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 |
Brookfield
BN
|
$280M |
| 2 |
Canadian National Railway
CNI
|
$221M |
| 3 |
Visa
V
|
$220M |
| 4 |
Canadian Pacific Kansas City
CP
|
$214M |
| 5 |
HEICO Class A
HEI.A
|
$209M |
Top Sells
Sector Composition
| 1 | Technology | 17.56% |
| 2 | Real Estate | 17.45% |
| 3 | Financials | 14.34% |
| 4 | Consumer Discretionary | 11.05% |
| 5 | Industrials | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
526
Rockwell Automation
ROK
$38.2B
| $40.3M | 0.03% |
143,819
-2,955
| -2% | -$827K |
|
527
Revolve Group
RVLV
$1.7B
| $40.2M | 0.03% |
749,190
-88,693
| -11% | -$4.76M |
|
528
DigitalOcean
DOCN
$2.98B
| $40.1M | 0.03% |
693,904
+56,806
| +9% | +$3.29M |
|
529
Hasbro
HAS
$11.2B
| $40.1M | 0.03% |
488,919
-72,027
| -13% | -$5.9M |
|
530
Baker Hughes
BKR
$44.9B
| $40M | 0.03% |
1,099,329
+48,950
| +5% | +$1.78M |
|
531
Service Corp International
SCI
$10.9B
| $40M | 0.03% |
607,717
+18,661
| +3% | +$1.23M |
|
532
Reliance Steel & Aluminium
RS
$15.7B
| $39.9M | 0.03% |
217,803
-4,504
| -2% | -$826K |
|
533
Aptiv
APTV
$17.5B
| $39.9M | 0.03% |
333,273
+2,335
| +0.7% | +$280K |
|
534
Bombardier Recreational Products
DOOO
$4.78B
| $39.8M | 0.03% |
+485,535
| New | +$39.8M |
|
535
Hillenbrand
HI
$1.85B
| $39.7M | 0.03% |
899,914
-28,499
| -3% | -$1.26M |
|
|
Y
536
DELISTED
Alleghany Corporation
Y
| $39.7M | 0.03% |
46,893
-1,023
| -2% | -$866K |
|
537
Central Garden & Pet Class A
CENTA
$2.15B
| $39.7M | 0.03% |
1,216,108
+17,394
| +1% | +$567K |
|
538
Williams-Sonoma
WSM
$24.7B
| $39.7M | 0.03% |
546,900
-15,160
| -3% | -$1.1M |
|
539
Stantec
STN
$12.3B
| $39.5M | 0.02% |
+786,670
| New | +$39.5M |
|
540
State Street
STT
$32B
| $39.4M | 0.02% |
451,811
-5,694
| -1% | -$496K |
|
541
Enpro
NPO
$4.58B
| $39.3M | 0.02% |
402,278
-3,278
| -0.8% | -$320K |
|
|
LSI
542
DELISTED
Life Storage, Inc.
LSI
| $39.2M | 0.02% |
278,867
+137
| +0% | +$19.2K |
|
543
TFI International
TFII
$8.01B
| $39.1M | 0.02% |
+366,410
| New | +$39.1M |
|
544
Simply Good Foods
SMPL
$2.86B
| $39M | 0.02% |
1,027,489
+141,649
| +16% | +$5.38M |
|
545
Omnicell
OMCL
$1.47B
| $38.8M | 0.02% |
299,414
-213,347
| -42% | -$27.6M |
|
546
Equity Residential
EQR
$25.5B
| $38.8M | 0.02% |
431,131
+7,000
| +2% | +$629K |
|
547
Align Technology
ALGN
$10.1B
| $38.7M | 0.02% |
88,763
-40,980
| -32% | -$17.9M |
|
548
Piper Sandler
PIPR
$5.79B
| $38.6M | 0.02% |
294,258
-117,527
| -29% | -$15.4M |
|
549
Affiliated Managers Group
AMG
$6.54B
| $38.5M | 0.02% |
273,309
-19,311
| -7% | -$2.72M |
|
550
Visteon
VC
$3.41B
| $38.3M | 0.02% |
351,407
+127,824
| +57% | +$13.9M |
|