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 |
COR
Coresite Realty Corporation
COR
|
$276M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
$202M |
| 3 |
Credit Acceptance
CACC
|
$193M |
| 4 |
CONE
CyrusOne Inc Common Stock
CONE
|
$187M |
| 5 |
Apple
AAPL
|
$135M |
Sector Composition
| 1 | Technology | 19.24% |
| 2 | Real Estate | 17.07% |
| 3 | Financials | 13.46% |
| 4 | Consumer Discretionary | 11.82% |
| 5 | Healthcare | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
HCA Healthcare
HCA
$95B
| $75.3M | 0.04% |
292,960
-16,644
| -5% | -$4.28M |
|
|
BFS
327
Saul Centers
BFS
$815M
| $75.2M | 0.04% |
1,421,842
-9,971
| -0.7% | -$528K |
|
328
Interpublic Group of Companies
IPG
$9.63B
| $74.9M | 0.04% |
2,002,690
-274,449
| -12% | -$10.3M |
|
329
AMN Healthcare
AMN
$785M
| $74.9M | 0.04% |
611,977
+56,879
| +10% | +$6.96M |
|
330
Dominion Energy
D
$50.5B
| $74.8M | 0.04% |
951,887
-18,666
| -2% | -$1.47M |
|
331
Piper Sandler
PIPR
$5.83B
| $73.5M | 0.04% |
411,785
-19,374
| -4% | -$3.46M |
|
332
Entegris
ENTG
$12.4B
| $73.4M | 0.04% |
529,773
-47,648
| -8% | -$6.6M |
|
333
Cadence Design Systems
CDNS
$93.4B
| $73.4M | 0.04% |
393,676
-1,024
| -0.3% | -$191K |
|
|
INFO
334
DELISTED
IHS Markit Ltd. Common Shares
INFO
| $73.1M | 0.04% |
559,138
-1,543,652
| -73% | -$202M |
|
335
Fiserv
FI
$74.4B
| $73M | 0.04% |
703,660
-16,968
| -2% | -$1.76M |
|
336
Capital One
COF
$143B
| $72.7M | 0.04% |
501,319
-36,879
| -7% | -$5.35M |
|
337
Dycom Industries
DY
$7.12B
| $72.6M | 0.04% |
774,743
-6,707
| -0.9% | -$629K |
|
338
HDFC Bank
HDB
$178B
| $72.1M | 0.04% |
1,107,736
+21,690
| +2% | +$1.41M |
|
339
Illumina
ILMN
$15.5B
| $72.1M | 0.04% |
189,462
+6,308
| +3% | +$2.4M |
|
340
Amphenol
APH
$133B
| $71.8M | 0.04% |
821,467
-18,608
| -2% | -$1.63M |
|
341
Boston Scientific
BSX
$158B
| $71.1M | 0.04% |
1,674,767
-34,495
| -2% | -$1.47M |
|
342
Ecolab
ECL
$78B
| $71M | 0.04% |
302,877
-6,316
| -2% | -$1.48M |
|
343
BJs Wholesale Club
BJ
$13B
| $70.9M | 0.04% |
1,058,875
-34,124
| -3% | -$2.29M |
|
344
Emerson Electric
EMR
$73.9B
| $70.8M | 0.04% |
761,015
-16,968
| -2% | -$1.58M |
|
345
Arista Networks
ANET
$171B
| $70.7M | 0.04% |
492,089
+337,722
| +219% | +$48.5M |
|
346
Acushnet Holdings
GOLF
$4.4B
| $70.5M | 0.04% |
1,364,117
-201,053
| -13% | -$10.4M |
|
347
Crocs
CROX
$4.94B
| $70.2M | 0.04% |
547,398
+128,307
| +31% | +$16.5M |
|
348
Monolithic Power Systems
MPWR
$39.5B
| $69.5M | 0.04% |
141,183
-4,526
| -3% | -$2.23M |
|
349
nVent Electric
NVT
$14.4B
| $69.3M | 0.04% |
1,863,397
+1,051,233
| +129% | +$39.1M |
|
350
Sunstone Hotel Investors
SHO
$1.78B
| $69.2M | 0.04% |
5,896,568
-374,684
| -6% | -$4.4M |
|