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 |
PIEQ
Principal International Equity ETF
PIEQ
|
$595M |
| 2 |
LPL Financial
LPLA
|
$318M |
| 3 |
Air Products & Chemicals
APD
|
$313M |
| 4 |
Entegris
ENTG
|
$308M |
| 5 |
Simon Property Group
SPG
|
$304M |
Top Sells
| 1 |
Intuit
INTU
|
$588M |
| 2 |
Autodesk
ADSK
|
$382M |
| 3 |
Microchip Technology
MCHP
|
$339M |
| 4 |
NNN REIT
NNN
|
$202M |
| 5 |
Terreno Realty
TRNO
|
$197M |
Sector Composition
| 1 | Technology | 18.18% |
| 2 | Financials | 16.92% |
| 3 | Real Estate | 13.31% |
| 4 | Consumer Discretionary | 11.4% |
| 5 | Industrials | 10.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Automatic Data Processing
ADP
$122B
| $161M | 0.09% |
528,210
-1,384
| -0.3% | -$423K |
|
202
TKO Group
TKO
$15.6B
| $159M | 0.09% |
1,039,803
-43,983
| -4% | -$6.72M |
|
203
Stryker
SYK
$151B
| $157M | 0.09% |
421,183
-785
| -0.2% | -$292K |
|
204
Applied Materials
AMAT
$126B
| $156M | 0.09% |
1,077,877
-31,206
| -3% | -$4.53M |
|
205
Alexandria Real Estate Equities
ARE
$14.2B
| $156M | 0.09% |
1,681,446
-6,490
| -0.4% | -$600K |
|
206
East-West Bancorp
EWBC
$15B
| $155M | 0.09% |
1,722,936
-78,177
| -4% | -$7.02M |
|
207
WEC Energy
WEC
$34.6B
| $152M | 0.09% |
1,391,475
-193,440
| -12% | -$21.1M |
|
208
WIX.com
WIX
$8.19B
| $151M | 0.08% |
925,070
+1,408
| +0.2% | +$230K |
|
209
Bristol-Myers Squibb
BMY
$95B
| $151M | 0.08% |
2,476,248
+32,394
| +1% | +$1.98M |
|
210
Lowe's Companies
LOW
$148B
| $150M | 0.08% |
645,095
+2,510
| +0.4% | +$585K |
|
211
Expeditors International
EXPD
$16.5B
| $149M | 0.08% |
1,241,497
-17,727
| -1% | -$2.13M |
|
212
Targa Resources
TRGP
$35.8B
| $149M | 0.08% |
744,263
-2,226
| -0.3% | -$446K |
|
213
Kilroy Realty
KRC
$4.9B
| $149M | 0.08% |
4,548,649
-313,661
| -6% | -$10.3M |
|
214
KLA
KLAC
$115B
| $145M | 0.08% |
212,699
+42,961
| +25% | +$29.2M |
|
215
Boeing
BA
$174B
| $144M | 0.08% |
843,957
-1,234
| -0.1% | -$210K |
|
216
Global X US Infrastructure Development ETF
PAVE
$9.4B
| $141M | 0.08% |
3,740,600
+260,800
| +7% | +$9.84M |
|
217
Wintrust Financial
WTFC
$9.36B
| $136M | 0.08% |
1,212,090
-89,102
| -7% | -$10M |
|
218
BJs Wholesale Club
BJ
$12.7B
| $135M | 0.08% |
1,179,436
-61,614
| -5% | -$7.03M |
|
219
Insmed
INSM
$30.1B
| $134M | 0.08% |
1,755,373
-62,270
| -3% | -$4.75M |
|
220
GE Vernova
GEV
$163B
| $132M | 0.07% |
431,558
-56,948
| -12% | -$17.4M |
|
221
InvenTrust Properties
IVT
$2.31B
| $131M | 0.07% |
4,461,835
+99,196
| +2% | +$2.91M |
|
222
Ameriprise Financial
AMP
$48.3B
| $130M | 0.07% |
268,217
-24,169
| -8% | -$11.7M |
|
223
Equitable Holdings
EQH
$16.2B
| $130M | 0.07% |
2,490,221
-64,669
| -3% | -$3.37M |
|
224
CRH
CRH
$74.9B
| $129M | 0.07% |
1,468,923
+751,845
| +105% | +$66.1M |
|
225
Medtronic
MDT
$119B
| $129M | 0.07% |
1,435,067
-7,528
| -0.5% | -$676K |
|