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 | |
|---|---|---|---|---|---|---|
|
CERN
601
DELISTED
Cerner Corp
CERN
| $34.7M | 0.02% |
373,918
-13,022
| -3% | -$1.21M |
|
602
Penumbra
PEN
$11B
| $34.7M | 0.02% |
120,725
-6,268
| -5% | -$1.8M |
|
603
CyberArk
CYBR
$23.3B
| $34.7M | 0.02% |
200,088
-26,261
| -12% | -$4.55M |
|
604
Eagle Materials
EXP
$7.86B
| $34.6M | 0.02% |
208,126
-6,370
| -3% | -$1.06M |
|
605
Jabil
JBL
$22.5B
| $34.6M | 0.02% |
491,985
-14,899
| -3% | -$1.05M |
|
606
Expedia Group
EXPE
$26.6B
| $34.3M | 0.02% |
189,840
-1,598
| -0.8% | -$289K |
|
607
Eventbrite
EB
$254M
| $34.1M | 0.02% |
1,955,989
+14,565
| +0.8% | +$254K |
|
608
Devon Energy
DVN
$22.1B
| $34M | 0.02% |
772,079
-21,558
| -3% | -$950K |
|
609
Kinsale Capital Group
KNSL
$10.6B
| $33.9M | 0.02% |
142,347
+61,378
| +76% | +$14.6M |
|
610
Oneok
OKE
$45.7B
| $33.7M | 0.02% |
573,654
-25,930
| -4% | -$1.52M |
|
611
The Ensign Group
ENSG
$10B
| $33.7M | 0.02% |
401,215
-9,949
| -2% | -$835K |
|
612
Quest Diagnostics
DGX
$20.5B
| $33.6M | 0.02% |
193,993
-9,016
| -4% | -$1.56M |
|
613
First Merchants
FRME
$2.37B
| $33.5M | 0.02% |
800,501
+13,191
| +2% | +$553K |
|
614
Ulta Beauty
ULTA
$23.1B
| $33.5M | 0.02% |
81,280
+10,947
| +16% | +$4.51M |
|
615
Trade Desk
TTD
$25.5B
| $33.5M | 0.02% |
365,431
+50,271
| +16% | +$4.61M |
|
|
DRE
616
DELISTED
Duke Realty Corp.
DRE
| $33.3M | 0.02% |
507,906
-30,533
| -6% | -$2M |
|
617
Capri Holdings
CPRI
$2.53B
| $33.2M | 0.02% |
511,785
-13,717
| -3% | -$890K |
|
|
SGI
618
Somnigroup International Inc.
SGI
$18.3B
| $33.2M | 0.02% |
705,581
-23,488
| -3% | -$1.1M |
|
619
Fortive
FTV
$16.2B
| $33.1M | 0.02% |
433,966
-12,490
| -3% | -$953K |
|
620
Delta Air Lines
DAL
$39.9B
| $33.1M | 0.02% |
846,262
+42,248
| +5% | +$1.65M |
|
621
Alliant Energy
LNT
$16.6B
| $33.1M | 0.02% |
537,925
-32,270
| -6% | -$1.98M |
|
622
United Therapeutics
UTHR
$18.1B
| $33.1M | 0.02% |
152,982
-2,140
| -1% | -$462K |
|
623
Olin
OLN
$2.9B
| $32.9M | 0.02% |
572,420
+814
| +0.1% | +$46.8K |
|
624
Bloomin' Brands
BLMN
$605M
| $32.7M | 0.02% |
1,560,785
-39,518
| -2% | -$829K |
|
625
Ambarella
AMBA
$3.54B
| $32.7M | 0.02% |
161,307
-73,035
| -31% | -$14.8M |
|