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 |
Intuitive Surgical
ISRG
|
+$189M |
| 2 |
Agree Realty
ADC
|
+$170M |
| 3 |
Tyler Technologies
TYL
|
+$159M |
| 4 |
SBA Communications
SBAC
|
+$110M |
| 5 |
Expeditors International
EXPD
|
+$101M |
Top Sells
| 1 |
RP
RealPage, Inc.
RP
|
+$286M |
| 2 |
Apple
AAPL
|
+$248M |
| 3 |
Deere & Co
DE
|
+$232M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$191M |
| 5 |
Microsoft
MSFT
|
+$190M |
Sector Composition
| 1 | Technology | 18.27% |
| 2 | Financials | 15.24% |
| 3 | Real Estate | 14.94% |
| 4 | Consumer Discretionary | 12.66% |
| 5 | Industrials | 9.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
651
American Financial Group
AFG
$11.4B
| $30M | 0.02% |
263,183
+41,595
| +19% | +$4.75M |
|
|
JBTM
652
JBT Marel Corporation
JBTM
$7.09B
| $30M | 0.02% |
224,764
-1,437
| -0.6% | -$192K |
|
653
Old Dominion Freight Line
ODFL
$30.7B
| $30M | 0.02% |
249,178
-14,752
| -6% | -$1.77M |
|
654
UGI
UGI
$7.38B
| $29.9M | 0.02% |
729,863
+112,636
| +18% | +$4.62M |
|
655
Marvell Technology
MRVL
$57.8B
| $29.9M | 0.02% |
610,264
+462,325
| +313% | +$22.6M |
|
656
Spirit AeroSystems
SPR
$4.76B
| $29.8M | 0.02% |
612,939
+365,108
| +147% | +$17.8M |
|
657
Norwegian Cruise Line
NCLH
$11.5B
| $29.8M | 0.02% |
1,078,501
+665,948
| +161% | +$18.4M |
|
658
Expedia Group
EXPE
$26.7B
| $29.8M | 0.02% |
172,845
-10,238
| -6% | -$1.76M |
|
659
Regions Financial
RF
$24.1B
| $29.7M | 0.02% |
1,439,042
-244,565
| -15% | -$5.05M |
|
660
WD-40
WDFC
$2.85B
| $29.7M | 0.02% |
96,892
-406
| -0.4% | -$124K |
|
661
MYR Group
MYRG
$2.77B
| $29.6M | 0.02% |
413,218
+19,037
| +5% | +$1.36M |
|
662
Northern Trust
NTRS
$24.2B
| $29.6M | 0.02% |
281,639
-11,909
| -4% | -$1.25M |
|
663
Watts Water Technologies
WTS
$9.29B
| $29.6M | 0.02% |
248,920
+4,322
| +2% | +$513K |
|
|
VAR
664
DELISTED
Varian Medical Systems, Inc.
VAR
| $29.5M | 0.02% |
167,360
-66,759
| -29% | -$11.8M |
|
665
Synchrony
SYF
$27.8B
| $29.5M | 0.02% |
725,367
-61,950
| -8% | -$2.52M |
|
666
Watsco
WSO
$15.8B
| $29.5M | 0.02% |
112,991
+14,848
| +15% | +$3.87M |
|
667
Hershey
HSY
$37.6B
| $29.3M | 0.02% |
185,126
-16,593
| -8% | -$2.62M |
|
668
Omega Healthcare
OHI
$12.6B
| $29.3M | 0.02% |
798,636
+126,482
| +19% | +$4.63M |
|
|
CERN
669
DELISTED
Cerner Corp
CERN
| $29.2M | 0.02% |
406,680
-13,756
| -3% | -$989K |
|
670
Ciena
CIEN
$18.4B
| $29.2M | 0.02% |
533,331
+76,404
| +17% | +$4.18M |
|
671
Amcor
AMCR
$19B
| $29.1M | 0.02% |
+2,493,480
| New | +$29.1M |
|
672
Alibaba
BABA
$343B
| $29.1M | 0.02% |
128,333
-8,892
| -6% | -$2.02M |
|
|
KSU
673
DELISTED
Kansas City Southern
KSU
| $29.1M | 0.02% |
110,173
-12,174
| -10% | -$3.21M |
|
|
FL
674
DELISTED
Foot Locker
FL
| $29M | 0.02% |
515,161
+56,741
| +12% | +$3.19M |
|
675
Oneok
OKE
$46.2B
| $29M | 0.02% |
571,898
-31,032
| -5% | -$1.57M |
|