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 | |
|---|---|---|---|---|---|---|
451
Oneok
OKE
$46.5B
| $48.9M | 0.03% |
696,322
+34,162
| +5% | +$2.4M |
|
452
Johnson Controls International
JCI
$68.9B
| $48.8M | 0.03% |
846,415
-16,018
| -2% | -$923K |
|
453
e.l.f. Beauty
ELF
$7.38B
| $48.7M | 0.03% |
337,734
-11,202
| -3% | -$1.62M |
|
454
Kimberly-Clark
KMB
$42.5B
| $48.7M | 0.03% |
400,432
-11,536
| -3% | -$1.4M |
|
455
Perimeter Solutions
PRM
$3.22B
| $48.4M | 0.03% |
10,518,966
-135,854
| -1% | -$625K |
|
456
Collegium Pharmaceutical
COLL
$1.25B
| $48.3M | 0.03% |
1,569,151
-10,089
| -0.6% | -$311K |
|
457
MACOM Technology Solutions
MTSI
$9.69B
| $48.1M | 0.03% |
517,283
+22,662
| +5% | +$2.11M |
|
458
Vistra
VST
$63.7B
| $47.8M | 0.03% |
1,240,033
-41,369
| -3% | -$1.59M |
|
459
Archer Daniels Midland
ADM
$29.7B
| $47.6M | 0.03% |
658,463
-23,572
| -3% | -$1.7M |
|
460
Saia
SAIA
$7.75B
| $47.4M | 0.03% |
108,275
+2,485
| +2% | +$1.09M |
|
461
Lincoln National
LNC
$8.21B
| $47.4M | 0.03% |
1,756,427
-2,327
| -0.1% | -$62.8K |
|
462
Repligen
RGEN
$6.54B
| $47.2M | 0.03% |
262,708
+70,033
| +36% | +$12.6M |
|
463
Fortinet
FTNT
$58.7B
| $47.1M | 0.03% |
805,400
+45,032
| +6% | +$2.64M |
|
464
Aecom
ACM
$16.4B
| $47M | 0.03% |
508,831
-2,301
| -0.5% | -$213K |
|
465
General Mills
GIS
$26.6B
| $46.9M | 0.03% |
720,160
-5,723
| -0.8% | -$373K |
|
466
Burlington
BURL
$18.5B
| $46.8M | 0.03% |
240,773
+232,787
| +2,915% | +$45.3M |
|
467
Bank of New York Mellon
BK
$73.8B
| $46.8M | 0.03% |
899,507
-23,659
| -3% | -$1.23M |
|
468
PG&E
PCG
$33.7B
| $46.6M | 0.03% |
2,584,103
+86,830
| +3% | +$1.57M |
|
469
Yum! Brands
YUM
$40.1B
| $46.4M | 0.03% |
355,473
-12,420
| -3% | -$1.62M |
|
470
Enovis
ENOV
$1.75B
| $46.4M | 0.03% |
828,303
-4,112
| -0.5% | -$230K |
|
|
HES
471
DELISTED
Hess
HES
| $46.3M | 0.03% |
320,898
-6,487
| -2% | -$935K |
|
472
Emcor
EME
$28.1B
| $46.2M | 0.03% |
214,369
+479
| +0.2% | +$103K |
|
473
Kinsale Capital Group
KNSL
$10.5B
| $45.8M | 0.03% |
136,714
-42,451
| -24% | -$14.2M |
|
|
LTHM
474
DELISTED
Livent Corporation
LTHM
| $45.7M | 0.03% |
2,543,703
-288,998
| -10% | -$5.2M |
|
475
Meritage Homes
MTH
$5.46B
| $45.4M | 0.03% |
521,082
+66,764
| +15% | +$5.82M |
|