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 | |
|---|---|---|---|---|---|---|
426
Donaldson
DCI
$9.28B
| $51.8M | 0.03% |
815,972
+59,583
| +8% | +$3.79M |
|
427
Molina Healthcare
MOH
$9.93B
| $51.8M | 0.03% |
204,753
+2,978
| +1% | +$754K |
|
428
TE Connectivity
TEL
$60.4B
| $51.7M | 0.03% |
382,731
+3,976
| +1% | +$538K |
|
429
Nice
NICE
$8.43B
| $51.7M | 0.03% |
208,976
-97,785
| -32% | -$24.2M |
|
430
Republic Services
RSG
$72.8B
| $51.7M | 0.03% |
469,659
+6,782
| +1% | +$746K |
|
431
VF Corp
VFC
$5.8B
| $51.6M | 0.03% |
628,767
+231,986
| +58% | +$19M |
|
432
HP
HPQ
$27.1B
| $51.5M | 0.03% |
1,706,722
+64,744
| +4% | +$1.95M |
|
433
DiamondRock Hospitality
DRH
$1.73B
| $51.5M | 0.03% |
5,311,675
-15,138
| -0.3% | -$147K |
|
434
Exelon
EXC
$43.8B
| $51.4M | 0.03% |
1,160,287
+21,462
| +2% | +$951K |
|
435
EXL Service
EXLS
$7B
| $51.4M | 0.03% |
483,717
+20,204
| +4% | +$2.15M |
|
436
DuPont de Nemours
DD
$31.7B
| $51.3M | 0.03% |
662,108
+4,050
| +0.6% | +$314K |
|
437
Allstate
ALL
$53.6B
| $51.2M | 0.03% |
392,708
+10,135
| +3% | +$1.32M |
|
|
MDC
438
DELISTED
M.D.C. Holdings, Inc.
MDC
| $51.2M | 0.03% |
1,012,233
+119,115
| +13% | +$6.03M |
|
439
Builders FirstSource
BLDR
$15.2B
| $50.8M | 0.03% |
1,191,950
-197,410
| -14% | -$8.42M |
|
440
Hillenbrand
HI
$1.74B
| $50.8M | 0.03% |
1,152,358
+98,839
| +9% | +$4.36M |
|
441
Enpro
NPO
$4.49B
| $50.7M | 0.03% |
521,430
-1,549
| -0.3% | -$150K |
|
442
Centene
CNC
$14.5B
| $50.5M | 0.03% |
692,123
+3,177
| +0.5% | +$232K |
|
443
CNO Financial Group
CNO
$3.79B
| $50.5M | 0.03% |
2,137,008
+374,663
| +21% | +$8.85M |
|
444
Qorvo
QRVO
$8.37B
| $50.4M | 0.03% |
257,650
-14,103
| -5% | -$2.76M |
|
445
Trex
TREX
$6.46B
| $50.4M | 0.03% |
492,647
-95,457
| -16% | -$9.76M |
|
|
WBA
446
DELISTED
Walgreens Boots Alliance
WBA
| $50.3M | 0.03% |
956,687
+15,094
| +2% | +$794K |
|
447
XPO
XPO
$14.9B
| $50.2M | 0.03% |
358,939
+7,223
| +2% | +$1.01M |
|
448
American Electric Power
AEP
$58.9B
| $50.2M | 0.03% |
593,316
+13,845
| +2% | +$1.17M |
|
449
Nasdaq
NDAQ
$53.7B
| $49.7M | 0.03% |
282,983
+11,159
| +4% | +$1.96M |
|
450
Crocs
CROX
$4.94B
| $49.7M | 0.03% |
426,519
-303,871
| -42% | -$35.4M |
|