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 | |
|---|---|---|---|---|---|---|
876
HubSpot
HUBS
$26B
| $21.4M | 0.01% |
34,143
+23,576
| +223% | +$14.8M |
|
877
Vericel Corp
VCEL
$1.61B
| $21.4M | 0.01% |
410,488
+155,871
| +61% | +$8.11M |
|
878
Everest Group
EG
$14.2B
| $21.3M | 0.01% |
53,672
+737
| +1% | +$293K |
|
879
Sonoco
SON
$4.5B
| $21.3M | 0.01% |
368,806
+9,187
| +3% | +$531K |
|
880
Affiliated Managers Group
AMG
$6.57B
| $21.3M | 0.01% |
127,342
+3,148
| +3% | +$527K |
|
881
M/I Homes
MHO
$3.98B
| $21.3M | 0.01% |
156,137
+3,908
| +3% | +$533K |
|
882
MasTec
MTZ
$14.8B
| $21.2M | 0.01% |
227,714
+5,682
| +3% | +$530K |
|
883
Kirby Corp
KEX
$4.85B
| $21.2M | 0.01% |
222,523
+5,526
| +3% | +$527K |
|
884
Masco
MAS
$15.4B
| $21.2M | 0.01% |
268,377
-2,275
| -0.8% | -$179K |
|
885
Jabil
JBL
$23B
| $21M | 0.01% |
156,850
+9,554
| +6% | +$1.28M |
|
886
Nexstar Media Group
NXST
$6.01B
| $21M | 0.01% |
121,637
+2,719
| +2% | +$468K |
|
887
Sensata Technologies
ST
$4.6B
| $20.9M | 0.01% |
569,859
+14,205
| +3% | +$522K |
|
|
AEL
888
DELISTED
American Equity Investment Life Holding Company
AEL
| $20.9M | 0.01% |
372,138
-4,293
| -1% | -$241K |
|
889
Hologic
HOLX
$14.7B
| $20.9M | 0.01% |
268,332
-7,680
| -3% | -$599K |
|
890
Trimble
TRMB
$19.2B
| $20.9M | 0.01% |
324,900
+40,663
| +14% | +$2.62M |
|
891
Harley-Davidson
HOG
$3.66B
| $20.9M | 0.01% |
477,360
+11,918
| +3% | +$521K |
|
892
Cabot Corp
CBT
$4.25B
| $20.7M | 0.01% |
224,891
+19,134
| +9% | +$1.76M |
|
893
Synchrony
SYF
$27.7B
| $20.7M | 0.01% |
480,402
-2,079
| -0.4% | -$89.6K |
|
894
ASGN Inc
ASGN
$2.26B
| $20.6M | 0.01% |
197,094
+20,941
| +12% | +$2.19M |
|
895
iShares MSCI India ETF
INDA
$9.39B
| $20.6M | 0.01% |
400,202
-10,498
| -3% | -$542K |
|
896
Planet Fitness
PLNT
$8.52B
| $20.6M | 0.01% |
329,459
+4,722
| +1% | +$296K |
|
897
Macy's
M
$4.58B
| $20.6M | 0.01% |
1,031,700
+27,226
| +3% | +$544K |
|
|
ETRN
898
DELISTED
Equitrans Midstream Corporation Common Stock
ETRN
| $20.6M | 0.01% |
1,647,634
+30,400
| +2% | +$380K |
|
899
Kite Realty
KRG
$5.02B
| $20.6M | 0.01% |
948,658
+129,510
| +16% | +$2.81M |
|
900
Genpact
G
$7.46B
| $20.6M | 0.01% |
623,716
+8,419
| +1% | +$277K |
|