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 |
CoStar Group
CSGP
|
$1.18B |
| 2 |
Broadstone Net Lease
BNL
|
$266M |
| 3 |
Tyler Technologies
TYL
|
$250M |
| 4 |
Marriott Vacations Worldwide
VAC
|
$229M |
| 5 |
Equinix
EQIX
|
$187M |
Top Sells
| 1 |
Motorola Solutions
MSI
|
$335M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
$318M |
| 3 |
Prologis
PLD
|
$309M |
| 4 |
Gartner
IT
|
$290M |
| 5 |
CBRE Group
CBRE
|
$214M |
Sector Composition
| 1 | Technology | 18.71% |
| 2 | Real Estate | 16% |
| 3 | Financials | 14.9% |
| 4 | Consumer Discretionary | 12.38% |
| 5 | Industrials | 9.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
Taylor Morrison
TMHC
$6.59B
| $62.4M | 0.04% |
2,360,191
+429,435
| +22% | +$11.3M |
|
377
Church & Dwight Co
CHD
$22.7B
| $62.2M | 0.04% |
729,769
-23,533
| -3% | -$2.01M |
|
378
Biogen
BIIB
$20.5B
| $62M | 0.04% |
178,953
-1,605
| -0.9% | -$556K |
|
379
Huntington Ingalls Industries
HII
$10.6B
| $61.9M | 0.04% |
293,756
+6,313
| +2% | +$1.33M |
|
380
Lifestance Health
LFST
$2.19B
| $61.6M | 0.04% |
+2,210,167
| New | +$61.6M |
|
381
Teleflex
TFX
$5.61B
| $61.6M | 0.04% |
153,220
-43,071
| -22% | -$17.3M |
|
382
Valero Energy
VLO
$47.9B
| $60.9M | 0.04% |
779,342
+8,332
| +1% | +$651K |
|
383
eBay
EBAY
$41.1B
| $60.6M | 0.04% |
862,706
+29,443
| +4% | +$2.07M |
|
384
MetLife
MET
$53.6B
| $60.6M | 0.04% |
1,011,985
-27,238
| -3% | -$1.63M |
|
385
Medifast
MED
$153M
| $60.4M | 0.04% |
213,430
+11,144
| +6% | +$3.15M |
|
386
Federal Realty Investment Trust
FRT
$8.55B
| $59.6M | 0.04% |
508,662
+22,313
| +5% | +$2.61M |
|
387
Johnson Controls International
JCI
$69.3B
| $59.4M | 0.04% |
865,225
-22,256
| -3% | -$1.53M |
|
|
ACC
388
DELISTED
American Campus Communities, Inc.
ACC
| $59.2M | 0.04% |
1,267,409
-1,593,974
| -56% | -$74.5M |
|
389
Prudential Financial
PRU
$37.8B
| $59M | 0.04% |
576,067
+29,924
| +5% | +$3.07M |
|
390
Spotify
SPOT
$142B
| $59M | 0.04% |
214,151
-90
| -0% | -$24.8K |
|
391
Universal Health Services
UHS
$11.6B
| $58.8M | 0.04% |
401,539
-138,130
| -26% | -$20.2M |
|
392
Janus Henderson
JHG
$6.91B
| $58.8M | 0.04% |
1,513,860
+215,068
| +17% | +$8.35M |
|
393
Bread Financial
BFH
$3.05B
| $58.7M | 0.04% |
563,376
+272,744
| +94% | +$28.4M |
|
|
DSEY
394
DELISTED
Diversey Holdings, Ltd. Ordinary Shares
DSEY
| $58.2M | 0.04% |
3,250,964
+710,641
| +28% | +$12.7M |
|
395
IQVIA
IQV
$31.2B
| $58.2M | 0.04% |
240,128
+5,026
| +2% | +$1.22M |
|
396
Cannae Holdings
CNNE
$1.08B
| $57.9M | 0.04% |
1,707,925
-152,514
| -8% | -$5.17M |
|
397
Phillips 66
PSX
$54.1B
| $57.9M | 0.04% |
674,496
+29,866
| +5% | +$2.56M |
|
398
Southwest Gas
SWX
$5.68B
| $57.8M | 0.04% |
873,512
+198,072
| +29% | +$13.1M |
|
399
Southwest Airlines
LUV
$16.9B
| $57.6M | 0.04% |
1,085,020
-4,244
| -0.4% | -$225K |
|
400
Dycom Industries
DY
$7.1B
| $57M | 0.04% |
765,074
+129,593
| +20% | +$9.66M |
|