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 |
Microsoft
MSFT
|
+$344M |
| 2 |
Moody's
MCO
|
+$284M |
| 3 |
VICI Properties
VICI
|
+$249M |
| 4 |
Progressive
PGR
|
+$246M |
| 5 |
Amazon
AMZN
|
+$167M |
Top Sells
| 1 |
Salesforce
CRM
|
+$235M |
| 2 |
MGP
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
|
+$202M |
| 3 |
Healthcare Realty
HR
|
+$179M |
| 4 |
Etsy
ETSY
|
+$168M |
| 5 |
Charter Communications
CHTR
|
+$141M |
Sector Composition
| 1 | Real Estate | 17.6% |
| 2 | Technology | 16.42% |
| 3 | Financials | 14.71% |
| 4 | Consumer Discretionary | 10.49% |
| 5 | Industrials | 9.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
Taylor Morrison
TMHC
$7.11B
| $54.4M | 0.04% |
2,330,630
+40,447
| +2% | +$945K |
|
377
Cintas
CTAS
$81.7B
| $54.4M | 0.04% |
582,248
+7,936
| +1% | +$741K |
|
378
Weyerhaeuser
WY
$18.7B
| $54.1M | 0.04% |
1,625,028
-3,486,782
| -68% | -$116M |
|
379
IQVIA
IQV
$31.9B
| $53.7M | 0.04% |
247,253
+7,448
| +3% | +$1.62M |
|
380
Helmerich & Payne
HP
$1.99B
| $53.6M | 0.04% |
1,244,968
-182,682
| -13% | -$7.87M |
|
381
Packaging Corp of America
PKG
$19.4B
| $53.5M | 0.04% |
389,425
-27,305
| -7% | -$3.75M |
|
382
WESCO International
WCC
$10.6B
| $53.2M | 0.04% |
496,638
+97,116
| +24% | +$10.4M |
|
383
Builders FirstSource
BLDR
$16.3B
| $53.1M | 0.04% |
987,986
+5,331
| +0.5% | +$286K |
|
384
DexCom
DXCM
$30.6B
| $52.8M | 0.04% |
708,015
+26,551
| +4% | +$1.98M |
|
385
Exelon
EXC
$43.4B
| $52.5M | 0.04% |
1,158,258
+16,367
| +1% | +$742K |
|
386
Morningstar
MORN
$10.9B
| $52.2M | 0.04% |
215,933
+90,905
| +73% | +$22M |
|
387
Papa John's
PZZA
$1.63B
| $52.1M | 0.04% |
624,155
+104,139
| +20% | +$8.7M |
|
388
Freeport-McMoran
FCX
$67B
| $52.1M | 0.04% |
1,781,285
-47,106
| -3% | -$1.38M |
|
389
Encore Capital Group
ECPG
$1.02B
| $52M | 0.04% |
899,511
+84,376
| +10% | +$4.87M |
|
390
Ford
F
$46.5B
| $51.9M | 0.04% |
4,665,085
+85,189
| +2% | +$948K |
|
391
TD Synnex
SNX
$12.4B
| $51.9M | 0.04% |
569,265
+103,155
| +22% | +$9.4M |
|
392
Cathay General Bancorp
CATY
$3.44B
| $51.8M | 0.04% |
1,324,026
-25,999
| -2% | -$1.02M |
|
393
Mine Safety
MSA
$6.67B
| $51.4M | 0.04% |
424,568
+43,140
| +11% | +$5.22M |
|
394
Williams Companies
WMB
$69.4B
| $51.3M | 0.04% |
1,644,728
+114,475
| +7% | +$3.57M |
|
395
Interpublic Group of Companies
IPG
$9.89B
| $51.2M | 0.04% |
1,861,435
-103,173
| -5% | -$2.84M |
|
396
Acushnet Holdings
GOLF
$4.49B
| $51M | 0.04% |
1,223,662
-2,500
| -0.2% | -$104K |
|
397
WNS Holdings
WNS
$3.24B
| $50.9M | 0.04% |
682,567
-194,081
| -22% | -$14.5M |
|
398
Allete
ALE
$3.68B
| $50.6M | 0.04% |
861,260
-29,393
| -3% | -$1.73M |
|
399
iShares Russell 1000 Growth ETF
IWF
$118B
| $50.5M | 0.04% |
231,112
+34,753
| +18% | +$7.6M |
|
400
WD-40
WDFC
$2.94B
| $50.5M | 0.04% |
250,675
+17,465
| +7% | +$3.52M |
|