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 | |
|---|---|---|---|---|---|---|
1001
WSFS Financial
WSFS
$3.15B
| $15.6M | 0.01% |
306,339
-22,251
| -7% | -$1.13M |
|
1002
Lindblad Expeditions
LIND
$717M
| $15.6M | 0.01% |
1,688,549
+26,647
| +2% | +$246K |
|
1003
Chewy
CHWY
$14.5B
| $15.6M | 0.01% |
531,709
+3,814
| +0.7% | +$112K |
|
1004
PennyMac Financial
PFSI
$6.22B
| $15.6M | 0.01% |
136,578
-16,226
| -11% | -$1.85M |
|
1005
Blackstone Mortgage Trust
BXMT
$3.41B
| $15.6M | 0.01% |
818,486
-37,772
| -4% | -$718K |
|
1006
Landstar System
LSTR
$4.5B
| $15.5M | 0.01% |
82,091
-36,984
| -31% | -$6.99M |
|
1007
Principal Exchange-Traded Funds Principal Value ETF
PY
$141M
| $15.5M | 0.01% |
308,684
+21,166
| +7% | +$1.06M |
|
1008
Rush Enterprises Class A
RUSHA
$4.42B
| $15.4M | 0.01% |
291,599
-40,384
| -12% | -$2.13M |
|
1009
MGIC Investment
MTG
$6.54B
| $15.4M | 0.01% |
600,282
-287,480
| -32% | -$7.36M |
|
1010
Cirrus Logic
CRUS
$5.78B
| $15.4M | 0.01% |
123,645
-55,948
| -31% | -$6.95M |
|
1011
Healthcare Realty
HR
$6.44B
| $15.3M | 0.01% |
844,528
-10,407,700
| -92% | -$189M |
|
1012
Maximus
MMS
$4.94B
| $15.3M | 0.01% |
164,043
-42,128
| -20% | -$3.92M |
|
1013
Cogent Communications
CCOI
$1.74B
| $15.2M | 0.01% |
199,961
-10,040
| -5% | -$762K |
|
1014
Exponent
EXPO
$3.5B
| $15.2M | 0.01% |
131,421
-40,370
| -23% | -$4.65M |
|
1015
Dorman Products
DORM
$4.86B
| $15.1M | 0.01% |
133,835
-4,654
| -3% | -$526K |
|
1016
Datadog
DDOG
$48.5B
| $15.1M | 0.01% |
131,545
-12,118
| -8% | -$1.39M |
|
1017
Oshkosh
OSK
$8.75B
| $15.1M | 0.01% |
150,662
-67,115
| -31% | -$6.73M |
|
1018
Sylvamo
SLVM
$1.75B
| $15.1M | 0.01% |
175,468
-11,537
| -6% | -$990K |
|
1019
California Water Service
CWT
$2.72B
| $15.1M | 0.01% |
277,595
-7,873
| -3% | -$427K |
|
1020
Newell Brands
NWL
$2.54B
| $15.1M | 0.01% |
1,959,641
+82,337
| +4% | +$632K |
|
1021
Mattel
MAT
$5.78B
| $15M | 0.01% |
787,022
-358,736
| -31% | -$6.83M |
|
1022
Starwood Property Trust
STWD
$7.6B
| $15M | 0.01% |
734,664
-264,614
| -26% | -$5.39M |
|
1023
iShares Core US Aggregate Bond ETF
AGG
$132B
| $15M | 0.01% |
147,703
-6,331
| -4% | -$641K |
|
1024
Resideo Technologies
REZI
$5.39B
| $15M | 0.01% |
742,628
+22,353
| +3% | +$450K |
|
1025
WaFd
WAFD
$2.47B
| $14.9M | 0.01% |
428,504
+95,251
| +29% | +$3.32M |
|