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 | |
|---|---|---|---|---|---|---|
626
Host Hotels & Resorts
HST
$12.1B
| $31.3M | 0.02% |
1,784,493
-263,597
| -13% | -$4.62M |
|
627
SPDR Portfolio S&P 500 ETF
SPLG
$85.1B
| $31.2M | 0.02% |
453,169
+70,841
| +19% | +$4.88M |
|
628
Expedia Group
EXPE
$26.7B
| $31.2M | 0.02% |
167,601
+352
| +0.2% | +$65.6K |
|
629
Energizer
ENR
$1.94B
| $31.2M | 0.02% |
894,373
+32,618
| +4% | +$1.14M |
|
630
AstraZeneca
AZN
$251B
| $31.2M | 0.02% |
+476,060
| New | +$31.2M |
|
631
Las Vegas Sands
LVS
$37.4B
| $31.2M | 0.02% |
606,755
+58,683
| +11% | +$3.01M |
|
632
Corpay
CPAY
$21.5B
| $31M | 0.02% |
91,551
+5,012
| +6% | +$1.7M |
|
633
Birkenstock
BIRK
$8.62B
| $30.8M | 0.02% |
542,798
+463,191
| +582% | +$26.2M |
|
634
DTE Energy
DTE
$28.2B
| $30.6M | 0.02% |
253,806
-7,551
| -3% | -$912K |
|
635
T Rowe Price
TROW
$23.4B
| $30.6M | 0.02% |
270,736
-5,242
| -2% | -$593K |
|
636
ON Semiconductor
ON
$19.7B
| $30.6M | 0.02% |
485,540
-10,395
| -2% | -$655K |
|
637
Carnival Corp
CCL
$42.5B
| $30.6M | 0.02% |
1,226,210
+64,793
| +6% | +$1.61M |
|
638
Vertex
VERX
$3.81B
| $30.5M | 0.02% |
572,245
+524,572
| +1,100% | +$28M |
|
639
Cboe Global Markets
CBOE
$24.5B
| $30.4M | 0.02% |
155,733
-1,425
| -0.9% | -$278K |
|
640
Pultegroup
PHM
$26.7B
| $30.3M | 0.02% |
277,957
-54,251
| -16% | -$5.91M |
|
641
Pool Corp
POOL
$11.9B
| $30.2M | 0.02% |
88,583
+3,890
| +5% | +$1.33M |
|
642
Merit Medical Systems
MMSI
$5.26B
| $30.2M | 0.02% |
312,020
+11,756
| +4% | +$1.14M |
|
643
Kellanova
K
$27.5B
| $30.1M | 0.02% |
371,764
-2,028
| -0.5% | -$164K |
|
644
Atmos Energy
ATO
$26.3B
| $30M | 0.02% |
215,733
-13,000
| -6% | -$1.81M |
|
645
AAR Corp
AIR
$2.66B
| $30M | 0.02% |
489,445
-10,755
| -2% | -$659K |
|
646
Moog
MOG.A
$6.24B
| $30M | 0.02% |
152,296
+5,453
| +4% | +$1.07M |
|
647
Armstrong World Industries
AWI
$8.47B
| $29.9M | 0.02% |
211,741
+5,565
| +3% | +$787K |
|
648
Federal Signal
FSS
$7.65B
| $29.9M | 0.02% |
323,556
+11,386
| +4% | +$1.05M |
|
649
Teledyne Technologies
TDY
$25.6B
| $29.9M | 0.02% |
64,350
+8,501
| +15% | +$3.95M |
|
650
BioMarin Pharmaceuticals
BMRN
$10.5B
| $29.8M | 0.02% |
453,936
-4,103
| -0.9% | -$270K |
|