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
|
+$742M |
| 2 |
Healthpeak Properties
DOC
|
+$351M |
| 3 |
Arthur J. Gallagher & Co
AJG
|
+$317M |
| 4 |
Equity Lifestyle Properties
ELS
|
+$256M |
| 5 |
TransDigm Group
TDG
|
+$235M |
Top Sells
| 1 |
Adobe
ADBE
|
+$508M |
| 2 |
SBA Communications
SBAC
|
+$445M |
| 3 |
Brookfield
BN
|
+$391M |
| 4 |
Alexandria Real Estate Equities
ARE
|
+$291M |
| 5 |
Sun Communities
SUI
|
+$288M |
Sector Composition
| 1 | Technology | 20.2% |
| 2 | Financials | 16.62% |
| 3 | Real Estate | 12.83% |
| 4 | Consumer Discretionary | 11.84% |
| 5 | Industrials | 10.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
726
Regions Financial
RF
$24.1B
| $25.1M | 0.01% |
1,065,684
-22,013
| -2% | -$518K |
|
727
Alamos Gold
AGI
$13.9B
| $25M | 0.01% |
1,358,400
-378,800
| -22% | -$6.98M |
|
728
Jacobs Solutions
J
$17.3B
| $25M | 0.01% |
189,107
+42,077
| +29% | +$5.57M |
|
729
TG Therapeutics
TGTX
$5.05B
| $25M | 0.01% |
830,184
+57,996
| +8% | +$1.75M |
|
730
Acadia Healthcare
ACHC
$1.94B
| $24.8M | 0.01% |
624,941
-31,948
| -5% | -$1.27M |
|
731
Boise Cascade
BCC
$3.21B
| $24.8M | 0.01% |
208,323
+5,281
| +3% | +$628K |
|
732
Tetra Tech
TTEK
$9.37B
| $24.7M | 0.01% |
619,717
-134,985
| -18% | -$5.38M |
|
733
SM Energy
SM
$3.14B
| $24.6M | 0.01% |
635,822
+24,701
| +4% | +$957K |
|
734
Lamar Advertising Co
LAMR
$12.8B
| $24.6M | 0.01% |
202,390
-1,361
| -0.7% | -$166K |
|
735
Box
BOX
$4.74B
| $24.6M | 0.01% |
779,050
+18,912
| +2% | +$598K |
|
736
Clorox
CLX
$15.1B
| $24.6M | 0.01% |
151,261
+4
| +0% | +$650 |
|
737
Mueller Industries
MLI
$10.8B
| $24.5M | 0.01% |
308,476
-267,413
| -46% | -$21.2M |
|
738
Carlyle Group
CG
$23.7B
| $24.4M | 0.01% |
484,167
-3,339
| -0.7% | -$169K |
|
739
International Flavors & Fragrances
IFF
$16.5B
| $24.4M | 0.01% |
289,031
-181,645
| -39% | -$15.4M |
|
740
Devon Energy
DVN
$22.5B
| $24.4M | 0.01% |
746,374
+14,396
| +2% | +$471K |
|
741
Matsons
MATX
$3.28B
| $24.4M | 0.01% |
180,956
+4,945
| +3% | +$667K |
|
742
DT Midstream
DTM
$10.9B
| $24.3M | 0.01% |
244,097
-346
| -0.1% | -$34.4K |
|
743
Integer Holdings
ITGR
$3.59B
| $24.2M | 0.01% |
182,267
+6,905
| +4% | +$915K |
|
744
Northern Trust
NTRS
$24.2B
| $24.1M | 0.01% |
235,430
+1,187
| +0.5% | +$122K |
|
745
Sealed Air
SEE
$4.83B
| $24.1M | 0.01% |
712,595
+18,709
| +3% | +$633K |
|
746
Factset
FDS
$13.7B
| $24.1M | 0.01% |
50,166
+1,375
| +3% | +$660K |
|
747
Eversource Energy
ES
$23.8B
| $24M | 0.01% |
418,205
+4,331
| +1% | +$249K |
|
748
AptarGroup
ATR
$8.98B
| $24M | 0.01% |
152,480
-1,236
| -0.8% | -$194K |
|
749
CyberArk
CYBR
$23.6B
| $23.9M | 0.01% |
71,650
-39,701
| -36% | -$13.2M |
|
750
Visteon
VC
$3.42B
| $23.8M | 0.01% |
267,966
-6,399
| -2% | -$568K |
|