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
|
+$158M |
| 2 |
Gaming and Leisure Properties
GLPI
|
+$122M |
| 3 |
Boston Properties
BXP
|
+$92.5M |
| 4 |
iShares MBS ETF
MBB
|
+$90.6M |
| 5 |
Extra Space Storage
EXR
|
+$77.3M |
Top Sells
| 1 |
TransDigm Group
TDG
|
+$214M |
| 2 |
Toronto Dominion Bank
TD
|
+$142M |
| 3 |
Credit Acceptance
CACC
|
+$122M |
| 4 |
Medical Properties Trust
MPW
|
+$101M |
| 5 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
+$87.4M |
Sector Composition
| 1 | Technology | 17.6% |
| 2 | Real Estate | 15.87% |
| 3 | Financials | 14.95% |
| 4 | Consumer Discretionary | 11.17% |
| 5 | Industrials | 10.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
676
Curtiss-Wright
CW
$18.2B
| $26.7M | 0.02% |
151,599
+1,358
| +0.9% | +$239K |
|
677
DTE Energy
DTE
$28B
| $26.7M | 0.02% |
243,918
+6,316
| +3% | +$692K |
|
|
SGI
678
Somnigroup International Inc.
SGI
$18.1B
| $26.7M | 0.02% |
676,337
+3,875
| +0.6% | +$153K |
|
679
Xylem
XYL
$34.1B
| $26.7M | 0.02% |
255,037
+35,399
| +16% | +$3.71M |
|
680
FirstEnergy
FE
$25B
| $26.7M | 0.02% |
665,537
+13,289
| +2% | +$532K |
|
681
Axalta
AXTA
$7.01B
| $26.5M | 0.02% |
873,453
+850,723
| +3,743% | +$25.8M |
|
682
Bunge Global
BG
$16.9B
| $26.4M | 0.02% |
276,872
+169,146
| +157% | +$16.2M |
|
683
Envista
NVST
$3.51B
| $26.4M | 0.02% |
645,935
+6,428
| +1% | +$263K |
|
684
TopBuild
BLD
$12.2B
| $26.4M | 0.02% |
126,750
+446
| +0.4% | +$92.8K |
|
685
Commerce Bancshares
CBSH
$8.11B
| $26.3M | 0.02% |
496,321
+3,203
| +0.6% | +$170K |
|
686
McCormick & Company Non-Voting
MKC
$18.8B
| $26.3M | 0.02% |
315,574
+6,285
| +2% | +$523K |
|
687
Zebra Technologies
ZBRA
$16B
| $26.1M | 0.02% |
82,092
+713
| +0.9% | +$227K |
|
688
Teledyne Technologies
TDY
$25.6B
| $26.1M | 0.02% |
58,255
+1,950
| +3% | +$872K |
|
689
Gentex
GNTX
$6.3B
| $26M | 0.02% |
928,421
+8,407
| +0.9% | +$236K |
|
690
Acadia Healthcare
ACHC
$2.08B
| $26M | 0.02% |
359,849
-198,906
| -36% | -$14.4M |
|
691
SPDR S&P 500 ETF Trust
SPY
$663B
| $26M | 0.02% |
63,482
+9,534
| +18% | +$3.9M |
|
692
Diodes
DIOD
$2.47B
| $25.9M | 0.02% |
279,553
-5,880
| -2% | -$545K |
|
693
Steel Dynamics
STLD
$19.8B
| $25.9M | 0.02% |
229,250
+4,290
| +2% | +$485K |
|
694
Mueller Industries
MLI
$10.8B
| $25.9M | 0.02% |
704,046
-14,408
| -2% | -$529K |
|
695
Merit Medical Systems
MMSI
$5.47B
| $25.9M | 0.02% |
349,591
-7,731
| -2% | -$572K |
|
696
Mattel
MAT
$5.96B
| $25.8M | 0.02% |
1,403,413
+8,433
| +0.6% | +$155K |
|
697
SPDR S&P Global Natural Resources ETF
GNR
$3.29B
| $25.8M | 0.02% |
452,489
+129,275
| +40% | +$7.38M |
|
|
AJRD
698
DELISTED
Aerojet Rocketdyne Holdings, Inc.
AJRD
| $25.7M | 0.02% |
458,028
-8,080
| -2% | -$454K |
|
699
The Bancorp
TBBK
$3.53B
| $25.7M | 0.02% |
922,761
+9,676
| +1% | +$269K |
|
700
Silicon Laboratories
SLAB
$4.42B
| $25.7M | 0.02% |
146,670
+15,343
| +12% | +$2.69M |
|