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 |
Equity Lifestyle Properties
ELS
|
$271M |
| 2 |
Moody's
MCO
|
$168M |
| 3 |
CubeSmart
CUBE
|
$165M |
| 4 |
Franco-Nevada
FNV
|
$149M |
| 5 |
TransUnion
TRU
|
$119M |
Sector Composition
| 1 | Technology | 18.52% |
| 2 | Real Estate | 15.68% |
| 3 | Financials | 15.55% |
| 4 | Consumer Discretionary | 11.35% |
| 5 | Industrials | 10.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
Patterson-UTI
PTEN
$2.13B
| $53.4M | 0.03% |
4,943,273
-939,704
| -16% | -$10.1M |
|
427
Sprout Social
SPT
$896M
| $53.3M | 0.03% |
867,629
+2,394
| +0.3% | +$147K |
|
428
Newmont
NEM
$82.8B
| $53M | 0.03% |
1,280,730
+325,320
| +34% | +$13.5M |
|
429
American International
AIG
$45.1B
| $52.8M | 0.03% |
778,892
-8,712
| -1% | -$590K |
|
430
Popular Inc
BPOP
$8.53B
| $52.7M | 0.03% |
641,862
+63,588
| +11% | +$5.22M |
|
431
Ford
F
$46.2B
| $52.3M | 0.03% |
4,294,412
-28,571
| -0.7% | -$348K |
|
432
Northern Oil and Gas
NOG
$2.5B
| $52.1M | 0.03% |
1,406,354
+24,898
| +2% | +$923K |
|
433
AGCO
AGCO
$8.05B
| $52.1M | 0.03% |
428,976
+180,694
| +73% | +$21.9M |
|
434
W.P. Carey
WPC
$14.6B
| $52M | 0.03% |
802,426
+785,766
| +4,716% | +$50.9M |
|
435
Crane Co
CR
$10.5B
| $51.9M | 0.03% |
439,159
+9,722
| +2% | +$1.15M |
|
436
Credicorp
BAP
$20.8B
| $51.6M | 0.03% |
343,952
-36,793
| -10% | -$5.52M |
|
437
American Electric Power
AEP
$58.8B
| $51.2M | 0.03% |
630,904
+8,517
| +1% | +$692K |
|
438
Travelers Companies
TRV
$62.3B
| $51.2M | 0.03% |
268,716
+8,026
| +3% | +$1.53M |
|
439
Progyny
PGNY
$2.02B
| $50.5M | 0.03% |
1,358,399
+127,830
| +10% | +$4.75M |
|
440
Paychex
PAYX
$48.8B
| $50.5M | 0.03% |
423,568
-5,772
| -1% | -$688K |
|
441
Select Medical
SEM
$1.6B
| $50.4M | 0.03% |
2,146,116
-94,007
| -4% | -$2.21M |
|
442
IQVIA
IQV
$31.4B
| $50.3M | 0.03% |
217,223
-8,668
| -4% | -$2.01M |
|
443
Valero Energy
VLO
$48.3B
| $49.9M | 0.03% |
383,971
-15,135
| -4% | -$1.97M |
|
444
Owens Corning
OC
$12.4B
| $49.7M | 0.03% |
335,528
-5,371
| -2% | -$796K |
|
445
Dentsply Sirona
XRAY
$2.77B
| $49.6M | 0.03% |
1,394,740
+117,675
| +9% | +$4.19M |
|
446
Floor & Decor
FND
$8.45B
| $49.6M | 0.03% |
444,583
+431,718
| +3,356% | +$48.2M |
|
447
Cognizant
CTSH
$35.1B
| $49.4M | 0.03% |
654,313
+1,155
| +0.2% | +$87.2K |
|
448
Constellation Brands
STZ
$25.8B
| $49.4M | 0.03% |
204,311
+22,645
| +12% | +$5.47M |
|
449
W.W. Grainger
GWW
$48.7B
| $49M | 0.03% |
59,168
-1,703
| -3% | -$1.41M |
|
450
Yeti Holdings
YETI
$2.84B
| $48.9M | 0.03% |
944,629
+181,636
| +24% | +$9.41M |
|