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 | |
|---|---|---|---|---|---|---|
276
HF Sinclair
DINO
$9.52B
| $81.9M | 0.06% |
1,438,028
+96,444
| +7% | +$5.49M |
|
277
EnerSys
ENS
$3.85B
| $81.8M | 0.06% |
864,461
-34,894
| -4% | -$3.3M |
|
278
CME Group
CME
$96B
| $81.8M | 0.06% |
408,435
-1,354
| -0.3% | -$271K |
|
279
California Resources
CRC
$4.16B
| $81.7M | 0.06% |
1,458,840
-63,909
| -4% | -$3.58M |
|
280
Duke Energy
DUK
$95.3B
| $81.5M | 0.06% |
923,966
-2,854
| -0.3% | -$252K |
|
281
Patterson-UTI
PTEN
$2.24B
| $81.4M | 0.06% |
5,882,977
+4,699,682
| +397% | +$65M |
|
282
MKS Inc. Common Stock
MKSI
$6.94B
| $80.8M | 0.06% |
933,749
+2,679
| +0.3% | +$232K |
|
283
Privia Health
PRVA
$2.83B
| $80.6M | 0.06% |
3,505,260
+111,538
| +3% | +$2.57M |
|
284
Vishay Intertechnology
VSH
$2.1B
| $80.2M | 0.06% |
3,242,731
+273,132
| +9% | +$6.75M |
|
285
Crown Castle
CCI
$43.2B
| $79.4M | 0.06% |
863,102
-6,621
| -0.8% | -$609K |
|
286
Illinois Tool Works
ITW
$77.1B
| $79.2M | 0.06% |
343,790
-4,590
| -1% | -$1.06M |
|
287
Bank OZK
OZK
$5.91B
| $78M | 0.06% |
2,103,193
-47,412
| -2% | -$1.76M |
|
|
ATVI
288
DELISTED
Activision Blizzard Inc.
ATVI
| $77.2M | 0.06% |
824,366
+5,234
| +0.6% | +$490K |
|
289
EastGroup Properties
EGP
$9.04B
| $77.1M | 0.06% |
462,744
-5,597
| -1% | -$932K |
|
290
Northrop Grumman
NOC
$84.5B
| $76.5M | 0.06% |
173,839
-2,276
| -1% | -$1M |
|
291
Regal Rexnord
RRX
$9.91B
| $76.3M | 0.05% |
533,831
-7,250
| -1% | -$1.04M |
|
292
Ingredion
INGR
$8.31B
| $76.1M | 0.05% |
773,281
-34,377
| -4% | -$3.38M |
|
293
Caleres
CAL
$507M
| $75.9M | 0.05% |
2,637,627
-55,867
| -2% | -$1.61M |
|
294
Littelfuse
LFUS
$6.44B
| $75.7M | 0.05% |
306,191
-57
| -0% | -$14.1K |
|
295
DexCom
DXCM
$29.5B
| $75.6M | 0.05% |
810,822
+775
| +0.1% | +$72.3K |
|
296
Cullen/Frost Bankers
CFR
$8.3B
| $75.6M | 0.05% |
828,407
-4,313
| -0.5% | -$393K |
|
297
Portland General Electric
POR
$4.69B
| $75.5M | 0.05% |
1,866,224
-13,563
| -0.7% | -$549K |
|
298
PayPal
PYPL
$67.1B
| $74.4M | 0.05% |
1,272,639
-248,986
| -16% | -$14.6M |
|
299
Kinsale Capital Group
KNSL
$10.7B
| $74.2M | 0.05% |
179,165
-7,160
| -4% | -$2.97M |
|
300
Assured Guaranty
AGO
$3.91B
| $73.4M | 0.05% |
1,212,424
-57,894
| -5% | -$3.5M |
|