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 |
Equity Lifestyle Properties
ELS
|
$271M |
| 2 |
Moody's
MCO
|
$168M |
| 3 |
CubeSmart
CUBE
|
$165M |
| 4 |
Franco-Nevada
FNV
|
$149M |
| 5 |
TransUnion
TRU
|
$119M |
Sector Composition
| 1 | Technology | 18.52% |
| 2 | Real Estate | 15.68% |
| 3 | Financials | 15.55% |
| 4 | Consumer Discretionary | 11.35% |
| 5 | Industrials | 10.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
X
526
DELISTED
US Steel
X
| $39.8M | 0.03% |
818,820
-3,583
| -0.4% | -$174K |
|
527
Hershey
HSY
$37.6B
| $39.5M | 0.03% |
211,654
-25,726
| -11% | -$4.8M |
|
528
Zurn Elkay Water Solutions
ZWS
$7.7B
| $39.3M | 0.03% |
1,335,883
-8,397
| -0.6% | -$247K |
|
529
United Therapeutics
UTHR
$17.2B
| $39.2M | 0.03% |
178,336
-614
| -0.3% | -$135K |
|
530
Reinsurance Group of America
RGA
$13.1B
| $39.2M | 0.03% |
242,127
-2,274
| -0.9% | -$368K |
|
531
Baker Hughes
BKR
$45.7B
| $39.1M | 0.02% |
1,144,231
-24,185
| -2% | -$827K |
|
532
Exelon
EXC
$43.8B
| $39M | 0.02% |
1,087,086
-5,722
| -0.5% | -$205K |
|
533
Take-Two Interactive
TTWO
$44.4B
| $38.7M | 0.02% |
240,278
+5,313
| +2% | +$855K |
|
534
Kroger
KR
$44.9B
| $38.4M | 0.02% |
840,794
-39,028
| -4% | -$1.78M |
|
535
iShares Russell 1000 Growth ETF
IWF
$118B
| $38.4M | 0.02% |
126,740
-37,842
| -23% | -$11.5M |
|
|
536
CubeSmart
CUBE
$9.34B
| $38.3M | 0.02% |
826,302
-3,570,088
| -81% | -$165M |
|
537
SPS Commerce
SPSC
$4.15B
| $38.2M | 0.02% |
197,048
-3,488
| -2% | -$676K |
|
538
BridgeBio Pharma
BBIO
$9.91B
| $38.1M | 0.02% |
943,484
+197,818
| +27% | +$7.99M |
|
539
Keysight
KEYS
$28.7B
| $38M | 0.02% |
239,055
-16,966
| -7% | -$2.7M |
|
540
Fabrinet
FN
$12.9B
| $37.9M | 0.02% |
198,908
-2,544
| -1% | -$484K |
|
541
RenaissanceRe
RNR
$11.5B
| $37.9M | 0.02% |
193,146
+3,797
| +2% | +$744K |
|
542
Toro Company
TTC
$7.96B
| $37.8M | 0.02% |
394,303
-2,598
| -0.7% | -$249K |
|
543
Cleveland-Cliffs
CLF
$5.2B
| $37.8M | 0.02% |
1,853,196
-23,220
| -1% | -$474K |
|
544
DuPont de Nemours
DD
$32.3B
| $37.7M | 0.02% |
490,437
-40,669
| -8% | -$3.13M |
|
545
US Foods
USFD
$17.6B
| $37.7M | 0.02% |
830,450
-7,434
| -0.9% | -$338K |
|
546
Casey's General Stores
CASY
$18.5B
| $37.6M | 0.02% |
137,035
-1,172
| -0.8% | -$322K |
|
547
CDW
CDW
$21.8B
| $37.5M | 0.02% |
165,135
-1,475
| -0.9% | -$335K |
|
548
Estee Lauder
EL
$31.5B
| $37.3M | 0.02% |
255,371
-19,603
| -7% | -$2.87M |
|
549
Papa John's
PZZA
$1.55B
| $37.3M | 0.02% |
489,477
-26,868
| -5% | -$2.05M |
|
550
Service Corp International
SCI
$11B
| $37.3M | 0.02% |
544,745
-13,898
| -2% | -$951K |
|