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 | |
|---|---|---|---|---|---|---|
1476
CGI
GIB
$21B
| $6.45M | ﹤0.01% |
55,951
| – | – |
|
1477
Dynavax Technologies
DVAX
$1.14B
| $6.44M | ﹤0.01% |
577,727
-184,961
| -24% | -$2.06M |
|
1478
Dana Inc
DAN
$2.79B
| $6.42M | ﹤0.01% |
608,359
-28,208
| -4% | -$298K |
|
1479
G-III Apparel Group
GIII
$1.15B
| $6.4M | ﹤0.01% |
209,551
-14,714
| -7% | -$449K |
|
1480
Ferguson
FERG
$45.3B
| $6.36M | ﹤0.01% |
32,025
+7,862
| +33% | +$1.56M |
|
1481
Brighthouse Financial
BHF
$2.79B
| $6.34M | ﹤0.01% |
140,868
-65,856
| -32% | -$2.97M |
|
1482
Schneider National
SNDR
$4.3B
| $6.33M | ﹤0.01% |
+221,685
| New | +$6.33M |
|
1483
Columbia Sportswear
COLM
$3.05B
| $6.32M | ﹤0.01% |
76,014
-36,177
| -32% | -$3.01M |
|
1484
Pinterest
PINS
$23.8B
| $6.2M | ﹤0.01% |
191,579
-94,225
| -33% | -$3.05M |
|
|
DEA
1485
Easterly Government Properties
DEA
$1.06B
| $6.2M | ﹤0.01% |
182,554
-20,440
| -10% | -$694K |
|
1486
Universal Corp
UVV
$1.4B
| $6.18M | ﹤0.01% |
116,362
-10,819
| -9% | -$575K |
|
1487
Quanex
NX
$697M
| $6.17M | ﹤0.01% |
222,522
+49,716
| +29% | +$1.38M |
|
1488
Kennedy-Wilson Holdings
KW
$1.25B
| $6.15M | ﹤0.01% |
556,763
-19,562
| -3% | -$216K |
|
1489
Adeia
ADEA
$1.71B
| $6.14M | ﹤0.01% |
515,579
-66,410
| -11% | -$791K |
|
1490
Kaiser Aluminum
KALU
$1.25B
| $6.12M | ﹤0.01% |
84,370
+5,287
| +7% | +$383K |
|
1491
AdaptHealth
AHCO
$1.29B
| $6.11M | ﹤0.01% |
543,744
+154,434
| +40% | +$1.73M |
|
1492
Worthington Enterprises
WOR
$3.26B
| $6.1M | ﹤0.01% |
147,195
-18,371
| -11% | -$761K |
|
1493
SolarEdge
SEDG
$1.75B
| $6.1M | ﹤0.01% |
266,128
-10,899
| -4% | -$250K |
|
1494
Talos Energy
TALO
$1.7B
| $6.08M | ﹤0.01% |
587,651
-182,674
| -24% | -$1.89M |
|
1495
Oxford Industries
OXM
$770M
| $6.05M | ﹤0.01% |
69,713
-10,413
| -13% | -$903K |
|
|
RC
1496
Ready Capital
RC
$698M
| $6.05M | ﹤0.01% |
792,536
+25,545
| +3% | +$195K |
|
1497
Intercorp Financial Services
IFS
$4.68B
| $6.04M | ﹤0.01% |
231,269
+180,043
| +351% | +$4.7M |
|
1498
Certara
CERT
$1.75B
| $6.04M | ﹤0.01% |
515,706
-14,244
| -3% | -$167K |
|
1499
Vaxcyte
PCVX
$4.29B
| $6.02M | ﹤0.01% |
52,702
+34,287
| +186% | +$3.92M |
|
1500
HCI Group
HCI
$2.36B
| $6.01M | ﹤0.01% |
56,180
+7,914
| +16% | +$847K |
|