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 |
Broadcom
AVGO
|
$1.13B |
| 2 |
Martin Marietta Materials
MLM
|
$379M |
| 3 |
Apple
AAPL
|
$367M |
| 4 |
Hilton Worldwide
HLT
|
$330M |
| 5 |
Veeva Systems
VEEV
|
$266M |
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 | |
|---|---|---|---|---|---|---|
201
HCA Healthcare
HCA
$94.5B
| $161M | 0.09% |
397,019
+628
| +0.2% | +$255K |
|
202
Constellation Energy
CEG
$96.2B
| $159M | 0.09% |
612,537
+38,954
| +7% | +$10.1M |
|
203
Equity Lifestyle Properties
ELS
$11.7B
| $159M | 0.09% |
2,232,008
+805,681
| +56% | +$57.5M |
|
204
Lockheed Martin
LMT
$106B
| $158M | 0.09% |
270,879
+10,358
| +4% | +$6.05M |
|
205
Williams-Sonoma
WSM
$23.1B
| $158M | 0.09% |
1,020,489
+467,407
| +85% | +$72.4M |
|
206
WEC Energy
WEC
$34.3B
| $157M | 0.09% |
1,632,674
-168,448
| -9% | -$16.2M |
|
207
Entegris
ENTG
$12.7B
| $155M | 0.08% |
1,379,963
+781,955
| +131% | +$88M |
|
208
ConocoPhillips
COP
$124B
| $155M | 0.08% |
1,474,270
+32,948
| +2% | +$3.47M |
|
209
WIX.com
WIX
$7.85B
| $155M | 0.08% |
927,709
-9,010
| -1% | -$1.51M |
|
210
TKO Group
TKO
$15.6B
| $154M | 0.08% |
1,246,338
+13,148
| +1% | +$1.63M |
|
211
Modine Manufacturing
MOD
$7.15B
| $153M | 0.08% |
1,152,735
+26,527
| +2% | +$3.52M |
|
212
Expeditors International
EXPD
$16.4B
| $153M | 0.08% |
1,161,027
+4,044
| +0.3% | +$531K |
|
213
Eaton
ETN
$136B
| $152M | 0.08% |
457,350
+17,965
| +4% | +$5.95M |
|
214
East-West Bancorp
EWBC
$14.5B
| $151M | 0.08% |
1,820,744
-111,401
| -6% | -$9.22M |
|
215
Republic Services
RSG
$73B
| $150M | 0.08% |
748,055
-3,224
| -0.4% | -$648K |
|
216
GE Vernova
GEV
$167B
| $147M | 0.08% |
577,284
+12,323
| +2% | +$3.14M |
|
217
Automatic Data Processing
ADP
$123B
| $147M | 0.08% |
529,690
+22,766
| +4% | +$6.3M |
|
218
Nasdaq
NDAQ
$54.4B
| $146M | 0.08% |
1,998,528
-24,018
| -1% | -$1.75M |
|
219
Ameriprise Financial
AMP
$48.5B
| $145M | 0.08% |
308,646
-11,016
| -3% | -$5.18M |
|
220
Taylor Morrison
TMHC
$6.66B
| $144M | 0.08% |
2,051,580
+69,222
| +3% | +$4.86M |
|
221
Stryker
SYK
$150B
| $144M | 0.08% |
398,422
+23,329
| +6% | +$8.43M |
|
222
Wintrust Financial
WTFC
$9.19B
| $142M | 0.08% |
1,308,254
+133,311
| +11% | +$14.5M |
|
223
Elevance Health
ELV
$71.8B
| $142M | 0.08% |
272,649
+11,646
| +4% | +$6.06M |
|
224
Perimeter Solutions
PRM
$3.28B
| $142M | 0.08% |
10,533,725
-49,130
| -0.5% | -$661K |
|
225
SAP
SAP
$317B
| $140M | 0.08% |
611,572
+4,775
| +0.8% | +$1.09M |
|