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 |
Equity Residential
EQR
|
$411M |
| 2 |
Cadence Design Systems
CDNS
|
$345M |
| 3 |
MSCI
MSCI
|
$300M |
| 4 |
Equinix
EQIX
|
$181M |
| 5 |
Gartner
IT
|
$154M |
Top Sells
| 1 |
Union Pacific
UNP
|
$403M |
| 2 |
TransDigm Group
TDG
|
$264M |
| 3 |
AIRC
Apartment Income REIT Corp.
AIRC
|
$238M |
| 4 |
Essex Property Trust
ESS
|
$205M |
| 5 |
NVIDIA
NVDA
|
$184M |
Sector Composition
| 1 | Technology | 20.77% |
| 2 | Financials | 15.31% |
| 3 | Real Estate | 13.85% |
| 4 | Consumer Discretionary | 11.12% |
| 5 | Industrials | 10.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
526
CONMED
CNMD
$1.64B
| $41.3M | 0.02% |
595,668
-15,556
| -3% | -$1.08M |
|
527
XPO
XPO
$14.8B
| $41.3M | 0.02% |
388,696
-103,358
| -21% | -$11M |
|
528
Four Corners Property Trust
FCPT
$2.69B
| $41.2M | 0.02% |
1,671,441
-21,839
| -1% | -$539K |
|
529
Churchill Downs
CHDN
$7.12B
| $41.2M | 0.02% |
294,942
+37,879
| +15% | +$5.29M |
|
530
DigitalOcean
DOCN
$2.92B
| $41M | 0.02% |
1,178,848
+257,229
| +28% | +$8.94M |
|
531
Tetra Tech
TTEK
$9.45B
| $40.7M | 0.02% |
198,913
-2,625
| -1% | -$537K |
|
532
Consolidated Edison
ED
$35.3B
| $40.7M | 0.02% |
454,698
-12,377
| -3% | -$1.11M |
|
533
W.P. Carey
WPC
$14.6B
| $40.1M | 0.02% |
728,540
-94,931
| -12% | -$5.23M |
|
534
Kinsale Capital Group
KNSL
$10.5B
| $40.1M | 0.02% |
104,045
-20,862
| -17% | -$8.04M |
|
535
Host Hotels & Resorts
HST
$11.8B
| $40.1M | 0.02% |
2,228,436
-19,673
| -0.9% | -$354K |
|
536
Archer Daniels Midland
ADM
$29.7B
| $40M | 0.02% |
661,954
-29,532
| -4% | -$1.79M |
|
537
Aecom
ACM
$16.4B
| $40M | 0.02% |
453,282
-59,044
| -12% | -$5.2M |
|
538
Toll Brothers
TOL
$13.6B
| $40M | 0.02% |
346,861
-45,925
| -12% | -$5.29M |
|
539
US Foods
USFD
$17.4B
| $39.9M | 0.02% |
753,465
-98,467
| -12% | -$5.22M |
|
540
Onto Innovation
ONTO
$5.03B
| $39.8M | 0.02% |
181,432
-53,668
| -23% | -$11.8M |
|
541
Dell
DELL
$83.9B
| $39.8M | 0.02% |
+288,349
| New | +$39.8M |
|
542
Baker Hughes
BKR
$44.4B
| $39.7M | 0.02% |
1,130,150
-31,826
| -3% | -$1.12M |
|
543
Centene
CNC
$14.8B
| $39.7M | 0.02% |
599,431
+1,100
| +0.2% | +$72.9K |
|
|
ITCI
544
DELISTED
Intra-Cellular Therapies Inc.
ITCI
| $39.6M | 0.02% |
578,848
+51,480
| +10% | +$3.53M |
|
545
RenaissanceRe
RNR
$11.6B
| $39.3M | 0.02% |
176,013
-22,587
| -11% | -$5.05M |
|
546
Exelon
EXC
$43.8B
| $38.9M | 0.02% |
1,123,049
+30,560
| +3% | +$1.06M |
|
547
Western Digital
WDC
$29.8B
| $38.8M | 0.02% |
512,341
-231,742
| -31% | -$17.6M |
|
548
Progyny
PGNY
$2.02B
| $38.6M | 0.02% |
1,350,768
-49,933
| -4% | -$1.43M |
|
549
CDW
CDW
$21.4B
| $38.4M | 0.02% |
171,462
+7,258
| +4% | +$1.62M |
|
550
Texas Roadhouse
TXRH
$11.4B
| $38.3M | 0.02% |
223,258
-29,328
| -12% | -$5.04M |
|