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 | |
|---|---|---|---|---|---|---|
1951
SharkNinja
SN
$16.4B
| $502K | ﹤0.01% |
4,622
-465
| -9% | -$50.6K |
|
1952
NIO
NIO
$12.8B
| $502K | ﹤0.01% |
75,100
+43,839
| +140% | +$293K |
|
1953
Cenovus Energy
CVE
$30.3B
| $500K | ﹤0.01% |
29,883
-6,321
| -17% | -$106K |
|
1954
AGNC Investment
AGNC
$10.7B
| $500K | ﹤0.01% |
47,788
-4,526
| -9% | -$47.3K |
|
1955
Albertsons Companies
ACI
$10.4B
| $498K | ﹤0.01% |
26,963
-3,902
| -13% | -$72.1K |
|
1956
Miller Industries
MLR
$457M
| $496K | ﹤0.01% |
+8,130
| New | +$496K |
|
1957
Universal Insurance Holdings
UVE
$687M
| $493K | ﹤0.01% |
22,255
-2,708
| -11% | -$60K |
|
1958
WillScot Mobile Mini Holdings
WSC
$4.17B
| $492K | ﹤0.01% |
13,090
-1,343
| -9% | -$50.5K |
|
1959
Evolus
EOLS
$473M
| $492K | ﹤0.01% |
30,381
-2,793
| -8% | -$45.2K |
|
1960
Unity
U
$18.7B
| $491K | ﹤0.01% |
21,706
-2,270
| -9% | -$51.3K |
|
1961
APi Group
APG
$14.7B
| $487K | ﹤0.01% |
22,137
-130,463
| -85% | -$2.87M |
|
1962
XP
XP
$9.82B
| $487K | ﹤0.01% |
27,141
-3,221
| -11% | -$57.8K |
|
1963
Select Water Solutions
WTTR
$905M
| $483K | ﹤0.01% |
+43,369
| New | +$483K |
|
|
CFB
1964
DELISTED
CrossFirst Bankshares, Inc. Common Stock
CFB
| $482K | ﹤0.01% |
+28,861
| New | +$482K |
|
1965
Thermon Group Holdings
THR
$822M
| $481K | ﹤0.01% |
+16,125
| New | +$481K |
|
1966
SiteOne Landscape Supply
SITE
$6.4B
| $478K | ﹤0.01% |
3,168
-405
| -11% | -$61.1K |
|
1967
Orrstown Financial Services
ORRF
$687M
| $478K | ﹤0.01% |
+13,290
| New | +$478K |
|
1968
Kanzhun
BZ
$11.2B
| $470K | ﹤0.01% |
27,100
-9,288
| -26% | -$161K |
|
1969
UiPath
PATH
$6.28B
| $470K | ﹤0.01% |
36,685
+3,477
| +10% | +$44.5K |
|
1970
VanEck Short Muni ETF
SMB
$287M
| $464K | ﹤0.01% |
26,851
| – | – |
|
1971
Elanco Animal Health
ELAN
$9.37B
| $463K | ﹤0.01% |
31,489
-21,919
| -41% | -$322K |
|
1972
Shift4
FOUR
$5.91B
| $461K | ﹤0.01% |
5,205
-31
| -0.6% | -$2.75K |
|
1973
Avidity Biosciences
RNA
$6.06B
| $461K | ﹤0.01% |
10,040
-6,484
| -39% | -$298K |
|
1974
Aurora
AUR
$10.3B
| $457K | ﹤0.01% |
77,192
-22,078
| -22% | -$131K |
|
1975
Hovnanian Enterprises
HOV
$875M
| $454K | ﹤0.01% |
2,222
-1,076
| -33% | -$220K |
|