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 | |
|---|---|---|---|---|---|---|
1326
First Commonwealth Financial
FCF
$1.85B
| $9.24M | 0.01% |
538,964
+36,001
| +7% | +$617K |
|
1327
JetBlue
JBLU
$1.89B
| $9.23M | 0.01% |
1,407,144
-267,355
| -16% | -$1.75M |
|
1328
Hillenbrand
HI
$1.81B
| $9.22M | 0.01% |
331,603
-15,531
| -4% | -$432K |
|
1329
DraftKings
DKNG
$22.8B
| $9.2M | 0.01% |
234,768
+29,991
| +15% | +$1.18M |
|
|
TXNM
1330
TXNM Energy, Inc.
TXNM
$6B
| $9.19M | 0.01% |
209,912
-92,572
| -31% | -$4.05M |
|
1331
Winnebago Industries
WGO
$988M
| $9.18M | 0.01% |
157,991
-8,587
| -5% | -$499K |
|
1332
Edgewell Personal Care
EPC
$1.02B
| $9.14M | 0.01% |
251,422
+7,018
| +3% | +$255K |
|
1333
SPDR S&P Global Natural Resources ETF
GNR
$3.34B
| $9.09M | 0.01% |
157,622
+13,625
| +9% | +$786K |
|
|
MZTI
1334
The Marzetti Company Common Stock
MZTI
$5.1B
| $9.05M | ﹤0.01% |
51,246
-21,433
| -29% | -$3.78M |
|
1335
Rogers Corp
ROG
$1.52B
| $9.03M | ﹤0.01% |
79,917
-11,119
| -12% | -$1.26M |
|
1336
Fox Factory Holding Corp
FOXF
$1.2B
| $9.01M | ﹤0.01% |
217,005
-4,198
| -2% | -$174K |
|
1337
LivaNova
LIVN
$3.13B
| $9.01M | ﹤0.01% |
171,402
-41,335
| -19% | -$2.17M |
|
1338
Valley National Bancorp
VLY
$6.04B
| $9M | ﹤0.01% |
993,030
-441,775
| -31% | -$4M |
|
1339
Invesco
IVZ
$10.1B
| $8.99M | ﹤0.01% |
511,850
+16,473
| +3% | +$289K |
|
1340
International Bancshares
IBOC
$4.43B
| $8.96M | ﹤0.01% |
149,893
-53,510
| -26% | -$3.2M |
|
1341
MSC Industrial Direct
MSM
$5.14B
| $8.96M | ﹤0.01% |
104,109
-47,804
| -31% | -$4.11M |
|
1342
Franklin FTSE India ETF
FLIN
$2.47B
| $8.93M | ﹤0.01% |
213,051
+144,743
| +212% | +$6.06M |
|
1343
NeoGenomics
NEO
$1.08B
| $8.91M | ﹤0.01% |
604,394
-26,000
| -4% | -$384K |
|
1344
Supernus Pharmaceuticals
SUPN
$2.62B
| $8.9M | ﹤0.01% |
285,411
+14,566
| +5% | +$454K |
|
1345
LiveRamp
RAMP
$1.77B
| $8.88M | ﹤0.01% |
358,505
-470
| -0.1% | -$11.6K |
|
1346
MillerKnoll
MLKN
$1.44B
| $8.88M | ﹤0.01% |
358,529
+5,155
| +1% | +$128K |
|
1347
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.49B
| $8.84M | ﹤0.01% |
658,320
+48,490
| +8% | +$651K |
|
1348
City Holding Co
CHCO
$1.83B
| $8.84M | ﹤0.01% |
75,284
-5,273
| -7% | -$619K |
|
1349
Mercury Systems
MRCY
$4.38B
| $8.82M | ﹤0.01% |
238,368
-19,499
| -8% | -$721K |
|
1350
TTM Technologies
TTMI
$4.99B
| $8.77M | ﹤0.01% |
480,528
-21,431
| -4% | -$391K |
|