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 | |
|---|---|---|---|---|---|---|
651
Neurocrine Biosciences
NBIX
$14.3B
| $29.2M | 0.02% |
253,186
-120,576
| -32% | -$13.9M |
|
652
BridgeBio Pharma
BBIO
$10.2B
| $29.2M | 0.02% |
1,145,123
+19,978
| +2% | +$509K |
|
653
Take-Two Interactive
TTWO
$44.2B
| $29.1M | 0.02% |
189,496
+10,491
| +6% | +$1.61M |
|
654
Ameren
AEE
$27.2B
| $29M | 0.02% |
331,801
+19,217
| +6% | +$1.68M |
|
655
CMS Energy
CMS
$21.4B
| $28.8M | 0.02% |
408,331
+28,695
| +8% | +$2.03M |
|
656
Lifestance Health
LFST
$2.09B
| $28.8M | 0.02% |
4,116,766
+235,316
| +6% | +$1.65M |
|
657
Encompass Health
EHC
$12.6B
| $28.8M | 0.02% |
297,823
-192,086
| -39% | -$18.6M |
|
658
Devon Energy
DVN
$22.1B
| $28.6M | 0.02% |
731,978
+7,487
| +1% | +$293K |
|
659
Boise Cascade
BCC
$3.36B
| $28.6M | 0.02% |
203,042
-8,600
| -4% | -$1.21M |
|
660
Enphase Energy
ENPH
$5.18B
| $28.6M | 0.02% |
253,116
-84,390
| -25% | -$9.54M |
|
661
Wingstop
WING
$8.65B
| $28.5M | 0.02% |
68,486
-29,668
| -30% | -$12.3M |
|
662
Vanguard Long-Term Bond ETF
BLV
$5.64B
| $28.5M | 0.02% |
378,690
-1,912
| -0.5% | -$144K |
|
663
Clean Harbors
CLH
$12.7B
| $28.4M | 0.02% |
117,495
-49,645
| -30% | -$12M |
|
664
OR Royalties Inc.
OR
$6.48B
| $28.3M | 0.02% |
1,527,110
+82,150
| +6% | +$1.52M |
|
665
ITT
ITT
$13.3B
| $28.3M | 0.02% |
189,251
-84,821
| -31% | -$12.7M |
|
666
Eversource Energy
ES
$23.6B
| $28.2M | 0.02% |
413,874
+17,654
| +4% | +$1.2M |
|
667
Coterra Energy
CTRA
$18.3B
| $28.1M | 0.02% |
1,175,263
+954
| +0.1% | +$22.8K |
|
668
iShares MSCI EAFE ETF
EFA
$66.2B
| $28.1M | 0.02% |
336,351
-8,000
| -2% | -$669K |
|
669
CubeSmart
CUBE
$9.52B
| $28.1M | 0.02% |
521,502
-227,636
| -30% | -$12.3M |
|
|
BCPC
670
Balchem Corporation
BCPC
$5.23B
| $28M | 0.02% |
159,276
-7,086
| -4% | -$1.25M |
|
671
Descartes Systems
DSGX
$9.26B
| $27.9M | 0.02% |
270,833
-3,270
| -1% | -$337K |
|
672
WD-40
WDFC
$2.95B
| $27.8M | 0.02% |
107,960
-1,600
| -1% | -$413K |
|
673
Las Vegas Sands
LVS
$36.9B
| $27.6M | 0.02% |
548,072
+136,859
| +33% | +$6.89M |
|
674
West Pharmaceutical
WST
$18B
| $27.5M | 0.02% |
91,756
+2,037
| +2% | +$611K |
|
675
Texas Roadhouse
TXRH
$11.2B
| $27.5M | 0.02% |
155,853
-67,405
| -30% | -$11.9M |
|