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 |
iShares Core S&P 500 ETF
IVV
|
+$742M |
| 2 |
Healthpeak Properties
DOC
|
+$351M |
| 3 |
Arthur J. Gallagher & Co
AJG
|
+$317M |
| 4 |
Equity Lifestyle Properties
ELS
|
+$256M |
| 5 |
TransDigm Group
TDG
|
+$235M |
Top Sells
| 1 |
Adobe
ADBE
|
+$508M |
| 2 |
SBA Communications
SBAC
|
+$445M |
| 3 |
Brookfield
BN
|
+$391M |
| 4 |
Alexandria Real Estate Equities
ARE
|
+$291M |
| 5 |
Sun Communities
SUI
|
+$288M |
Sector Composition
| 1 | Technology | 20.2% |
| 2 | Financials | 16.62% |
| 3 | Real Estate | 12.83% |
| 4 | Consumer Discretionary | 11.84% |
| 5 | Industrials | 10.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
951
Dollar Tree
DLTR
$20.2B
| $17.1M | 0.01% |
228,449
-4,006
| -2% | -$300K |
|
952
Axalta
AXTA
$6.88B
| $17.1M | 0.01% |
499,988
-7,719
| -2% | -$264K |
|
|
BNT
953
Brookfield Wealth Solutions Ltd.
BNT
$19.5B
| $17.1M | 0.01% |
297,708
-5,370
| -2% | -$308K |
|
954
Jazz Pharmaceuticals
JAZZ
$7.81B
| $17.1M | 0.01% |
138,663
-4,275
| -3% | -$526K |
|
955
CNX Resources
CNX
$4.22B
| $17M | 0.01% |
464,860
+7,223
| +2% | +$265K |
|
956
Coca-Cola Consolidated
COKE
$10.8B
| $17M | 0.01% |
135,260
-1,270
| -0.9% | -$160K |
|
957
Universal Health Services
UHS
$12.1B
| $17M | 0.01% |
94,979
-5,977
| -6% | -$1.07M |
|
958
Evergy
EVRG
$16.6B
| $17M | 0.01% |
276,412
-1,785
| -0.6% | -$110K |
|
|
BERY
959
DELISTED
Berry Global Group, Inc.
BERY
| $17M | 0.01% |
262,743
-26,228
| -9% | -$1.7M |
|
960
Masimo
MASI
$7.95B
| $17M | 0.01% |
102,660
+153
| +0.1% | +$25.3K |
|
961
Trip.com Group
TCOM
$48.8B
| $17M | 0.01% |
246,953
+115,546
| +88% | +$7.93M |
|
962
Warrior Met Coal
HCC
$3.11B
| $16.9M | 0.01% |
311,937
+13,629
| +5% | +$739K |
|
963
Align Technology
ALGN
$9.83B
| $16.9M | 0.01% |
81,054
-966
| -1% | -$201K |
|
964
Snowflake
SNOW
$76B
| $16.9M | 0.01% |
109,230
+40,979
| +60% | +$6.33M |
|
965
WSFS Financial
WSFS
$3.17B
| $16.9M | 0.01% |
317,254
+10,915
| +4% | +$580K |
|
966
Baxter International
BAX
$12.6B
| $16.8M | 0.01% |
577,103
-9,773
| -2% | -$285K |
|
967
Viatris
VTRS
$11.8B
| $16.8M | 0.01% |
1,349,197
-23,473
| -2% | -$292K |
|
968
Middleby
MIDD
$7.04B
| $16.7M | 0.01% |
123,359
-586,551
| -83% | -$79.4M |
|
969
Otter Tail
OTTR
$3.53B
| $16.7M | 0.01% |
225,987
+9,088
| +4% | +$671K |
|
970
ESCO Technologies
ESE
$5.45B
| $16.7M | 0.01% |
125,266
+3,562
| +3% | +$474K |
|
971
Cushman & Wakefield
CWK
$3.83B
| $16.7M | 0.01% |
1,275,089
-218,209
| -15% | -$2.85M |
|
972
TEGNA Inc
TGNA
$3.38B
| $16.7M | 0.01% |
911,617
+20,129
| +2% | +$368K |
|
973
H&R Block
HRB
$7B
| $16.7M | 0.01% |
315,211
-8,341
| -3% | -$441K |
|
974
Synovus
SNV
$7.2B
| $16.6M | 0.01% |
324,929
-8,470
| -3% | -$434K |
|
975
ESAB
ESAB
$6.87B
| $16.6M | 0.01% |
138,758
-1,176
| -0.8% | -$141K |
|