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 | 9.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
576
Cummins
CMI
$54.8B
| $36.1M | 0.02% |
176,201
+984
| +0.6% | +$202K |
|
577
Biogen
BIIB
$20.7B
| $35.9M | 0.02% |
170,636
-1,926
| -1% | -$406K |
|
578
Equifax
EFX
$31.2B
| $35.9M | 0.02% |
151,502
+827
| +0.5% | +$196K |
|
579
Willis Towers Watson
WTW
$32.4B
| $35.7M | 0.02% |
151,291
-334
| -0.2% | -$78.9K |
|
580
Avis
CAR
$5.58B
| $35.7M | 0.02% |
135,685
-1,406
| -1% | -$370K |
|
581
Bloomin' Brands
BLMN
$589M
| $35.5M | 0.02% |
1,619,844
+59,059
| +4% | +$1.3M |
|
582
Core & Main
CNM
$12.6B
| $35.4M | 0.02% |
1,465,456
+208,652
| +17% | +$5.05M |
|
583
California Resources
CRC
$4.14B
| $35.4M | 0.02% |
792,391
+692,931
| +697% | +$31M |
|
584
Innovative Industrial Properties
IIPR
$1.59B
| $35.4M | 0.02% |
172,247
+9,883
| +6% | +$2.03M |
|
|
VRN
585
DELISTED
Veren
VRN
| $35.3M | 0.02% |
+4,867,400
| New | +$35.3M |
|
586
EQT Corp
EQT
$31.7B
| $35.2M | 0.02% |
1,023,326
-4,342
| -0.4% | -$149K |
|
587
UFP Industries
UFPI
$6.01B
| $35.2M | 0.02% |
455,641
-19,928
| -4% | -$1.54M |
|
588
AGCO
AGCO
$8.23B
| $35.1M | 0.02% |
240,677
+30,478
| +14% | +$4.45M |
|
589
Tenable Holdings
TENB
$3.77B
| $35.1M | 0.02% |
607,608
+552,503
| +1,003% | +$31.9M |
|
590
GameStop
GME
$10.4B
| $35.1M | 0.02% |
842,488
-10,820
| -1% | -$451K |
|
591
Graphic Packaging
GPK
$6.24B
| $35M | 0.02% |
1,748,828
+301,026
| +21% | +$6.03M |
|
592
Paylocity
PCTY
$9.54B
| $34.9M | 0.02% |
169,437
+11,269
| +7% | +$2.32M |
|
|
XM
593
DELISTED
Qualtrics International Inc. Class A Common Stock
XM
| $34.9M | 0.02% |
1,220,980
-130,411
| -10% | -$3.72M |
|
|
VG
594
DELISTED
Vonage Holdings Corporation
VG
| $34.8M | 0.02% |
1,712,999
-8,919
| -0.5% | -$181K |
|
|
DOOR
595
DELISTED
MASONITE INTERNATIONAL CORP
DOOR
| $34.6M | 0.02% |
389,237
+684
| +0.2% | +$60.8K |
|
596
The Ensign Group
ENSG
$10B
| $34.6M | 0.02% |
384,313
-16,902
| -4% | -$1.52M |
|
597
CACI
CACI
$10.4B
| $34.6M | 0.02% |
114,804
+35,532
| +45% | +$10.7M |
|
598
SPS Commerce
SPSC
$4.19B
| $34.6M | 0.02% |
263,433
-10,812
| -4% | -$1.42M |
|
599
Rogers Corp
ROG
$1.42B
| $34.5M | 0.02% |
126,879
-15,500
| -11% | -$4.21M |
|
600
First Merchants
FRME
$2.36B
| $34.3M | 0.02% |
825,399
+24,898
| +3% | +$1.04M |
|