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 | |
|---|---|---|---|---|---|---|
726
Group 1 Automotive
GPI
$6.26B
| $25.1M | 0.01% |
65,576
-5,429
| -8% | -$2.08M |
|
727
Matsons
MATX
$3.36B
| $25.1M | 0.01% |
176,011
-11,121
| -6% | -$1.59M |
|
728
CenterPoint Energy
CNP
$24.7B
| $24.9M | 0.01% |
847,366
+56,037
| +7% | +$1.65M |
|
|
VRN
729
DELISTED
Veren
VRN
| $24.9M | 0.01% |
4,038,140
+653,300
| +19% | +$4.03M |
|
730
Box
BOX
$4.75B
| $24.9M | 0.01% |
760,138
-33,861
| -4% | -$1.11M |
|
731
Darden Restaurants
DRI
$24.5B
| $24.8M | 0.01% |
151,293
+5,816
| +4% | +$955K |
|
732
Ball Corp
BALL
$13.9B
| $24.8M | 0.01% |
364,856
+3,967
| +1% | +$269K |
|
733
Expedia Group
EXPE
$26.6B
| $24.8M | 0.01% |
167,249
-4,796
| -3% | -$710K |
|
734
Clorox
CLX
$15.5B
| $24.6M | 0.01% |
151,257
+9,720
| +7% | +$1.58M |
|
735
Nova
NVMI
$7.58B
| $24.6M | 0.01% |
118,197
-1,010
| -0.8% | -$210K |
|
736
AptarGroup
ATR
$9.13B
| $24.6M | 0.01% |
153,716
-66,929
| -30% | -$10.7M |
|
737
Radian Group
RDN
$4.79B
| $24.6M | 0.01% |
709,200
-33,664
| -5% | -$1.17M |
|
738
Alkermes
ALKS
$4.94B
| $24.6M | 0.01% |
877,943
-69,373
| -7% | -$1.94M |
|
739
Teledyne Technologies
TDY
$25.7B
| $24.4M | 0.01% |
55,849
+915
| +2% | +$400K |
|
740
SM Energy
SM
$3.09B
| $24.4M | 0.01% |
611,121
-1,679
| -0.3% | -$67.1K |
|
741
Vanguard FTSE Developed Markets ETF
VEA
$171B
| $24.4M | 0.01% |
462,230
+348,989
| +308% | +$18.4M |
|
742
Synchrony
SYF
$28.1B
| $24.3M | 0.01% |
487,720
+10,294
| +2% | +$513K |
|
743
Trimble
TRMB
$19.2B
| $24.3M | 0.01% |
391,310
+60,752
| +18% | +$3.77M |
|
744
Omega Healthcare
OHI
$12.7B
| $24.3M | 0.01% |
596,404
-226,421
| -28% | -$9.22M |
|
745
BGC Group
BGC
$4.71B
| $24.3M | 0.01% |
2,642,508
-479,868
| -15% | -$4.41M |
|
746
Jamf
JAMF
$1.22B
| $24.2M | 0.01% |
1,394,227
+306,558
| +28% | +$5.32M |
|
747
Portillo's
PTLO
$490M
| $24.1M | 0.01% |
1,788,113
+175,999
| +11% | +$2.37M |
|
748
Structure Therapeutics
GPCR
$1.27B
| $23.9M | 0.01% |
545,359
+380,115
| +230% | +$16.7M |
|
749
ADMA Biologics
ADMA
$4.03B
| $23.9M | 0.01% |
1,194,221
+1,059,394
| +786% | +$21.2M |
|
750
StepStone Group
STEP
$4.78B
| $23.7M | 0.01% |
417,845
+126,315
| +43% | +$7.18M |
|