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 | |
|---|---|---|---|---|---|---|
951
iShares Core S&P Small-Cap ETF
IJR
$84.9B
| $16.6M | 0.01% |
142,014
-1,975
| -1% | -$231K |
|
952
Eastman Chemical
EMN
$7.61B
| $16.6M | 0.01% |
148,176
+9,447
| +7% | +$1.06M |
|
953
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.4B
| $16.6M | 0.01% |
315,000
+85,000
| +37% | +$4.48M |
|
954
Medical Properties Trust
MPW
$2.79B
| $16.5M | 0.01% |
2,825,349
-122,055
| -4% | -$714K |
|
955
Cabot Corp
CBT
$4.23B
| $16.5M | 0.01% |
147,876
-55,426
| -27% | -$6.19M |
|
956
Saic
SAIC
$4.7B
| $16.5M | 0.01% |
118,567
-52,155
| -31% | -$7.26M |
|
957
SEI Investments
SEIC
$10.7B
| $16.5M | 0.01% |
238,228
-103,952
| -30% | -$7.19M |
|
958
STAG Industrial
STAG
$6.69B
| $16.5M | 0.01% |
421,491
-184,761
| -30% | -$7.22M |
|
959
Vertiv
VRT
$53B
| $16.5M | 0.01% |
165,557
+134,349
| +430% | +$13.4M |
|
960
Jabil
JBL
$22.9B
| $16.4M | 0.01% |
137,273
-1,558
| -1% | -$187K |
|
961
Madison Square Garden
MSGS
$4.95B
| $16.4M | 0.01% |
78,809
-3,329
| -4% | -$693K |
|
962
Kirby Corp
KEX
$4.85B
| $16.4M | 0.01% |
134,022
-60,098
| -31% | -$7.36M |
|
963
J.M. Smucker
SJM
$11.7B
| $16.4M | 0.01% |
135,465
+5,790
| +4% | +$701K |
|
964
Granite Construction
GVA
$4.76B
| $16.4M | 0.01% |
206,825
-12,297
| -6% | -$975K |
|
965
Dollar Tree
DLTR
$20.1B
| $16.3M | 0.01% |
232,455
+1,485
| +0.6% | +$104K |
|
|
UCB
966
United Community Banks, Inc.
UCB
$3.96B
| $16.3M | 0.01% |
561,966
-25,778
| -4% | -$750K |
|
967
Avista
AVA
$2.93B
| $16.3M | 0.01% |
420,527
+34,829
| +9% | +$1.35M |
|
968
Arrow Electronics
ARW
$6.52B
| $16.3M | 0.01% |
122,597
-54,705
| -31% | -$7.27M |
|
969
Cognex
CGNX
$7.42B
| $16.2M | 0.01% |
400,191
-1,293,686
| -76% | -$52.4M |
|
970
Novanta
NOVT
$4.1B
| $16.2M | 0.01% |
90,565
-39,740
| -30% | -$7.11M |
|
971
Semtech
SMTC
$5.38B
| $16.2M | 0.01% |
354,505
+33,606
| +10% | +$1.53M |
|
972
Commerce Bancshares
CBSH
$7.98B
| $16.1M | 0.01% |
285,262
-127,002
| -31% | -$7.18M |
|
973
Zions Bancorporation
ZION
$8.46B
| $16.1M | 0.01% |
341,698
-160,857
| -32% | -$7.6M |
|
|
BNT
974
Brookfield Wealth Solutions Ltd.
BNT
$18.9B
| $16.1M | 0.01% |
303,078
-724
| -0.2% | -$38.5K |
|
975
Planet Fitness
PLNT
$8.51B
| $16.1M | 0.01% |
197,813
-101,293
| -34% | -$8.23M |
|