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 | |
|---|---|---|---|---|---|---|
476
Centene
CNC
$14.1B
| $40.9M | 0.03% |
594,305
-10,996
| -2% | -$757K |
|
477
SiTime
SITM
$5.99B
| $40.9M | 0.03% |
358,017
+16,092
| +5% | +$1.84M |
|
478
GoDaddy
GDDY
$20.1B
| $40.7M | 0.03% |
546,359
+530,669
| +3,382% | +$39.5M |
|
479
Ametek
AME
$43.4B
| $40.7M | 0.03% |
275,284
+311
| +0.1% | +$46K |
|
480
Capital One
COF
$145B
| $40.7M | 0.03% |
418,998
-1,916
| -0.5% | -$186K |
|
481
United Therapeutics
UTHR
$17.2B
| $40.4M | 0.03% |
178,950
-2,722
| -1% | -$615K |
|
482
Consolidated Edison
ED
$35.3B
| $40.4M | 0.03% |
471,980
-8,888
| -2% | -$760K |
|
483
MACOM Technology Solutions
MTSI
$9.82B
| $40.4M | 0.03% |
494,621
+288,408
| +140% | +$23.5M |
|
484
Array Technologies
ARRY
$1.39B
| $40.3M | 0.03% |
1,816,837
+119,325
| +7% | +$2.65M |
|
485
PG&E
PCG
$33.5B
| $40.3M | 0.03% |
2,497,273
+556,265
| +29% | +$8.97M |
|
486
Huron Consulting
HURN
$2.51B
| $40.1M | 0.03% |
385,383
-12,556
| -3% | -$1.31M |
|
487
Prudential Financial
PRU
$38.3B
| $39.9M | 0.03% |
420,246
-2,283
| -0.5% | -$217K |
|
488
Dow Inc
DOW
$16.9B
| $39.8M | 0.03% |
772,137
-8,004
| -1% | -$413K |
|
489
Estee Lauder
EL
$31.5B
| $39.7M | 0.03% |
274,974
-2,528
| -0.9% | -$365K |
|
490
Principal Active High Yield ETF
YLD
$368M
| $39.6M | 0.03% |
2,195,958
+421
| +0% | +$7.6K |
|
491
DuPont de Nemours
DD
$32.3B
| $39.6M | 0.03% |
531,106
-46
| -0% | -$3.43K |
|
492
Four Corners Property Trust
FCPT
$2.72B
| $39.6M | 0.03% |
1,784,443
-23,068
| -1% | -$512K |
|
493
Applied Industrial Technologies
AIT
$10.1B
| $39.4M | 0.03% |
254,996
-6,015
| -2% | -$930K |
|
494
Bank of New York Mellon
BK
$74.4B
| $39.4M | 0.03% |
923,166
+86,179
| +10% | +$3.68M |
|
495
Kroger
KR
$44.9B
| $39.4M | 0.03% |
879,822
+15,958
| +2% | +$714K |
|
496
Encore Capital Group
ECPG
$964M
| $39.3M | 0.03% |
823,834
-16,207
| -2% | -$774K |
|
497
Crown Holdings
CCK
$10.7B
| $39.3M | 0.03% |
443,912
-6,008
| -1% | -$532K |
|
498
Liberty Media Series A
FWONA
$22.5B
| $39.1M | 0.03% |
692,335
-30,874
| -4% | -$1.75M |
|
499
WD-40
WDFC
$2.93B
| $38.7M | 0.03% |
190,232
-7,246
| -4% | -$1.47M |
|
500
Flywire
FLYW
$1.6B
| $38.6M | 0.03% |
1,211,311
-33,085
| -3% | -$1.06M |
|