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 | |
|---|---|---|---|---|---|---|
1076
Simmons First National
SFNC
$2.97B
| $13.9M | 0.01% |
646,325
+27,479
| +4% | +$592K |
|
1077
Urban Edge Properties
UE
$2.64B
| $13.9M | 0.01% |
650,407
+64,221
| +11% | +$1.37M |
|
1078
Cleveland-Cliffs
CLF
$5.62B
| $13.9M | 0.01% |
1,086,704
-519,485
| -32% | -$6.63M |
|
1079
Alarm.com
ALRM
$2.76B
| $13.9M | 0.01% |
253,770
-10,792
| -4% | -$590K |
|
1080
Douglas Emmett
DEI
$2.75B
| $13.9M | 0.01% |
788,777
-36,292
| -4% | -$638K |
|
1081
Arbor Realty Trust
ABR
$2.26B
| $13.8M | 0.01% |
888,572
-40,905
| -4% | -$636K |
|
1082
Tradeweb Markets
TW
$25.3B
| $13.8M | 0.01% |
111,563
-27,468
| -20% | -$3.4M |
|
1083
Qualys
QLYS
$4.75B
| $13.8M | 0.01% |
107,342
-35,644
| -25% | -$4.58M |
|
1084
Rambus
RMBS
$8.3B
| $13.7M | 0.01% |
325,409
-98,974
| -23% | -$4.18M |
|
1085
HubSpot
HUBS
$25.8B
| $13.7M | 0.01% |
25,736
-7,048
| -21% | -$3.75M |
|
1086
Masimo
MASI
$7.92B
| $13.7M | 0.01% |
102,507
-46,144
| -31% | -$6.15M |
|
1087
Valmont Industries
VMI
$7.45B
| $13.7M | 0.01% |
47,124
-20,613
| -30% | -$5.98M |
|
1088
Campbell Soup
CPB
$9.98B
| $13.6M | 0.01% |
278,607
+17,663
| +7% | +$864K |
|
1089
Knife River
KNF
$4.45B
| $13.6M | 0.01% |
152,329
-39,646
| -21% | -$3.54M |
|
1090
Trinity Industries
TRN
$2.28B
| $13.6M | 0.01% |
390,434
-16,017
| -4% | -$558K |
|
1091
Whirlpool
WHR
$5.24B
| $13.6M | 0.01% |
127,051
-54,761
| -30% | -$5.86M |
|
1092
Kite Realty
KRG
$4.97B
| $13.5M | 0.01% |
509,587
-362,749
| -42% | -$9.63M |
|
1093
Thor Industries
THO
$5.66B
| $13.5M | 0.01% |
123,094
-54,299
| -31% | -$5.97M |
|
1094
CarGurus
CARG
$3.51B
| $13.5M | 0.01% |
450,015
+6,186
| +1% | +$186K |
|
1095
Cadence Bank
CADE
$6.94B
| $13.5M | 0.01% |
423,356
-344,944
| -45% | -$11M |
|
1096
Century Communities
CCS
$1.99B
| $13.4M | 0.01% |
130,113
-17,432
| -12% | -$1.8M |
|
1097
Astrana Health
ASTH
$1.34B
| $13.4M | 0.01% |
230,975
+10,419
| +5% | +$604K |
|
1098
Yeti Holdings
YETI
$2.88B
| $13.4M | 0.01% |
325,522
-109,376
| -25% | -$4.49M |
|
1099
PENN Entertainment
PENN
$2.93B
| $13.3M | 0.01% |
704,485
-29,355
| -4% | -$554K |
|
1100
Selective Insurance
SIGI
$4.75B
| $13.3M | 0.01% |
142,367
-93,762
| -40% | -$8.75M |
|