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 | |
|---|---|---|---|---|---|---|
376
Molina Healthcare
MOH
$9.6B
| $63.7M | 0.04% |
200,224
-3,285
| -2% | -$1.04M |
|
377
Albany International
AIN
$1.8B
| $63.6M | 0.04% |
730,829
-29,064
| -4% | -$2.53M |
|
378
Enphase Energy
ENPH
$4.95B
| $63.5M | 0.04% |
347,279
+10,848
| +3% | +$1.98M |
|
379
Nasdaq
NDAQ
$53.4B
| $63.2M | 0.04% |
300,774
+11,482
| +4% | +$2.41M |
|
380
Pebblebrook Hotel Trust
PEB
$1.35B
| $63.1M | 0.04% |
2,822,631
+47,714
| +2% | +$1.07M |
|
381
Chart Industries
GTLS
$8.94B
| $63M | 0.04% |
395,172
+23,175
| +6% | +$3.7M |
|
382
Spotify
SPOT
$143B
| $62.7M | 0.04% |
268,396
+53,430
| +25% | +$12.5M |
|
383
Fortinet
FTNT
$58.9B
| $62.5M | 0.04% |
173,885
-3,084
| -2% | -$1.11M |
|
|
CHX
384
DELISTED
ChampionX
CHX
| $62.1M | 0.04% |
3,074,272
+778,707
| +34% | +$15.7M |
|
385
Portland General Electric
POR
$4.64B
| $61.8M | 0.04% |
1,167,195
+315,346
| +37% | +$16.7M |
|
386
T Rowe Price
TROW
$23.1B
| $61.7M | 0.04% |
313,951
-9,875
| -3% | -$1.94M |
|
387
Energizer
ENR
$1.92B
| $61.5M | 0.04% |
1,536,839
-179,100
| -10% | -$7.17M |
|
388
Paychex
PAYX
$48.7B
| $61.5M | 0.04% |
450,279
-8,908
| -2% | -$1.22M |
|
389
General Dynamics
GD
$86.6B
| $61.3M | 0.04% |
294,280
-6,144
| -2% | -$1.28M |
|
390
TE Connectivity
TEL
$60.6B
| $60.7M | 0.04% |
376,400
-9,860
| -3% | -$1.59M |
|
391
Centene
CNC
$14.6B
| $60.5M | 0.04% |
734,159
+32,669
| +5% | +$2.69M |
|
|
SBNY
392
DELISTED
Signature Bank
SBNY
| $60.4M | 0.04% |
186,717
-154,995
| -45% | -$50.1M |
|
393
American Water Works
AWK
$27.3B
| $59.5M | 0.04% |
315,103
+10,727
| +4% | +$2.03M |
|
394
Cathay General Bancorp
CATY
$3.43B
| $59.5M | 0.04% |
1,390,909
-70,747
| -5% | -$3.02M |
|
395
Southwest Gas
SWX
$5.67B
| $59.5M | 0.04% |
848,896
-51,048
| -6% | -$3.58M |
|
396
Performance Food Group
PFGC
$16.3B
| $59.3M | 0.04% |
1,293,028
-5,410
| -0.4% | -$248K |
|
397
Lennox International
LII
$19.1B
| $59M | 0.04% |
181,773
-23,005
| -11% | -$7.46M |
|
398
Cognizant
CTSH
$35B
| $59M | 0.04% |
664,452
-17,029
| -2% | -$1.51M |
|
399
H.B. Fuller
FUL
$3.19B
| $58.7M | 0.04% |
737,047
-57,983
| -7% | -$4.62M |
|
400
MetLife
MET
$53.6B
| $58.7M | 0.04% |
939,695
-43,762
| -4% | -$2.73M |
|