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 | |
|---|---|---|---|---|---|---|
351
Cintas
CTAS
$82.9B
| $68.8M | 0.04% |
155,154
-1,611
| -1% | -$714K |
|
352
Assured Guaranty
AGO
$3.89B
| $68.6M | 0.04% |
1,378,767
-95,539
| -6% | -$4.75M |
|
|
FOCS
353
DELISTED
Focus Financial Partners Inc. Class A
FOCS
| $68.6M | 0.04% |
1,148,232
+881
| +0.1% | +$52.6K |
|
354
Zebra Technologies
ZBRA
$15.5B
| $68.2M | 0.04% |
114,659
+25,053
| +28% | +$14.9M |
|
355
Republic Services
RSG
$72.6B
| $68.2M | 0.04% |
488,918
+16,481
| +3% | +$2.3M |
|
356
FMC
FMC
$4.63B
| $67.8M | 0.04% |
617,369
-106,558
| -15% | -$11.7M |
|
357
EXL Service
EXLS
$7.05B
| $67.6M | 0.04% |
467,115
-11,706
| -2% | -$1.69M |
|
358
Vertex Pharmaceuticals
VRTX
$102B
| $67.3M | 0.04% |
306,312
-13,734
| -4% | -$3.02M |
|
359
Newmont
NEM
$82.8B
| $67.2M | 0.04% |
1,083,993
-45,994
| -4% | -$2.85M |
|
360
IQVIA
IQV
$31.4B
| $66.9M | 0.04% |
237,015
-5,824
| -2% | -$1.64M |
|
361
Church & Dwight Co
CHD
$22.7B
| $66.7M | 0.04% |
650,773
+47,914
| +8% | +$4.91M |
|
362
Essential Utilities
WTRG
$10.8B
| $66.6M | 0.04% |
1,240,402
-50,299
| -4% | -$2.7M |
|
363
Exelon
EXC
$43.8B
| $66.6M | 0.04% |
1,152,502
-24,190
| -2% | -$1.4M |
|
|
XLNX
364
DELISTED
Xilinx Inc
XLNX
| $66.2M | 0.04% |
312,010
-4,689
| -1% | -$994K |
|
365
Diamondback Energy
FANG
$41.2B
| $65.9M | 0.04% |
620,565
+1,663
| +0.3% | +$177K |
|
366
ABM Industries
ABM
$3.03B
| $65.5M | 0.04% |
1,604,308
+261,413
| +19% | +$10.7M |
|
367
Allegro MicroSystems
ALGM
$5.52B
| $65.3M | 0.04% |
1,804,986
+23,104
| +1% | +$836K |
|
368
Papa John's
PZZA
$1.58B
| $65.2M | 0.04% |
490,477
+119,373
| +32% | +$15.9M |
|
369
Nice
NICE
$8.48B
| $65M | 0.04% |
213,952
+5,603
| +3% | +$1.7M |
|
370
Ball Corp
BALL
$13.6B
| $64.8M | 0.04% |
673,606
-8,116
| -1% | -$781K |
|
371
Coterra Energy
CTRA
$18.4B
| $64.7M | 0.04% |
3,402,709
+2,888,917
| +562% | +$54.9M |
|
372
Bio-Techne
TECH
$8.3B
| $64.2M | 0.04% |
124,172
-10,659
| -8% | -$5.51M |
|
373
Trex
TREX
$6.41B
| $64.2M | 0.04% |
475,504
+8,969
| +2% | +$1.21M |
|
374
Globant
GLOB
$2.82B
| $64.1M | 0.04% |
204,022
+18,437
| +10% | +$5.79M |
|
375
Janus Henderson
JHG
$6.86B
| $63.8M | 0.04% |
1,522,150
-13,460
| -0.9% | -$565K |
|