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 | |
|---|---|---|---|---|---|---|
476
United Rentals
URI
$60.8B
| $45.4M | 0.03% |
79,117
-2,118
| -3% | -$1.21M |
|
477
MetLife
MET
$53.6B
| $45.4M | 0.03% |
685,981
-12,922
| -2% | -$855K |
|
478
RadNet
RDNT
$5.46B
| $44.9M | 0.03% |
1,290,582
+133,221
| +12% | +$4.63M |
|
479
ON Semiconductor
ON
$19.5B
| $44.8M | 0.03% |
536,789
-104,924
| -16% | -$8.76M |
|
480
Jones Lang LaSalle
JLL
$14.2B
| $44.8M | 0.03% |
236,964
+61,092
| +35% | +$11.5M |
|
481
Moelis & Co
MC
$5.21B
| $44.7M | 0.03% |
796,756
+3,553
| +0.4% | +$199K |
|
482
Ametek
AME
$42.6B
| $44.6M | 0.03% |
270,465
-4,819
| -2% | -$795K |
|
483
Cross Country Healthcare
CCRN
$420M
| $44.5M | 0.03% |
1,966,986
+735
| +0% | +$16.6K |
|
484
WD-40
WDFC
$2.9B
| $44.4M | 0.03% |
185,621
-4,611
| -2% | -$1.1M |
|
485
Applied Industrial Technologies
AIT
$9.87B
| $44.3M | 0.03% |
256,349
+1,353
| +0.5% | +$234K |
|
486
W.R. Berkley
WRB
$27.4B
| $44.1M | 0.03% |
622,881
+379,229
| +156% | +$26.8M |
|
487
Five Below
FIVE
$8.33B
| $44M | 0.03% |
206,567
-1,165
| -0.6% | -$248K |
|
488
L3Harris
LHX
$51.1B
| $44M | 0.03% |
209,012
+29
| +0% | +$6.11K |
|
489
SiTime
SITM
$5.84B
| $43.9M | 0.03% |
359,929
+1,912
| +0.5% | +$233K |
|
490
TopBuild
BLD
$11.8B
| $43.7M | 0.03% |
116,770
-485
| -0.4% | -$182K |
|
491
Four Corners Property Trust
FCPT
$2.69B
| $43.6M | 0.03% |
1,724,810
-59,633
| -3% | -$1.51M |
|
492
Cytokinetics
CYTK
$5.98B
| $43.5M | 0.03% |
521,172
-4,111
| -0.8% | -$343K |
|
493
Ovintiv
OVV
$10.6B
| $43.4M | 0.03% |
988,591
-1,513
| -0.2% | -$66.5K |
|
494
Dominion Energy
D
$50.3B
| $43.2M | 0.03% |
919,819
-27,544
| -3% | -$1.29M |
|
495
Occidental Petroleum
OXY
$45.6B
| $43.1M | 0.03% |
721,999
-8,943
| -1% | -$534K |
|
496
Primerica
PRI
$8.72B
| $42.8M | 0.03% |
207,970
-4,488
| -2% | -$923K |
|
497
Host Hotels & Resorts
HST
$11.8B
| $42.7M | 0.03% |
2,195,554
+228,337
| +12% | +$4.45M |
|
498
Sysco
SYY
$38.8B
| $42.6M | 0.03% |
582,242
+1,617
| +0.3% | +$118K |
|
499
Biogen
BIIB
$20.8B
| $42.6M | 0.03% |
164,533
-3,142
| -2% | -$813K |
|
500
Prudential Financial
PRU
$37.8B
| $42.6M | 0.03% |
410,315
-9,931
| -2% | -$1.03M |
|