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 | |
|---|---|---|---|---|---|---|
801
Applovin
APP
$166B
| $21.4M | 0.01% |
163,719
-15,395
| -9% | -$2.01M |
|
802
Piper Sandler
PIPR
$5.79B
| $21.4M | 0.01% |
75,307
-2,403
| -3% | -$682K |
|
803
Royal Gold
RGLD
$12.2B
| $21.4M | 0.01% |
152,240
-66,649
| -30% | -$9.35M |
|
804
Tri Pointe Homes
TPH
$3.25B
| $21.3M | 0.01% |
469,720
-30,760
| -6% | -$1.39M |
|
805
Warner Bros
WBD
$30B
| $21.3M | 0.01% |
2,579,571
+78,653
| +3% | +$649K |
|
806
SL Green Realty
SLG
$4.4B
| $21.3M | 0.01% |
305,595
-14,240
| -4% | -$991K |
|
807
CF Industries
CF
$13.7B
| $21.2M | 0.01% |
246,639
-39,906
| -14% | -$3.42M |
|
808
Everest Group
EG
$14.3B
| $21.1M | 0.01% |
53,892
+2,818
| +6% | +$1.1M |
|
809
Northern Trust
NTRS
$24.3B
| $21.1M | 0.01% |
234,243
-1,694
| -0.7% | -$153K |
|
810
New York Times
NYT
$9.6B
| $21.1M | 0.01% |
378,353
-166,004
| -30% | -$9.24M |
|
811
UFP Industries
UFPI
$6.08B
| $21M | 0.01% |
160,087
-68,207
| -30% | -$8.95M |
|
812
Carlyle Group
CG
$23.1B
| $21M | 0.01% |
487,506
-231,771
| -32% | -$9.98M |
|
813
Chemed
CHE
$6.79B
| $21M | 0.01% |
34,867
-15,547
| -31% | -$9.34M |
|
814
Bio-Techne
TECH
$8.46B
| $20.9M | 0.01% |
261,900
+1,843
| +0.7% | +$147K |
|
815
Brinker International
EAT
$7.04B
| $20.9M | 0.01% |
272,822
+51,927
| +24% | +$3.97M |
|
816
Align Technology
ALGN
$10.1B
| $20.9M | 0.01% |
82,020
+2,168
| +3% | +$551K |
|
817
Primerica
PRI
$8.85B
| $20.8M | 0.01% |
78,415
-36,189
| -32% | -$9.6M |
|
818
Koppers
KOP
$569M
| $20.8M | 0.01% |
568,787
+97,586
| +21% | +$3.56M |
|
819
Kontoor Brands
KTB
$4.46B
| $20.7M | 0.01% |
253,577
-14,787
| -6% | -$1.21M |
|
820
Franklin Electric
FELE
$4.34B
| $20.7M | 0.01% |
197,584
-11,047
| -5% | -$1.16M |
|
821
MasTec
MTZ
$14B
| $20.6M | 0.01% |
167,681
-54,636
| -25% | -$6.73M |
|
822
GameStop
GME
$10.1B
| $20.6M | 0.01% |
897,369
+127
| +0% | +$2.91K |
|
823
H&R Block
HRB
$6.85B
| $20.6M | 0.01% |
323,552
-141,382
| -30% | -$8.98M |
|
824
Skechers
SKX
$9.5B
| $20.6M | 0.01% |
307,243
-133,935
| -30% | -$8.96M |
|
825
IDEX
IEX
$12.4B
| $20.6M | 0.01% |
95,836
+2,820
| +3% | +$605K |
|