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 | |
|---|---|---|---|---|---|---|
576
Lithia Motors
LAD
$8.74B
| $30M | 0.02% |
101,637
-1,696
| -2% | -$501K |
|
577
Glaukos
GKOS
$5.39B
| $30M | 0.02% |
398,572
+51,851
| +15% | +$3.9M |
|
578
Brown-Forman Class B
BF.B
$13.7B
| $30M | 0.02% |
519,166
+1,636
| +0.3% | +$94.4K |
|
579
Toll Brothers
TOL
$14.2B
| $29.9M | 0.02% |
404,779
+16,187
| +4% | +$1.2M |
|
580
Tetra Tech
TTEK
$9.48B
| $29.9M | 0.02% |
984,580
-16,870
| -2% | -$513K |
|
581
Omega Healthcare
OHI
$12.7B
| $29.9M | 0.02% |
902,456
+22,486
| +3% | +$746K |
|
582
BWX Technologies
BWXT
$15B
| $29.8M | 0.02% |
398,051
+53,978
| +16% | +$4.05M |
|
583
TechnipFMC
FTI
$16B
| $29.8M | 0.02% |
1,466,063
+1,432,940
| +4,326% | +$29.1M |
|
584
Knight Transportation
KNX
$7B
| $29.8M | 0.02% |
594,592
-9,704
| -2% | -$487K |
|
585
Fortune Brands Innovations
FBIN
$7.3B
| $29.8M | 0.02% |
479,325
-82,788
| -15% | -$5.15M |
|
586
Paylocity
PCTY
$9.62B
| $29.7M | 0.02% |
163,714
+3,606
| +2% | +$655K |
|
587
ITT
ITT
$13.3B
| $29.7M | 0.02% |
302,900
-6,526
| -2% | -$639K |
|
588
Churchill Downs
CHDN
$7.18B
| $29.6M | 0.02% |
254,756
-129,377
| -34% | -$15M |
|
589
TopBuild
BLD
$12.3B
| $29.5M | 0.02% |
117,255
-19,593
| -14% | -$4.93M |
|
590
KBR
KBR
$6.4B
| $29.5M | 0.02% |
499,936
-11,876
| -2% | -$700K |
|
591
Advanced Drainage Systems
WMS
$11.5B
| $29.4M | 0.02% |
258,428
+21,005
| +9% | +$2.39M |
|
592
Atkore
ATKR
$1.99B
| $29.4M | 0.02% |
197,139
-40,249
| -17% | -$6M |
|
593
The Bancorp
TBBK
$3.49B
| $29.4M | 0.02% |
852,275
-86,339
| -9% | -$2.98M |
|
|
AZPN
594
DELISTED
Aspen Technology Inc
AZPN
| $29.4M | 0.02% |
143,889
-7,513
| -5% | -$1.53M |
|
595
AGCO
AGCO
$8.28B
| $29.4M | 0.02% |
248,282
-1,898
| -0.8% | -$224K |
|
596
Cleveland-Cliffs
CLF
$5.63B
| $29.3M | 0.02% |
1,876,416
-57,162
| -3% | -$893K |
|
597
StoneX
SNEX
$5.37B
| $29.3M | 0.02% |
680,396
-8,493
| -1% | -$366K |
|
598
Option Care Health
OPCH
$4.72B
| $29.3M | 0.02% |
905,784
+257,852
| +40% | +$8.34M |
|
|
SWAV
599
DELISTED
Shockwave Medical, Inc. Common Stock
SWAV
| $29.2M | 0.02% |
146,893
+1,587
| +1% | +$316K |
|
600
SPDR S&P 500 ETF Trust
SPY
$660B
| $29.2M | 0.02% |
68,376
+3,708
| +6% | +$1.59M |
|