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 | |
|---|---|---|---|---|---|---|
276
Illinois Tool Works
ITW
$77.1B
| $88.3M | 0.06% |
337,055
-6,735
| -2% | -$1.76M |
|
277
Chipotle Mexican Grill
CMG
$56.5B
| $88M | 0.06% |
38,459
-9,263
| -19% | -$21.2M |
|
278
Cullen/Frost Bankers
CFR
$8.3B
| $87.7M | 0.06% |
808,206
-20,201
| -2% | -$2.19M |
|
279
Brookfield Infrastructure
BIPC
$4.79B
| $87.6M | 0.06% |
2,482,207
+445,466
| +22% | +$15.7M |
|
280
EnerSys
ENS
$3.85B
| $87M | 0.06% |
861,958
-2,503
| -0.3% | -$253K |
|
281
Assured Guaranty
AGO
$3.91B
| $86.9M | 0.06% |
1,161,173
-51,251
| -4% | -$3.84M |
|
282
CME Group
CME
$96B
| $86.4M | 0.06% |
410,186
+1,751
| +0.4% | +$369K |
|
283
Keurig Dr Pepper
KDP
$39.5B
| $85.3M | 0.05% |
2,558,729
-87,329
| -3% | -$2.91M |
|
284
Portland General Electric
POR
$4.69B
| $85.2M | 0.05% |
1,966,720
+100,496
| +5% | +$4.36M |
|
285
Commercial Metals
CMC
$6.46B
| $85M | 0.05% |
1,697,924
+11,281
| +0.7% | +$565K |
|
286
Verra Mobility
VRRM
$3.96B
| $84.7M | 0.05% |
3,676,017
+1,474,740
| +67% | +$34M |
|
287
Constellation Energy
CEG
$96.2B
| $84.1M | 0.05% |
719,686
-242,712
| -25% | -$28.4M |
|
288
Darling Ingredients
DAR
$5.37B
| $84.1M | 0.05% |
1,687,583
-8,205
| -0.5% | -$409K |
|
289
EastGroup Properties
EGP
$9.04B
| $83.9M | 0.05% |
457,092
-5,652
| -1% | -$1.04M |
|
290
Waste Management
WM
$91.2B
| $83.7M | 0.05% |
467,189
-8,502
| -2% | -$1.52M |
|
291
DiamondRock Hospitality
DRH
$1.75B
| $83.6M | 0.05% |
8,902,587
+14,245
| +0.2% | +$134K |
|
292
Chart Industries
GTLS
$8.96B
| $83.3M | 0.05% |
611,015
+463
| +0.1% | +$63.1K |
|
293
McKesson
MCK
$85.4B
| $82.8M | 0.05% |
178,772
+15,952
| +10% | +$7.39M |
|
|
MDC
294
DELISTED
M.D.C. Holdings, Inc.
MDC
| $82.5M | 0.05% |
1,493,744
-154,304
| -9% | -$8.53M |
|
295
Nordson
NDSN
$12.6B
| $82.2M | 0.05% |
311,314
-13,984
| -4% | -$3.69M |
|
296
Intercontinental Exchange
ICE
$101B
| $81.9M | 0.05% |
637,767
-2,117
| -0.3% | -$272K |
|
297
Stifel
SF
$11.8B
| $81.7M | 0.05% |
1,181,212
-2,509
| -0.2% | -$173K |
|
298
CSX Corp
CSX
$60.6B
| $81.7M | 0.05% |
2,355,479
+98,149
| +4% | +$3.4M |
|
299
Ingredion
INGR
$8.31B
| $81.6M | 0.05% |
751,474
-21,807
| -3% | -$2.37M |
|
300
HF Sinclair
DINO
$9.52B
| $80.9M | 0.05% |
1,455,962
+17,934
| +1% | +$997K |
|