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 |
Equity Residential
EQR
|
$411M |
| 2 |
Cadence Design Systems
CDNS
|
$345M |
| 3 |
MSCI
MSCI
|
$300M |
| 4 |
Equinix
EQIX
|
$181M |
| 5 |
Gartner
IT
|
$154M |
Top Sells
| 1 |
Union Pacific
UNP
|
$403M |
| 2 |
TransDigm Group
TDG
|
$264M |
| 3 |
AIRC
Apartment Income REIT Corp.
AIRC
|
$238M |
| 4 |
Essex Property Trust
ESS
|
$205M |
| 5 |
NVIDIA
NVDA
|
$184M |
Sector Composition
| 1 | Technology | 20.77% |
| 2 | Financials | 15.31% |
| 3 | Real Estate | 13.85% |
| 4 | Consumer Discretionary | 11.12% |
| 5 | Industrials | 10.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
576
Sprout Social
SPT
$879M
| $35.7M | 0.02% |
999,261
+118,160
| +13% | +$4.22M |
|
577
ITT
ITT
$13.3B
| $35.4M | 0.02% |
274,072
-35,167
| -11% | -$4.54M |
|
578
Woodward
WWD
$14.2B
| $35.4M | 0.02% |
202,765
-24,298
| -11% | -$4.24M |
|
579
Glaukos
GKOS
$5.35B
| $35.3M | 0.02% |
297,946
+525
| +0.2% | +$62.1K |
|
580
Lamar Advertising Co
LAMR
$13B
| $35M | 0.02% |
292,675
-38,171
| -12% | -$4.56M |
|
581
Hartford Financial Services
HIG
$37.2B
| $34.9M | 0.02% |
347,268
-9,470
| -3% | -$952K |
|
582
Veralto
VLTO
$26.3B
| $34.9M | 0.02% |
365,509
+16,357
| +5% | +$1.56M |
|
583
Howmet Aerospace
HWM
$70.4B
| $34.8M | 0.02% |
448,744
-219,347
| -33% | -$17M |
|
584
OneMain Financial
OMF
$7.27B
| $34.8M | 0.02% |
718,172
+708,804
| +7,566% | +$34.4M |
|
585
HP
HPQ
$27.3B
| $34.8M | 0.02% |
993,656
-24,210
| -2% | -$848K |
|
586
ResMed
RMD
$40.4B
| $34.7M | 0.02% |
181,492
-5,110
| -3% | -$978K |
|
587
JFrog
FROG
$5.73B
| $34.7M | 0.02% |
923,046
+119,792
| +15% | +$4.5M |
|
588
Nextracker
NXT
$10.1B
| $34.6M | 0.02% |
738,456
+713,463
| +2,855% | +$33.4M |
|
589
Mueller Industries
MLI
$10.6B
| $34.6M | 0.02% |
607,309
-19,664
| -3% | -$1.12M |
|
590
Curtiss-Wright
CW
$17.8B
| $34.6M | 0.02% |
127,531
-16,509
| -11% | -$4.47M |
|
591
Service Corp International
SCI
$10.9B
| $34.5M | 0.02% |
484,670
-72,403
| -13% | -$5.15M |
|
592
Devon Energy
DVN
$21.9B
| $34.3M | 0.02% |
724,491
-70,264
| -9% | -$3.33M |
|
593
Delta Air Lines
DAL
$40.2B
| $34.3M | 0.02% |
723,649
-13,681
| -2% | -$649K |
|
594
Corning
GLW
$60.3B
| $34.1M | 0.02% |
878,530
-16,950
| -2% | -$659K |
|
595
ATI
ATI
$10.5B
| $33.9M | 0.02% |
610,815
-54,254
| -8% | -$3.01M |
|
596
Comerica
CMA
$8.89B
| $33.8M | 0.02% |
663,100
+501,857
| +311% | +$25.6M |
|
597
CubeSmart
CUBE
$9.51B
| $33.8M | 0.02% |
749,138
-97,730
| -12% | -$4.41M |
|
598
Equifax
EFX
$30.7B
| $33.7M | 0.02% |
138,948
-4,120
| -3% | -$999K |
|
599
Enphase Energy
ENPH
$5.02B
| $33.7M | 0.02% |
337,506
+144,628
| +75% | +$14.4M |
|
600
Weatherford International
WFRD
$4.47B
| $33.6M | 0.02% |
274,572
-27,079
| -9% | -$3.32M |
|