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 |
Ventas
VTR
|
$594M |
| 2 |
Etsy
ETSY
|
$382M |
| 3 |
Medical Properties Trust
MPW
|
$325M |
| 4 |
Moderna
MRNA
|
$155M |
| 5 |
HR
Healthcare Realty Trust Incorporated
HR
|
$136M |
Top Sells
| 1 |
Welltower
WELL
|
$695M |
| 2 |
Restaurant Brands International
QSR
|
$257M |
| 3 |
Fidelity National Financial
FNF
|
$178M |
| 4 |
Credit Acceptance
CACC
|
$174M |
| 5 |
Prologis
PLD
|
$157M |
Sector Composition
| 1 | Technology | 19.14% |
| 2 | Real Estate | 16.4% |
| 3 | Financials | 14.65% |
| 4 | Consumer Discretionary | 12.11% |
| 5 | Healthcare | 9.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
526
iShares Russell 1000 Growth ETF
IWF
$118B
| $39.5M | 0.03% |
143,981
+4,352
| +3% | +$1.19M |
|
527
Williams Companies
WMB
$70.3B
| $39.4M | 0.03% |
1,518,136
-43,403
| -3% | -$1.13M |
|
528
Kinder Morgan
KMI
$59.4B
| $39.3M | 0.03% |
2,349,663
+35,114
| +2% | +$587K |
|
529
Atkore
ATKR
$1.96B
| $39.1M | 0.03% |
449,663
-563,660
| -56% | -$49M |
|
530
McKesson
MCK
$86B
| $39.1M | 0.03% |
195,968
-16,754
| -8% | -$3.34M |
|
531
Addus HomeCare
ADUS
$2.06B
| $38.9M | 0.03% |
487,485
+10,957
| +2% | +$874K |
|
532
Encore Capital Group
ECPG
$964M
| $38.8M | 0.03% |
787,846
-7,524
| -0.9% | -$371K |
|
533
Keysight
KEYS
$28.7B
| $38.7M | 0.03% |
235,499
-4,866
| -2% | -$799K |
|
|
VNET
534
VNET Group
VNET
$2.06B
| $38.6M | 0.03% |
2,230,200
-85,459
| -4% | -$1.48M |
|
535
Innovative Industrial Properties
IIPR
$1.59B
| $38.5M | 0.03% |
166,707
-2,149
| -1% | -$497K |
|
536
Public Service Enterprise Group
PEG
$40.8B
| $38.5M | 0.03% |
632,118
+5,780
| +0.9% | +$352K |
|
537
Paylocity
PCTY
$9.68B
| $38.3M | 0.03% |
136,698
+4,896
| +4% | +$1.37M |
|
538
Zimmer Biomet
ZBH
$20.8B
| $38.2M | 0.02% |
268,802
+2,652
| +1% | +$377K |
|
539
GameStop
GME
$10B
| $38M | 0.02% |
867,372
-694,940
| -44% | -$30.5M |
|
540
Marvell Technology
MRVL
$55.3B
| $37.8M | 0.02% |
627,104
+1,652
| +0.3% | +$99.6K |
|
541
Old Dominion Freight Line
ODFL
$31.3B
| $37.8M | 0.02% |
264,414
+276
| +0.1% | +$39.5K |
|
542
Qorvo
QRVO
$8.54B
| $37.7M | 0.02% |
225,639
-32,011
| -12% | -$5.35M |
|
543
Willis Towers Watson
WTW
$32.2B
| $37.7M | 0.02% |
162,094
+2,094
| +1% | +$487K |
|
544
Toro Company
TTC
$7.96B
| $37.7M | 0.02% |
386,810
+11,508
| +3% | +$1.12M |
|
545
Churchill Downs
CHDN
$7.15B
| $37.7M | 0.02% |
313,844
+70,232
| +29% | +$8.43M |
|
546
Kroger
KR
$44.9B
| $37.5M | 0.02% |
928,453
-235,140
| -20% | -$9.51M |
|
547
Southwest Airlines
LUV
$16.3B
| $37.5M | 0.02% |
728,399
-356,621
| -33% | -$18.3M |
|
548
Central Garden & Pet Class A
CENTA
$2.14B
| $37.3M | 0.02% |
1,084,410
+6,005
| +0.6% | +$207K |
|
549
State Street
STT
$32.4B
| $37.3M | 0.02% |
440,261
-49,876
| -10% | -$4.23M |
|
550
Reliance Steel & Aluminium
RS
$15.5B
| $37.3M | 0.02% |
261,558
-21,588
| -8% | -$3.07M |
|