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 | |
|---|---|---|---|---|---|---|
851
Pebblebrook Hotel Trust
PEB
$1.36B
| $19.8M | 0.01% |
1,497,773
-5,022,979
| -77% | -$66.5M |
|
852
Lithia Motors
LAD
$8.76B
| $19.7M | 0.01% |
61,963
-29,306
| -32% | -$9.31M |
|
853
Loews
L
$19.9B
| $19.7M | 0.01% |
248,665
+7,149
| +3% | +$565K |
|
854
Acuity Brands
AYI
$10.1B
| $19.6M | 0.01% |
71,230
-30,354
| -30% | -$8.36M |
|
855
Innovative Industrial Properties
IIPR
$1.59B
| $19.6M | 0.01% |
145,513
-11,951
| -8% | -$1.61M |
|
856
Shake Shack
SHAK
$3.97B
| $19.5M | 0.01% |
189,229
+2,043
| +1% | +$211K |
|
857
Old Republic International
ORI
$9.97B
| $19.5M | 0.01% |
551,295
-290,492
| -35% | -$10.3M |
|
858
Autoliv
ALV
$9.68B
| $19.5M | 0.01% |
209,028
-73,072
| -26% | -$6.82M |
|
859
Stanley Black & Decker
SWK
$12B
| $19.5M | 0.01% |
177,100
+5,493
| +3% | +$605K |
|
860
Houlihan Lokey
HLI
$13.8B
| $19.5M | 0.01% |
123,095
-51,246
| -29% | -$8.1M |
|
861
Brixmor Property Group
BRX
$8.54B
| $19.4M | 0.01% |
697,482
-305,735
| -30% | -$8.52M |
|
862
InterDigital
IDCC
$7.84B
| $19.4M | 0.01% |
137,016
-8,158
| -6% | -$1.16M |
|
863
Antero Resources
AR
$9.94B
| $19.4M | 0.01% |
676,899
-295,845
| -30% | -$8.48M |
|
|
GMS
864
DELISTED
GMS Inc
GMS
| $19.3M | 0.01% |
213,248
-2,302
| -1% | -$208K |
|
865
Textron
TXT
$14.4B
| $19.3M | 0.01% |
217,965
-4,508
| -2% | -$399K |
|
866
DT Midstream
DTM
$10.7B
| $19.2M | 0.01% |
244,443
-103,403
| -30% | -$8.13M |
|
867
Crane NXT
CXT
$3.49B
| $19.2M | 0.01% |
342,711
-26,204
| -7% | -$1.47M |
|
868
Principal Spectrum Tax-Advantaged Dividend Active ETF
PQDI
$59.5M
| $19.2M | 0.01% |
995,521
| – | – |
|
869
ATS Corp
ATS
$2.6B
| $19.2M | 0.01% |
661,040
+21,500
| +3% | +$624K |
|
870
OGE Energy
OGE
$8.84B
| $19.1M | 0.01% |
464,927
-202,860
| -30% | -$8.32M |
|
871
Warrior Met Coal
HCC
$3.08B
| $19.1M | 0.01% |
298,308
+10,787
| +4% | +$689K |
|
872
Trustmark
TRMK
$2.41B
| $19.1M | 0.01% |
598,969
+37,989
| +7% | +$1.21M |
|
873
Jacobs Solutions
J
$17.2B
| $19.1M | 0.01% |
147,030
-21,760
| -13% | -$2.82M |
|
874
Tidewater
TDW
$2.92B
| $19M | 0.01% |
265,318
-12,028
| -4% | -$863K |
|
875
Axcelis
ACLS
$2.62B
| $19M | 0.01% |
181,083
-30,476
| -14% | -$3.2M |
|