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 |
CoStar Group
CSGP
|
$466M |
| 2 |
Broadstone Net Lease
BNL
|
$266M |
| 3 |
Tyler Technologies
TYL
|
$250M |
| 4 |
Marriott Vacations Worldwide
VAC
|
$229M |
| 5 |
Equinix
EQIX
|
$187M |
Top Sells
| 1 |
Motorola Solutions
MSI
|
$335M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
$318M |
| 3 |
Prologis
PLD
|
$309M |
| 4 |
Gartner
IT
|
$290M |
| 5 |
CBRE Group
CBRE
|
$214M |
Sector Composition
| 1 | Technology | 18.71% |
| 2 | Real Estate | 16% |
| 3 | Financials | 14.9% |
| 4 | Consumer Discretionary | 12.38% |
| 5 | Industrials | 9.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
551
Zebra Technologies
ZBRA
$16B
| $38.7M | 0.03% |
73,179
+964
| +1% | +$510K |
|
552
Watts Water Technologies
WTS
$9.35B
| $38.7M | 0.03% |
265,293
+16,373
| +7% | +$2.39M |
|
553
Provident Financial Services
PFS
$2.61B
| $38.6M | 0.02% |
1,686,060
+167,913
| +11% | +$3.84M |
|
554
Signet Jewelers
SIG
$3.85B
| $38.6M | 0.02% |
477,220
+27,175
| +6% | +$2.2M |
|
555
Equifax
EFX
$30.8B
| $38.5M | 0.02% |
160,679
+5,455
| +4% | +$1.31M |
|
|
MXIM
556
DELISTED
Maxim Integrated Products
MXIM
| $38.5M | 0.02% |
365,223
+11,119
| +3% | +$1.17M |
|
557
Owens Corning
OC
$13B
| $38M | 0.02% |
388,089
-177,246
| -31% | -$17.4M |
|
558
iShares Russell 1000 Growth ETF
IWF
$117B
| $37.9M | 0.02% |
139,629
+805
| +0.6% | +$219K |
|
559
Encore Capital Group
ECPG
$1.02B
| $37.7M | 0.02% |
795,370
+579,926
| +269% | +$27.5M |
|
560
Paycom
PAYC
$12.6B
| $37.7M | 0.02% |
103,611
-515
| -0.5% | -$187K |
|
561
NeoGenomics
NEO
$1.03B
| $37.7M | 0.02% |
833,565
-18,195
| -2% | -$822K |
|
562
Carlisle Companies
CSL
$16.9B
| $37.6M | 0.02% |
196,214
+2,558
| +1% | +$490K |
|
563
Public Service Enterprise Group
PEG
$40.5B
| $37.4M | 0.02% |
626,338
+13,754
| +2% | +$822K |
|
564
International Paper
IP
$25.7B
| $37.3M | 0.02% |
641,897
-5,729
| -0.9% | -$333K |
|
565
nVent Electric
NVT
$14.9B
| $37.3M | 0.02% |
1,192,418
-150,615
| -11% | -$4.71M |
|
566
Western Digital
WDC
$31.9B
| $37.3M | 0.02% |
692,458
+201,773
| +41% | +$10.9M |
|
567
UFP Industries
UFPI
$6.08B
| $37.2M | 0.02% |
500,606
+25,945
| +5% | +$1.93M |
|
568
Synchrony
SYF
$28.1B
| $37.1M | 0.02% |
765,432
+40,065
| +6% | +$1.94M |
|
569
Keysight
KEYS
$28.9B
| $37.1M | 0.02% |
240,365
+2,803
| +1% | +$433K |
|
570
Performance Food Group
PFGC
$16.5B
| $37.1M | 0.02% |
765,180
-99,289
| -11% | -$4.81M |
|
571
Exact Sciences
EXAS
$10.2B
| $37.1M | 0.02% |
298,353
-62,808
| -17% | -$7.81M |
|
|
PARA
572
DELISTED
Paramount Global Class B
PARA
| $37M | 0.02% |
817,520
+75,700
| +10% | +$3.42M |
|
573
UGI
UGI
$7.43B
| $36.9M | 0.02% |
797,201
+67,338
| +9% | +$3.12M |
|
574
Willis Towers Watson
WTW
$32.1B
| $36.8M | 0.02% |
160,000
+3,633
| +2% | +$836K |
|
575
Equity Residential
EQR
$25.5B
| $36.7M | 0.02% |
476,746
-1,423,498
| -75% | -$110M |
|