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 | |
|---|---|---|---|---|---|---|
301
Cintas
CTAS
$84.6B
| $80.9M | 0.05% |
134,177
-2,434
| -2% | -$1.47M |
|
302
Privia Health
PRVA
$2.83B
| $80.8M | 0.05% |
3,508,357
+3,097
| +0.1% | +$71.3K |
|
303
Northrop Grumman
NOC
$84.5B
| $80.6M | 0.05% |
172,161
-1,678
| -1% | -$786K |
|
304
Cognex
CGNX
$7.38B
| $80.4M | 0.05% |
1,926,061
-7,127
| -0.4% | -$297K |
|
305
Snap-on
SNA
$17B
| $80.3M | 0.05% |
277,915
-8,744
| -3% | -$2.53M |
|
306
Reliance Steel & Aluminium
RS
$15.5B
| $80.2M | 0.05% |
286,847
+65,691
| +30% | +$18.4M |
|
307
Wintrust Financial
WTFC
$9.19B
| $79.8M | 0.05% |
860,623
+497,065
| +137% | +$46.1M |
|
308
Littelfuse
LFUS
$6.44B
| $79.7M | 0.05% |
297,705
-8,486
| -3% | -$2.27M |
|
309
SAP
SAP
$317B
| $79.3M | 0.05% |
512,688
+6,999
| +1% | +$1.08M |
|
310
TD Synnex
SNX
$12.2B
| $78.9M | 0.05% |
733,239
+13,730
| +2% | +$1.48M |
|
311
Regal Rexnord
RRX
$9.91B
| $78.8M | 0.05% |
532,675
-1,156
| -0.2% | -$171K |
|
312
Altria Group
MO
$113B
| $78.7M | 0.05% |
1,950,570
-14,631
| -0.7% | -$590K |
|
313
Mine Safety
MSA
$6.68B
| $78.5M | 0.05% |
465,022
+10,190
| +2% | +$1.72M |
|
314
DoubleVerify
DV
$2.66B
| $78.4M | 0.05% |
2,131,473
+185,458
| +10% | +$6.82M |
|
315
Vishay Intertechnology
VSH
$2.1B
| $78.1M | 0.05% |
3,256,854
+14,123
| +0.4% | +$339K |
|
316
Ryman Hospitality Properties
RHP
$6.22B
| $77.4M | 0.05% |
703,556
+697,516
| +11,548% | +$76.8M |
|
317
Amphenol
APH
$133B
| $77.4M | 0.05% |
780,421
-12,795
| -2% | -$1.27M |
|
318
Simply Good Foods
SMPL
$2.88B
| $76.5M | 0.05% |
1,930,744
+281,603
| +17% | +$11.2M |
|
319
NXP Semiconductors
NXPI
$59.2B
| $75.8M | 0.05% |
330,144
+3,262
| +1% | +$749K |
|
320
Mercado Libre
MELI
$125B
| $75.8M | 0.05% |
48,244
+152
| +0.3% | +$239K |
|
321
PayPal
PYPL
$67.1B
| $75.8M | 0.05% |
1,233,721
-38,918
| -3% | -$2.39M |
|
322
Phillips 66
PSX
$54B
| $75.6M | 0.05% |
567,557
-6,374
| -1% | -$849K |
|
323
Colgate-Palmolive
CL
$67.9B
| $75.4M | 0.05% |
946,114
-7,881
| -0.8% | -$628K |
|
324
LCI Industries
LCII
$2.56B
| $75.3M | 0.05% |
598,693
-19,324
| -3% | -$2.43M |
|
|
NTST
325
NETSTREIT Corp
NTST
$1.75B
| $74.2M | 0.05% |
4,156,810
+526,794
| +15% | +$9.4M |
|