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 | |
|---|---|---|---|---|---|---|
1126
Doximity
DOCS
$12.9B
| $12.6M | 0.01% |
289,692
-117,107
| -29% | -$5.1M |
|
|
CTLT
1127
DELISTED
CATALENT, INC.
CTLT
| $12.6M | 0.01% |
208,206
+229
| +0.1% | +$13.9K |
|
1128
Belden
BDC
$5.15B
| $12.6M | 0.01% |
107,660
-44,818
| -29% | -$5.25M |
|
1129
Valvoline
VVV
$5B
| $12.6M | 0.01% |
301,196
-129,566
| -30% | -$5.42M |
|
1130
Ralph Lauren
RL
$18.9B
| $12.6M | 0.01% |
64,999
+694
| +1% | +$135K |
|
1131
Celsius Holdings
CELH
$14.5B
| $12.6M | 0.01% |
400,808
-110,446
| -22% | -$3.46M |
|
1132
Sensata Technologies
ST
$4.59B
| $12.5M | 0.01% |
349,569
-152,303
| -30% | -$5.46M |
|
1133
Minerals Technologies
MTX
$1.98B
| $12.5M | 0.01% |
162,291
+3,230
| +2% | +$249K |
|
1134
Haemonetics
HAE
$2.59B
| $12.5M | 0.01% |
155,259
-37,433
| -19% | -$3.01M |
|
1135
Yelp
YELP
$1.97B
| $12.5M | 0.01% |
355,302
-24,957
| -7% | -$875K |
|
1136
Black Hills Corp
BKH
$4.28B
| $12.4M | 0.01% |
203,554
-80,699
| -28% | -$4.93M |
|
1137
UGI
UGI
$7.38B
| $12.4M | 0.01% |
497,194
-200,873
| -29% | -$5.03M |
|
1138
Sonoco
SON
$4.54B
| $12.4M | 0.01% |
227,648
-99,526
| -30% | -$5.44M |
|
1139
QuidelOrtho
QDEL
$1.88B
| $12.4M | 0.01% |
272,037
+106,642
| +64% | +$4.86M |
|
1140
First Financial Bancorp
FFBC
$2.48B
| $12.4M | 0.01% |
491,232
+20,449
| +4% | +$516K |
|
1141
Pinnacle West Capital
PNW
$10.5B
| $12.3M | 0.01% |
139,243
+9,993
| +8% | +$885K |
|
1142
Fox Class A
FOXA
$25.5B
| $12.3M | 0.01% |
291,051
+1,178
| +0.4% | +$49.9K |
|
1143
FMC
FMC
$4.61B
| $12.3M | 0.01% |
186,832
-24,464
| -12% | -$1.61M |
|
|
MRX
1144
Marex Group
MRX
$2.52B
| $12.3M | 0.01% |
521,348
+27,422
| +6% | +$648K |
|
1145
Kyndryl
KD
$7.49B
| $12.3M | 0.01% |
535,344
-230,705
| -30% | -$5.3M |
|
1146
Affiliated Managers Group
AMG
$6.6B
| $12.3M | 0.01% |
69,143
-36,973
| -35% | -$6.57M |
|
1147
Hanesbrands
HBI
$2.21B
| $12.2M | 0.01% |
1,666,252
-81,191
| -5% | -$597K |
|
1148
MasterBrand
MBC
$1.62B
| $12.2M | 0.01% |
660,530
-16,897
| -2% | -$313K |
|
1149
StoneX
SNEX
$5.02B
| $12.2M | 0.01% |
224,163
+22,176
| +11% | +$1.21M |
|
1150
Hawkins
HWKN
$3.56B
| $12.2M | 0.01% |
95,984
-3,918
| -4% | -$499K |
|