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 |
Copart
CPRT
|
$844M |
| 2 |
Equinix
EQIX
|
$313M |
| 3 |
Welltower
WELL
|
$213M |
| 4 |
Brookfield
BN
|
$162M |
| 5 |
MSCI
MSCI
|
$146M |
Top Sells
| 1 |
BKI
Black Knight, Inc. Common Stock
BKI
|
$373M |
| 2 |
Moody's
MCO
|
$178M |
| 3 |
Dollar General
DG
|
$169M |
| 4 |
CubeSmart
CUBE
|
$166M |
| 5 |
Equity Lifestyle Properties
ELS
|
$156M |
Sector Composition
| 1 | Technology | 17.98% |
| 2 | Financials | 15.34% |
| 3 | Real Estate | 15.22% |
| 4 | Consumer Discretionary | 11.31% |
| 5 | Industrials | 11.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
GE HealthCare
GEHC
$32.6B
| $60.7M | 0.04% |
892,443
+215,434
| +32% | +$14.7M |
|
352
Hanover Insurance
THG
$6.28B
| $60.5M | 0.04% |
545,481
-6,109
| -1% | -$678K |
|
353
Comfort Systems
FIX
$24.7B
| $60.4M | 0.04% |
354,286
-15,358
| -4% | -$2.62M |
|
354
Motorola Solutions
MSI
$79.7B
| $59.8M | 0.04% |
219,614
-56,293
| -20% | -$15.3M |
|
355
ON Semiconductor
ON
$19.8B
| $59.6M | 0.04% |
641,713
-36,544
| -5% | -$3.4M |
|
356
Nasdaq
NDAQ
$53.7B
| $59.3M | 0.04% |
1,221,010
+17,643
| +1% | +$857K |
|
357
Monolithic Power Systems
MPWR
$39.4B
| $59.3M | 0.04% |
128,327
-61,432
| -32% | -$28.4M |
|
358
Builders FirstSource
BLDR
$15.2B
| $59.1M | 0.04% |
474,440
-19,778
| -4% | -$2.46M |
|
359
Freeport-McMoran
FCX
$64.3B
| $58.9M | 0.04% |
1,578,672
-5,990
| -0.4% | -$223K |
|
360
Acushnet Holdings
GOLF
$4.4B
| $58.7M | 0.04% |
1,106,515
-54,786
| -5% | -$2.91M |
|
361
Ameris Bancorp
ABCB
$4.98B
| $58.5M | 0.04% |
1,523,880
-29,746
| -2% | -$1.14M |
|
362
Camden Property Trust
CPT
$11.6B
| $58.3M | 0.04% |
616,897
+5,118
| +0.8% | +$484K |
|
363
Reliance Steel & Aluminium
RS
$15.2B
| $58M | 0.04% |
221,156
-4,586
| -2% | -$1.2M |
|
364
Arista Networks
ANET
$171B
| $57.9M | 0.04% |
315,041
-2,047
| -0.6% | -$377K |
|
365
AutoZone
AZO
$69.8B
| $57.9M | 0.04% |
22,797
-495
| -2% | -$1.26M |
|
366
Edwards Lifesciences
EW
$48.1B
| $57.7M | 0.04% |
832,549
-144,021
| -15% | -$9.98M |
|
367
Marriott International Class A Common Stock
MAR
$71.8B
| $57.3M | 0.04% |
291,527
-11,788
| -4% | -$2.32M |
|
368
Church & Dwight Co
CHD
$22.7B
| $57.3M | 0.04% |
625,163
-32,064
| -5% | -$2.94M |
|
369
Bloomin' Brands
BLMN
$607M
| $57.2M | 0.04% |
2,326,058
-36,071
| -2% | -$887K |
|
370
Simply Good Foods
SMPL
$2.88B
| $56.9M | 0.04% |
1,649,141
+74,605
| +5% | +$2.58M |
|
371
Select Medical
SEM
$1.61B
| $56.6M | 0.04% |
2,240,123
-87,531
| -4% | -$2.21M |
|
372
US Bancorp
USB
$75.4B
| $56.6M | 0.04% |
1,711,103
+167,461
| +11% | +$5.54M |
|
373
Valero Energy
VLO
$47.9B
| $56.6M | 0.04% |
399,106
-6,671
| -2% | -$945K |
|
|
NTST
374
NETSTREIT Corp
NTST
$1.71B
| $56.6M | 0.04% |
3,630,016
+48,117
| +1% | +$750K |
|
375
Alliant Energy
LNT
$16.6B
| $56M | 0.04% |
1,156,490
-14,755
| -1% | -$715K |
|