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 |
ANSS
Ansys
ANSS
|
$196M |
| 2 |
Hyatt Hotels
H
|
$166M |
| 3 |
Prologis
PLD
|
$160M |
| 4 |
RP
RealPage, Inc.
RP
|
$160M |
| 5 |
WIX.com
WIX
|
$147M |
Top Sells
| 1 |
Sherwin-Williams
SHW
|
$367M |
| 2 |
Moody's
MCO
|
$303M |
| 3 |
Ross Stores
ROST
|
$252M |
| 4 |
Dentsply Sirona
XRAY
|
$213M |
| 5 |
Autodesk
ADSK
|
$167M |
Sector Composition
| 1 | Financials | 16.51% |
| 2 | Technology | 14.46% |
| 3 | Real Estate | 14.24% |
| 4 | Consumer Discretionary | 11.99% |
| 5 | Industrials | 9.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
CONE
201
DELISTED
CyrusOne Inc Common Stock
CONE
| $141M | 0.12% |
2,224,773
+1,051,433
| +90% | +$66.7M |
|
|
HPP
202
Hudson Pacific Properties
HPP
$1.09B
| $141M | 0.12% |
4,305,298
-87,723
| -2% | -$2.87M |
|
203
Cullen/Frost Bankers
CFR
$8.3B
| $140M | 0.12% |
1,339,679
-227,533
| -15% | -$23.8M |
|
204
Lockheed Martin
LMT
$105B
| $138M | 0.12% |
398,620
-17,221
| -4% | -$5.96M |
|
205
Fastenal
FAST
$56.9B
| $138M | 0.12% |
9,488,300
+44,780
| +0.5% | +$650K |
|
206
TJX Companies
TJX
$156B
| $137M | 0.12% |
2,442,920
-6,384
| -0.3% | -$358K |
|
207
Leidos
LDOS
$22.8B
| $135M | 0.12% |
1,957,149
-409,134
| -17% | -$28.3M |
|
208
First Industrial Realty Trust
FR
$6.92B
| $135M | 0.12% |
4,304,832
-128,072
| -3% | -$4.02M |
|
209
Caterpillar
CAT
$194B
| $135M | 0.12% |
885,623
+9,515
| +1% | +$1.45M |
|
210
East-West Bancorp
EWBC
$14.8B
| $134M | 0.12% |
2,223,556
-162,956
| -7% | -$9.84M |
|
211
Applied Materials
AMAT
$125B
| $133M | 0.12% |
3,441,304
+794,044
| +30% | +$30.7M |
|
212
MKS Inc. Common Stock
MKSI
$6.66B
| $132M | 0.12% |
1,645,080
+203,718
| +14% | +$16.3M |
|
213
Valero Energy
VLO
$48.6B
| $130M | 0.11% |
1,144,181
+41,794
| +4% | +$4.75M |
|
214
Littelfuse
LFUS
$6.29B
| $129M | 0.11% |
649,515
+40,713
| +7% | +$8.06M |
|
215
Schlumberger
SLB
$52.5B
| $128M | 0.11% |
2,105,194
-149,694
| -7% | -$9.12M |
|
216
H.B. Fuller
FUL
$3.19B
| $127M | 0.11% |
2,454,222
-199,151
| -8% | -$10.3M |
|
217
NVR
NVR
$23B
| $125M | 0.11% |
50,496
+2,606
| +5% | +$6.44M |
|
218
Intuit
INTU
$185B
| $124M | 0.11% |
545,512
-15,325
| -3% | -$3.48M |
|
219
TSMC
TSM
$1.2T
| $124M | 0.11% |
2,805,742
-27,697
| -1% | -$1.22M |
|
220
Idexx Laboratories
IDXX
$50.7B
| $124M | 0.11% |
496,037
+328,786
| +197% | +$82.1M |
|
221
Targa Resources
TRGP
$35.4B
| $124M | 0.11% |
2,193,262
+52,370
| +2% | +$2.95M |
|
222
Guidewire Software
GWRE
$18B
| $123M | 0.11% |
1,219,186
+1,208,754
| +11,587% | +$122M |
|
223
Norfolk Southern
NSC
$62.6B
| $123M | 0.11% |
681,943
-106,313
| -13% | -$19.2M |
|
224
Goldman Sachs
GS
$223B
| $123M | 0.11% |
547,687
+4,235
| +0.8% | +$950K |
|
225
Kraft Heinz
KHC
$32.1B
| $121M | 0.11% |
2,196,152
+47,196
| +2% | +$2.6M |
|