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 | |
|---|---|---|---|---|---|---|
876
Tanger
SKT
$3.89B
| $18.9M | 0.01% |
570,648
-25,592
| -4% | -$849K |
|
877
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$3.46B
| $18.9M | 0.01% |
548,720
-12,120
| -2% | -$418K |
|
878
California Resources
CRC
$4.3B
| $18.9M | 0.01% |
360,172
-12,592
| -3% | -$661K |
|
879
Sanmina
SANM
$6.38B
| $18.8M | 0.01% |
275,304
-19,448
| -7% | -$1.33M |
|
880
Light & Wonder
LNW
$7.43B
| $18.8M | 0.01% |
207,504
-93,819
| -31% | -$8.51M |
|
881
First Bancorp
FBP
$3.49B
| $18.8M | 0.01% |
888,665
-51,375
| -5% | -$1.09M |
|
882
Stride
LRN
$7.07B
| $18.8M | 0.01% |
220,347
-5,505
| -2% | -$470K |
|
883
Healthpeak Properties
DOC
$12.5B
| $18.7M | 0.01% |
819,240
+33,906
| +4% | +$775K |
|
884
Globus Medical
GMED
$7.88B
| $18.7M | 0.01% |
261,452
-113,548
| -30% | -$8.12M |
|
885
Simpson Manufacturing
SSD
$7.95B
| $18.7M | 0.01% |
97,721
-57,920
| -37% | -$11.1M |
|
886
Gates Industrial
GTES
$6.6B
| $18.7M | 0.01% |
1,063,838
+1,048,596
| +6,880% | +$18.4M |
|
887
Conagra Brands
CAG
$9.13B
| $18.7M | 0.01% |
573,789
+3,597
| +0.6% | +$117K |
|
888
Frontdoor
FTDR
$4.7B
| $18.6M | 0.01% |
387,967
-30,747
| -7% | -$1.48M |
|
889
FTI Consulting
FCN
$5.29B
| $18.6M | 0.01% |
81,679
-35,141
| -30% | -$8M |
|
890
Macerich
MAC
$4.58B
| $18.6M | 0.01% |
1,018,275
-46,063
| -4% | -$840K |
|
891
Erie Indemnity
ERIE
$17.3B
| $18.5M | 0.01% |
34,356
-54,134
| -61% | -$29.2M |
|
892
iShares Core S&P Mid-Cap ETF
IJH
$100B
| $18.5M | 0.01% |
297,152
+3,474
| +1% | +$217K |
|
893
RLI Corp
RLI
$6.09B
| $18.5M | 0.01% |
238,450
-56,622
| -19% | -$4.39M |
|
894
Skywest
SKYW
$4.39B
| $18.4M | 0.01% |
216,574
+18,047
| +9% | +$1.53M |
|
895
Axalta
AXTA
$6.75B
| $18.4M | 0.01% |
507,707
-226,874
| -31% | -$8.21M |
|
896
Commault Systems
CVLT
$8.07B
| $18.3M | 0.01% |
119,034
-41,355
| -26% | -$6.36M |
|
897
Plexus
PLXS
$3.7B
| $18.3M | 0.01% |
133,922
-10,519
| -7% | -$1.44M |
|
|
X
898
DELISTED
US Steel
X
| $18.3M | 0.01% |
518,078
-226,887
| -30% | -$8.02M |
|
899
Fulton Financial
FULT
$3.53B
| $18.3M | 0.01% |
1,007,586
-1,308
| -0.1% | -$23.7K |
|
900
Frontier Communications
FYBR
$9.33B
| $18.2M | 0.01% |
513,638
-232,906
| -31% | -$8.28M |
|