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 | |
|---|---|---|---|---|---|---|
701
RBC Bearings
RBC
$12.2B
| $26.3M | 0.01% |
87,795
-8,861
| -9% | -$2.65M |
|
702
Nextracker
NXT
$10.4B
| $26.3M | 0.01% |
701,125
-37,331
| -5% | -$1.4M |
|
703
Estee Lauder
EL
$32.1B
| $26.2M | 0.01% |
263,016
-21,121
| -7% | -$2.11M |
|
704
Lantheus
LNTH
$3.72B
| $26.2M | 0.01% |
238,605
-129,130
| -35% | -$14.2M |
|
705
Visteon
VC
$3.41B
| $26.1M | 0.01% |
274,365
+8,500
| +3% | +$810K |
|
706
CACI
CACI
$10.4B
| $26M | 0.01% |
51,620
-33,427
| -39% | -$16.9M |
|
707
Cincinnati Financial
CINF
$24B
| $26M | 0.01% |
191,149
+5,097
| +3% | +$694K |
|
708
CareTrust REIT
CTRE
$7.56B
| $25.9M | 0.01% |
838,306
+41,623
| +5% | +$1.28M |
|
709
SPDR Portfolio S&P 500 ETF
SPLG
$83.8B
| $25.8M | 0.01% |
382,328
+12,336
| +3% | +$833K |
|
710
Advanced Drainage Systems
WMS
$11.5B
| $25.8M | 0.01% |
163,879
-63,211
| -28% | -$9.93M |
|
711
Fortune Brands Innovations
FBIN
$7.3B
| $25.7M | 0.01% |
287,418
-129,076
| -31% | -$11.6M |
|
712
EQT Corp
EQT
$32.2B
| $25.7M | 0.01% |
700,714
+198,227
| +39% | +$7.26M |
|
713
Western Digital
WDC
$31.9B
| $25.7M | 0.01% |
496,968
-180,859
| -27% | -$9.34M |
|
714
Halozyme
HALO
$8.76B
| $25.6M | 0.01% |
448,087
-154,971
| -26% | -$8.87M |
|
715
Genuine Parts
GPC
$19.4B
| $25.6M | 0.01% |
183,533
+6,358
| +4% | +$888K |
|
716
Huntington Bancshares
HBAN
$25.7B
| $25.6M | 0.01% |
1,743,357
+112,146
| +7% | +$1.65M |
|
717
Best Buy
BBY
$16.1B
| $25.6M | 0.01% |
247,510
+4,958
| +2% | +$512K |
|
718
Kimco Realty
KIM
$15.4B
| $25.6M | 0.01% |
1,101,019
+8,195
| +0.7% | +$190K |
|
719
Molina Healthcare
MOH
$9.47B
| $25.6M | 0.01% |
74,160
+2,389
| +3% | +$823K |
|
720
McCormick & Company Non-Voting
MKC
$19B
| $25.4M | 0.01% |
308,903
+25,278
| +9% | +$2.08M |
|
721
Regions Financial
RF
$24.1B
| $25.4M | 0.01% |
1,087,697
+34,125
| +3% | +$796K |
|
722
Moderna
MRNA
$9.78B
| $25.4M | 0.01% |
379,451
+15,218
| +4% | +$1.02M |
|
723
Zimmer Biomet
ZBH
$20.9B
| $25.3M | 0.01% |
234,345
-26,515
| -10% | -$2.86M |
|
724
Ovintiv
OVV
$10.6B
| $25.3M | 0.01% |
659,141
-223,498
| -25% | -$8.56M |
|
725
Sealed Air
SEE
$4.82B
| $25.2M | 0.01% |
693,886
-29,364
| -4% | -$1.07M |
|