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 | |
|---|---|---|---|---|---|---|
1026
Genpact
G
$7.49B
| $14.9M | 0.01% |
380,210
-171,926
| -31% | -$6.74M |
|
1027
CNX Resources
CNX
$4.14B
| $14.9M | 0.01% |
457,637
-150,831
| -25% | -$4.91M |
|
|
JBTM
1028
JBT Marel Corporation
JBTM
$7.09B
| $14.9M | 0.01% |
151,243
-7,091
| -4% | -$699K |
|
1029
C.H. Robinson
CHRW
$15.1B
| $14.9M | 0.01% |
134,833
-127
| -0.1% | -$14K |
|
1030
ESAB
ESAB
$6.9B
| $14.9M | 0.01% |
139,934
-59,080
| -30% | -$6.28M |
|
1031
Option Care Health
OPCH
$4.66B
| $14.9M | 0.01% |
475,089
-194,775
| -29% | -$6.1M |
|
1032
MACOM Technology Solutions
MTSI
$9.81B
| $14.9M | 0.01% |
133,539
-74,003
| -36% | -$8.23M |
|
1033
Bio-Rad Laboratories Class A
BIO
$7.49B
| $14.8M | 0.01% |
44,341
+21,669
| +96% | +$7.25M |
|
1034
Synovus
SNV
$7.13B
| $14.8M | 0.01% |
333,399
-154,220
| -32% | -$6.86M |
|
1035
A.O. Smith
AOS
$10.2B
| $14.8M | 0.01% |
164,971
-21,276
| -11% | -$1.91M |
|
|
CNR
1036
Core Natural Resources, Inc.
CNR
$3.74B
| $14.8M | 0.01% |
141,576
-5,023
| -3% | -$526K |
|
1037
monday.com
MNDY
$9.66B
| $14.8M | 0.01% |
53,306
+14,059
| +36% | +$3.91M |
|
1038
CorVel
CRVL
$4.39B
| $14.7M | 0.01% |
135,255
-5,487
| -4% | -$598K |
|
1039
Progyny
PGNY
$1.95B
| $14.7M | 0.01% |
877,765
-473,003
| -35% | -$7.93M |
|
1040
Cathay General Bancorp
CATY
$3.4B
| $14.6M | 0.01% |
340,483
-18,827
| -5% | -$809K |
|
1041
Adtalem Global Education
ATGE
$4.79B
| $14.6M | 0.01% |
193,555
-14,857
| -7% | -$1.12M |
|
1042
iShares MSCI Taiwan ETF
EWT
$6.49B
| $14.6M | 0.01% |
271,168
+168,341
| +164% | +$9.07M |
|
1043
Ryder
R
$7.61B
| $14.6M | 0.01% |
100,164
-45,734
| -31% | -$6.67M |
|
1044
Incyte
INCY
$16.8B
| $14.6M | 0.01% |
220,750
-27,138
| -11% | -$1.79M |
|
1045
Spotify
SPOT
$145B
| $14.6M | 0.01% |
39,578
+4,192
| +12% | +$1.54M |
|
1046
NOV
NOV
$4.85B
| $14.6M | 0.01% |
911,410
-405,612
| -31% | -$6.48M |
|
1047
Ollie's Bargain Outlet
OLLI
$7.95B
| $14.5M | 0.01% |
149,551
-54,522
| -27% | -$5.3M |
|
1048
Weatherford International
WFRD
$4.58B
| $14.5M | 0.01% |
170,913
-103,659
| -38% | -$8.8M |
|
1049
FirstCash
FCFS
$6.46B
| $14.5M | 0.01% |
126,124
-22,165
| -15% | -$2.54M |
|
1050
Protagonist Therapeutics
PTGX
$3.59B
| $14.4M | 0.01% |
320,832
+310,804
| +3,099% | +$14M |
|