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 |
NVIDIA
NVDA
|
$873M |
| 2 |
Ventas
VTR
|
$594M |
| 3 |
Etsy
ETSY
|
$382M |
| 4 |
Medical Properties Trust
MPW
|
$325M |
| 5 |
Moderna
MRNA
|
$155M |
Top Sells
| 1 |
GE Aerospace
GE
|
$941M |
| 2 |
Welltower
WELL
|
$695M |
| 3 |
Restaurant Brands International
QSR
|
$257M |
| 4 |
Fidelity National Financial
FNF
|
$178M |
| 5 |
Credit Acceptance
CACC
|
$174M |
Sector Composition
| 1 | Technology | 19.14% |
| 2 | Real Estate | 16.4% |
| 3 | Financials | 14.65% |
| 4 | Consumer Discretionary | 12.11% |
| 5 | Healthcare | 9.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
Janus Henderson
JHG
$6.89B
| $63.5M | 0.04% |
1,535,610
+21,750
| +1% | +$899K |
|
352
Johnson Controls International
JCI
$69.3B
| $63.4M | 0.04% |
931,158
+65,933
| +8% | +$4.49M |
|
|
BFS
353
Saul Centers
BFS
$817M
| $63.1M | 0.04% |
1,431,813
+30,221
| +2% | +$1.33M |
|
354
Pebblebrook Hotel Trust
PEB
$1.3B
| $62.2M | 0.04% |
2,774,917
+37,181
| +1% | +$833K |
|
355
Taylor Morrison
TMHC
$6.6B
| $61.6M | 0.04% |
2,388,112
+27,921
| +1% | +$720K |
|
|
IMAB
356
I-MAB
IMAB
$355M
| $61.5M | 0.04% |
848,957
+84,594
| +11% | +$6.13M |
|
357
Amphenol
APH
$133B
| $61.5M | 0.04% |
840,075
+74,853
| +10% | +$5.48M |
|
358
Newmont
NEM
$83.2B
| $61.4M | 0.04% |
1,129,987
+2,737
| +0.2% | +$149K |
|
359
Ball Corp
BALL
$13.9B
| $61.3M | 0.04% |
681,722
+2,355
| +0.3% | +$212K |
|
360
Crane NXT
CXT
$3.4B
| $61.2M | 0.04% |
645,609
-148,221
| -19% | -$14.1M |
|
361
Builders FirstSource
BLDR
$15.2B
| $61.2M | 0.04% |
1,182,542
-9,408
| -0.8% | -$487K |
|
362
MetLife
MET
$53.5B
| $60.7M | 0.04% |
983,457
-28,528
| -3% | -$1.76M |
|
363
Cathay General Bancorp
CATY
$3.43B
| $60.5M | 0.04% |
1,461,656
-247,231
| -14% | -$10.2M |
|
364
ABM Industries
ABM
$3.04B
| $60.4M | 0.04% |
1,342,895
+523,007
| +64% | +$23.5M |
|
|
TWTR
365
DELISTED
Twitter, Inc.
TWTR
| $60.4M | 0.04% |
999,791
+9,385
| +0.9% | +$567K |
|
366
Teradyne
TER
$19.2B
| $60.3M | 0.04% |
552,639
-6,073
| -1% | -$663K |
|
367
Performance Food Group
PFGC
$16.4B
| $60.3M | 0.04% |
1,298,438
+533,258
| +70% | +$24.8M |
|
368
Lennox International
LII
$19.1B
| $60.2M | 0.04% |
204,778
+4,064
| +2% | +$1.2M |
|
369
Southwest Gas
SWX
$5.67B
| $60.2M | 0.04% |
899,944
+26,432
| +3% | +$1.77M |
|
370
Crocs
CROX
$4.92B
| $60.1M | 0.04% |
419,091
-7,428
| -2% | -$1.07M |
|
|
FOCS
371
DELISTED
Focus Financial Partners Inc. Class A
FOCS
| $60.1M | 0.04% |
1,147,351
+29,638
| +3% | +$1.55M |
|
372
BJs Wholesale Club
BJ
$13B
| $60M | 0.04% |
1,092,999
+228,945
| +26% | +$12.6M |
|
373
Cadence Design Systems
CDNS
$93.3B
| $59.8M | 0.04% |
394,700
+37,499
| +10% | +$5.68M |
|
374
DigitalOcean
DOCN
$2.89B
| $59.7M | 0.04% |
769,522
+18,821
| +3% | +$1.46M |
|
375
Piper Sandler
PIPR
$5.82B
| $59.7M | 0.04% |
431,159
+526
| +0.1% | +$72.8K |
|