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 |
COR
Coresite Realty Corporation
COR
|
$276M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
$202M |
| 3 |
Credit Acceptance
CACC
|
$193M |
| 4 |
CONE
CyrusOne Inc Common Stock
CONE
|
$187M |
| 5 |
Apple
AAPL
|
$135M |
Sector Composition
| 1 | Technology | 19.24% |
| 2 | Real Estate | 17.07% |
| 3 | Financials | 13.46% |
| 4 | Consumer Discretionary | 11.82% |
| 5 | Healthcare | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
501
Carlisle Companies
CSL
$16.9B
| $44.9M | 0.03% |
180,811
-1,323
| -0.7% | -$328K |
|
502
WD-40
WDFC
$2.95B
| $44.9M | 0.03% |
183,370
+87,012
| +90% | +$21.3M |
|
503
Electronic Arts
EA
$42.2B
| $44.8M | 0.03% |
339,368
-12,422
| -4% | -$1.64M |
|
504
CNO Financial Group
CNO
$3.85B
| $44.5M | 0.03% |
1,866,100
-279,001
| -13% | -$6.65M |
|
505
Aflac
AFL
$57.2B
| $44.5M | 0.03% |
761,334
-29,192
| -4% | -$1.7M |
|
506
Arrow Electronics
ARW
$6.57B
| $44.4M | 0.03% |
330,433
-59,884
| -15% | -$8.04M |
|
507
Equifax
EFX
$30.8B
| $44.1M | 0.03% |
150,675
-6,856
| -4% | -$2.01M |
|
508
Four Corners Property Trust
FCPT
$2.73B
| $44.1M | 0.03% |
1,516,686
+4,156
| +0.3% | +$121K |
|
|
DSEY
509
DELISTED
Diversey Holdings, Ltd. Ordinary Shares
DSEY
| $44M | 0.03% |
3,302,447
+23,950
| +0.7% | +$319K |
|
510
Synaptics
SYNA
$2.7B
| $43.9M | 0.03% |
151,773
-84,031
| -36% | -$24.3M |
|
511
Medifast
MED
$149M
| $43.9M | 0.03% |
209,502
-4,107
| -2% | -$860K |
|
512
UFP Industries
UFPI
$6.08B
| $43.8M | 0.03% |
475,569
-23,071
| -5% | -$2.12M |
|
513
Enpro
NPO
$4.58B
| $43.5M | 0.03% |
405,556
-8,811
| -2% | -$946K |
|
514
Allstate
ALL
$53.1B
| $43.4M | 0.03% |
369,288
-19,152
| -5% | -$2.25M |
|
515
Universal Health Services
UHS
$12.1B
| $43.3M | 0.03% |
333,668
-26,156
| -7% | -$3.39M |
|
516
Independence Realty Trust
IRT
$4.22B
| $43.2M | 0.03% |
1,674,341
-390,552
| -19% | -$10.1M |
|
517
Brookfield Renewable
BEPC
$5.96B
| $42.8M | 0.03% |
1,151,930
-617,486
| -35% | -$22.9M |
|
518
Constellium
CSTM
$2.04B
| $42.7M | 0.03% |
+2,385,962
| New | +$42.7M |
|
|
LSI
519
DELISTED
Life Storage, Inc.
LSI
| $42.7M | 0.03% |
278,730
+8,058
| +3% | +$1.23M |
|
520
Innovative Industrial Properties
IIPR
$1.61B
| $42.7M | 0.03% |
162,364
-4,343
| -3% | -$1.14M |
|
521
Meritage Homes
MTH
$5.89B
| $42.6M | 0.03% |
697,962
+18,324
| +3% | +$1.12M |
|
522
State Street
STT
$32B
| $42.5M | 0.03% |
457,505
+17,244
| +4% | +$1.6M |
|
523
Robert Half
RHI
$3.77B
| $42.4M | 0.03% |
380,529
+22,413
| +6% | +$2.5M |
|
524
Matador Resources
MTDR
$6.01B
| $42.4M | 0.03% |
1,148,421
-57,965
| -5% | -$2.14M |
|
|
TWTR
525
DELISTED
Twitter, Inc.
TWTR
| $42.1M | 0.03% |
974,103
-25,688
| -3% | -$1.11M |
|