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 |
Copart
CPRT
|
$844M |
| 2 |
Equinix
EQIX
|
$313M |
| 3 |
Welltower
WELL
|
$213M |
| 4 |
Brookfield
BN
|
$162M |
| 5 |
MSCI
MSCI
|
$146M |
Top Sells
| 1 |
BKI
Black Knight, Inc. Common Stock
BKI
|
$373M |
| 2 |
Moody's
MCO
|
$178M |
| 3 |
Dollar General
DG
|
$169M |
| 4 |
CubeSmart
CUBE
|
$166M |
| 5 |
Equity Lifestyle Properties
ELS
|
$156M |
Sector Composition
| 1 | Technology | 17.98% |
| 2 | Financials | 15.34% |
| 3 | Real Estate | 15.22% |
| 4 | Consumer Discretionary | 11.31% |
| 5 | Industrials | 11.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Amdocs
DOX
$9.41B
| $99.2M | 0.07% |
1,173,713
-7,081
| -0.6% | -$598K |
|
227
Boston Scientific
BSX
$156B
| $98.7M | 0.07% |
1,868,991
+38,249
| +2% | +$2.02M |
|
228
Analog Devices
ADI
$124B
| $98.6M | 0.07% |
563,130
-4,950
| -0.9% | -$867K |
|
229
Performance Food Group
PFGC
$15.9B
| $98.4M | 0.07% |
1,671,166
-17,166
| -1% | -$1.01M |
|
230
HCA Healthcare
HCA
$94.5B
| $98.2M | 0.07% |
399,348
-675
| -0.2% | -$166K |
|
231
BJs Wholesale Club
BJ
$12.9B
| $97.3M | 0.07% |
1,363,620
-20,060
| -1% | -$1.43M |
|
232
American Express
AXP
$231B
| $97.3M | 0.07% |
652,058
-25,537
| -4% | -$3.81M |
|
233
Manhattan Associates
MANH
$13B
| $96.9M | 0.07% |
490,014
-42,245
| -8% | -$8.35M |
|
234
Modine Manufacturing
MOD
$7.15B
| $96.8M | 0.07% |
2,116,507
-521,082
| -20% | -$23.8M |
|
235
Airbnb
ABNB
$79.9B
| $96M | 0.07% |
699,331
+468,376
| +203% | +$64.3M |
|
236
WESCO International
WCC
$10.7B
| $95.8M | 0.07% |
666,038
-33,813
| -5% | -$4.86M |
|
237
Pebblebrook Hotel Trust
PEB
$1.32B
| $95.3M | 0.07% |
7,009,009
+112,616
| +2% | +$1.53M |
|
|
CHX
238
DELISTED
ChampionX
CHX
| $94.7M | 0.07% |
2,659,409
-72,401
| -3% | -$2.58M |
|
239
Cigna
CI
$80.3B
| $94.7M | 0.07% |
330,926
+655
| +0.2% | +$187K |
|
240
Eaton
ETN
$136B
| $94.6M | 0.07% |
443,660
+2,425
| +0.5% | +$517K |
|
241
Diamondback Energy
FANG
$43.1B
| $94.5M | 0.07% |
610,237
+16,426
| +3% | +$2.54M |
|
242
Republic Services
RSG
$73B
| $94M | 0.07% |
659,730
+10,263
| +2% | +$1.46M |
|
243
Ameriprise Financial
AMP
$48.5B
| $93.7M | 0.07% |
284,159
-104
| -0% | -$34.3K |
|
244
Fidelity National Information Services
FIS
$36.5B
| $93.6M | 0.07% |
1,693,687
-18,640
| -1% | -$1.03M |
|
245
Webster Financial
WBS
$10.3B
| $93.5M | 0.07% |
2,320,036
-32,750
| -1% | -$1.32M |
|
246
Monster Beverage
MNST
$60.9B
| $93.5M | 0.07% |
1,765,332
+284,772
| +19% | +$15.1M |
|
247
Dycom Industries
DY
$7.31B
| $92.9M | 0.07% |
1,043,284
-55,485
| -5% | -$4.94M |
|
248
HDFC Bank
HDB
$182B
| $92.2M | 0.07% |
1,561,622
-10,864
| -0.7% | -$641K |
|
249
East-West Bancorp
EWBC
$14.5B
| $92.1M | 0.07% |
1,748,233
-16,611
| -0.9% | -$876K |
|
250
nVent Electric
NVT
$14.5B
| $91.5M | 0.07% |
1,727,424
-178,840
| -9% | -$9.48M |
|