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 | |
|---|---|---|---|---|---|---|
1226
Standex International
SXI
$2.51B
| $11M | 0.01% |
59,970
-2,842
| -5% | -$519K |
|
1227
Advance Auto Parts
AAP
$3.65B
| $11M | 0.01% |
280,865
-11,754
| -4% | -$458K |
|
1228
GATX Corp
GATX
$6.08B
| $10.9M | 0.01% |
82,623
-36,778
| -31% | -$4.87M |
|
1229
The Mosaic Company
MOS
$10.7B
| $10.9M | 0.01% |
405,774
-8,351
| -2% | -$224K |
|
1230
New Jersey Resources
NJR
$4.74B
| $10.9M | 0.01% |
230,096
-101,269
| -31% | -$4.78M |
|
1231
AutoNation
AN
$8.57B
| $10.9M | 0.01% |
60,652
-21,235
| -26% | -$3.8M |
|
1232
Canadian National Railway
CNI
$58.3B
| $10.8M | 0.01% |
92,300
+21,100
| +30% | +$2.47M |
|
1233
Freshpet
FRPT
$2.63B
| $10.8M | 0.01% |
78,914
-13,505
| -15% | -$1.85M |
|
1234
Calix
CALX
$4.11B
| $10.7M | 0.01% |
277,116
-12,204
| -4% | -$473K |
|
1235
Lamb Weston
LW
$7.96B
| $10.7M | 0.01% |
165,953
+3,927
| +2% | +$254K |
|
1236
Federal Realty Investment Trust
FRT
$8.73B
| $10.7M | 0.01% |
93,306
+7,501
| +9% | +$862K |
|
1237
Telephone and Data Systems
TDS
$4.49B
| $10.7M | 0.01% |
459,780
-26,499
| -5% | -$616K |
|
1238
Bank OZK
OZK
$5.9B
| $10.7M | 0.01% |
248,390
-107,903
| -30% | -$4.64M |
|
1239
MP Materials
MP
$11.4B
| $10.7M | 0.01% |
604,892
+159,200
| +36% | +$2.81M |
|
1240
Avient
AVNT
$3.4B
| $10.7M | 0.01% |
211,856
-94,093
| -31% | -$4.73M |
|
1241
BancFirst
BANF
$4.49B
| $10.7M | 0.01% |
101,276
+29,050
| +40% | +$3.06M |
|
1242
Vericel Corp
VCEL
$1.63B
| $10.6M | 0.01% |
251,858
-91,834
| -27% | -$3.88M |
|
1243
Henry Schein
HSIC
$8.34B
| $10.6M | 0.01% |
145,835
+3,037
| +2% | +$221K |
|
1244
Seacoast Banking Corp of Florida
SBCF
$2.72B
| $10.6M | 0.01% |
398,490
-16,744
| -4% | -$446K |
|
1245
Viper Energy
VNOM
$6.61B
| $10.6M | 0.01% |
235,307
+228,177
| +3,200% | +$10.3M |
|
1246
Harley-Davidson
HOG
$3.73B
| $10.6M | 0.01% |
274,691
-132,807
| -33% | -$5.12M |
|
1247
Dolby
DLB
$6.83B
| $10.6M | 0.01% |
138,209
-60,684
| -31% | -$4.64M |
|
1248
Norwegian Cruise Line
NCLH
$11.9B
| $10.5M | 0.01% |
514,087
+30,182
| +6% | +$619K |
|
1249
Franklin FTSE Japan ETF
FLJP
$2.4B
| $10.5M | 0.01% |
346,156
+274,974
| +386% | +$8.36M |
|
1250
Phinia Inc
PHIN
$2.28B
| $10.5M | 0.01% |
227,742
+2,422
| +1% | +$111K |
|