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 |
NVIDIA
NVDA
|
$873M |
| 2 |
Ventas
VTR
|
$594M |
| 3 |
Etsy
ETSY
|
$382M |
| 4 |
Medical Properties Trust
MPW
|
$325M |
| 5 |
Moderna
MRNA
|
$155M |
Top Sells
| 1 |
GE Aerospace
GE
|
$941M |
| 2 |
Welltower
WELL
|
$695M |
| 3 |
Restaurant Brands International
QSR
|
$257M |
| 4 |
Fidelity National Financial
FNF
|
$178M |
| 5 |
Credit Acceptance
CACC
|
$174M |
Sector Composition
| 1 | Technology | 19.14% |
| 2 | Real Estate | 16.4% |
| 3 | Financials | 14.65% |
| 4 | Consumer Discretionary | 12.11% |
| 5 | Healthcare | 9.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
Albemarle
ALB
$9.36B
| $55.5M | 0.04% |
253,527
+6,675
| +3% | +$1.46M |
|
402
Factset
FDS
$13.9B
| $55.3M | 0.04% |
140,099
+4,885
| +4% | +$1.93M |
|
403
Molina Healthcare
MOH
$9.93B
| $55.2M | 0.04% |
203,509
-1,244
| -0.6% | -$338K |
|
404
Kimberly-Clark
KMB
$42.7B
| $55.2M | 0.04% |
416,697
-27
| -0% | -$3.58K |
|
405
Mine Safety
MSA
$6.62B
| $54.6M | 0.04% |
374,880
-81,190
| -18% | -$11.8M |
|
406
CDW
CDW
$21.3B
| $54.6M | 0.04% |
299,904
+32,616
| +12% | +$5.94M |
|
407
lululemon athletica
LULU
$24B
| $54.2M | 0.04% |
134,032
+42,112
| +46% | +$17M |
|
408
Stifel
SF
$11.7B
| $54.2M | 0.04% |
796,961
-18,080
| -2% | -$1.23M |
|
409
TD Synnex
SNX
$12.1B
| $53.8M | 0.04% |
517,157
+1,648
| +0.3% | +$172K |
|
410
L3Harris
LHX
$51.5B
| $53.6M | 0.04% |
243,548
-1,557
| -0.6% | -$343K |
|
411
Arista Networks
ANET
$171B
| $53M | 0.03% |
154,367
-22,903
| -13% | -$7.87M |
|
412
TE Connectivity
TEL
$60.4B
| $53M | 0.03% |
386,260
+3,529
| +0.9% | +$484K |
|
|
DSEY
413
DELISTED
Diversey Holdings, Ltd. Ordinary Shares
DSEY
| $52.6M | 0.03% |
3,278,497
+27,533
| +0.8% | +$442K |
|
414
Allete
ALE
$3.7B
| $52.3M | 0.03% |
879,419
-164,396
| -16% | -$9.78M |
|
415
Prudential Financial
PRU
$37.8B
| $52.2M | 0.03% |
496,408
-79,659
| -14% | -$8.38M |
|
416
Globant
GLOB
$2.83B
| $52.2M | 0.03% |
185,585
+181,355
| +4,287% | +$51M |
|
|
XM
417
DELISTED
Qualtrics International Inc. Class A Common Stock
XM
| $52M | 0.03% |
1,215,962
+845,015
| +228% | +$36.1M |
|
418
Fortinet
FTNT
$58.9B
| $51.7M | 0.03% |
176,969
+2,917
| +2% | +$852K |
|
419
EnerSys
ENS
$3.83B
| $51.7M | 0.03% |
694,192
-90,319
| -12% | -$6.72M |
|
420
Paychex
PAYX
$49B
| $51.6M | 0.03% |
459,187
+49,408
| +12% | +$5.56M |
|
421
Repligen
RGEN
$6.79B
| $51.5M | 0.03% |
178,335
-1,021
| -0.6% | -$295K |
|
422
MYR Group
MYRG
$2.83B
| $51.5M | 0.03% |
517,690
+7,555
| +1% | +$752K |
|
423
DiamondRock Hospitality
DRH
$1.73B
| $51.5M | 0.03% |
5,447,625
+135,950
| +3% | +$1.28M |
|
424
American Water Works
AWK
$27.6B
| $51.5M | 0.03% |
304,376
+2,895
| +1% | +$489K |
|
|
CHX
425
DELISTED
ChampionX
CHX
| $51.3M | 0.03% |
2,295,565
+109,954
| +5% | +$2.46M |
|