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 | |
|---|---|---|---|---|---|---|
251
PPG Industries
PPG
$25.1B
| $91.2M | 0.07% |
702,314
+7,545
| +1% | +$979K |
|
252
Brunswick
BC
$4.15B
| $90.6M | 0.07% |
1,147,364
-25,456
| -2% | -$2.01M |
|
253
Graphic Packaging
GPK
$6.6B
| $90.6M | 0.07% |
4,064,197
-43,337
| -1% | -$966K |
|
254
WIX.com
WIX
$7.85B
| $89.8M | 0.06% |
978,705
-61,718
| -6% | -$5.67M |
|
255
TKO Group
TKO
$15.6B
| $89.3M | 0.06% |
+1,062,731
| New | +$89.3M |
|
256
Palo Alto Networks
PANW
$127B
| $89.3M | 0.06% |
380,955
+33,861
| +10% | +$7.94M |
|
257
MYR Group
MYRG
$2.91B
| $89.1M | 0.06% |
661,205
-11,209
| -2% | -$1.51M |
|
258
National Health Investors
NHI
$3.72B
| $88.5M | 0.06% |
1,723,897
+78,898
| +5% | +$4.05M |
|
259
Darling Ingredients
DAR
$5.37B
| $88.5M | 0.06% |
1,695,788
-12,070
| -0.7% | -$630K |
|
260
Cadence Design Systems
CDNS
$95.5B
| $87.7M | 0.06% |
374,434
-54,396
| -13% | -$12.7M |
|
261
Blackstone
BX
$134B
| $87.6M | 0.06% |
817,673
+764,395
| +1,435% | +$81.9M |
|
262
EXL Service
EXLS
$7.07B
| $87.6M | 0.06% |
3,123,139
+2,490,929
| +394% | +$69.8M |
|
263
Citigroup
C
$178B
| $87.4M | 0.06% |
2,125,455
-32,214
| -1% | -$1.32M |
|
264
Chipotle Mexican Grill
CMG
$56.5B
| $87.4M | 0.06% |
47,722
-2,696
| -5% | -$4.94M |
|
265
Charter Communications
CHTR
$36.3B
| $86.9M | 0.06% |
197,611
+41,694
| +27% | +$18.3M |
|
266
Super Micro Computer
SMCI
$24.7B
| $85.4M | 0.06% |
311,400
+125,287
| +67% | +$34.4M |
|
267
Taylor Morrison
TMHC
$6.66B
| $85.1M | 0.06% |
1,996,891
-260,720
| -12% | -$11.1M |
|
268
Southern Company
SO
$102B
| $84.1M | 0.06% |
1,299,435
-4,045
| -0.3% | -$262K |
|
269
RPM International
RPM
$16.1B
| $83.8M | 0.06% |
883,493
-20,895
| -2% | -$1.98M |
|
270
Keurig Dr Pepper
KDP
$39.5B
| $83.5M | 0.06% |
2,646,058
+268,532
| +11% | +$8.48M |
|
271
Fiserv
FI
$75.1B
| $83.5M | 0.06% |
739,271
+33,506
| +5% | +$3.78M |
|
272
Commercial Metals
CMC
$6.46B
| $83.3M | 0.06% |
1,686,643
-4,835
| -0.3% | -$239K |
|
273
Altria Group
MO
$113B
| $82.6M | 0.06% |
1,965,201
-37,426
| -2% | -$1.57M |
|
274
Micron Technology
MU
$133B
| $82.2M | 0.06% |
1,207,696
-3,808
| -0.3% | -$259K |
|
275
Cognex
CGNX
$7.38B
| $82M | 0.06% |
1,933,188
-16,035
| -0.8% | -$681K |
|