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 | |
|---|---|---|---|---|---|---|
976
Enpro
NPO
$4.61B
| $16M | 0.01% |
98,924
-4,516
| -4% | -$732K |
|
977
Louisiana-Pacific
LPX
$6.64B
| $16M | 0.01% |
149,255
-63,782
| -30% | -$6.85M |
|
978
BlackLine
BL
$3.32B
| $16M | 0.01% |
290,775
+34,919
| +14% | +$1.93M |
|
979
UDR
UDR
$12.7B
| $16M | 0.01% |
351,832
-17,338
| -5% | -$786K |
|
980
Atlantic Union Bankshares
AUB
$5.02B
| $15.9M | 0.01% |
423,265
-19,503
| -4% | -$735K |
|
981
Patrick Industries
PATK
$3.72B
| $15.9M | 0.01% |
167,928
+3,412
| +2% | +$324K |
|
982
Viatris
VTRS
$11.9B
| $15.9M | 0.01% |
1,372,670
+44,954
| +3% | +$522K |
|
983
Jazz Pharmaceuticals
JAZZ
$7.7B
| $15.9M | 0.01% |
142,938
-66,821
| -32% | -$7.44M |
|
984
Prosperity Bancshares
PB
$6.4B
| $15.9M | 0.01% |
220,173
-98,898
| -31% | -$7.13M |
|
985
Clear Secure
YOU
$3.48B
| $15.9M | 0.01% |
478,760
+466,901
| +3,937% | +$15.5M |
|
986
Cal-Maine
CALM
$5.31B
| $15.8M | 0.01% |
211,730
-12,574
| -6% | -$941K |
|
|
ALTR
987
DELISTED
Altair Engineering Inc. Class A Common Stock
ALTR
| $15.8M | 0.01% |
165,793
-46,767
| -22% | -$4.47M |
|
988
Gentex
GNTX
$6.15B
| $15.8M | 0.01% |
533,001
-236,864
| -31% | -$7.03M |
|
989
Watts Water Technologies
WTS
$9.29B
| $15.8M | 0.01% |
76,370
-24,525
| -24% | -$5.08M |
|
990
The Bancorp
TBBK
$3.5B
| $15.8M | 0.01% |
294,861
-4,207
| -1% | -$225K |
|
991
Peabody Energy
BTU
$2.25B
| $15.8M | 0.01% |
593,570
-15,352
| -3% | -$407K |
|
992
Nu Holdings
NU
$74.9B
| $15.7M | 0.01% |
1,153,464
+876,039
| +316% | +$12M |
|
993
Griffon
GFF
$3.65B
| $15.7M | 0.01% |
224,679
+9,417
| +4% | +$659K |
|
994
Flowserve
FLS
$7.35B
| $15.7M | 0.01% |
304,103
-134,286
| -31% | -$6.94M |
|
995
SITE Centers
SITC
$468M
| $15.7M | 0.01% |
1,331,938
-6,649
| -0.5% | -$78.5K |
|
996
First American
FAF
$6.74B
| $15.7M | 0.01% |
237,974
-107,152
| -31% | -$7.07M |
|
997
Tandem Diabetes Care
TNDM
$836M
| $15.7M | 0.01% |
370,322
-77,771
| -17% | -$3.3M |
|
998
ESCO Technologies
ESE
$5.3B
| $15.7M | 0.01% |
121,704
-12,557
| -9% | -$1.62M |
|
999
Apple Hospitality REIT
APLE
$2.97B
| $15.7M | 0.01% |
1,056,252
-220,280
| -17% | -$3.27M |
|
1000
Brady Corp
BRC
$3.69B
| $15.6M | 0.01% |
204,091
-12,470
| -6% | -$956K |
|