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 |
CoStar Group
CSGP
|
$466M |
| 2 |
Broadstone Net Lease
BNL
|
$266M |
| 3 |
Tyler Technologies
TYL
|
$250M |
| 4 |
Marriott Vacations Worldwide
VAC
|
$229M |
| 5 |
Equinix
EQIX
|
$187M |
Top Sells
| 1 |
Motorola Solutions
MSI
|
$335M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
$318M |
| 3 |
Prologis
PLD
|
$309M |
| 4 |
Gartner
IT
|
$290M |
| 5 |
CBRE Group
CBRE
|
$214M |
Sector Composition
| 1 | Technology | 18.71% |
| 2 | Real Estate | 16% |
| 3 | Financials | 14.9% |
| 4 | Consumer Discretionary | 12.38% |
| 5 | Industrials | 9.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
526
Community Health Systems
CYH
$415M
| $41.3M | 0.03% |
2,674,516
+1,700,274
| +175% | +$26.3M |
|
527
Toro Company
TTC
$7.96B
| $41.2M | 0.03% |
375,302
+1,076
| +0.3% | +$118K |
|
528
Dick's Sporting Goods
DKS
$17.9B
| $41.2M | 0.03% |
411,146
+64,330
| +19% | +$6.45M |
|
529
Stanley Black & Decker
SWK
$12.1B
| $41.1M | 0.03% |
200,700
+6,069
| +3% | +$1.24M |
|
530
BJs Wholesale Club
BJ
$13B
| $41.1M | 0.03% |
864,054
-738
| -0.1% | -$35.1K |
|
531
Tapestry
TPR
$21.8B
| $41.1M | 0.03% |
945,025
-326,235
| -26% | -$14.2M |
|
532
Cencora
COR
$57.7B
| $41.1M | 0.03% |
358,860
+27,829
| +8% | +$3.19M |
|
533
Occidental Petroleum
OXY
$44.7B
| $40.8M | 0.03% |
1,305,309
+62,564
| +5% | +$1.96M |
|
534
Oshkosh
OSK
$8.9B
| $40.7M | 0.03% |
326,487
-20,687
| -6% | -$2.58M |
|
535
McKesson
MCK
$86.7B
| $40.7M | 0.03% |
212,722
+958
| +0.5% | +$183K |
|
536
Labcorp
LH
$23B
| $40.5M | 0.03% |
170,945
+28,957
| +20% | +$6.86M |
|
537
State Street
STT
$31.7B
| $40.3M | 0.03% |
490,137
+20,049
| +4% | +$1.65M |
|
538
John Wiley & Sons Class A
WLY
$2.21B
| $40.3M | 0.03% |
669,172
+14,496
| +2% | +$872K |
|
539
OneMain Financial
OMF
$7.27B
| $40.2M | 0.03% |
671,808
-216,117
| -24% | -$12.9M |
|
540
McCormick & Company Non-Voting
MKC
$18.8B
| $40.2M | 0.03% |
455,045
-6,085
| -1% | -$537K |
|
541
Axon Enterprise
AXON
$58.1B
| $40.1M | 0.03% |
226,728
+4,747
| +2% | +$839K |
|
542
RH
RH
$4.51B
| $40.1M | 0.03% |
59,028
+665
| +1% | +$452K |
|
543
Skyworks Solutions
SWKS
$11.2B
| $39.7M | 0.03% |
207,194
-4,996
| -2% | -$958K |
|
544
Corning
GLW
$61.8B
| $39.5M | 0.03% |
966,631
+36,236
| +4% | +$1.48M |
|
|
AMED
545
DELISTED
Amedisys
AMED
| $39.5M | 0.03% |
161,361
-729
| -0.4% | -$179K |
|
546
Best Buy
BBY
$16.4B
| $39.4M | 0.03% |
342,879
+10,959
| +3% | +$1.26M |
|
547
Xylem
XYL
$34.1B
| $39.4M | 0.03% |
328,434
+9,604
| +3% | +$1.15M |
|
548
Saia
SAIA
$8.31B
| $39.1M | 0.03% |
186,461
-112
| -0.1% | -$23.5K |
|
549
Ambarella
AMBA
$3.59B
| $38.9M | 0.03% |
365,137
-64,591
| -15% | -$6.89M |
|
550
Vroom, Inc. Common Stock
VRM
$144M
| $38.8M | 0.03% |
11,576
+2,371
| +26% | +$7.94M |
|