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 | |
|---|---|---|---|---|---|---|
501
Dominion Energy
D
$50.3B
| $44.6M | 0.03% |
910,017
-15,553
| -2% | -$762K |
|
502
PG&E
PCG
$33.7B
| $44.6M | 0.03% |
2,552,607
-46,084
| -2% | -$805K |
|
503
Kinder Morgan
KMI
$59.4B
| $44.1M | 0.03% |
2,219,720
+97,827
| +5% | +$1.94M |
|
504
Principal Active High Yield ETF
YLD
$368M
| $44.1M | 0.03% |
2,315,177
+36,124
| +2% | +$688K |
|
505
International Flavors & Fragrances
IFF
$16.8B
| $43.9M | 0.03% |
461,121
+117,552
| +34% | +$11.2M |
|
506
IQVIA
IQV
$31.4B
| $43.8M | 0.03% |
207,271
-11,568
| -5% | -$2.45M |
|
507
Acadia Healthcare
ACHC
$2.15B
| $43.5M | 0.03% |
643,521
+104,359
| +19% | +$7.05M |
|
508
Tenet Healthcare
THC
$16.5B
| $43.3M | 0.03% |
325,237
-57,177
| -15% | -$7.61M |
|
509
Moderna
MRNA
$9.36B
| $43.3M | 0.03% |
364,233
+328
| +0.1% | +$39K |
|
510
Xylem
XYL
$34B
| $43.2M | 0.03% |
318,316
+32,110
| +11% | +$4.36M |
|
511
Cognizant
CTSH
$35.1B
| $43.1M | 0.03% |
633,547
-25,146
| -4% | -$1.71M |
|
512
Public Service Enterprise Group
PEG
$40.6B
| $43.1M | 0.03% |
584,230
-13,174
| -2% | -$971K |
|
513
Pultegroup
PHM
$26.3B
| $42.9M | 0.03% |
389,788
-4,972
| -1% | -$547K |
|
514
Ingersoll Rand
IR
$30.8B
| $42.2M | 0.03% |
464,274
-11,597
| -2% | -$1.05M |
|
515
Kroger
KR
$45.1B
| $42.1M | 0.03% |
843,695
-23,911
| -3% | -$1.19M |
|
516
Saia
SAIA
$7.75B
| $42.1M | 0.03% |
88,731
-11,318
| -11% | -$5.37M |
|
517
LKQ Corp
LKQ
$8.23B
| $42.1M | 0.03% |
1,011,132
+705,040
| +230% | +$29.3M |
|
518
Encompass Health
EHC
$12.5B
| $42M | 0.03% |
489,909
-44,361
| -8% | -$3.81M |
|
519
Dow Inc
DOW
$17B
| $41.9M | 0.02% |
790,593
+18,932
| +2% | +$1M |
|
520
Sysco
SYY
$38.8B
| $41.8M | 0.02% |
585,622
+13,215
| +2% | +$943K |
|
521
Kenvue
KVUE
$39.2B
| $41.6M | 0.02% |
2,290,909
+392,514
| +21% | +$7.14M |
|
522
Fortinet
FTNT
$58.7B
| $41.6M | 0.02% |
690,213
-103,702
| -13% | -$6.25M |
|
523
First Solar
FSLR
$21.6B
| $41.5M | 0.02% |
184,201
+35,658
| +24% | +$8.04M |
|
524
Wingstop
WING
$9.01B
| $41.5M | 0.02% |
98,154
-13,115
| -12% | -$5.54M |
|
525
Ovintiv
OVV
$10.6B
| $41.4M | 0.02% |
882,639
-123,158
| -12% | -$5.77M |
|