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 | |
|---|---|---|---|---|---|---|
576
Boot Barn
BOOT
$5.58B
| $37.1M | 0.02% |
301,436
+58,374
| +24% | +$7.18M |
|
577
National Storage Affiliates Trust
NSA
$2.56B
| $37.1M | 0.02% |
535,811
+149,576
| +39% | +$10.4M |
|
|
AAWW
578
DELISTED
Atlas Air Worldwide Holdings, Inc.
AAWW
| $37M | 0.02% |
393,578
-33,026
| -8% | -$3.11M |
|
579
Lattice Semiconductor
LSCC
$9.05B
| $36.9M | 0.02% |
479,239
-10,068
| -2% | -$776K |
|
580
Leidos
LDOS
$23B
| $36.9M | 0.02% |
411,133
-11,090
| -3% | -$995K |
|
581
Simply Good Foods
SMPL
$2.86B
| $36.8M | 0.02% |
885,840
+231,414
| +35% | +$9.62M |
|
582
Morningstar
MORN
$10.8B
| $36.8M | 0.02% |
107,512
-18,293
| -15% | -$6.26M |
|
583
Consolidated Edison
ED
$35.4B
| $36.7M | 0.02% |
430,654
-11,088
| -3% | -$946K |
|
584
American Financial Group
AFG
$11.6B
| $36.6M | 0.02% |
266,622
-8,331
| -3% | -$1.14M |
|
585
Fifth Third Bancorp
FITB
$30.2B
| $36.4M | 0.02% |
836,399
-34,109
| -4% | -$1.49M |
|
586
MaxLinear
MXL
$1.36B
| $36.3M | 0.02% |
481,986
-12,597
| -3% | -$950K |
|
587
Kinder Morgan
KMI
$59.1B
| $36.3M | 0.02% |
2,290,863
-58,800
| -3% | -$933K |
|
588
Occidental Petroleum
OXY
$45.2B
| $36.3M | 0.02% |
1,253,321
-117,732
| -9% | -$3.41M |
|
589
Lamar Advertising Co
LAMR
$13B
| $36.2M | 0.02% |
298,105
-3,678
| -1% | -$446K |
|
590
Reliance Steel & Aluminium
RS
$15.7B
| $36.1M | 0.02% |
222,307
-39,251
| -15% | -$6.37M |
|
591
Willis Towers Watson
WTW
$32.1B
| $36M | 0.02% |
151,625
-10,469
| -6% | -$2.49M |
|
|
VG
592
DELISTED
Vonage Holdings Corporation
VG
| $35.8M | 0.02% |
1,721,918
-45,591
| -3% | -$948K |
|
593
Axon Enterprise
AXON
$57.2B
| $35.4M | 0.02% |
225,737
-2,786
| -1% | -$437K |
|
594
Corning
GLW
$61B
| $35.3M | 0.02% |
948,068
-22,469
| -2% | -$837K |
|
|
NVRO
595
DELISTED
NEVRO CORP.
NVRO
| $35.2M | 0.02% |
434,320
+185,461
| +75% | +$15M |
|
596
UGI
UGI
$7.43B
| $35.2M | 0.02% |
766,952
-20,249
| -3% | -$930K |
|
597
Watsco
WSO
$16.6B
| $35.1M | 0.02% |
112,218
-1,749
| -2% | -$547K |
|
598
Atkore
ATKR
$1.99B
| $35M | 0.02% |
314,688
-134,975
| -30% | -$15M |
|
599
Revvity
RVTY
$10.1B
| $34.9M | 0.02% |
173,521
+10,465
| +6% | +$2.1M |
|
600
Palo Alto Networks
PANW
$130B
| $34.7M | 0.02% |
374,256
+924
| +0.2% | +$85.7K |
|