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 |
Brookfield
BN
|
$280M |
| 2 |
Canadian National Railway
CNI
|
$221M |
| 3 |
Visa
V
|
$220M |
| 4 |
Canadian Pacific Kansas City
CP
|
$214M |
| 5 |
HEICO Class A
HEI.A
|
$209M |
Top Sells
Sector Composition
| 1 | Technology | 17.56% |
| 2 | Real Estate | 17.45% |
| 3 | Financials | 14.34% |
| 4 | Consumer Discretionary | 11.05% |
| 5 | Industrials | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
551
LyondellBasell Industries
LYB
$17.7B
| $38.3M | 0.02% |
372,632
+52,041
| +16% | +$5.35M |
|
552
Golden Entertainment
GDEN
$649M
| $38.2M | 0.02% |
658,242
+139,435
| +27% | +$8.1M |
|
553
Exponent
EXPO
$3.61B
| $38.2M | 0.02% |
353,496
-2,492
| -0.7% | -$269K |
|
|
TWTR
554
DELISTED
Twitter, Inc.
TWTR
| $38M | 0.02% |
983,343
+9,240
| +0.9% | +$357K |
|
555
iShares MSCI EAFE ETF
EFA
$66.2B
| $38M | 0.02% |
516,194
+32,600
| +7% | +$2.4M |
|
556
Jazz Pharmaceuticals
JAZZ
$7.86B
| $38M | 0.02% |
243,987
+33,759
| +16% | +$5.26M |
|
557
Match Group
MTCH
$9.18B
| $37.9M | 0.02% |
348,846
-74,444
| -18% | -$8.1M |
|
558
Constellium
CSTM
$2.04B
| $37.7M | 0.02% |
2,093,444
-292,518
| -12% | -$5.27M |
|
559
Matsons
MATX
$3.36B
| $37.5M | 0.02% |
311,264
-17,013
| -5% | -$2.05M |
|
560
Old Dominion Freight Line
ODFL
$31.7B
| $37.5M | 0.02% |
251,202
-6,804
| -3% | -$1.02M |
|
561
Lamar Advertising Co
LAMR
$13B
| $37.3M | 0.02% |
320,915
+22,810
| +8% | +$2.65M |
|
562
Medifast
MED
$149M
| $37.2M | 0.02% |
217,845
+8,343
| +4% | +$1.42M |
|
563
Bio-Techne
TECH
$8.46B
| $37.1M | 0.02% |
342,464
-154,224
| -31% | -$16.7M |
|
564
The Mosaic Company
MOS
$10.3B
| $36.9M | 0.02% |
554,625
-48,653
| -8% | -$3.24M |
|
565
Labcorp
LH
$23.2B
| $36.8M | 0.02% |
162,437
-5,450
| -3% | -$1.23M |
|
566
Palo Alto Networks
PANW
$130B
| $36.8M | 0.02% |
354,282
-19,974
| -5% | -$2.07M |
|
567
Monster Beverage
MNST
$61B
| $36.6M | 0.02% |
915,390
-29,916
| -3% | -$1.2M |
|
568
Expedia Group
EXPE
$26.6B
| $36.5M | 0.02% |
186,597
-3,243
| -2% | -$635K |
|
569
World Kinect Corp
WKC
$1.48B
| $36.5M | 0.02% |
1,349,454
+341,644
| +34% | +$9.24M |
|
570
Fifth Third Bancorp
FITB
$30.2B
| $36.5M | 0.02% |
847,463
+11,064
| +1% | +$476K |
|
571
Pure Storage
PSTG
$25.9B
| $36.5M | 0.02% |
1,032,551
+1,004,283
| +3,553% | +$35.5M |
|
572
Keysight
KEYS
$28.9B
| $36.5M | 0.02% |
230,788
+236
| +0.1% | +$37.3K |
|
573
HUB Group
HUBG
$2.29B
| $36.3M | 0.02% |
941,488
+1,182
| +0.1% | +$45.6K |
|
|
MANT
574
DELISTED
Mantech International Corp
MANT
| $36.3M | 0.02% |
421,212
+105,863
| +34% | +$9.12M |
|
575
Corning
GLW
$61B
| $36.1M | 0.02% |
979,240
+31,172
| +3% | +$1.15M |
|