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 |
TransDigm Group
TDG
|
+$406M |
| 2 |
Welltower
WELL
|
+$262M |
| 3 |
Camden Property Trust
CPT
|
+$199M |
| 4 |
Autodesk
ADSK
|
+$198M |
| 5 |
CONE
CyrusOne Inc Common Stock
CONE
|
+$193M |
Top Sells
| 1 |
Alibaba
BABA
|
+$419M |
| 2 |
Digital Realty Trust
DLR
|
+$252M |
| 3 |
DRE
Duke Realty Corp.
DRE
|
+$207M |
| 4 |
iShares MBS ETF
MBB
|
+$192M |
| 5 |
Americold
COLD
|
+$173M |
Sector Composition
| 1 | Technology | 19.05% |
| 2 | Real Estate | 15.53% |
| 3 | Financials | 15% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Healthcare | 9.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
Skyworks Solutions
SWKS
$11.2B
| $31.9M | 0.03% |
249,356
-5,059
| -2% | -$647K |
|
477
Cleveland-Cliffs
CLF
$5.35B
| $31.8M | 0.03% |
5,765,973
+1,336,842
| +30% | +$7.38M |
|
478
First American
FAF
$6.8B
| $31.7M | 0.03% |
659,857
+96,610
| +17% | +$4.64M |
|
479
Bio-Techne
TECH
$8.42B
| $31.7M | 0.03% |
479,544
+9,688
| +2% | +$640K |
|
480
Central Garden & Pet Class A
CENTA
$2.14B
| $31.5M | 0.03% |
1,164,591
+200,278
| +21% | +$5.41M |
|
481
Wingstop
WING
$8.51B
| $31.4M | 0.03% |
225,847
-17,659
| -7% | -$2.45M |
|
482
Take-Two Interactive
TTWO
$45.7B
| $31.3M | 0.03% |
224,602
-8,508
| -4% | -$1.19M |
|
483
Neogen
NEOG
$1.23B
| $31.3M | 0.03% |
807,816
+2,352
| +0.3% | +$91.3K |
|
484
Washington Trust Bancorp
WASH
$576M
| $31.3M | 0.03% |
956,819
-55,723
| -6% | -$1.82M |
|
485
Align Technology
ALGN
$9.85B
| $31.2M | 0.03% |
113,854
+6,955
| +7% | +$1.91M |
|
|
BPY
486
DELISTED
Brookfield Property Partners L.P. Limited Partnership Units
BPY
| $31.2M | 0.03% |
3,158,009
-99,933
| -3% | -$988K |
|
487
Dayforce
DAY
$10.9B
| $30.9M | 0.03% |
389,455
-59,781
| -13% | -$4.74M |
|
488
DTE Energy
DTE
$28B
| $30.9M | 0.03% |
337,281
+9,277
| +3% | +$849K |
|
489
Natera
NTRA
$24.2B
| $30.8M | 0.03% |
618,519
+224,622
| +57% | +$11.2M |
|
|
AAN.A
490
DELISTED
AARON'S INC CL-A
AAN.A
| $30.8M | 0.03% |
678,903
+147,420
| +28% | +$6.69M |
|
491
Parsons
PSN
$8.01B
| $30.8M | 0.03% |
849,392
+315,305
| +59% | +$11.4M |
|
|
MNTA
492
DELISTED
Momenta Pharmaceuticals, Inc.
MNTA
| $30.7M | 0.03% |
923,968
+32,724
| +4% | +$1.09M |
|
493
Edison International
EIX
$21.1B
| $30.6M | 0.03% |
562,892
+41,349
| +8% | +$2.25M |
|
494
Akamai
AKAM
$11.2B
| $30.3M | 0.03% |
283,357
+40,050
| +16% | +$4.29M |
|
495
VF Corp
VFC
$5.95B
| $30.3M | 0.03% |
497,557
-1,394,333
| -74% | -$85M |
|
496
Idacorp
IDA
$6.68B
| $30.1M | 0.03% |
345,020
+18,861
| +6% | +$1.65M |
|
497
MarketAxess Holdings
MKTX
$6.99B
| $30.1M | 0.03% |
60,165
+4,381
| +8% | +$2.19M |
|
498
National Health Investors
NHI
$3.73B
| $30M | 0.03% |
493,867
-42,348
| -8% | -$2.57M |
|
499
Hershey
HSY
$38B
| $30M | 0.03% |
231,063
+9,071
| +4% | +$1.18M |
|
500
Fortive
FTV
$16.2B
| $29.9M | 0.03% |
527,885
+17,669
| +3% | +$1M |
|