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 | |
|---|---|---|---|---|---|---|
1251
St. Joe Company
JOE
$2.99B
| $10.5M | 0.01% |
179,655
-9,579
| -5% | -$559K |
|
1252
Flowers Foods
FLO
$3.01B
| $10.5M | 0.01% |
453,312
-186,194
| -29% | -$4.3M |
|
1253
Bentley Systems
BSY
$16.2B
| $10.4M | 0.01% |
204,612
+34,871
| +21% | +$1.77M |
|
1254
MGM Resorts International
MGM
$9.63B
| $10.4M | 0.01% |
265,780
-13,582
| -5% | -$531K |
|
1255
Cheesecake Factory
CAKE
$2.9B
| $10.4M | 0.01% |
255,595
+22,416
| +10% | +$909K |
|
1256
Wynn Resorts
WYNN
$12.8B
| $10.4M | 0.01% |
108,067
+2,001
| +2% | +$192K |
|
1257
Veeco
VECO
$1.56B
| $10.3M | 0.01% |
311,886
+2,583
| +0.8% | +$85.6K |
|
1258
STAAR Surgical
STAA
$1.37B
| $10.3M | 0.01% |
277,584
-23,389
| -8% | -$869K |
|
1259
Boyd Gaming
BYD
$6.89B
| $10.3M | 0.01% |
159,468
-64,949
| -29% | -$4.2M |
|
1260
Evertec
EVTC
$2.18B
| $10.3M | 0.01% |
303,182
-47,667
| -14% | -$1.62M |
|
1261
Ziff Davis
ZD
$1.54B
| $10.3M | 0.01% |
210,989
+56,352
| +36% | +$2.74M |
|
1262
Hancock Whitney
HWC
$5.37B
| $10.3M | 0.01% |
200,428
-90,117
| -31% | -$4.61M |
|
1263
Hayward Holdings
HAYW
$3.47B
| $10.3M | 0.01% |
668,396
+44,978
| +7% | +$690K |
|
1264
Blend Labs
BLND
$1.13B
| $10.2M | 0.01% |
2,733,004
+2,390,337
| +698% | +$8.96M |
|
1265
Abacus Life
ABL
$622M
| $10.2M | 0.01% |
1,011,143
+74,172
| +8% | +$751K |
|
1266
Goosehead Insurance
GSHD
$2.06B
| $10.2M | 0.01% |
114,521
-32,106
| -22% | -$2.87M |
|
1267
iShares ESG MSCI USA Leaders ETF
SUSL
$905M
| $10.1M | 0.01% |
99,958
+13,791
| +16% | +$1.4M |
|
1268
Xtrackers S&P 500 ESG ETF
SNPE
$2.09B
| $10.1M | 0.01% |
192,908
+28,122
| +17% | +$1.48M |
|
1269
Polaris
PII
$3.38B
| $10.1M | 0.01% |
121,360
-55,404
| -31% | -$4.61M |
|
1270
John Wiley & Sons Class A
WLY
$2.22B
| $10.1M | 0.01% |
209,184
+1,600
| +0.8% | +$77.2K |
|
1271
Macy's
M
$4.69B
| $10M | 0.01% |
640,142
-276,047
| -30% | -$4.33M |
|
|
FL
1272
DELISTED
Foot Locker
FL
| $10M | 0.01% |
388,517
-17,131
| -4% | -$443K |
|
1273
HEICO
HEI
$44.9B
| $10M | 0.01% |
38,375
+34,535
| +899% | +$9.03M |
|
|
BCYC
1274
Bicycle Therapeutics
BCYC
$489M
| $10M | 0.01% |
+443,141
| New | +$10M |
|
1275
Rayonier
RYN
$4.1B
| $10M | 0.01% |
327,501
-152,647
| -32% | -$4.67M |
|