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 |
Ventas
VTR
|
$594M |
| 2 |
Etsy
ETSY
|
$382M |
| 3 |
Medical Properties Trust
MPW
|
$325M |
| 4 |
Moderna
MRNA
|
$155M |
| 5 |
HR
Healthcare Realty Trust Incorporated
HR
|
$136M |
Top Sells
| 1 |
Welltower
WELL
|
$695M |
| 2 |
Restaurant Brands International
QSR
|
$257M |
| 3 |
Fidelity National Financial
FNF
|
$178M |
| 4 |
Credit Acceptance
CACC
|
$174M |
| 5 |
Prologis
PLD
|
$157M |
Sector Composition
| 1 | Technology | 19.14% |
| 2 | Real Estate | 16.4% |
| 3 | Financials | 14.65% |
| 4 | Consumer Discretionary | 12.11% |
| 5 | Healthcare | 9.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
501
Power Integrations
POWI
$2.52B
| $42M | 0.03% |
423,882
-5,339
| -1% | -$529K |
|
|
AZPN
502
DELISTED
ASPEN TECHNOLOGY INC
AZPN
| $41.8M | 0.03% |
340,251
-711
| -0.2% | -$87.3K |
|
503
International Flavors & Fragrances
IFF
$16.9B
| $41.6M | 0.03% |
311,202
+2,664
| +0.9% | +$356K |
|
504
NeoGenomics
NEO
$1.03B
| $41.5M | 0.03% |
860,871
+27,306
| +3% | +$1.32M |
|
505
Exponent
EXPO
$3.61B
| $41.4M | 0.03% |
366,007
-2,844
| -0.8% | -$322K |
|
506
Rush Enterprises Class A
RUSHA
$4.53B
| $41.4M | 0.03% |
1,374,338
+1,078,691
| +365% | +$32.5M |
|
507
Aflac
AFL
$57.2B
| $41.2M | 0.03% |
790,526
-109,289
| -12% | -$5.7M |
|
508
Medifast
MED
$149M
| $41.2M | 0.03% |
213,609
+179
| +0.1% | +$34.5K |
|
509
Steel Dynamics
STLD
$19.8B
| $40.8M | 0.03% |
698,061
-36,187
| -5% | -$2.12M |
|
510
Cummins
CMI
$55.1B
| $40.7M | 0.03% |
181,345
-3,460
| -2% | -$777K |
|
511
SPS Commerce
SPSC
$4.19B
| $40.6M | 0.03% |
251,912
-2,041
| -0.8% | -$329K |
|
512
Provident Financial Services
PFS
$2.61B
| $40.6M | 0.03% |
1,731,006
+44,946
| +3% | +$1.05M |
|
513
Four Corners Property Trust
FCPT
$2.73B
| $40.6M | 0.03% |
1,512,530
-233,476
| -13% | -$6.27M |
|
514
Leidos
LDOS
$23B
| $40.6M | 0.03% |
422,223
-33,149
| -7% | -$3.19M |
|
515
Occidental Petroleum
OXY
$45.2B
| $40.6M | 0.03% |
1,371,053
+65,744
| +5% | +$1.94M |
|
516
Range Resources
RRC
$8.27B
| $40.5M | 0.03% |
1,791,430
-31,900
| -2% | -$722K |
|
517
Element Solutions
ESI
$6.33B
| $40.4M | 0.03% |
1,862,205
-159,534
| -8% | -$3.46M |
|
518
Portland General Electric
POR
$4.69B
| $40M | 0.03% |
851,849
-210,434
| -20% | -$9.89M |
|
519
Bloomin' Brands
BLMN
$605M
| $40M | 0.03% |
1,600,303
+304,437
| +23% | +$7.61M |
|
520
Axon Enterprise
AXON
$57.2B
| $40M | 0.03% |
228,523
+1,795
| +0.8% | +$314K |
|
521
Equifax
EFX
$30.8B
| $39.9M | 0.03% |
157,531
-3,148
| -2% | -$798K |
|
522
Brinker International
EAT
$7.04B
| $39.8M | 0.03% |
811,231
+61,112
| +8% | +$3M |
|
523
Stanley Black & Decker
SWK
$12.1B
| $39.6M | 0.03% |
226,029
+25,329
| +13% | +$4.44M |
|
524
Xylem
XYL
$34.2B
| $39.6M | 0.03% |
320,099
-8,335
| -3% | -$1.03M |
|
525
RH
RH
$4.7B
| $39.6M | 0.03% |
59,320
+292
| +0.5% | +$195K |
|