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 |
American Tower
AMT
|
$462M |
| 2 |
SBA Communications
SBAC
|
$330M |
| 3 |
CCC Intelligent Solutions
CCCS
|
$219M |
| 4 |
Equinix
EQIX
|
$176M |
| 5 |
Teck Resources
TECK
|
$140M |
Top Sells
| 1 |
First Industrial Realty Trust
FR
|
$216M |
| 2 |
Digital Realty Trust
DLR
|
$213M |
| 3 |
TransDigm Group
TDG
|
$207M |
| 4 |
Public Storage
PSA
|
$174M |
| 5 |
Realty Income
O
|
$149M |
Sector Composition
| 1 | Technology | 18.87% |
| 2 | Financials | 15.58% |
| 3 | Real Estate | 14.17% |
| 4 | Consumer Discretionary | 11.56% |
| 5 | Industrials | 11.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
151
CCC Intelligent Solutions
CCCS
$6.34B
| $219M | 0.13% |
18,329,069
+18,316,381
| +144,360% | +$219M |
|
152
GE Aerospace
GE
$293B
| $212M | 0.12% |
1,515,562
+9,356
| +0.6% | +$1.31M |
|
153
Ares Management
ARES
$38.8B
| $208M | 0.12% |
1,567,512
-440
| -0% | -$58.5K |
|
154
Ross Stores
ROST
$49.3B
| $208M | 0.12% |
1,419,666
-8,263
| -0.6% | -$1.21M |
|
155
Intel
INTC
$105B
| $207M | 0.12% |
4,679,401
+44,974
| +1% | +$1.99M |
|
156
Super Micro Computer
SMCI
$23.8B
| $207M | 0.12% |
2,044,550
-1,219,040
| -37% | -$123M |
|
157
Verizon
VZ
$184B
| $205M | 0.12% |
4,892,420
+66,064
| +1% | +$2.77M |
|
|
ANSS
158
DELISTED
Ansys
ANSS
| $204M | 0.12% |
586,695
-5,592
| -0.9% | -$1.94M |
|
159
IBM
IBM
$227B
| $203M | 0.12% |
1,065,495
+17,239
| +2% | +$3.29M |
|
160
Simon Property Group
SPG
$58.7B
| $202M | 0.12% |
1,291,590
-428,207
| -25% | -$67M |
|
161
Air Products & Chemicals
APD
$64.8B
| $201M | 0.12% |
830,259
-17,412
| -2% | -$4.22M |
|
162
ConocoPhillips
COP
$118B
| $196M | 0.12% |
1,541,464
+4,025
| +0.3% | +$512K |
|
163
ServiceNow
NOW
$191B
| $193M | 0.11% |
253,795
-1,332
| -0.5% | -$1.02M |
|
164
Enterprise Products Partners
EPD
$68.9B
| $188M | 0.11% |
6,439,656
-237,542
| -4% | -$6.93M |
|
165
Nike
NKE
$110B
| $187M | 0.11% |
1,984,772
-149,386
| -7% | -$14M |
|
166
Citigroup
C
$175B
| $186M | 0.11% |
2,935,079
+835,025
| +40% | +$52.8M |
|
167
Williams-Sonoma
WSM
$23.4B
| $185M | 0.11% |
1,168,232
-58,848
| -5% | -$9.34M |
|
168
Magna International
MGA
$12.7B
| $181M | 0.11% |
3,328,462
-88,143
| -3% | -$4.8M |
|
169
D.R. Horton
DHI
$51.3B
| $180M | 0.11% |
1,095,691
-179,539
| -14% | -$29.5M |
|
170
Kilroy Realty
KRC
$4.93B
| $180M | 0.11% |
4,937,015
-524,578
| -10% | -$19.1M |
|
171
Cemex
CX
$13.3B
| $179M | 0.11% |
19,871,409
-962,459
| -5% | -$8.67M |
|
172
Uber
UBER
$194B
| $178M | 0.1% |
2,311,109
+10,453
| +0.5% | +$805K |
|
173
RTX Corp
RTX
$212B
| $177M | 0.1% |
1,814,003
-98,699
| -5% | -$9.63M |
|
174
Yum China
YUMC
$16.3B
| $176M | 0.1% |
4,420,115
+454,204
| +11% | +$18M |
|
175
Amgen
AMGN
$153B
| $174M | 0.1% |
613,590
-4,689
| -0.8% | -$1.33M |
|