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 |
Equinix
EQIX
|
$313M |
| 2 |
Welltower
WELL
|
$213M |
| 3 |
Brookfield
BN
|
$162M |
| 4 |
MSCI
MSCI
|
$146M |
| 5 |
Extra Space Storage
EXR
|
$143M |
Top Sells
| 1 |
BKI
Black Knight, Inc. Common Stock
BKI
|
$373M |
| 2 |
Moody's
MCO
|
$178M |
| 3 |
Dollar General
DG
|
$169M |
| 4 |
CubeSmart
CUBE
|
$166M |
| 5 |
Equity Lifestyle Properties
ELS
|
$156M |
Sector Composition
| 1 | Technology | 17.98% |
| 2 | Financials | 15.34% |
| 3 | Real Estate | 15.22% |
| 4 | Consumer Discretionary | 11.31% |
| 5 | Industrials | 11.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
551
Albemarle
ALB
$9.6B
| $32.9M | 0.02% |
193,681
-101,896
| -34% | -$17.3M |
|
552
RadNet
RDNT
$5.49B
| $32.6M | 0.02% |
1,157,361
+163,364
| +16% | +$4.61M |
|
553
Insmed
INSM
$30.7B
| $32.6M | 0.02% |
1,290,282
+29,187
| +2% | +$737K |
|
554
Huntsman Corp
HUN
$1.95B
| $32.3M | 0.02% |
1,324,649
-22,080
| -2% | -$539K |
|
555
Western Digital
WDC
$31.9B
| $32.2M | 0.02% |
932,560
+446,852
| +92% | +$15.4M |
|
556
Aptiv
APTV
$17.5B
| $32.1M | 0.02% |
325,151
+12,583
| +4% | +$1.24M |
|
557
Service Corp International
SCI
$10.9B
| $31.9M | 0.02% |
558,643
-11,254
| -2% | -$643K |
|
558
Weyerhaeuser
WY
$18.9B
| $31.6M | 0.02% |
1,032,056
-10,395
| -1% | -$319K |
|
559
Host Hotels & Resorts
HST
$12B
| $31.6M | 0.02% |
1,967,217
-2,146,740
| -52% | -$34.5M |
|
560
iShares MSCI EAFE ETF
EFA
$66.2B
| $31.5M | 0.02% |
456,351
-60,000
| -12% | -$4.14M |
|
561
Autoliv
ALV
$9.58B
| $31.2M | 0.02% |
323,526
-10,394
| -3% | -$1M |
|
562
Axcelis
ACLS
$2.53B
| $31.2M | 0.02% |
191,335
-24,089
| -11% | -$3.93M |
|
563
Clean Harbors
CLH
$12.7B
| $31.1M | 0.02% |
185,802
-3,208
| -2% | -$537K |
|
564
iShares Global Infrastructure ETF
IGF
$7.99B
| $31M | 0.02% |
715,116
-122,450
| -15% | -$5.3M |
|
565
CVB Financial
CVBF
$2.8B
| $30.9M | 0.02% |
1,864,081
-46,810
| -2% | -$776K |
|
566
Repligen
RGEN
$7.01B
| $30.6M | 0.02% |
192,675
-3,149
| -2% | -$501K |
|
567
Zimmer Biomet
ZBH
$20.9B
| $30.6M | 0.02% |
272,562
-181
| -0.1% | -$20.3K |
|
568
Enphase Energy
ENPH
$5.18B
| $30.5M | 0.02% |
253,996
+26,066
| +11% | +$3.13M |
|
569
Ingersoll Rand
IR
$32.2B
| $30.5M | 0.02% |
478,067
-2,090
| -0.4% | -$133K |
|
570
Kraft Heinz
KHC
$32.3B
| $30.4M | 0.02% |
903,096
-4,644
| -0.5% | -$156K |
|
571
NOV
NOV
$4.95B
| $30.4M | 0.02% |
1,452,466
-25,839
| -2% | -$540K |
|
572
Jazz Pharmaceuticals
JAZZ
$7.86B
| $30.3M | 0.02% |
234,156
-7,381
| -3% | -$955K |
|
|
FLG
573
Flagstar Financial, Inc.
FLG
$5.39B
| $30.2M | 0.02% |
888,096
-15,501
| -2% | -$527K |
|
574
Fortive
FTV
$16.2B
| $30.1M | 0.02% |
406,452
-1,620
| -0.4% | -$120K |
|
|
NARI
575
DELISTED
Inari Medical, Inc. Common Stock
NARI
| $30.1M | 0.02% |
459,644
+257,463
| +127% | +$16.8M |
|