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 | |
|---|---|---|---|---|---|---|
1051
Cytokinetics
CYTK
$6.22B
| $14.4M | 0.01% |
273,082
-120,497
| -31% | -$6.36M |
|
1052
Brink's
BCO
$4.76B
| $14.4M | 0.01% |
124,599
-43,382
| -26% | -$5.02M |
|
1053
GXO Logistics
GXO
$5.76B
| $14.4M | 0.01% |
276,408
-121,156
| -30% | -$6.31M |
|
|
PRFT
1054
DELISTED
Perficient Inc
PRFT
| $14.4M | 0.01% |
190,592
+3,733
| +2% | +$282K |
|
1055
Community Bank
CBU
$3.13B
| $14.4M | 0.01% |
247,709
-12,553
| -5% | -$729K |
|
1056
Independence Realty Trust
IRT
$4.06B
| $14.4M | 0.01% |
701,302
-52,303
| -7% | -$1.07M |
|
1057
Assurant
AIZ
$10.6B
| $14.4M | 0.01% |
72,260
+4,317
| +6% | +$858K |
|
1058
e.l.f. Beauty
ELF
$7.63B
| $14.3M | 0.01% |
131,529
-110,909
| -46% | -$12.1M |
|
1059
Artisan Partners
APAM
$3.27B
| $14.3M | 0.01% |
330,534
-15,957
| -5% | -$691K |
|
1060
Sea Limited
SE
$114B
| $14.3M | 0.01% |
151,612
-47,808
| -24% | -$4.51M |
|
1061
Wyndham Hotels & Resorts
WH
$6.43B
| $14.3M | 0.01% |
182,734
-85,505
| -32% | -$6.68M |
|
1062
MarketAxess Holdings
MKTX
$6.9B
| $14.3M | 0.01% |
55,679
+10,361
| +23% | +$2.65M |
|
1063
Lear
LEA
$5.76B
| $14.2M | 0.01% |
130,226
-58,857
| -31% | -$6.42M |
|
1064
Helmerich & Payne
HP
$2.07B
| $14.2M | 0.01% |
465,413
-48,247
| -9% | -$1.47M |
|
1065
Innospec
IOSP
$2.06B
| $14.1M | 0.01% |
125,072
-2,798
| -2% | -$316K |
|
1066
EchoStar
SATS
$23B
| $14.1M | 0.01% |
568,991
-25,771
| -4% | -$640K |
|
1067
Q2 Holdings
QTWO
$5.13B
| $14.1M | 0.01% |
176,695
+49,233
| +39% | +$3.93M |
|
1068
Unifirst Corp
UNF
$3.17B
| $14.1M | 0.01% |
70,826
-3,500
| -5% | -$695K |
|
1069
TEGNA Inc
TGNA
$3.37B
| $14.1M | 0.01% |
891,488
+184,845
| +26% | +$2.92M |
|
1070
EPAM Systems
EPAM
$8.53B
| $14.1M | 0.01% |
70,674
+848
| +1% | +$169K |
|
1071
Dropbox
DBX
$8.29B
| $14M | 0.01% |
552,047
-254,130
| -32% | -$6.46M |
|
1072
Diodes
DIOD
$2.44B
| $14M | 0.01% |
218,490
-31,380
| -13% | -$2.01M |
|
1073
Genworth Financial
GNW
$3.51B
| $14M | 0.01% |
2,036,607
-122,398
| -6% | -$838K |
|
1074
LXP Industrial Trust
LXP
$2.67B
| $13.9M | 0.01% |
1,387,366
-64,066
| -4% | -$644K |
|
1075
First Hawaiian
FHB
$3.19B
| $13.9M | 0.01% |
602,199
-25,519
| -4% | -$591K |
|