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 | |
|---|---|---|---|---|---|---|
1351
ScottsMiracle-Gro
SMG
$3.56B
| $8.75M | ﹤0.01% |
100,958
-41,446
| -29% | -$3.59M |
|
1352
Silicon Laboratories
SLAB
$4.45B
| $8.74M | ﹤0.01% |
75,664
-32,550
| -30% | -$3.76M |
|
|
B
1353
DELISTED
Barnes Group Inc.
B
| $8.71M | ﹤0.01% |
215,445
-34,243
| -14% | -$1.38M |
|
1354
Blackbaud
BLKB
$3.4B
| $8.69M | ﹤0.01% |
102,605
-48,239
| -32% | -$4.08M |
|
1355
iShares 20+ Year Treasury Bond ETF
TLT
$49.8B
| $8.66M | ﹤0.01% |
88,273
+27,586
| +45% | +$2.71M |
|
1356
Openlane
KAR
$3.15B
| $8.64M | ﹤0.01% |
511,952
-22,188
| -4% | -$375K |
|
1357
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$587M
| $8.62M | ﹤0.01% |
161,756
+14,658
| +10% | +$781K |
|
1358
Leggett & Platt
LEG
$1.34B
| $8.6M | ﹤0.01% |
631,737
-26,380
| -4% | -$359K |
|
1359
EPR Properties
EPR
$4.31B
| $8.59M | ﹤0.01% |
175,263
-76,769
| -30% | -$3.76M |
|
1360
Kemper
KMPR
$3.36B
| $8.59M | ﹤0.01% |
140,226
-61,376
| -30% | -$3.76M |
|
1361
Power Integrations
POWI
$2.56B
| $8.54M | ﹤0.01% |
133,179
-59,270
| -31% | -$3.8M |
|
1362
Ultra Clean Holdings
UCTT
$1.16B
| $8.52M | ﹤0.01% |
213,275
-9,813
| -4% | -$392K |
|
1363
Fortrea Holdings
FTRE
$929M
| $8.44M | ﹤0.01% |
421,927
-17,222
| -4% | -$344K |
|
1364
FB Financial Corp
FBK
$2.87B
| $8.43M | ﹤0.01% |
179,589
-10,380
| -5% | -$487K |
|
|
LTC
1365
LTC Properties
LTC
$1.68B
| $8.41M | ﹤0.01% |
229,176
+14,778
| +7% | +$542K |
|
1366
Iridium Communications
IRDM
$1.95B
| $8.35M | ﹤0.01% |
274,365
-130,022
| -32% | -$3.96M |
|
1367
Papa John's
PZZA
$1.64B
| $8.32M | ﹤0.01% |
154,414
-9,203
| -6% | -$496K |
|
1368
Donnelley Financial Solutions
DFIN
$1.54B
| $8.31M | ﹤0.01% |
126,262
-14,335
| -10% | -$944K |
|
1369
Perrigo
PRGO
$3.1B
| $8.29M | ﹤0.01% |
316,058
-137,826
| -30% | -$3.62M |
|
1370
Triumph Financial, Inc.
TFIN
$1.35B
| $8.26M | ﹤0.01% |
103,792
-20,289
| -16% | -$1.61M |
|
1371
The GEO Group
GEO
$3.26B
| $8.23M | ﹤0.01% |
640,393
-16,203
| -2% | -$208K |
|
1372
S&T Bancorp
STBA
$1.51B
| $8.17M | ﹤0.01% |
194,668
-11,702
| -6% | -$491K |
|
1373
Benchmark Electronics
BHE
$1.44B
| $8.17M | ﹤0.01% |
184,332
+6,561
| +4% | +$291K |
|
|
HTO
1374
H2O America Common Stock
HTO
$1.76B
| $8.17M | ﹤0.01% |
140,552
-19,352
| -12% | -$1.12M |
|
1375
FTAI Aviation
FTAI
$17.4B
| $8.15M | ﹤0.01% |
61,323
-20,504
| -25% | -$2.72M |
|