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 |
Equity Residential
EQR
|
$411M |
| 2 |
Cadence Design Systems
CDNS
|
$345M |
| 3 |
MSCI
MSCI
|
$300M |
| 4 |
Equinix
EQIX
|
$181M |
| 5 |
Gartner
IT
|
$154M |
Top Sells
| 1 |
Union Pacific
UNP
|
$403M |
| 2 |
TransDigm Group
TDG
|
$264M |
| 3 |
AIRC
Apartment Income REIT Corp.
AIRC
|
$238M |
| 4 |
Essex Property Trust
ESS
|
$205M |
| 5 |
NVIDIA
NVDA
|
$184M |
Sector Composition
| 1 | Technology | 20.77% |
| 2 | Financials | 15.31% |
| 3 | Real Estate | 13.85% |
| 4 | Consumer Discretionary | 11.12% |
| 5 | Industrials | 10.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
Deckers Outdoor
DECK
$18.3B
| $62.8M | 0.04% |
64,844
-32,122
| -33% | -$31.1M |
|
377
Marriott International Class A Common Stock
MAR
$72B
| $62.7M | 0.04% |
259,337
-18,942
| -7% | -$4.58M |
|
378
Humana
HUM
$37.5B
| $62.3M | 0.04% |
166,675
+4,711
| +3% | +$1.76M |
|
379
Pinnacle Financial Partners
PNFP
$7.56B
| $62M | 0.04% |
774,344
-39,241
| -5% | -$3.14M |
|
380
Allegro MicroSystems
ALGM
$5.52B
| $61.9M | 0.04% |
2,190,817
+11,230
| +0.5% | +$317K |
|
381
Interpublic Group of Companies
IPG
$9.69B
| $61.7M | 0.04% |
2,120,076
+41,939
| +2% | +$1.22M |
|
382
LCI Industries
LCII
$2.5B
| $61.6M | 0.04% |
595,734
-13,498
| -2% | -$1.4M |
|
383
CRH
CRH
$75.1B
| $61.4M | 0.04% |
818,986
-31,251
| -4% | -$2.34M |
|
384
Timken Company
TKR
$5.23B
| $61.1M | 0.04% |
762,255
-38,041
| -5% | -$3.05M |
|
385
Monster Beverage
MNST
$62B
| $61.1M | 0.04% |
1,222,440
-135,897
| -10% | -$6.79M |
|
386
iShares Russell 1000 Growth ETF
IWF
$117B
| $61M | 0.04% |
167,296
+66,317
| +66% | +$24.2M |
|
387
Ameris Bancorp
ABCB
$5B
| $60.8M | 0.04% |
1,208,014
-46,889
| -4% | -$2.36M |
|
388
Public Storage
PSA
$51.2B
| $60.5M | 0.04% |
210,409
-132,407
| -39% | -$38.1M |
|
389
Darling Ingredients
DAR
$5.05B
| $60.5M | 0.04% |
1,645,389
-93,061
| -5% | -$3.42M |
|
390
Acushnet Holdings
GOLF
$4.37B
| $60.3M | 0.04% |
950,563
-9,056
| -0.9% | -$575K |
|
391
Hamilton Lane
HLNE
$6.25B
| $60M | 0.04% |
485,797
+1,544
| +0.3% | +$191K |
|
392
Newmont
NEM
$82.8B
| $59.8M | 0.04% |
1,429,219
+87,826
| +7% | +$3.68M |
|
393
Caleres
CAL
$505M
| $59.8M | 0.04% |
1,778,711
-46,114
| -3% | -$1.55M |
|
394
ServisFirst Bancshares
SFBS
$4.77B
| $58.7M | 0.03% |
929,469
+43,125
| +5% | +$2.73M |
|
395
Emcor
EME
$28.1B
| $58.7M | 0.03% |
160,851
-37,038
| -19% | -$13.5M |
|
396
Old Dominion Freight Line
ODFL
$31.1B
| $58.6M | 0.03% |
331,745
+7,711
| +2% | +$1.36M |
|
397
Royal Caribbean
RCL
$96.4B
| $58.5M | 0.03% |
366,681
-5,785
| -2% | -$922K |
|
398
General Motors
GM
$55B
| $58.3M | 0.03% |
1,254,890
-15,334
| -1% | -$712K |
|
399
Privia Health
PRVA
$2.84B
| $58M | 0.03% |
3,336,679
-89,061
| -3% | -$1.55M |
|
400
Donaldson
DCI
$9.28B
| $57.4M | 0.03% |
802,274
-60,478
| -7% | -$4.33M |
|