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 | |
|---|---|---|---|---|---|---|
651
Synchrony
SYF
$27.8B
| $29.7M | 0.02% |
457,011
-30,709
| -6% | -$2M |
|
652
Fortive
FTV
$16.2B
| $29.7M | 0.02% |
395,780
-10,305
| -3% | -$773K |
|
653
RenaissanceRe
RNR
$11.2B
| $29.6M | 0.02% |
119,034
-1,682
| -1% | -$418K |
|
654
West Pharmaceutical
WST
$18.4B
| $29.6M | 0.02% |
90,403
-1,353
| -1% | -$443K |
|
655
Meritage Homes
MTH
$5.59B
| $29.6M | 0.02% |
384,468
-105,084
| -21% | -$8.08M |
|
656
Teradyne
TER
$18.7B
| $29.5M | 0.02% |
234,423
-168,245
| -42% | -$21.2M |
|
657
CDW
CDW
$22.4B
| $29.3M | 0.02% |
168,405
-3,434
| -2% | -$598K |
|
658
Mid-America Apartment Communities
MAA
$16.6B
| $29.3M | 0.02% |
189,428
+45,519
| +32% | +$7.04M |
|
659
Ameren
AEE
$26.8B
| $29.3M | 0.02% |
328,450
-3,351
| -1% | -$299K |
|
660
GameStop
GME
$10.9B
| $29.2M | 0.02% |
930,765
+33,396
| +4% | +$1.05M |
|
661
Toll Brothers
TOL
$13.8B
| $29.1M | 0.02% |
231,433
-6,245
| -3% | -$787K |
|
662
Archer Daniels Midland
ADM
$29.5B
| $29M | 0.02% |
574,893
-84,783
| -13% | -$4.28M |
|
663
Etsy
ETSY
$5.73B
| $29M | 0.02% |
547,889
+5,384
| +1% | +$285K |
|
664
Darden Restaurants
DRI
$24.7B
| $28.8M | 0.02% |
154,438
+3,145
| +2% | +$587K |
|
665
BridgeBio Pharma
BBIO
$10.1B
| $28.8M | 0.02% |
1,050,139
-94,984
| -8% | -$2.61M |
|
666
Itron
ITRI
$5.41B
| $28.7M | 0.02% |
263,972
+15,895
| +6% | +$1.73M |
|
667
Duolingo
DUOL
$13.1B
| $28.5M | 0.02% |
88,012
-70,843
| -45% | -$23M |
|
668
MasTec
MTZ
$15B
| $28.5M | 0.02% |
209,342
+41,661
| +25% | +$5.67M |
|
669
Group 1 Automotive
GPI
$6.09B
| $28.5M | 0.02% |
67,576
+2,000
| +3% | +$843K |
|
670
Lennox International
LII
$19.6B
| $28.5M | 0.02% |
46,721
-40,984
| -47% | -$25M |
|
671
PPL Corp
PPL
$26.5B
| $28.4M | 0.02% |
873,781
-8,672
| -1% | -$281K |
|
672
Grab
GRAB
$21.6B
| $28.4M | 0.02% |
6,008,267
+5,866,079
| +4,126% | +$27.7M |
|
673
ACI Worldwide
ACIW
$5.17B
| $28.3M | 0.02% |
545,506
+20,893
| +4% | +$1.08M |
|
674
Paylocity
PCTY
$9.34B
| $28.2M | 0.02% |
141,518
+17,176
| +14% | +$3.43M |
|
675
Unum
UNM
$12.6B
| $28.2M | 0.02% |
386,430
-10,862
| -3% | -$793K |
|