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 |
Equinix
EQIX
|
$313M |
| 2 |
Welltower
WELL
|
$213M |
| 3 |
Brookfield
BN
|
$162M |
| 4 |
MSCI
MSCI
|
$146M |
| 5 |
Extra Space Storage
EXR
|
$143M |
Top Sells
| 1 |
BKI
Black Knight, Inc. Common Stock
BKI
|
$373M |
| 2 |
Moody's
MCO
|
$178M |
| 3 |
Dollar General
DG
|
$169M |
| 4 |
CubeSmart
CUBE
|
$166M |
| 5 |
Equity Lifestyle Properties
ELS
|
$156M |
Sector Composition
| 1 | Technology | 17.98% |
| 2 | Financials | 15.34% |
| 3 | Real Estate | 15.22% |
| 4 | Consumer Discretionary | 11.31% |
| 5 | Industrials | 11.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
Entegris
ENTG
$12B
| $43.9M | 0.03% |
467,918
-173,875
| -27% | -$16.3M |
|
452
Enovis
ENOV
$1.75B
| $43.9M | 0.03% |
832,415
+6,353
| +0.8% | +$335K |
|
453
lululemon athletica
LULU
$23.8B
| $43.9M | 0.03% |
113,790
+1,428
| +1% | +$551K |
|
454
iShares Russell 1000 Growth ETF
IWF
$117B
| $43.8M | 0.03% |
164,582
-409
| -0.2% | -$109K |
|
455
Dentsply Sirona
XRAY
$2.77B
| $43.6M | 0.03% |
1,277,065
-17,400
| -1% | -$594K |
|
456
Lincoln National
LNC
$8.21B
| $43.4M | 0.03% |
1,758,754
+792,900
| +82% | +$19.6M |
|
457
Sprout Social
SPT
$896M
| $43.2M | 0.03% |
865,235
+1,099
| +0.1% | +$54.8K |
|
458
Biogen
BIIB
$20.5B
| $43.1M | 0.03% |
167,675
-2,535
| -1% | -$652K |
|
459
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$54.2B
| $43.1M | 0.03% |
566,849
+110,285
| +24% | +$8.38M |
|
460
Dynatrace
DT
$15.1B
| $42.9M | 0.03% |
918,281
+65,754
| +8% | +$3.07M |
|
461
Truist Financial
TFC
$59.8B
| $42.8M | 0.03% |
1,497,536
+5,114
| +0.3% | +$146K |
|
462
Travelers Companies
TRV
$62.3B
| $42.6M | 0.03% |
260,690
-5,646
| -2% | -$922K |
|
463
Neurocrine Biosciences
NBIX
$13.5B
| $42.5M | 0.03% |
377,956
-5,978
| -2% | -$673K |
|
464
Vistra
VST
$63.7B
| $42.5M | 0.03% |
1,281,402
+1,248,518
| +3,797% | +$41.4M |
|
465
Aecom
ACM
$16.4B
| $42.4M | 0.03% |
511,132
-10,198
| -2% | -$847K |
|
|
EXE
466
Expand Energy Corporation Common Stock
EXE
$23.1B
| $42.3M | 0.03% |
491,006
+341,747
| +229% | +$29.5M |
|
467
Dominion Energy
D
$50.3B
| $42.3M | 0.03% |
947,363
-4,037
| -0.4% | -$180K |
|
468
Saia
SAIA
$7.75B
| $42.2M | 0.03% |
105,790
+1,082
| +1% | +$431K |
|
469
W.W. Grainger
GWW
$48.7B
| $42.1M | 0.03% |
60,871
+202
| +0.3% | +$140K |
|
470
Oneok
OKE
$46.5B
| $42M | 0.03% |
662,160
+143,735
| +28% | +$9.12M |
|
471
Progyny
PGNY
$2.02B
| $41.9M | 0.03% |
1,230,569
+70,449
| +6% | +$2.4M |
|
472
Exelon
EXC
$43.8B
| $41.3M | 0.03% |
1,092,808
-5,051
| -0.5% | -$191K |
|
473
Baker Hughes
BKR
$44.4B
| $41.3M | 0.03% |
1,168,416
-1,699
| -0.1% | -$60K |
|
474
Primerica
PRI
$8.72B
| $41.2M | 0.03% |
212,458
-29,273
| -12% | -$5.68M |
|
475
Verra Mobility
VRRM
$3.91B
| $41.2M | 0.03% |
2,201,277
+1,377,421
| +167% | +$25.8M |
|