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
|
$186M |
| 2 |
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
|
$166M |
| 3 |
HEICO Class A
HEI.A
|
$145M |
| 4 |
Ventas
VTR
|
$113M |
| 5 |
Cemex
CX
|
$111M |
Top Sells
| 1 |
Microsoft
MSFT
|
$285M |
| 2 |
TransDigm Group
TDG
|
$203M |
| 3 |
Verizon
VZ
|
$174M |
| 4 |
Moody's
MCO
|
$167M |
| 5 |
Digital Realty Trust
DLR
|
$161M |
Sector Composition
| 1 | Technology | 18.33% |
| 2 | Real Estate | 15.51% |
| 3 | Financials | 14.64% |
| 4 | Industrials | 11.44% |
| 5 | Consumer Discretionary | 11.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
526
US Foods
USFD
$17.5B
| $37.4M | 0.03% |
850,973
+41,300
| +5% | +$1.82M |
|
527
iShares MSCI EAFE ETF
EFA
$66.2B
| $37.4M | 0.03% |
516,351
+68,300
| +15% | +$4.95M |
|
528
Kinder Morgan
KMI
$59.1B
| $37.4M | 0.03% |
2,173,168
-94,365
| -4% | -$1.62M |
|
529
Crane Co
CR
$10.6B
| $37.3M | 0.03% |
+418,475
| New | +$37.3M |
|
530
Prudential Financial
PRU
$37.2B
| $37.3M | 0.03% |
422,529
-28,371
| -6% | -$2.5M |
|
531
Bank of New York Mellon
BK
$73.1B
| $37.3M | 0.03% |
836,987
-64,745
| -7% | -$2.88M |
|
532
WD-40
WDFC
$2.95B
| $37.3M | 0.03% |
197,478
-3,228
| -2% | -$609K |
|
533
e.l.f. Beauty
ELF
$7.6B
| $37.2M | 0.03% |
325,964
-58,370
| -15% | -$6.67M |
|
534
Annaly Capital Management
NLY
$14.2B
| $37.1M | 0.03% |
1,854,476
+1,109
| +0.1% | +$22.2K |
|
535
Atkore
ATKR
$1.99B
| $37M | 0.03% |
237,388
+9,066
| +4% | +$1.41M |
|
536
Baker Hughes
BKR
$44.9B
| $37M | 0.03% |
1,170,115
-55,869
| -5% | -$1.77M |
|
537
Ovintiv
OVV
$10.6B
| $36.8M | 0.03% |
967,064
+914,640
| +1,745% | +$34.8M |
|
538
Service Corp International
SCI
$10.9B
| $36.8M | 0.03% |
569,897
-38,409
| -6% | -$2.48M |
|
539
Moelis & Co
MC
$5.24B
| $36.7M | 0.03% |
809,718
+389,218
| +93% | +$17.6M |
|
540
Doximity
DOCS
$13B
| $36.6M | 0.03% |
1,075,505
+439,737
| +69% | +$15M |
|
541
United Rentals
URI
$62.7B
| $36.5M | 0.02% |
81,936
-25,321
| -24% | -$11.3M |
|
542
TopBuild
BLD
$12.3B
| $36.4M | 0.02% |
136,848
+10,098
| +8% | +$2.69M |
|
543
Huntsman Corp
HUN
$1.95B
| $36.4M | 0.02% |
1,346,729
-12,611
| -0.9% | -$341K |
|
544
Visteon
VC
$3.41B
| $36.4M | 0.02% |
253,170
-106,302
| -30% | -$15.3M |
|
545
Zurn Elkay Water Solutions
ZWS
$7.71B
| $36.3M | 0.02% |
1,350,404
+5,396
| +0.4% | +$145K |
|
546
Neurocrine Biosciences
NBIX
$14.3B
| $36.2M | 0.02% |
383,934
-3,648
| -0.9% | -$344K |
|
547
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$54.8B
| $36.1M | 0.02% |
456,564
+89,087
| +24% | +$7.04M |
|
548
Illumina
ILMN
$15.7B
| $36.1M | 0.02% |
197,705
+12,436
| +7% | +$2.27M |
|
549
Saia
SAIA
$8.34B
| $35.9M | 0.02% |
104,708
-7,408
| -7% | -$2.54M |
|
550
Onto Innovation
ONTO
$5.1B
| $35.4M | 0.02% |
303,953
-1,527
| -0.5% | -$178K |
|