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 |
Equinix
EQIX
|
$313M |
| 2 |
Welltower
WELL
|
$213M |
| 3 |
Brookfield
BN
|
$162M |
| 4 |
MSCI
MSCI
|
$146M |
| 5 |
Extra Space Storage
EXR
|
$143M |
Top Sells
| 1 |
BKI
Black Knight, Inc. Common Stock
BKI
|
$373M |
| 2 |
Moody's
MCO
|
$178M |
| 3 |
Dollar General
DG
|
$169M |
| 4 |
CubeSmart
CUBE
|
$166M |
| 5 |
Equity Lifestyle Properties
ELS
|
$156M |
Sector Composition
| 1 | Technology | 17.98% |
| 2 | Financials | 15.34% |
| 3 | Real Estate | 15.22% |
| 4 | Consumer Discretionary | 11.31% |
| 5 | Industrials | 11.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
GRP.U
526
Granite Real Estate Investment Trust
GRP.U
$3.43B
| $35.2M | 0.03% |
660,245
-20,952
| -3% | -$1.12M |
|
|
SGEN
527
DELISTED
Seagen Inc. Common Stock
SGEN
| $34.9M | 0.03% |
164,451
-4,790
| -3% | -$1.02M |
|
528
Encompass Health
EHC
$12.6B
| $34.8M | 0.03% |
517,501
+140,930
| +37% | +$9.46M |
|
529
AAR Corp
AIR
$2.71B
| $34.8M | 0.03% |
583,820
-17,156
| -3% | -$1.02M |
|
530
Visteon
VC
$3.41B
| $34.7M | 0.02% |
251,248
-1,922
| -0.8% | -$265K |
|
531
ZTO Express
ZTO
$14.7B
| $34.7M | 0.02% |
1,433,878
-233,145
| -14% | -$5.64M |
|
532
Penumbra
PEN
$11B
| $34.7M | 0.02% |
143,246
-1,877
| -1% | -$454K |
|
533
AptarGroup
ATR
$9.13B
| $34.6M | 0.02% |
276,851
+30,831
| +13% | +$3.86M |
|
534
Onto Innovation
ONTO
$5.1B
| $34.4M | 0.02% |
269,768
-34,185
| -11% | -$4.36M |
|
535
Annaly Capital Management
NLY
$14.2B
| $34.3M | 0.02% |
1,821,938
-32,538
| -2% | -$612K |
|
536
SPS Commerce
SPSC
$4.19B
| $34.2M | 0.02% |
200,536
-10,353
| -5% | -$1.77M |
|
537
WEX
WEX
$5.87B
| $34.2M | 0.02% |
181,586
+5,494
| +3% | +$1.03M |
|
538
Allstate
ALL
$53.1B
| $33.9M | 0.02% |
304,518
+534
| +0.2% | +$59.5K |
|
539
Keysight
KEYS
$28.9B
| $33.9M | 0.02% |
256,021
-1,695
| -0.7% | -$224K |
|
540
XPO
XPO
$15.4B
| $33.9M | 0.02% |
453,591
-31,409
| -6% | -$2.34M |
|
541
AMN Healthcare
AMN
$799M
| $33.8M | 0.02% |
396,856
-11,559
| -3% | -$985K |
|
542
Organon & Co
OGN
$2.7B
| $33.6M | 0.02% |
1,937,082
-37,012
| -2% | -$642K |
|
543
CDW
CDW
$22.2B
| $33.6M | 0.02% |
166,610
-767
| -0.5% | -$155K |
|
544
Fabrinet
FN
$13.2B
| $33.6M | 0.02% |
201,452
-9,899
| -5% | -$1.65M |
|
545
Unum
UNM
$12.6B
| $33.4M | 0.02% |
679,908
-17,095
| -2% | -$841K |
|
546
Five Below
FIVE
$8.46B
| $33.4M | 0.02% |
207,732
-3,679
| -2% | -$592K |
|
547
Aramark
ARMK
$10.2B
| $33.3M | 0.02% |
1,330,798
-21,797
| -2% | -$546K |
|
548
US Foods
USFD
$17.5B
| $33.3M | 0.02% |
837,884
-13,089
| -2% | -$520K |
|
549
Take-Two Interactive
TTWO
$44.2B
| $33M | 0.02% |
234,965
-929
| -0.4% | -$130K |
|
550
Toro Company
TTC
$7.99B
| $33M | 0.02% |
396,901
-8,253
| -2% | -$686K |
|