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
Top Sells
| 1 |
COR
Coresite Realty Corporation
COR
|
$276M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
$202M |
| 3 |
Credit Acceptance
CACC
|
$193M |
| 4 |
CONE
CyrusOne Inc Common Stock
CONE
|
$187M |
| 5 |
Apple
AAPL
|
$135M |
Sector Composition
| 1 | Technology | 19.24% |
| 2 | Real Estate | 17.07% |
| 3 | Financials | 13.46% |
| 4 | Consumer Discretionary | 11.82% |
| 5 | Healthcare | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
526
Service Corp International
SCI
$10.9B
| $41.8M | 0.03% |
589,056
-16,659
| -3% | -$1.18M |
|
527
Bio-Rad Laboratories Class A
BIO
$8B
| $41.8M | 0.02% |
55,280
-1,055
| -2% | -$797K |
|
|
BCPC
528
Balchem Corporation
BCPC
$5.23B
| $41.6M | 0.02% |
246,538
+19,098
| +8% | +$3.22M |
|
529
Exponent
EXPO
$3.61B
| $41.6M | 0.02% |
355,988
-10,019
| -3% | -$1.17M |
|
530
Teleflex
TFX
$5.78B
| $41.5M | 0.02% |
126,218
-23,271
| -16% | -$7.64M |
|
531
Biogen
BIIB
$20.6B
| $41.4M | 0.02% |
172,562
-6,952
| -4% | -$1.67M |
|
532
Stanley Black & Decker
SWK
$12.1B
| $41.4M | 0.02% |
219,267
-6,762
| -3% | -$1.28M |
|
533
Provident Financial Services
PFS
$2.61B
| $41.2M | 0.02% |
1,702,931
-28,075
| -2% | -$680K |
|
534
Hamilton Lane
HLNE
$6.36B
| $41.2M | 0.02% |
409,871
+24,517
| +6% | +$2.47M |
|
535
Steel Dynamics
STLD
$19.8B
| $41.1M | 0.02% |
661,938
-36,123
| -5% | -$2.24M |
|
536
Kroger
KR
$44.8B
| $41.1M | 0.02% |
907,271
-21,182
| -2% | -$959K |
|
537
Public Service Enterprise Group
PEG
$40.5B
| $41.1M | 0.02% |
615,274
-16,844
| -3% | -$1.12M |
|
538
Xylem
XYL
$34.2B
| $40.6M | 0.02% |
338,438
+18,339
| +6% | +$2.2M |
|
539
Ciena
CIEN
$16.5B
| $40.5M | 0.02% |
526,457
-8,518
| -2% | -$656K |
|
|
KNBE
540
DELISTED
KnowBe4, Inc. Class A Common Stock
KNBE
| $40.5M | 0.02% |
1,764,670
+432,650
| +32% | +$9.93M |
|
|
BTEC
541
DELISTED
Principal Exchange-Traded Funds Principal Healthcare Innovators ETF
BTEC
| $40.3M | 0.02% |
850,000
-500,000
| -37% | -$23.7M |
|
542
Tandem Diabetes Care
TNDM
$850M
| $40.3M | 0.02% |
267,416
+35,586
| +15% | +$5.36M |
|
543
Tetra Tech
TTEK
$9.48B
| $40.1M | 0.02% |
1,179,600
+20,550
| +2% | +$698K |
|
544
iShares Russell 1000 Growth ETF
IWF
$117B
| $40M | 0.02% |
132,781
-11,200
| -8% | -$3.38M |
|
545
Hershey
HSY
$37.6B
| $39.9M | 0.02% |
205,994
-5,311
| -3% | -$1.03M |
|
546
Five Below
FIVE
$8.46B
| $39.8M | 0.02% |
192,581
-2,301
| -1% | -$476K |
|
547
HUB Group
HUBG
$2.29B
| $39.6M | 0.02% |
940,306
-4,920
| -0.5% | -$207K |
|
548
Avantor
AVTR
$9.07B
| $39.6M | 0.02% |
939,802
+35,802
| +4% | +$1.51M |
|
549
Zurn Elkay Water Solutions
ZWS
$7.71B
| $39.3M | 0.02% |
1,079,393
-1,056,560
| -49% | -$38.5M |
|
550
Williams Companies
WMB
$69.9B
| $39.2M | 0.02% |
1,506,404
-11,732
| -0.8% | -$306K |
|