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 | |
|---|---|---|---|---|---|---|
1401
Virtus Investment Partners
VRTS
$1.36B
| $7.74M | ﹤0.01% |
36,962
-909
| -2% | -$190K |
|
1402
American Woodmark
AMWD
$997M
| $7.73M | ﹤0.01% |
82,758
-2,795
| -3% | -$261K |
|
|
FLG
1403
Flagstar Financial, Inc.
FLG
$5.3B
| $7.73M | ﹤0.01% |
688,576
-182,413
| -21% | -$2.05M |
|
1404
Helen of Troy
HELE
$567M
| $7.72M | ﹤0.01% |
124,834
+34,318
| +38% | +$2.12M |
|
1405
Stepan Co
SCL
$1.12B
| $7.71M | ﹤0.01% |
99,766
-5,639
| -5% | -$436K |
|
1406
Franklin Resources
BEN
$12.9B
| $7.68M | ﹤0.01% |
381,192
+32,490
| +9% | +$655K |
|
1407
Texas Capital Bancshares
TCBI
$4B
| $7.66M | ﹤0.01% |
107,238
-49,195
| -31% | -$3.52M |
|
1408
Andersons Inc
ANDE
$1.4B
| $7.6M | ﹤0.01% |
151,626
-12,772
| -8% | -$640K |
|
1409
PotlatchDeltic
PCH
$3.3B
| $7.53M | ﹤0.01% |
167,201
-99,438
| -37% | -$4.48M |
|
1410
Vanguard Mid-Cap ETF
VO
$88.6B
| $7.53M | ﹤0.01% |
28,537
-30,184
| -51% | -$7.96M |
|
1411
Knowles
KN
$1.91B
| $7.52M | ﹤0.01% |
416,828
-25,717
| -6% | -$464K |
|
1412
Chefs' Warehouse
CHEF
$2.69B
| $7.48M | ﹤0.01% |
178,080
+2,218
| +1% | +$93.2K |
|
1413
TripAdvisor
TRIP
$2.08B
| $7.48M | ﹤0.01% |
516,081
-18,927
| -4% | -$274K |
|
|
GTY
1414
Getty Realty Corp
GTY
$1.61B
| $7.47M | ﹤0.01% |
234,981
-7,305
| -3% | -$232K |
|
1415
The Greenbrier Companies
GBX
$1.46B
| $7.47M | ﹤0.01% |
146,740
-6,779
| -4% | -$345K |
|
1416
Vanguard Intermediate-Term Bond ETF
BIV
$24.3B
| $7.46M | ﹤0.01% |
95,226
| – | – |
|
1417
Northwest Natural Holdings
NWN
$1.73B
| $7.44M | ﹤0.01% |
182,260
-5,314
| -3% | -$217K |
|
1418
Associated Banc-Corp
ASB
$4.38B
| $7.42M | ﹤0.01% |
344,672
-152,664
| -31% | -$3.29M |
|
1419
Apollo Global Management
APO
$78B
| $7.42M | ﹤0.01% |
59,411
-193,874
| -77% | -$24.2M |
|
1420
SiriusPoint
SPNT
$2.24B
| $7.4M | ﹤0.01% |
516,241
+7,320
| +1% | +$105K |
|
1421
Upbound Group
UPBD
$1.48B
| $7.39M | ﹤0.01% |
231,053
-9,302
| -4% | -$298K |
|
1422
Insperity
NSP
$2.04B
| $7.36M | ﹤0.01% |
83,607
-54,216
| -39% | -$4.77M |
|
1423
Topgolf Callaway Brands
MODG
$1.78B
| $7.33M | ﹤0.01% |
667,223
-30,068
| -4% | -$330K |
|
1424
NETSCOUT
NTCT
$1.85B
| $7.31M | ﹤0.01% |
336,033
-16,030
| -5% | -$349K |
|
1425
CTS Corp
CTS
$1.26B
| $7.31M | ﹤0.01% |
151,014
-15,239
| -9% | -$737K |
|