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 | |
|---|---|---|---|---|---|---|
|
JNPR
926
DELISTED
Juniper Networks
JNPR
| $17.4M | 0.01% |
446,529
+21,651
| +5% | +$844K |
|
927
ABM Industries
ABM
$2.82B
| $17.3M | 0.01% |
327,631
+15,438
| +5% | +$815K |
|
928
Exelixis
EXEL
$10.1B
| $17.3M | 0.01% |
665,742
-306,948
| -32% | -$7.97M |
|
929
Archrock
AROC
$4.35B
| $17.3M | 0.01% |
853,295
+167,510
| +24% | +$3.39M |
|
930
Evergy
EVRG
$16.5B
| $17.3M | 0.01% |
278,197
+18,595
| +7% | +$1.15M |
|
931
Walker & Dunlop
WD
$2.93B
| $17.2M | 0.01% |
151,684
-15,350
| -9% | -$1.74M |
|
932
Range Resources
RRC
$8.3B
| $17.2M | 0.01% |
560,093
-247,455
| -31% | -$7.61M |
|
933
iShares MSCI World ETF
URTH
$5.67B
| $17.2M | 0.01% |
109,597
+65,207
| +147% | +$10.2M |
|
934
SouthState Bank Corporation
SSB
$10.3B
| $17.2M | 0.01% |
176,851
-121,688
| -41% | -$11.8M |
|
935
Bunge Global
BG
$16.5B
| $17.1M | 0.01% |
177,218
+4,733
| +3% | +$457K |
|
936
American Airlines Group
AAL
$8.46B
| $17.1M | 0.01% |
1,519,904
+787,671
| +108% | +$8.85M |
|
937
Lattice Semiconductor
LSCC
$9.06B
| $17.1M | 0.01% |
321,439
-152,542
| -32% | -$8.1M |
|
|
ENV
938
DELISTED
ENVESTNET, INC.
ENV
| $17M | 0.01% |
271,766
+22,462
| +9% | +$1.41M |
|
939
JB Hunt Transport Services
JBHT
$13.3B
| $17M | 0.01% |
98,725
+1,737
| +2% | +$299K |
|
940
Immunocore
IMCR
$1.83B
| $17M | 0.01% |
546,318
+109,206
| +25% | +$3.4M |
|
941
Aaon
AAON
$6.93B
| $17M | 0.01% |
157,272
-97,527
| -38% | -$10.5M |
|
942
Otter Tail
OTTR
$3.48B
| $17M | 0.01% |
216,899
-10,784
| -5% | -$843K |
|
943
FormFactor
FORM
$2.27B
| $16.9M | 0.01% |
366,631
-16,924
| -4% | -$779K |
|
944
MGE Energy Inc
MGEE
$3.05B
| $16.8M | 0.01% |
183,893
-14,098
| -7% | -$1.29M |
|
945
Sensient Technologies
SXT
$4.51B
| $16.8M | 0.01% |
208,911
-1,524
| -0.7% | -$122K |
|
946
Highwoods Properties
HIW
$3.44B
| $16.7M | 0.01% |
499,103
-21,244
| -4% | -$712K |
|
947
AES
AES
$9.06B
| $16.7M | 0.01% |
830,873
+28,043
| +3% | +$563K |
|
948
EXL Service
EXLS
$6.9B
| $16.7M | 0.01% |
436,885
-172,402
| -28% | -$6.58M |
|
949
Liberty Energy
LBRT
$1.76B
| $16.7M | 0.01% |
872,215
+37,927
| +5% | +$724K |
|
950
Northern Oil and Gas
NOG
$2.52B
| $16.6M | 0.01% |
470,107
-197,494
| -30% | -$6.99M |
|