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 | |
|---|---|---|---|---|---|---|
801
Cadence Bank
CADE
$7.04B
| $24M | 0.01% |
826,476
+42,267
| +5% | +$1.23M |
|
802
Huntington Bancshares
HBAN
$25.9B
| $24M | 0.01% |
1,717,689
+71,478
| +4% | +$997K |
|
803
Yeti Holdings
YETI
$2.9B
| $23.9M | 0.01% |
618,770
-325,859
| -34% | -$12.6M |
|
804
IDEX
IEX
$12.4B
| $23.8M | 0.01% |
97,557
+3,935
| +4% | +$960K |
|
805
Commerce Bancshares
CBSH
$8.04B
| $23.7M | 0.01% |
468,459
+10,574
| +2% | +$536K |
|
806
First American
FAF
$6.94B
| $23.7M | 0.01% |
388,250
+9,621
| +3% | +$587K |
|
807
Watts Water Technologies
WTS
$9.47B
| $23.7M | 0.01% |
111,387
+2,902
| +3% | +$617K |
|
808
Kimco Realty
KIM
$15.3B
| $23.6M | 0.01% |
1,205,788
+60,533
| +5% | +$1.19M |
|
809
Nova
NVMI
$8.11B
| $23.6M | 0.01% |
132,841
-66,031
| -33% | -$11.7M |
|
810
Cincinnati Financial
CINF
$24B
| $23.5M | 0.01% |
189,592
+2,530
| +1% | +$314K |
|
811
Thor Industries
THO
$5.92B
| $23.5M | 0.01% |
200,571
+5,104
| +3% | +$599K |
|
812
Dropbox
DBX
$8.19B
| $23.5M | 0.01% |
968,474
+18,113
| +2% | +$440K |
|
813
Constellium
CSTM
$2B
| $23.5M | 0.01% |
1,060,823
-171,137
| -14% | -$3.78M |
|
814
Itron
ITRI
$5.49B
| $23.4M | 0.01% |
253,189
-811
| -0.3% | -$75K |
|
815
PPL Corp
PPL
$26.4B
| $23.4M | 0.01% |
849,891
+18,792
| +2% | +$517K |
|
816
Stantec
STN
$12.3B
| $23.4M | 0.01% |
281,140
-75,320
| -21% | -$6.26M |
|
817
Globus Medical
GMED
$8.04B
| $23.3M | 0.01% |
435,150
+10,041
| +2% | +$539K |
|
818
Enphase Energy
ENPH
$4.96B
| $23.3M | 0.01% |
192,878
+33,809
| +21% | +$4.09M |
|
819
Ameren
AEE
$27B
| $23.3M | 0.01% |
315,375
+4,842
| +2% | +$358K |
|
820
Zebra Technologies
ZBRA
$16B
| $23.3M | 0.01% |
77,164
+645
| +0.8% | +$194K |
|
821
Halozyme
HALO
$8.87B
| $23.2M | 0.01% |
570,757
+9,949
| +2% | +$405K |
|
822
Cooper Companies
COO
$13.7B
| $23.2M | 0.01% |
228,732
+5,632
| +3% | +$571K |
|
823
Prosperity Bancshares
PB
$6.46B
| $23.2M | 0.01% |
352,322
+8,679
| +3% | +$571K |
|
824
Hexcel
HXL
$5.12B
| $23.1M | 0.01% |
317,712
+8,904
| +3% | +$649K |
|
825
Franklin Electric
FELE
$4.34B
| $23.1M | 0.01% |
216,681
+2,147
| +1% | +$229K |
|