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 | |
|---|---|---|---|---|---|---|
1276
SPDR S&P 500 ESG ETF
EFIV
$1.16B
| $10M | 0.01% |
179,393
+25,524
| +17% | +$1.42M |
|
1277
Omnicell
OMCL
$1.52B
| $9.99M | 0.01% |
229,089
-31,062
| -12% | -$1.35M |
|
1278
Warner Music
WMG
$17.7B
| $9.98M | 0.01% |
318,749
-142,245
| -31% | -$4.45M |
|
1279
Lumentum
LITE
$11.5B
| $9.96M | 0.01% |
157,159
-68,000
| -30% | -$4.31M |
|
1280
Mohawk Industries
MHK
$8.61B
| $9.92M | 0.01% |
61,724
+2,601
| +4% | +$418K |
|
1281
Premier
PINC
$2.22B
| $9.88M | 0.01% |
494,007
-21,756
| -4% | -$435K |
|
1282
Silgan Holdings
SLGN
$4.74B
| $9.87M | 0.01% |
188,063
-82,449
| -30% | -$4.33M |
|
1283
Alamo Group
ALG
$2.55B
| $9.86M | 0.01% |
54,736
-427
| -0.8% | -$76.9K |
|
1284
Ashland
ASH
$2.46B
| $9.85M | 0.01% |
113,242
-53,718
| -32% | -$4.67M |
|
1285
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.1B
| $9.84M | 0.01% |
261,437
-131,425
| -33% | -$4.95M |
|
1286
NBT Bancorp
NBTB
$2.27B
| $9.83M | 0.01% |
222,304
-10,163
| -4% | -$450K |
|
1287
NorthWestern Energy
NWE
$3.47B
| $9.81M | 0.01% |
171,362
-58,668
| -26% | -$3.36M |
|
1288
Amphastar Pharmaceuticals
AMPH
$1.34B
| $9.8M | 0.01% |
202,017
-16,155
| -7% | -$784K |
|
|
IBTX
1289
DELISTED
Independent Bank Group, Inc.
IBTX
| $9.8M | 0.01% |
169,983
-7,621
| -4% | -$439K |
|
1290
NCR Atleos
NATL
$2.88B
| $9.78M | 0.01% |
342,635
+1,659
| +0.5% | +$47.3K |
|
1291
NewMarket
NEU
$7.95B
| $9.77M | 0.01% |
17,707
-5,287
| -23% | -$2.92M |
|
1292
Neogen
NEOG
$1.25B
| $9.75M | 0.01% |
580,073
-208,759
| -26% | -$3.51M |
|
1293
Stewart Information Services
STC
$2.09B
| $9.75M | 0.01% |
130,453
-5,548
| -4% | -$415K |
|
1294
Renasant Corp
RNST
$3.59B
| $9.73M | 0.01% |
299,485
+21,683
| +8% | +$705K |
|
1295
LeMaitre Vascular
LMAT
$2.13B
| $9.72M | 0.01% |
104,675
+82
| +0.1% | +$7.62K |
|
1296
Euronet Worldwide
EEFT
$3.59B
| $9.72M | 0.01% |
97,911
-47,173
| -33% | -$4.68M |
|
1297
Liberty Live Group Series C
LLYVK
$9.34B
| $9.7M | 0.01% |
189,069
-2,558
| -1% | -$131K |
|
1298
DaVita
DVA
$9.57B
| $9.7M | 0.01% |
59,168
-3,647
| -6% | -$598K |
|
1299
PROG Holdings
PRG
$1.42B
| $9.68M | 0.01% |
199,629
-53,407
| -21% | -$2.59M |
|
1300
Banner Corp
BANR
$2.31B
| $9.67M | 0.01% |
162,428
-7,493
| -4% | -$446K |
|