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 | |
|---|---|---|---|---|---|---|
1501
Globant
GLOB
$2.58B
| $6.01M | ﹤0.01% |
30,351
+16,639
| +121% | +$3.3M |
|
1502
Check Point Software Technologies
CHKP
$21.1B
| $5.99M | ﹤0.01% |
31,049
-306
| -1% | -$59K |
|
1503
Embraer
ERJ
$10.8B
| $5.97M | ﹤0.01% |
168,664
-80,898
| -32% | -$2.86M |
|
1504
Pediatrix Medical
MD
$1.48B
| $5.95M | ﹤0.01% |
513,618
+63,581
| +14% | +$737K |
|
1505
LPL Financial
LPLA
$27.8B
| $5.91M | ﹤0.01% |
25,418
+3,444
| +16% | +$801K |
|
1506
Sotera Health
SHC
$4.58B
| $5.91M | ﹤0.01% |
354,025
-60,807
| -15% | -$1.02M |
|
1507
Boston Beer
SAM
$2.4B
| $5.9M | ﹤0.01% |
20,420
-10,051
| -33% | -$2.91M |
|
1508
Xencor
XNCR
$606M
| $5.87M | ﹤0.01% |
291,916
-15,251
| -5% | -$307K |
|
1509
Goodyear
GT
$2.45B
| $5.85M | ﹤0.01% |
661,398
-293,384
| -31% | -$2.6M |
|
1510
Booz Allen Hamilton
BAH
$12.8B
| $5.85M | ﹤0.01% |
35,923
-129
| -0.4% | -$21K |
|
1511
ASML
ASML
$316B
| $5.84M | ﹤0.01% |
7,009
+3,580
| +104% | +$2.98M |
|
1512
Stellar Bancorp
STEL
$1.62B
| $5.82M | ﹤0.01% |
224,852
-7,900
| -3% | -$205K |
|
1513
Navient
NAVI
$1.31B
| $5.79M | ﹤0.01% |
371,434
-25,695
| -6% | -$401K |
|
1514
Interface
TILE
$1.67B
| $5.77M | ﹤0.01% |
304,050
+16,624
| +6% | +$315K |
|
|
NVEE
1515
DELISTED
NV5 Global
NVEE
| $5.75M | ﹤0.01% |
246,172
-9,624
| -4% | -$225K |
|
1516
Wolfspeed
WOLF
$294M
| $5.75M | ﹤0.01% |
592,599
+173,409
| +41% | +$1.68M |
|
1517
Fluence Energy
FLNC
$909M
| $5.74M | ﹤0.01% |
+252,824
| New | +$5.74M |
|
|
CSR
1518
Centerspace
CSR
$992M
| $5.73M | ﹤0.01% |
81,338
+2,852
| +4% | +$201K |
|
1519
Arlo Technologies
ARLO
$1.81B
| $5.73M | ﹤0.01% |
473,059
-11,564
| -2% | -$140K |
|
1520
Safety Insurance
SAFT
$1.12B
| $5.72M | ﹤0.01% |
69,930
-3,243
| -4% | -$265K |
|
1521
Cohu
COHU
$992M
| $5.68M | ﹤0.01% |
221,111
-11,075
| -5% | -$285K |
|
|
SAFE
1522
Safehold
SAFE
$1.2B
| $5.66M | ﹤0.01% |
215,957
-6,705
| -3% | -$176K |
|
1523
Xerox
XRX
$466M
| $5.66M | ﹤0.01% |
545,067
-18,767
| -3% | -$195K |
|
1524
iShares US Infrastructure ETF
IFRA
$3.02B
| $5.65M | ﹤0.01% |
120,375
+28,600
| +31% | +$1.34M |
|
1525
iShares Russell Mid-Cap ETF
IWR
$45.2B
| $5.65M | ﹤0.01% |
64,075
-5,609
| -8% | -$494K |
|