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 |
ANSS
Ansys
ANSS
|
+$196M |
| 2 |
Hyatt Hotels
H
|
+$166M |
| 3 |
Prologis
PLD
|
+$160M |
| 4 |
RP
RealPage, Inc.
RP
|
+$160M |
| 5 |
WIX.com
WIX
|
+$147M |
Top Sells
| 1 |
Sherwin-Williams
SHW
|
+$367M |
| 2 |
Moody's
MCO
|
+$303M |
| 3 |
Ross Stores
ROST
|
+$252M |
| 4 |
Dentsply Sirona
XRAY
|
+$213M |
| 5 |
Autodesk
ADSK
|
+$167M |
Sector Composition
| 1 | Financials | 16.51% |
| 2 | Technology | 14.46% |
| 3 | Real Estate | 14.24% |
| 4 | Consumer Discretionary | 11.99% |
| 5 | Industrials | 9.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
526
Ingevity
NGVT
$2.08B
| $36.6M | 0.03% |
359,634
+11,551
| +3% | +$1.18M |
|
527
PG&E
PCG
$33.5B
| $36.4M | 0.03% |
790,253
+4,652
| +0.6% | +$214K |
|
528
Kirby Corp
KEX
$4.85B
| $36.3M | 0.03% |
441,606
+7,330
| +2% | +$603K |
|
529
SEI Investments
SEIC
$10.7B
| $36.3M | 0.03% |
593,964
+10,440
| +2% | +$638K |
|
530
Chipotle Mexican Grill
CMG
$51.9B
| $36.2M | 0.03% |
3,987,550
-61,450
| -2% | -$559K |
|
531
CenterPoint Energy
CNP
$24.7B
| $35.9M | 0.03% |
1,298,535
+46,050
| +4% | +$1.27M |
|
532
Rockwell Automation
ROK
$38.2B
| $35.9M | 0.03% |
191,440
-2,430
| -1% | -$456K |
|
533
Service Corp International
SCI
$11B
| $35.9M | 0.03% |
811,963
-7,157
| -0.9% | -$316K |
|
534
Lennox International
LII
$19.6B
| $35.7M | 0.03% |
163,327
-1,798
| -1% | -$393K |
|
535
Omnicell
OMCL
$1.46B
| $35.7M | 0.03% |
495,912
+9,041
| +2% | +$650K |
|
|
WPX
536
DELISTED
WPX Energy, Inc.
WPX
| $35.6M | 0.03% |
1,768,537
+14,497
| +0.8% | +$292K |
|
537
Essential Utilities
WTRG
$10.6B
| $35.3M | 0.03% |
957,886
+9,351
| +1% | +$345K |
|
538
NetApp
NTAP
$24.7B
| $35.2M | 0.03% |
410,395
-5,438
| -1% | -$467K |
|
539
Northern Trust
NTRS
$24.2B
| $35.2M | 0.03% |
344,878
+23,921
| +7% | +$2.44M |
|
540
Graco
GGG
$14.1B
| $35.2M | 0.03% |
759,496
+7,984
| +1% | +$370K |
|
|
BDN
541
Brandywine Realty Trust
BDN
$761M
| $34.9M | 0.03% |
2,220,622
+423,733
| +24% | +$6.66M |
|
542
Portland General Electric
POR
$4.63B
| $34.8M | 0.03% |
763,929
-92,597
| -11% | -$4.22M |
|
543
Aptiv
APTV
$17.8B
| $34.7M | 0.03% |
413,230
+10,561
| +3% | +$886K |
|
544
Essential Properties Realty Trust
EPRT
$5.88B
| $34.6M | 0.03% |
2,441,539
+50,288
| +2% | +$714K |
|
545
Entegris
ENTG
$12B
| $34.5M | 0.03% |
1,190,348
-366,786
| -24% | -$10.6M |
|
|
COL
546
DELISTED
Rockwell Collins
COL
| $34.4M | 0.03% |
244,785
-4,094
| -2% | -$575K |
|
547
Carvana
CVNA
$50.4B
| $34.3M | 0.03% |
580,008
-108,132
| -16% | -$6.39M |
|
548
W.R. Berkley
WRB
$27.4B
| $34.1M | 0.03% |
1,441,641
+17,587
| +1% | +$417K |
|
549
First Financial Bankshares
FFIN
$5.13B
| $34.1M | 0.03% |
1,153,732
+45,146
| +4% | +$1.33M |
|
550
Bio-Techne
TECH
$7.93B
| $34.1M | 0.03% |
667,536
-4,196
| -0.6% | -$214K |
|