
709,517
+8,803
| +1% | +$406K |
|
608
Vanguard Real Estate ETF
VNQ
$34.4B
| $32.6M | 0.02% |
365,851
-319,460
| -47% | -$28.5M |
|
609
Kimco Realty
KIM
$15.1B
| $32.5M | 0.02% |
1,389,023
+288,004
| +26% | +$6.75M |
|
610
Chewy
CHWY
$14.4B
| $32.5M | 0.02% |
970,964
+439,255
| +83% | +$14.7M |
|
611
Xylem
XYL
$33.5B
| $32.5M | 0.02% |
279,978
-10,898
| -4% | -$1.26M |
|
612
National Bank Holdings
NBHC
$1.47B
| $32.4M | 0.02% |
751,370
-34,726
| -4% | -$1.5M |
|
613
Tencent Music
TME
$39.3B
| $32.3M | 0.02% |
2,845,724
-2,632,573
| -48% | -$29.9M |
|
614
First Merchants
FRME
$2.32B
| $32.2M | 0.02% |
806,638
-79,450
| -9% | -$3.17M |
|
615
Badger Meter
BMI
$5.17B
| $32.1M | 0.02% |
151,486
+5,353
| +4% | +$1.14M |
|
616
Marathon Digital Holdings
MARA
$5.97B
| $32.1M | 0.02% |
1,911,816
+519,900
| +37% | +$8.72M |
|
617
Qorvo
QRVO
$8.09B
| $32M | 0.02% |
458,178
+349,078
| +320% | +$24.4M |
|
618
Dow Inc
DOW
$17.1B
| $32M | 0.02% |
798,110
-14,334
| -2% | -$575K |
|
619
Nextracker
NXT
$10B
| $31.9M | 0.02% |
873,741
+172,616
| +25% | +$6.31M |
|
620
Fluor
FLR
$6.68B
| $31.8M | 0.02% |
645,157
-215,807
| -25% | -$10.6M |
|
|
SW
621
Smurfit Westrock plc
SW
$23.5B
| $31.6M | 0.02% |
587,470
-13,828
| -2% | -$745K |
|
622
Sprout Social
SPT
$838M
| $31.6M | 0.02% |
1,028,926
-170,525
| -14% | -$5.24M |
|
623
Cameco
CCJ
$34.9B
| $31.6M | 0.02% |
614,300
+346,869
| +130% | +$17.8M |
|
|
CSW
624
CSW Industrials, Inc.
CSW
$4.21B
| $31.4M | 0.02% |
89,061
+4,070
| +5% | +$1.44M |
|
625
AXIS Capital
AXS
$7.55B
| $31.4M | 0.02% |
353,941
+348,993
| +7,053% | +$30.9M |
|