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 | |
|---|---|---|---|---|---|---|
1151
Alpha Metallurgical Resources
AMR
$1.88B
| $12.2M | 0.01% |
51,797
-14,804
| -22% | -$3.5M |
|
1152
Cohen & Steers
CNS
$3.67B
| $12.2M | 0.01% |
126,990
-3,784
| -3% | -$363K |
|
1153
Molson Coors Class B
TAP
$9.69B
| $12.2M | 0.01% |
211,812
+9,510
| +5% | +$547K |
|
1154
Enova International
ENVA
$2.89B
| $12.2M | 0.01% |
145,125
-13,932
| -9% | -$1.17M |
|
1155
ArcBest
ARCB
$1.65B
| $12.1M | 0.01% |
112,020
-23,040
| -17% | -$2.5M |
|
1156
OSI Systems
OSIS
$4.04B
| $12.1M | 0.01% |
79,793
-4,757
| -6% | -$722K |
|
1157
CAVA Group
CAVA
$7.57B
| $12.1M | 0.01% |
97,750
-21,389
| -18% | -$2.65M |
|
|
NARI
1158
DELISTED
Inari Medical, Inc. Common Stock
NARI
| $12.1M | 0.01% |
293,535
-6,888
| -2% | -$284K |
|
1159
Quaker Houghton
KWR
$2.48B
| $12M | 0.01% |
71,476
-2,204
| -3% | -$371K |
|
1160
Glacier Bancorp
GBCI
$5.76B
| $12M | 0.01% |
263,199
-117,123
| -31% | -$5.35M |
|
1161
Vontier
VNT
$6.33B
| $12M | 0.01% |
356,103
-158,053
| -31% | -$5.33M |
|
1162
Outfront Media
OUT
$3.13B
| $12M | 0.01% |
661,921
-72,055
| -10% | -$1.3M |
|
1163
Clearway Energy Class C
CWEN
$3.4B
| $12M | 0.01% |
390,013
-14,837
| -4% | -$455K |
|
1164
UFP Technologies
UFPT
$1.58B
| $11.9M | 0.01% |
37,664
-851
| -2% | -$270K |
|
1165
Charles River Laboratories
CRL
$7.7B
| $11.9M | 0.01% |
60,501
+2,126
| +4% | +$419K |
|
1166
Independent Bank
INDB
$3.48B
| $11.8M | 0.01% |
200,287
-36,600
| -15% | -$2.16M |
|
1167
Solventum
SOLV
$12.5B
| $11.8M | 0.01% |
169,615
+4,896
| +3% | +$341K |
|
1168
Antero Midstream
AM
$8.69B
| $11.8M | 0.01% |
782,787
-356,428
| -31% | -$5.36M |
|
|
ARCH
1169
DELISTED
Arch Resources, Inc.
ARCH
| $11.8M | 0.01% |
85,213
-20,050
| -19% | -$2.77M |
|
1170
Virtu Financial
VIRT
$3.13B
| $11.8M | 0.01% |
386,177
-48,182
| -11% | -$1.47M |
|
1171
Bank of Hawaii
BOH
$2.71B
| $11.8M | 0.01% |
187,267
-8,484
| -4% | -$533K |
|
1172
Myriad Genetics
MYGN
$689M
| $11.7M | 0.01% |
428,023
-21,583
| -5% | -$591K |
|
1173
Hexcel
HXL
$5.03B
| $11.7M | 0.01% |
189,405
-276,237
| -59% | -$17.1M |
|
1174
Home BancShares
HOMB
$5.79B
| $11.7M | 0.01% |
431,166
-193,836
| -31% | -$5.25M |
|
1175
Forestar Group
FOR
$1.43B
| $11.7M | 0.01% |
360,471
+43,369
| +14% | +$1.4M |
|