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 | |
|---|---|---|---|---|---|---|
676
Alaska Air
ALK
$7.28B
| $27.4M | 0.02% |
606,889
-30,838
| -5% | -$1.39M |
|
677
FirstEnergy
FE
$25.1B
| $27.4M | 0.02% |
617,768
+30,769
| +5% | +$1.36M |
|
678
Energizer
ENR
$1.96B
| $27.4M | 0.01% |
861,755
+37,713
| +5% | +$1.2M |
|
679
Lamar Advertising Co
LAMR
$13B
| $27.2M | 0.01% |
203,751
-88,924
| -30% | -$11.9M |
|
680
Impinj
PI
$5.56B
| $27.2M | 0.01% |
125,633
+122,579
| +4,014% | +$26.5M |
|
681
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$54.8B
| $27.2M | 0.01% |
324,405
-51,582
| -14% | -$4.32M |
|
682
Immunovant
IMVT
$2.99B
| $27.1M | 0.01% |
951,124
+391,436
| +70% | +$11.2M |
|
683
Armstrong World Industries
AWI
$8.58B
| $27.1M | 0.01% |
206,176
-8,798
| -4% | -$1.16M |
|
684
Celestica
CLS
$27.9B
| $27.1M | 0.01% |
529,390
-5,300
| -1% | -$271K |
|
685
Saia
SAIA
$8.34B
| $27.1M | 0.01% |
61,946
-26,785
| -30% | -$11.7M |
|
686
Morningstar
MORN
$10.8B
| $27.1M | 0.01% |
84,845
-25,095
| -23% | -$8.01M |
|
687
Corpay
CPAY
$22.4B
| $27.1M | 0.01% |
86,539
+2,175
| +3% | +$680K |
|
688
Remitly
RELY
$4.02B
| $27.1M | 0.01% |
2,020,791
+2,001,198
| +10,214% | +$26.8M |
|
689
PTC
PTC
$25.6B
| $26.9M | 0.01% |
149,071
+5,403
| +4% | +$976K |
|
690
ACI Worldwide
ACIW
$5.19B
| $26.7M | 0.01% |
524,613
-41,676
| -7% | -$2.12M |
|
691
Service Corp International
SCI
$10.9B
| $26.6M | 0.01% |
337,022
-147,648
| -30% | -$11.7M |
|
692
Universal Display
OLED
$6.91B
| $26.6M | 0.01% |
126,728
-43,241
| -25% | -$9.08M |
|
693
AeroVironment
AVAV
$11.3B
| $26.6M | 0.01% |
132,545
-7,929
| -6% | -$1.59M |
|
694
Onto Innovation
ONTO
$5.1B
| $26.5M | 0.01% |
127,714
-53,718
| -30% | -$11.1M |
|
695
Itron
ITRI
$5.51B
| $26.5M | 0.01% |
248,077
+10,677
| +4% | +$1.14M |
|
696
Gildan
GIL
$8.27B
| $26.5M | 0.01% |
562,030
-6,300
| -1% | -$297K |
|
697
Crown Holdings
CCK
$11B
| $26.5M | 0.01% |
275,875
-121,241
| -31% | -$11.6M |
|
698
Sunrun
RUN
$4.19B
| $26.4M | 0.01% |
1,460,949
+367,835
| +34% | +$6.64M |
|
699
Super Micro Computer
SMCI
$24B
| $26.4M | 0.01% |
633,100
-688,370
| -52% | -$28.7M |
|
700
Cooper Companies
COO
$13.5B
| $26.3M | 0.01% |
238,305
+14,687
| +7% | +$1.62M |
|