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 | |
|---|---|---|---|---|---|---|
701
Voya Financial
VOYA
$7.3B
| $28.6M | 0.02% |
387,385
+4,250
| +1% | +$314K |
|
702
Alaska Air
ALK
$7.34B
| $28.6M | 0.02% |
665,571
-8,484
| -1% | -$365K |
|
703
Jazz Pharmaceuticals
JAZZ
$7.88B
| $28.6M | 0.02% |
237,443
+5,066
| +2% | +$610K |
|
704
DTE Energy
DTE
$28B
| $28.5M | 0.02% |
254,477
+3,736
| +1% | +$419K |
|
705
Axalta
AXTA
$7.01B
| $28.5M | 0.02% |
829,262
+19,720
| +2% | +$678K |
|
706
Insight Enterprises
NSIT
$4.03B
| $28.5M | 0.02% |
153,465
-1,718
| -1% | -$319K |
|
707
Fluor
FLR
$6.6B
| $28.4M | 0.02% |
672,457
+41,076
| +7% | +$1.74M |
|
708
Vanguard Long-Term Bond ETF
BLV
$5.69B
| $28.4M | 0.02% |
392,324
+57,953
| +17% | +$4.19M |
|
709
Armstrong World Industries
AWI
$8.52B
| $28.4M | 0.02% |
228,238
+231
| +0.1% | +$28.7K |
|
710
Federal Signal
FSS
$7.59B
| $28.3M | 0.02% |
333,552
+175
| +0.1% | +$14.9K |
|
711
Jackson Financial
JXN
$6.68B
| $28.3M | 0.02% |
427,870
-20,428
| -5% | -$1.35M |
|
712
Entergy
ETR
$38.8B
| $28.2M | 0.02% |
534,566
+7,536
| +1% | +$398K |
|
713
CyberArk
CYBR
$23.6B
| $28.1M | 0.02% |
105,942
-8,015
| -7% | -$2.13M |
|
714
Las Vegas Sands
LVS
$36.9B
| $28.1M | 0.02% |
544,078
+131,576
| +32% | +$6.8M |
|
715
Selective Insurance
SIGI
$4.85B
| $28.1M | 0.02% |
257,340
+14,295
| +6% | +$1.56M |
|
716
Sealed Air
SEE
$4.86B
| $28.1M | 0.02% |
755,112
+3,413
| +0.5% | +$127K |
|
717
Glaukos
GKOS
$5.27B
| $28M | 0.02% |
297,421
-48
| -0% | -$4.53K |
|
718
Tapestry
TPR
$21.8B
| $28M | 0.02% |
590,266
+302,894
| +105% | +$14.4M |
|
719
Iron Mountain
IRM
$27.3B
| $27.9M | 0.02% |
347,264
+10,011
| +3% | +$803K |
|
720
ESAB
ESAB
$7.06B
| $27.8M | 0.02% |
251,230
+3,529
| +1% | +$390K |
|
721
PTC
PTC
$25.5B
| $27.8M | 0.02% |
146,878
+1,193
| +0.8% | +$225K |
|
722
Universal Display
OLED
$6.91B
| $27.7M | 0.02% |
164,685
+3,627
| +2% | +$611K |
|
723
SouthState Bank Corporation
SSB
$10.3B
| $27.7M | 0.02% |
325,421
+41,349
| +15% | +$3.52M |
|
724
SEI Investments
SEIC
$10.8B
| $27.6M | 0.02% |
384,371
+8,222
| +2% | +$591K |
|
725
Sprouts Farmers Market
SFM
$13.6B
| $27.6M | 0.02% |
427,763
-2,668
| -0.6% | -$172K |
|