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 | |
|---|---|---|---|---|---|---|
|
CNH
776
CNH Industrial
CNH
$14.3B
| $22.6M | 0.01% |
2,032,240
+1,967,291
| +3,029% | +$21.8M |
|
777
Asbury Automotive
ABG
$5.06B
| $22.5M | 0.01% |
94,207
-5,304
| -5% | -$1.27M |
|
778
Factset
FDS
$14B
| $22.4M | 0.01% |
48,791
+1,443
| +3% | +$664K |
|
779
Stantec
STN
$12.3B
| $22.4M | 0.01% |
278,480
+5,150
| +2% | +$415K |
|
780
Amcor
AMCR
$19.1B
| $22.3M | 0.01% |
1,969,613
+105,457
| +6% | +$1.19M |
|
781
Steel Dynamics
STLD
$19.8B
| $22.3M | 0.01% |
176,812
-12,901
| -7% | -$1.63M |
|
782
Baxter International
BAX
$12.5B
| $22.3M | 0.01% |
586,876
+18,554
| +3% | +$704K |
|
|
SGI
783
Somnigroup International Inc.
SGI
$18.3B
| $22.1M | 0.01% |
405,340
-174,544
| -30% | -$9.53M |
|
784
iShares MSCI India ETF
INDA
$9.26B
| $22.1M | 0.01% |
377,457
-19,235
| -5% | -$1.13M |
|
785
Masco
MAS
$15.9B
| $22.1M | 0.01% |
263,155
+7,089
| +3% | +$595K |
|
786
Tyson Foods
TSN
$20B
| $22M | 0.01% |
368,743
+13,066
| +4% | +$778K |
|
787
Hologic
HOLX
$14.8B
| $22M | 0.01% |
269,546
+9,419
| +4% | +$767K |
|
788
Phillips Edison & Co
PECO
$4.54B
| $21.8M | 0.01% |
577,930
-26,550
| -4% | -$1M |
|
789
Krystal Biotech
KRYS
$4.35B
| $21.8M | 0.01% |
119,726
-3,743
| -3% | -$681K |
|
790
Arcosa
ACA
$4.79B
| $21.8M | 0.01% |
229,966
-27,472
| -11% | -$2.6M |
|
791
Signet Jewelers
SIG
$3.85B
| $21.7M | 0.01% |
210,158
-38,316
| -15% | -$3.95M |
|
792
Citizens Financial Group
CFG
$22.3B
| $21.7M | 0.01% |
527,760
+247
| +0% | +$10.1K |
|
793
The Ensign Group
ENSG
$10B
| $21.7M | 0.01% |
150,649
-144,143
| -49% | -$20.7M |
|
794
Toro Company
TTC
$7.99B
| $21.6M | 0.01% |
249,121
-107,090
| -30% | -$9.29M |
|
795
Labcorp
LH
$23.2B
| $21.6M | 0.01% |
96,596
+2,595
| +3% | +$580K |
|
796
United Airlines
UAL
$34.5B
| $21.6M | 0.01% |
378,214
+11,601
| +3% | +$662K |
|
797
Murphy USA
MUSA
$7.47B
| $21.5M | 0.01% |
43,595
-19,440
| -31% | -$9.58M |
|
798
Carnival Corp
CCL
$42.8B
| $21.5M | 0.01% |
1,161,417
+35,745
| +3% | +$661K |
|
799
Pentair
PNR
$18.1B
| $21.4M | 0.01% |
219,061
+11,392
| +5% | +$1.11M |
|
800
Dollar General
DG
$24.1B
| $21.4M | 0.01% |
253,053
+6,372
| +3% | +$539K |
|