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 |
COR
Coresite Realty Corporation
COR
|
$276M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
$202M |
| 3 |
Credit Acceptance
CACC
|
$193M |
| 4 |
CONE
CyrusOne Inc Common Stock
CONE
|
$187M |
| 5 |
Apple
AAPL
|
$135M |
Sector Composition
| 1 | Technology | 19.24% |
| 2 | Real Estate | 17.07% |
| 3 | Financials | 13.46% |
| 4 | Consumer Discretionary | 11.82% |
| 5 | Healthcare | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
551
Liberty Media Series A
FWONA
$22.6B
| $39.2M | 0.02% |
695,321
-1,950
| -0.3% | -$110K |
|
552
Korn Ferry
KFY
$3.83B
| $39.1M | 0.02% |
516,696
+59,297
| +13% | +$4.49M |
|
553
SPS Commerce
SPSC
$4.19B
| $39M | 0.02% |
274,245
+22,333
| +9% | +$3.18M |
|
554
Tower Semiconductor
TSEM
$7.07B
| $39M | 0.02% |
983,529
-59,878
| -6% | -$2.38M |
|
555
Rogers Corp
ROG
$1.43B
| $38.9M | 0.02% |
142,379
+10,974
| +8% | +$3M |
|
556
Criteo
CRTO
$1.22B
| $38.7M | 0.02% |
994,814
+794,859
| +398% | +$30.9M |
|
557
Huntington Ingalls Industries
HII
$10.6B
| $38.5M | 0.02% |
205,144
-31,960
| -13% | -$6M |
|
558
Equity Residential
EQR
$25.5B
| $38.4M | 0.02% |
424,131
-11,392
| -3% | -$1.03M |
|
559
Dollar Tree
DLTR
$20.6B
| $38.4M | 0.02% |
273,119
-64,970
| -19% | -$9.13M |
|
560
Cummins
CMI
$55.1B
| $38.2M | 0.02% |
175,217
-6,128
| -3% | -$1.34M |
|
561
Core & Main
CNM
$12.7B
| $38.1M | 0.02% |
1,256,804
+20,100
| +2% | +$610K |
|
562
Signet Jewelers
SIG
$3.85B
| $38.1M | 0.02% |
437,419
-33,274
| -7% | -$2.9M |
|
563
iShares MSCI EAFE ETF
EFA
$66.2B
| $38M | 0.02% |
483,594
+140,215
| +41% | +$11M |
|
|
PRFT
564
DELISTED
Perficient Inc
PRFT
| $38M | 0.02% |
293,598
+3,817
| +1% | +$493K |
|
565
Diodes
DIOD
$2.46B
| $37.9M | 0.02% |
345,594
+31,074
| +10% | +$3.41M |
|
566
Toro Company
TTC
$8.06B
| $37.9M | 0.02% |
379,314
-7,496
| -2% | -$749K |
|
567
Sealed Air
SEE
$4.82B
| $37.9M | 0.02% |
561,645
+256,418
| +84% | +$17.3M |
|
568
Nova
NVMI
$7.58B
| $37.8M | 0.02% |
+257,940
| New | +$37.8M |
|
|
AMED
569
DELISTED
Amedisys
AMED
| $37.6M | 0.02% |
232,347
+68,203
| +42% | +$11M |
|
|
JBTM
570
JBT Marel Corporation
JBTM
$7.35B
| $37.5M | 0.02% |
244,473
+21,366
| +10% | +$3.28M |
|
571
Onto Innovation
ONTO
$5.1B
| $37.5M | 0.02% |
370,245
+28,138
| +8% | +$2.85M |
|
572
Churchill Downs
CHDN
$7.18B
| $37.5M | 0.02% |
311,138
-2,706
| -0.9% | -$326K |
|
573
Keurig Dr Pepper
KDP
$38.9B
| $37.4M | 0.02% |
1,014,161
+73,291
| +8% | +$2.7M |
|
574
Paylocity
PCTY
$9.62B
| $37.4M | 0.02% |
158,168
+21,470
| +16% | +$5.07M |
|
575
Lear
LEA
$5.91B
| $37.3M | 0.02% |
204,100
-3,934
| -2% | -$720K |
|