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 |
American Tower
AMT
|
$462M |
| 2 |
SBA Communications
SBAC
|
$330M |
| 3 |
CCC Intelligent Solutions
CCCS
|
$219M |
| 4 |
Equinix
EQIX
|
$176M |
| 5 |
Teck Resources
TECK
|
$140M |
Top Sells
| 1 |
First Industrial Realty Trust
FR
|
$216M |
| 2 |
Digital Realty Trust
DLR
|
$213M |
| 3 |
TransDigm Group
TDG
|
$207M |
| 4 |
Public Storage
PSA
|
$174M |
| 5 |
Realty Income
O
|
$149M |
Sector Composition
| 1 | Technology | 18.87% |
| 2 | Financials | 15.58% |
| 3 | Real Estate | 14.17% |
| 4 | Consumer Discretionary | 11.56% |
| 5 | Industrials | 11.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
e.l.f. Beauty
ELF
$7.6B
| $51.6M | 0.03% |
263,071
-74,663
| -22% | -$14.6M |
|
477
Teekay Tankers
TNK
$1.8B
| $51.5M | 0.03% |
881,364
+52,476
| +6% | +$3.07M |
|
478
Kimberly-Clark
KMB
$43.1B
| $51.4M | 0.03% |
397,666
-2,766
| -0.7% | -$358K |
|
479
Permian Resources
PR
$9.75B
| $51.1M | 0.03% |
2,896,214
+1,170,752
| +68% | +$20.7M |
|
480
Dick's Sporting Goods
DKS
$17.7B
| $51.1M | 0.03% |
227,055
-6,985
| -3% | -$1.57M |
|
481
Toll Brothers
TOL
$14.2B
| $50.8M | 0.03% |
392,786
-1,813
| -0.5% | -$235K |
|
482
Western Digital
WDC
$31.9B
| $50.8M | 0.03% |
984,422
-69,723
| -7% | -$3.6M |
|
483
MetLife
MET
$52.9B
| $50.5M | 0.03% |
681,932
-4,049
| -0.6% | -$300K |
|
484
Builders FirstSource
BLDR
$16.5B
| $50.3M | 0.03% |
241,187
+34,189
| +17% | +$7.13M |
|
485
Aecom
ACM
$16.8B
| $50.2M | 0.03% |
512,326
+3,495
| +0.7% | +$343K |
|
486
Ametek
AME
$43.3B
| $50.1M | 0.03% |
274,134
+3,669
| +1% | +$671K |
|
487
General Mills
GIS
$27B
| $49.6M | 0.03% |
708,915
-11,245
| -2% | -$787K |
|
488
Kroger
KR
$44.8B
| $49.6M | 0.03% |
867,606
+26,812
| +3% | +$1.53M |
|
|
HES
489
DELISTED
Hess
HES
| $49.3M | 0.03% |
322,988
+2,090
| +0.7% | +$319K |
|
|
MDC
490
DELISTED
M.D.C. Holdings, Inc.
MDC
| $49.3M | 0.03% |
783,358
-710,386
| -48% | -$44.7M |
|
491
Keurig Dr Pepper
KDP
$38.9B
| $49M | 0.03% |
1,597,634
-961,095
| -38% | -$29.5M |
|
492
CONMED
CNMD
$1.7B
| $48.9M | 0.03% |
611,224
+10,890
| +2% | +$872K |
|
493
Quest Diagnostics
DGX
$20.5B
| $48.9M | 0.03% |
367,697
+112,784
| +44% | +$15M |
|
494
Prudential Financial
PRU
$37.2B
| $48.9M | 0.03% |
416,670
+6,355
| +2% | +$746K |
|
495
Magnolia Oil & Gas
MGY
$4.38B
| $48.8M | 0.03% |
1,881,039
+1,816,158
| +2,799% | +$47.1M |
|
496
Yum! Brands
YUM
$40.1B
| $48.7M | 0.03% |
351,351
-4,122
| -1% | -$572K |
|
497
Cognizant
CTSH
$35.1B
| $48.3M | 0.03% |
658,693
+4,380
| +0.7% | +$321K |
|
498
Newmont
NEM
$83.7B
| $48.1M | 0.03% |
1,341,393
+60,663
| +5% | +$2.17M |
|
499
Reinsurance Group of America
RGA
$12.8B
| $47.9M | 0.03% |
248,447
+6,320
| +3% | +$1.22M |
|
500
Pultegroup
PHM
$27.7B
| $47.6M | 0.03% |
394,760
-942
| -0.2% | -$114K |
|