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 | |
|---|---|---|---|---|---|---|
851
Textron
TXT
$14.4B
| $22.3M | 0.01% |
232,653
+2,989
| +1% | +$287K |
|
852
Carnival Corp
CCL
$42.8B
| $22.3M | 0.01% |
1,365,257
+230,257
| +20% | +$3.76M |
|
853
Portillo's
PTLO
$469M
| $22.3M | 0.01% |
1,572,648
+286,618
| +22% | +$4.06M |
|
854
Jacobs Solutions
J
$17.3B
| $22.3M | 0.01% |
175,192
-2,709
| -2% | -$344K |
|
|
GAP
855
The Gap, Inc.
GAP
$8.96B
| $22.3M | 0.01% |
808,101
+21,730
| +3% | +$599K |
|
856
Matsons
MATX
$3.33B
| $22.2M | 0.01% |
197,537
-117
| -0.1% | -$13.2K |
|
857
Park Hotels & Resorts
PK
$2.34B
| $22.2M | 0.01% |
1,269,438
+23,875
| +2% | +$418K |
|
858
Warner Bros
WBD
$30.4B
| $22.2M | 0.01% |
2,538,026
+22,422
| +0.9% | +$196K |
|
859
Integer Holdings
ITGR
$3.72B
| $22.1M | 0.01% |
189,309
-547
| -0.3% | -$63.8K |
|
860
Akamai
AKAM
$11.2B
| $22.1M | 0.01% |
202,921
+3,132
| +2% | +$341K |
|
861
Synovus
SNV
$7.2B
| $22.1M | 0.01% |
550,500
+13,690
| +3% | +$548K |
|
862
Clorox
CLX
$15.4B
| $22M | 0.01% |
143,908
-829
| -0.6% | -$127K |
|
863
MACOM Technology Solutions
MTSI
$9.7B
| $22M | 0.01% |
230,332
-286,951
| -55% | -$27.4M |
|
864
SPDR Portfolio S&P 500 ETF
SPLG
$84.8B
| $22M | 0.01% |
357,795
+4,646
| +1% | +$286K |
|
865
California Resources
CRC
$4.14B
| $22M | 0.01% |
399,382
-8,652
| -2% | -$477K |
|
866
iShares MSCI World ETF
URTH
$5.66B
| $22M | 0.01% |
151,737
+70,524
| +87% | +$10.2M |
|
867
Axcelis
ACLS
$2.57B
| $21.9M | 0.01% |
196,673
+4,410
| +2% | +$492K |
|
868
Gildan
GIL
$8.19B
| $21.9M | 0.01% |
588,860
-23,560
| -4% | -$875K |
|
869
Valvoline
VVV
$5.08B
| $21.8M | 0.01% |
489,171
-21,394
| -4% | -$954K |
|
870
BGC Group
BGC
$4.73B
| $21.7M | 0.01% |
2,795,290
+2,650,465
| +1,830% | +$20.6M |
|
|
GMS
871
DELISTED
GMS Inc
GMS
| $21.7M | 0.01% |
222,471
-641
| -0.3% | -$62.4K |
|
872
Group 1 Automotive
GPI
$6.14B
| $21.6M | 0.01% |
74,038
-2,125
| -3% | -$621K |
|
873
Northern Trust
NTRS
$24.3B
| $21.5M | 0.01% |
241,367
+1,181
| +0.5% | +$105K |
|
874
Skyworks Solutions
SWKS
$11.2B
| $21.4M | 0.01% |
197,906
-7,301
| -4% | -$791K |
|
875
Labcorp
LH
$23B
| $21.4M | 0.01% |
97,959
+1,535
| +2% | +$335K |
|