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 | |
|---|---|---|---|---|---|---|
626
Curtiss-Wright
CW
$18.1B
| $31.6M | 0.02% |
96,002
-31,529
| -25% | -$10.4M |
|
627
Coherent
COHR
$15.2B
| $31.4M | 0.02% |
353,651
-88,018
| -20% | -$7.83M |
|
628
Sprouts Farmers Market
SFM
$13.6B
| $31.3M | 0.02% |
283,699
-103,145
| -27% | -$11.4M |
|
|
CSW
629
CSW Industrials, Inc.
CSW
$4.46B
| $31.1M | 0.02% |
84,991
+77,576
| +1,046% | +$28.4M |
|
630
GoDaddy
GDDY
$20.1B
| $31.1M | 0.02% |
198,058
+6,424
| +3% | +$1.01M |
|
631
Applied Industrial Technologies
AIT
$10B
| $31M | 0.02% |
138,947
-5,930
| -4% | -$1.32M |
|
632
Global Payments
GPN
$21.3B
| $30.6M | 0.02% |
299,137
+8,078
| +3% | +$827K |
|
633
State Street
STT
$32B
| $30.6M | 0.02% |
346,252
+4,052
| +1% | +$358K |
|
634
Vanguard S&P 500 ETF
VOO
$728B
| $30.6M | 0.02% |
58,044
+3,717
| +7% | +$1.96M |
|
635
Insight Enterprises
NSIT
$4.02B
| $30.6M | 0.02% |
141,891
-6,068
| -4% | -$1.31M |
|
636
Kellanova
K
$27.8B
| $30.2M | 0.02% |
373,792
+24,067
| +7% | +$1.94M |
|
637
Installed Building Products
IBP
$7.44B
| $30.1M | 0.02% |
122,405
-2,979
| -2% | -$734K |
|
638
Etsy
ETSY
$5.36B
| $30.1M | 0.02% |
542,505
+411,165
| +313% | +$22.8M |
|
639
T Rowe Price
TROW
$23.8B
| $30.1M | 0.02% |
275,978
+7,503
| +3% | +$817K |
|
640
Inspire Medical Systems
INSP
$2.56B
| $29.8M | 0.02% |
141,089
+137,483
| +3,813% | +$29M |
|
|
SW
641
Smurfit Westrock plc
SW
$24.5B
| $29.7M | 0.02% |
+601,298
| New | +$29.7M |
|
642
Merit Medical Systems
MMSI
$5.51B
| $29.7M | 0.02% |
300,264
-17,376
| -5% | -$1.72M |
|
643
Moog
MOG.A
$6.17B
| $29.7M | 0.02% |
146,843
-5,600
| -4% | -$1.13M |
|
644
Essential Utilities
WTRG
$11B
| $29.6M | 0.02% |
767,455
-250,398
| -25% | -$9.66M |
|
|
BFS
645
Saul Centers
BFS
$812M
| $29.5M | 0.02% |
703,905
-42,427
| -6% | -$1.78M |
|
646
LyondellBasell Industries
LYB
$17.7B
| $29.5M | 0.02% |
307,496
+18,311
| +6% | +$1.76M |
|
|
SWTX
647
DELISTED
SpringWorks Therapeutics
SWTX
| $29.4M | 0.02% |
918,445
+464,903
| +103% | +$14.9M |
|
|
AZPN
648
DELISTED
Aspen Technology Inc
AZPN
| $29.3M | 0.02% |
122,741
-17,776
| -13% | -$4.25M |
|
649
PPL Corp
PPL
$26.6B
| $29.2M | 0.02% |
882,453
+52,547
| +6% | +$1.74M |
|
650
Federal Signal
FSS
$7.59B
| $29.2M | 0.02% |
312,170
-9,884
| -3% | -$924K |
|