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 | |
|---|---|---|---|---|---|---|
426
EnerSys
ENS
$3.86B
| $54.5M | 0.03% |
688,773
-5,419
| -0.8% | -$428K |
|
427
American Electric Power
AEP
$58.1B
| $53.9M | 0.03% |
605,328
+4,650
| +0.8% | +$414K |
|
|
MDC
428
DELISTED
M.D.C. Holdings, Inc.
MDC
| $53.8M | 0.03% |
977,808
+61,599
| +7% | +$3.39M |
|
429
eBay
EBAY
$42.5B
| $52.5M | 0.03% |
788,924
-49,409
| -6% | -$3.29M |
|
430
Sally Beauty Holdings
SBH
$1.4B
| $52.5M | 0.03% |
2,841,933
-66,680
| -2% | -$1.23M |
|
431
Yeti Holdings
YETI
$2.94B
| $52M | 0.03% |
628,305
-130,819
| -17% | -$10.8M |
|
432
Bank of New York Mellon
BK
$74.4B
| $52M | 0.03% |
895,123
-61,415
| -6% | -$3.57M |
|
433
Timken Company
TKR
$5.39B
| $51.9M | 0.03% |
754,512
+7,236
| +1% | +$498K |
|
434
Marvell Technology
MRVL
$55.3B
| $51.7M | 0.03% |
591,486
-35,618
| -6% | -$3.12M |
|
435
Masimo
MASI
$7.77B
| $51.7M | 0.03% |
176,488
-1,995
| -1% | -$584K |
|
436
Prudential Financial
PRU
$38.3B
| $51.6M | 0.03% |
476,815
-19,593
| -4% | -$2.12M |
|
437
Archer Daniels Midland
ADM
$29.8B
| $51.5M | 0.03% |
761,646
-48,291
| -6% | -$3.26M |
|
438
Knight Transportation
KNX
$7.16B
| $51.5M | 0.03% |
844,652
+251,468
| +42% | +$15.3M |
|
439
TD Synnex
SNX
$12.3B
| $51.4M | 0.03% |
449,639
-67,518
| -13% | -$7.72M |
|
440
Rockwell Automation
ROK
$38.4B
| $51.2M | 0.03% |
146,774
-3,249
| -2% | -$1.13M |
|
441
DigitalOcean
DOCN
$2.92B
| $51.2M | 0.03% |
637,098
-132,424
| -17% | -$10.6M |
|
442
CDW
CDW
$21.8B
| $50.9M | 0.03% |
248,348
-51,556
| -17% | -$10.6M |
|
443
Repligen
RGEN
$6.78B
| $50.6M | 0.03% |
191,114
+12,779
| +7% | +$3.38M |
|
444
Baxter International
BAX
$12.1B
| $50.5M | 0.03% |
588,863
-11,573
| -2% | -$993K |
|
445
Encore Capital Group
ECPG
$964M
| $50.5M | 0.03% |
813,257
+25,411
| +3% | +$1.58M |
|
446
Rush Enterprises Class A
RUSHA
$4.56B
| $50.2M | 0.03% |
1,353,591
-20,747
| -2% | -$770K |
|
|
AZPN
447
DELISTED
ASPEN TECHNOLOGY INC
AZPN
| $50.2M | 0.03% |
329,738
-10,513
| -3% | -$1.6M |
|
448
Huntsman Corp
HUN
$1.92B
| $50.1M | 0.03% |
1,477,530
+15,929
| +1% | +$540K |
|
449
Donaldson
DCI
$9.39B
| $49.9M | 0.03% |
844,105
+34,987
| +4% | +$2.07M |
|
450
Yum! Brands
YUM
$39.9B
| $49.9M | 0.03% |
359,179
-12,931
| -3% | -$1.8M |
|