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 | |
|---|---|---|---|---|---|---|
351
Freeport-McMoran
FCX
$64.4B
| $66.8M | 0.04% |
1,568,696
-9,976
| -0.6% | -$425K |
|
352
Cathay General Bancorp
CATY
$3.43B
| $66.4M | 0.04% |
1,489,514
-50,888
| -3% | -$2.27M |
|
353
Ulta Beauty
ULTA
$23.7B
| $66.1M | 0.04% |
134,954
+65,225
| +94% | +$32M |
|
354
Timken Company
TKR
$5.32B
| $66.1M | 0.04% |
824,333
-20,864
| -2% | -$1.67M |
|
355
CONMED
CNMD
$1.65B
| $65.7M | 0.04% |
600,334
-13,021
| -2% | -$1.43M |
|
356
Exact Sciences
EXAS
$9.09B
| $65.5M | 0.04% |
885,916
-135,406
| -13% | -$10M |
|
357
FedEx
FDX
$52.8B
| $65.3M | 0.04% |
258,013
-1,636
| -0.6% | -$414K |
|
358
General Dynamics
GD
$87.1B
| $65.3M | 0.04% |
251,327
+1,637
| +0.7% | +$425K |
|
359
Bloomin' Brands
BLMN
$607M
| $65.2M | 0.04% |
2,317,127
-8,931
| -0.4% | -$251K |
|
360
Caesars Entertainment
CZR
$5.38B
| $65M | 0.04% |
1,387,355
-10,215
| -0.7% | -$479K |
|
361
Old Dominion Freight Line
ODFL
$31.4B
| $64.9M | 0.04% |
160,185
-4,063
| -2% | -$1.65M |
|
362
Allegro MicroSystems
ALGM
$5.62B
| $64.6M | 0.04% |
2,134,946
+7,993
| +0.4% | +$242K |
|
363
Ameris Bancorp
ABCB
$4.98B
| $64.6M | 0.04% |
1,218,030
-305,850
| -20% | -$16.2M |
|
364
Essential Properties Realty Trust
EPRT
$6.09B
| $64.2M | 0.04% |
2,509,823
-47,462
| -2% | -$1.21M |
|
365
Acushnet Holdings
GOLF
$4.4B
| $63.9M | 0.04% |
1,012,087
-94,428
| -9% | -$5.97M |
|
366
Chord Energy
CHRD
$6.36B
| $63.9M | 0.04% |
384,603
-9,947
| -3% | -$1.65M |
|
|
UCB
367
United Community Banks, Inc.
UCB
$4.01B
| $63.9M | 0.04% |
2,182,584
-2,569
| -0.1% | -$75.2K |
|
368
Marriott International Class A Common Stock
MAR
$71.8B
| $63.8M | 0.04% |
283,027
-8,500
| -3% | -$1.92M |
|
|
CHX
369
DELISTED
ChampionX
CHX
| $63.3M | 0.04% |
2,165,792
-493,617
| -19% | -$14.4M |
|
370
Webster Financial
WBS
$10.3B
| $62.9M | 0.04% |
1,239,456
-1,080,580
| -47% | -$54.9M |
|
371
Concentrix
CNXC
$3.26B
| $62.8M | 0.04% |
639,305
-10,429
| -2% | -$1.02M |
|
372
Edwards Lifesciences
EW
$48.1B
| $62.5M | 0.04% |
819,837
-12,712
| -2% | -$969K |
|
373
Lennox International
LII
$19.1B
| $62.3M | 0.04% |
139,131
-1,762
| -1% | -$789K |
|
374
CNO Financial Group
CNO
$3.79B
| $62.1M | 0.04% |
2,226,375
+76,514
| +4% | +$2.13M |
|
375
Coterra Energy
CTRA
$18.8B
| $61.6M | 0.04% |
2,415,192
+101,929
| +4% | +$2.6M |
|