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 | |
|---|---|---|---|---|---|---|
476
Wolfspeed
WOLF
$196M
| $48M | 0.03% |
429,139
+29,968
| +8% | +$3.35M |
|
477
EPAM Systems
EPAM
$9.44B
| $47.8M | 0.03% |
71,440
+63,839
| +840% | +$42.7M |
|
478
Keysight
KEYS
$28.9B
| $47.6M | 0.03% |
230,552
-4,947
| -2% | -$1.02M |
|
479
Williams-Sonoma
WSM
$24.7B
| $47.5M | 0.03% |
562,060
-10,656
| -2% | -$901K |
|
480
United Rentals
URI
$62.7B
| $47.4M | 0.03% |
142,709
-2,932
| -2% | -$974K |
|
481
Phillips 66
PSX
$53.2B
| $47.4M | 0.03% |
654,017
-46,588
| -7% | -$3.38M |
|
482
HF Sinclair
DINO
$9.56B
| $47.1M | 0.03% |
1,435,800
-96,826
| -6% | -$3.18M |
|
483
Comfort Systems
FIX
$24.9B
| $47M | 0.03% |
486,899
-23,716
| -5% | -$2.29M |
|
484
Revolve Group
RVLV
$1.7B
| $47M | 0.03% |
837,883
-282,457
| -25% | -$15.8M |
|
485
McKesson
MCK
$85.5B
| $46.9M | 0.03% |
188,538
-7,430
| -4% | -$1.85M |
|
486
Arthur J. Gallagher & Co
AJG
$76.7B
| $46.6M | 0.03% |
274,710
-18,470
| -6% | -$3.13M |
|
487
International Flavors & Fragrances
IFF
$16.9B
| $46.5M | 0.03% |
308,746
-2,456
| -0.8% | -$370K |
|
488
Global Payments
GPN
$21.3B
| $46.4M | 0.03% |
343,066
-11,938
| -3% | -$1.61M |
|
489
NiSource
NI
$19B
| $46.3M | 0.03% |
1,699,553
+248,203
| +17% | +$6.77M |
|
490
Aecom
ACM
$16.8B
| $46.3M | 0.03% |
598,891
+101,480
| +20% | +$7.85M |
|
491
Addus HomeCare
ADUS
$2.08B
| $46.3M | 0.03% |
494,992
+7,507
| +2% | +$702K |
|
492
Old Dominion Freight Line
ODFL
$31.7B
| $46.2M | 0.03% |
258,006
-6,408
| -2% | -$1.15M |
|
493
Jones Lang LaSalle
JLL
$14.8B
| $46.2M | 0.03% |
171,524
-3,750
| -2% | -$1.01M |
|
494
Central Garden & Pet Class A
CENTA
$2.15B
| $45.9M | 0.03% |
1,198,714
+114,304
| +11% | +$4.38M |
|
|
DOOR
495
DELISTED
MASONITE INTERNATIONAL CORP
DOOR
| $45.8M | 0.03% |
388,553
-44,820
| -10% | -$5.29M |
|
496
Monster Beverage
MNST
$61B
| $45.4M | 0.03% |
945,306
-20,784
| -2% | -$998K |
|
497
Labcorp
LH
$23.2B
| $45.3M | 0.03% |
167,887
-5,888
| -3% | -$1.59M |
|
498
Watts Water Technologies
WTS
$9.35B
| $45.2M | 0.03% |
232,738
-31,238
| -12% | -$6.07M |
|
499
Nucor
NUE
$33.8B
| $45.2M | 0.03% |
395,706
-63,412
| -14% | -$7.24M |
|
500
Otis Worldwide
OTIS
$34.1B
| $45.1M | 0.03% |
517,620
-18,885
| -4% | -$1.64M |
|