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
Top Sells
| 1 |
Equity Lifestyle Properties
ELS
|
$271M |
| 2 |
Moody's
MCO
|
$168M |
| 3 |
CubeSmart
CUBE
|
$165M |
| 4 |
Franco-Nevada
FNV
|
$149M |
| 5 |
TransUnion
TRU
|
$119M |
Sector Composition
| 1 | Technology | 18.52% |
| 2 | Real Estate | 15.68% |
| 3 | Financials | 15.55% |
| 4 | Consumer Discretionary | 11.35% |
| 5 | Industrials | 10.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Ameriprise Financial
AMP
$48.5B
| $104M | 0.07% |
272,957
-11,202
| -4% | -$4.25M |
|
252
Micron Technology
MU
$133B
| $103M | 0.07% |
1,204,598
-3,098
| -0.3% | -$264K |
|
253
Bank OZK
OZK
$5.91B
| $102M | 0.07% |
2,055,153
-48,040
| -2% | -$2.39M |
|
254
PPG Industries
PPG
$25.1B
| $101M | 0.06% |
677,086
-25,228
| -4% | -$3.77M |
|
255
Graphic Packaging
GPK
$6.6B
| $99.8M | 0.06% |
4,050,660
-13,537
| -0.3% | -$334K |
|
256
KLA
KLAC
$115B
| $97.7M | 0.06% |
168,043
+9,135
| +6% | +$5.31M |
|
257
Cigna
CI
$80.3B
| $97.7M | 0.06% |
326,136
-4,790
| -1% | -$1.43M |
|
258
DexCom
DXCM
$29.5B
| $96.8M | 0.06% |
780,121
-30,701
| -4% | -$3.81M |
|
259
EXL Service
EXLS
$7.07B
| $96.8M | 0.06% |
3,136,299
+13,160
| +0.4% | +$406K |
|
260
Fidelity National Information Services
FIS
$36.5B
| $96.6M | 0.06% |
1,607,997
-85,690
| -5% | -$5.15M |
|
261
Fiserv
FI
$75.1B
| $96.4M | 0.06% |
725,665
-13,606
| -2% | -$1.81M |
|
262
RPM International
RPM
$16.1B
| $95.8M | 0.06% |
858,152
-25,341
| -3% | -$2.83M |
|
263
HDFC Bank
HDB
$182B
| $94.3M | 0.06% |
1,405,401
-156,221
| -10% | -$10.5M |
|
264
nVent Electric
NVT
$14.5B
| $93.3M | 0.06% |
1,578,687
-148,737
| -9% | -$8.79M |
|
265
Diamondback Energy
FANG
$43.1B
| $92.9M | 0.06% |
599,362
-10,875
| -2% | -$1.69M |
|
266
Super Micro Computer
SMCI
$24.7B
| $92.8M | 0.06% |
326,359
+14,959
| +5% | +$4.25M |
|
267
MKS Inc. Common Stock
MKSI
$6.94B
| $92.7M | 0.06% |
901,164
-32,585
| -3% | -$3.35M |
|
268
Southern Company
SO
$102B
| $90.8M | 0.06% |
1,294,450
-4,985
| -0.4% | -$350K |
|
269
Monster Beverage
MNST
$60.9B
| $90.6M | 0.06% |
1,573,337
-191,995
| -11% | -$11.1M |
|
270
BJs Wholesale Club
BJ
$12.9B
| $90.6M | 0.06% |
1,358,754
-4,866
| -0.4% | -$324K |
|
271
Airbnb
ABNB
$79.9B
| $90.3M | 0.06% |
663,319
-36,012
| -5% | -$4.9M |
|
272
Monolithic Power Systems
MPWR
$40B
| $89.6M | 0.06% |
142,003
+13,676
| +11% | +$8.63M |
|
273
TKO Group
TKO
$15.6B
| $89.3M | 0.06% |
1,094,995
+32,264
| +3% | +$2.63M |
|
274
Duke Energy
DUK
$95.3B
| $89.3M | 0.06% |
920,256
-3,710
| -0.4% | -$360K |
|
275
MYR Group
MYRG
$2.91B
| $89M | 0.06% |
615,233
-45,972
| -7% | -$6.65M |
|