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 |
American Tower
AMT
|
$462M |
| 2 |
SBA Communications
SBAC
|
$330M |
| 3 |
CCC Intelligent Solutions
CCCS
|
$219M |
| 4 |
Equinix
EQIX
|
$176M |
| 5 |
Teck Resources
TECK
|
$140M |
Top Sells
| 1 |
First Industrial Realty Trust
FR
|
$216M |
| 2 |
Digital Realty Trust
DLR
|
$213M |
| 3 |
TransDigm Group
TDG
|
$207M |
| 4 |
Public Storage
PSA
|
$174M |
| 5 |
Realty Income
O
|
$149M |
Sector Composition
| 1 | Technology | 18.87% |
| 2 | Financials | 15.58% |
| 3 | Real Estate | 14.17% |
| 4 | Consumer Discretionary | 11.56% |
| 5 | Industrials | 11.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
651
Charter Communications
CHTR
$35.7B
| $31.8M | 0.02% |
109,521
-79,958
| -42% | -$23.2M |
|
652
Churchill Downs
CHDN
$7.18B
| $31.8M | 0.02% |
257,063
+4,806
| +2% | +$595K |
|
653
CACI
CACI
$10.4B
| $31.8M | 0.02% |
83,932
+2,149
| +3% | +$814K |
|
654
First Merchants
FRME
$2.37B
| $31.8M | 0.02% |
910,492
-14,975
| -2% | -$523K |
|
655
Gentex
GNTX
$6.25B
| $31.7M | 0.02% |
878,604
+22,159
| +3% | +$800K |
|
656
Dollar Tree
DLTR
$20.6B
| $31.7M | 0.02% |
238,070
+1,153
| +0.5% | +$154K |
|
657
eBay
EBAY
$42.3B
| $31.6M | 0.02% |
597,869
+6,656
| +1% | +$351K |
|
658
Dover
DOV
$24.4B
| $31.5M | 0.02% |
177,917
+9,340
| +6% | +$1.65M |
|
659
SiTime
SITM
$6.1B
| $31.5M | 0.02% |
337,592
-22,337
| -6% | -$2.08M |
|
660
Steel Dynamics
STLD
$19.8B
| $31.4M | 0.02% |
211,773
+4,373
| +2% | +$648K |
|
661
Range Resources
RRC
$8.27B
| $31.3M | 0.02% |
908,250
+22,764
| +3% | +$784K |
|
662
Edison International
EIX
$21B
| $31.2M | 0.02% |
440,865
+6,704
| +2% | +$474K |
|
663
Lithia Motors
LAD
$8.74B
| $31.2M | 0.02% |
103,629
+2,621
| +3% | +$789K |
|
664
Lear
LEA
$5.91B
| $31.1M | 0.02% |
214,863
+973
| +0.5% | +$141K |
|
665
Veralto
VLTO
$26.2B
| $31M | 0.02% |
349,152
+7,836
| +2% | +$695K |
|
666
UFP Industries
UFPI
$6.08B
| $31M | 0.02% |
251,607
+3,444
| +1% | +$424K |
|
667
Acuity Brands
AYI
$10.4B
| $30.9M | 0.02% |
114,961
+1,320
| +1% | +$355K |
|
668
Antero Resources
AR
$10.1B
| $30.9M | 0.02% |
1,064,090
+26,842
| +3% | +$778K |
|
669
Skechers
SKX
$9.5B
| $30.8M | 0.02% |
503,289
+12,234
| +2% | +$749K |
|
670
Wabtec
WAB
$33B
| $30.8M | 0.02% |
211,453
+2,751
| +1% | +$401K |
|
671
HP
HPQ
$27.4B
| $30.8M | 0.02% |
1,017,866
+12,931
| +1% | +$391K |
|
672
Oshkosh
OSK
$8.93B
| $30.7M | 0.02% |
246,332
+6,192
| +3% | +$772K |
|
673
Fifth Third Bancorp
FITB
$30.2B
| $30.5M | 0.02% |
818,451
+8,760
| +1% | +$326K |
|
674
HUB Group
HUBG
$2.29B
| $30.4M | 0.02% |
702,443
+32,247
| +5% | +$1.39M |
|
675
Molina Healthcare
MOH
$9.47B
| $30.3M | 0.02% |
73,773
-101
| -0.1% | -$41.5K |
|