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 |
Microsoft
MSFT
|
+$344M |
| 2 |
Moody's
MCO
|
+$284M |
| 3 |
VICI Properties
VICI
|
+$249M |
| 4 |
Progressive
PGR
|
+$246M |
| 5 |
Amazon
AMZN
|
+$167M |
Top Sells
| 1 |
Salesforce
CRM
|
+$235M |
| 2 |
MGP
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
|
+$202M |
| 3 |
Healthcare Realty
HR
|
+$179M |
| 4 |
Etsy
ETSY
|
+$168M |
| 5 |
Charter Communications
CHTR
|
+$141M |
Sector Composition
| 1 | Real Estate | 17.6% |
| 2 | Technology | 16.42% |
| 3 | Financials | 14.71% |
| 4 | Consumer Discretionary | 10.49% |
| 5 | Industrials | 9.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
501
Comfort Systems
FIX
$25.3B
| $38.3M | 0.03% |
460,946
-25,634
| -5% | -$2.13M |
|
502
Warner Bros
WBD
$30.4B
| $38.3M | 0.03% |
+2,853,305
| New | +$38.3M |
|
503
Privia Health
PRVA
$2.9B
| $38.3M | 0.03% |
1,314,913
+263,289
| +25% | +$7.67M |
|
504
M&T Bank
MTB
$31.1B
| $38.3M | 0.03% |
240,222
+81,276
| +51% | +$13M |
|
505
Neurocrine Biosciences
NBIX
$14.3B
| $38.3M | 0.03% |
392,507
+67,568
| +21% | +$6.59M |
|
506
CNO Financial Group
CNO
$3.82B
| $38.2M | 0.03% |
2,110,953
+47,699
| +2% | +$863K |
|
507
Carrier Global
CARR
$54B
| $38.1M | 0.03% |
1,068,162
+11,141
| +1% | +$397K |
|
508
ICF International
ICFI
$1.76B
| $38M | 0.03% |
399,469
+82,349
| +26% | +$7.82M |
|
509
Huntington Ingalls Industries
HII
$10.6B
| $37.8M | 0.03% |
173,731
+1,791
| +1% | +$390K |
|
510
ESAB
ESAB
$7.06B
| $37.8M | 0.03% |
+862,950
| New | +$37.8M |
|
511
Biogen
BIIB
$20.7B
| $37.6M | 0.03% |
184,295
+13,659
| +8% | +$2.79M |
|
512
Nucor
NUE
$32.4B
| $37.1M | 0.03% |
355,568
-31,902
| -8% | -$3.33M |
|
|
LSI
513
DELISTED
Life Storage, Inc.
LSI
| $37.1M | 0.03% |
332,186
+53,319
| +19% | +$5.95M |
|
514
First Merchants
FRME
$2.36B
| $37M | 0.03% |
1,037,652
+212,253
| +26% | +$7.56M |
|
|
GRP.U
515
Granite Real Estate Investment Trust
GRP.U
$3.43B
| $36.9M | 0.03% |
602,446
-10,895
| -2% | -$667K |
|
516
Arista Networks
ANET
$178B
| $36.8M | 0.03% |
1,571,600
-335,544
| -18% | -$7.86M |
|
|
TWTR
517
DELISTED
Twitter, Inc.
TWTR
| $36.7M | 0.03% |
982,012
-1,331
| -0.1% | -$49.8K |
|
518
American Financial Group
AFG
$11.5B
| $36.5M | 0.03% |
263,182
-36,613
| -12% | -$5.08M |
|
519
Cleveland-Cliffs
CLF
$5.35B
| $36.5M | 0.03% |
2,376,362
-21,441
| -0.9% | -$330K |
|
520
Advanced Energy
AEIS
$5.84B
| $36.5M | 0.03% |
500,013
-28,933
| -5% | -$2.11M |
|
521
Envista
NVST
$3.51B
| $36.4M | 0.03% |
945,193
-373,754
| -28% | -$14.4M |
|
522
Natera
NTRA
$24.2B
| $36.4M | 0.03% |
1,027,480
+269,608
| +36% | +$9.56M |
|
523
Acadia Healthcare
ACHC
$2.15B
| $36.3M | 0.03% |
536,567
+230,874
| +76% | +$15.6M |
|
524
DigitalOcean
DOCN
$3.12B
| $36.2M | 0.03% |
875,686
+181,782
| +26% | +$7.52M |
|
525
Baker Hughes
BKR
$45B
| $36.2M | 0.03% |
1,252,335
+153,006
| +14% | +$4.42M |
|