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 |
Equinix
EQIX
|
$313M |
| 2 |
Welltower
WELL
|
$213M |
| 3 |
Brookfield
BN
|
$162M |
| 4 |
MSCI
MSCI
|
$146M |
| 5 |
Extra Space Storage
EXR
|
$143M |
Top Sells
| 1 |
BKI
Black Knight, Inc. Common Stock
BKI
|
$373M |
| 2 |
Moody's
MCO
|
$178M |
| 3 |
Dollar General
DG
|
$169M |
| 4 |
CubeSmart
CUBE
|
$166M |
| 5 |
Equity Lifestyle Properties
ELS
|
$156M |
Sector Composition
| 1 | Technology | 17.98% |
| 2 | Financials | 15.34% |
| 3 | Real Estate | 15.22% |
| 4 | Consumer Discretionary | 11.31% |
| 5 | Industrials | 11.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
501
Kenvue
KVUE
$35.7B
| $38.5M | 0.03% |
+1,918,965
| New | +$38.5M |
|
502
Otis Worldwide
OTIS
$34.1B
| $38.4M | 0.03% |
477,915
-15,733
| -3% | -$1.26M |
|
503
Sysco
SYY
$39.4B
| $38.4M | 0.03% |
580,625
-14,427
| -2% | -$953K |
|
504
e.l.f. Beauty
ELF
$7.6B
| $38.3M | 0.03% |
348,936
+22,972
| +7% | +$2.52M |
|
505
Crane Co
CR
$10.6B
| $38.2M | 0.03% |
429,437
+10,962
| +3% | +$974K |
|
506
Devon Energy
DVN
$22.1B
| $38M | 0.03% |
795,678
+3,011
| +0.4% | +$144K |
|
507
Zurn Elkay Water Solutions
ZWS
$7.71B
| $37.7M | 0.03% |
1,344,280
-6,124
| -0.5% | -$172K |
|
508
Casey's General Stores
CASY
$18.8B
| $37.5M | 0.03% |
138,207
-1,949
| -1% | -$529K |
|
509
Moderna
MRNA
$9.78B
| $37.5M | 0.03% |
362,906
+742
| +0.2% | +$76.6K |
|
510
RenaissanceRe
RNR
$11.3B
| $37.5M | 0.03% |
189,349
+226
| +0.1% | +$44.7K |
|
511
Electronic Arts
EA
$42.2B
| $37.2M | 0.03% |
309,009
-20,650
| -6% | -$2.49M |
|
512
Cable One
CABO
$922M
| $36.9M | 0.03% |
59,880
-23,792
| -28% | -$14.6M |
|
513
Yeti Holdings
YETI
$2.95B
| $36.8M | 0.03% |
762,993
+53,350
| +8% | +$2.57M |
|
514
Public Service Enterprise Group
PEG
$40.5B
| $36.7M | 0.03% |
644,682
+29,671
| +5% | +$1.69M |
|
515
Popular Inc
BPOP
$8.47B
| $36.4M | 0.03% |
578,274
+4,364
| +0.8% | +$275K |
|
516
L3Harris
LHX
$51B
| $36.4M | 0.03% |
208,983
+80
| +0% | +$13.9K |
|
517
World Kinect Corp
WKC
$1.48B
| $36.2M | 0.03% |
1,615,168
-37,862
| -2% | -$849K |
|
518
United Rentals
URI
$62.7B
| $36.1M | 0.03% |
81,235
-701
| -0.9% | -$312K |
|
519
Essential Utilities
WTRG
$11B
| $36.1M | 0.03% |
1,051,916
-3,862
| -0.4% | -$133K |
|
520
Kinder Morgan
KMI
$59.1B
| $36M | 0.03% |
2,169,033
-4,135
| -0.2% | -$68.6K |
|
521
Moelis & Co
MC
$5.24B
| $35.8M | 0.03% |
793,203
-16,515
| -2% | -$745K |
|
522
Reinsurance Group of America
RGA
$12.8B
| $35.5M | 0.03% |
244,401
-5,587
| -2% | -$811K |
|
523
Newmont
NEM
$83.7B
| $35.3M | 0.03% |
955,410
-4,477
| -0.5% | -$165K |
|
524
Collegium Pharmaceutical
COLL
$1.21B
| $35.3M | 0.03% |
1,579,240
-4,053
| -0.3% | -$90.6K |
|
525
Papa John's
PZZA
$1.58B
| $35.2M | 0.03% |
516,345
+61,450
| +14% | +$4.19M |
|