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 |
Equity Residential
EQR
|
$411M |
| 2 |
Cadence Design Systems
CDNS
|
$345M |
| 3 |
MSCI
MSCI
|
$300M |
| 4 |
Equinix
EQIX
|
$181M |
| 5 |
Gartner
IT
|
$154M |
Top Sells
| 1 |
Union Pacific
UNP
|
$403M |
| 2 |
TransDigm Group
TDG
|
$264M |
| 3 |
AIRC
Apartment Income REIT Corp.
AIRC
|
$238M |
| 4 |
Essex Property Trust
ESS
|
$205M |
| 5 |
NVIDIA
NVDA
|
$184M |
Sector Composition
| 1 | Technology | 20.77% |
| 2 | Financials | 15.31% |
| 3 | Real Estate | 13.85% |
| 4 | Consumer Discretionary | 11.12% |
| 5 | Industrials | 10.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
Hanover Insurance
THG
$6.35B
| $48M | 0.03% |
382,760
-153,209
| -29% | -$19.2M |
|
477
Patterson-UTI
PTEN
$2.13B
| $47.7M | 0.03% |
4,608,012
-321,759
| -7% | -$3.33M |
|
478
Permian Resources
PR
$9.73B
| $47.6M | 0.03% |
2,946,001
+49,787
| +2% | +$804K |
|
479
Prudential Financial
PRU
$37.8B
| $47.3M | 0.03% |
404,038
-12,632
| -3% | -$1.48M |
|
480
Texas Pacific Land
TPL
$20.9B
| $47.2M | 0.03% |
64,319
+60,400
| +1,541% | +$44.3M |
|
481
Fabrinet
FN
$12.1B
| $46.9M | 0.03% |
191,796
-7,794
| -4% | -$1.91M |
|
482
Jack Henry & Associates
JKHY
$11.8B
| $46.8M | 0.03% |
282,010
+184,210
| +188% | +$30.6M |
|
483
Advanced Energy
AEIS
$5.48B
| $46.8M | 0.03% |
430,282
-6,064
| -1% | -$660K |
|
484
RB Global
RBA
$21.3B
| $46.7M | 0.03% |
611,738
+594,199
| +3,388% | +$45.4M |
|
|
HES
485
DELISTED
Hess
HES
| $46.6M | 0.03% |
316,183
-6,805
| -2% | -$1M |
|
486
Albany International
AIN
$1.79B
| $46.4M | 0.03% |
549,994
-15,102
| -3% | -$1.28M |
|
487
Magnolia Oil & Gas
MGY
$4.46B
| $46.4M | 0.03% |
1,831,167
-49,872
| -3% | -$1.26M |
|
488
lululemon athletica
LULU
$23.8B
| $46.4M | 0.03% |
155,178
+2,725
| +2% | +$814K |
|
489
Graco
GGG
$14B
| $45.8M | 0.03% |
578,038
-72,987
| -11% | -$5.79M |
|
490
Bloomin' Brands
BLMN
$595M
| $45.8M | 0.03% |
2,381,235
+6,107
| +0.3% | +$117K |
|
491
MetLife
MET
$53.6B
| $45.7M | 0.03% |
651,777
-30,155
| -4% | -$2.12M |
|
492
Occidental Petroleum
OXY
$45.6B
| $45.6M | 0.03% |
722,720
-8,108
| -1% | -$511K |
|
493
Atkore
ATKR
$1.9B
| $45.4M | 0.03% |
336,835
+64,050
| +23% | +$8.64M |
|
494
Idacorp
IDA
$6.74B
| $45.3M | 0.03% |
486,220
-21,043
| -4% | -$1.96M |
|
495
Yum! Brands
YUM
$40.1B
| $45.3M | 0.03% |
341,874
-9,477
| -3% | -$1.26M |
|
496
Abercrombie & Fitch
ANF
$4.35B
| $45.1M | 0.03% |
253,844
-8,168
| -3% | -$1.45M |
|
497
Reinsurance Group of America
RGA
$13B
| $45M | 0.03% |
219,266
-29,181
| -12% | -$5.99M |
|
498
Electronic Arts
EA
$42B
| $45M | 0.03% |
322,785
+18,336
| +6% | +$2.55M |
|
499
Otis Worldwide
OTIS
$33.6B
| $44.7M | 0.03% |
464,783
-3,882
| -0.8% | -$374K |
|
500
Dentsply Sirona
XRAY
$2.77B
| $44.6M | 0.03% |
1,790,555
+364,984
| +26% | +$9.09M |
|