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 | |
|---|---|---|---|---|---|---|
601
Toro Company
TTC
$7.96B
| $33.3M | 0.02% |
356,211
-47,469
| -12% | -$4.44M |
|
602
World Kinect Corp
WKC
$1.49B
| $33.1M | 0.02% |
1,284,532
-346,861
| -21% | -$8.95M |
|
603
CyberArk
CYBR
$23.1B
| $33M | 0.02% |
120,542
+14,600
| +14% | +$3.99M |
|
604
Robert Half
RHI
$3.8B
| $32.8M | 0.02% |
513,000
+379,780
| +285% | +$24.3M |
|
605
Charter Communications
CHTR
$35.4B
| $32.8M | 0.02% |
109,608
+87
| +0.1% | +$26K |
|
606
Dollar General
DG
$23.9B
| $32.6M | 0.02% |
246,681
+3,000
| +1% | +$397K |
|
607
Castle Biosciences
CSTL
$670M
| $32.6M | 0.02% |
1,498,143
-34,329
| -2% | -$747K |
|
608
Morningstar
MORN
$10.9B
| $32.5M | 0.02% |
109,940
-77,691
| -41% | -$23M |
|
609
Medpace
MEDP
$13.6B
| $32.5M | 0.02% |
78,878
-9,311
| -11% | -$3.83M |
|
610
Sprouts Farmers Market
SFM
$13.7B
| $32.4M | 0.02% |
386,844
-40,919
| -10% | -$3.42M |
|
611
Wabtec
WAB
$33.1B
| $32.2M | 0.02% |
203,489
-7,964
| -4% | -$1.26M |
|
612
Zebra Technologies
ZBRA
$15.8B
| $32.1M | 0.02% |
103,903
+26,739
| +35% | +$8.26M |
|
613
Erie Indemnity
ERIE
$17.6B
| $32.1M | 0.02% |
88,490
-10,658
| -11% | -$3.86M |
|
614
Coherent
COHR
$14.9B
| $32M | 0.02% |
441,669
-139,751
| -24% | -$10.1M |
|
615
Keysight
KEYS
$28.7B
| $31.9M | 0.02% |
233,479
-4,913
| -2% | -$672K |
|
616
Huntington Ingalls Industries
HII
$10.6B
| $31.9M | 0.02% |
129,614
-2,040
| -2% | -$503K |
|
617
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.4B
| $31.8M | 0.02% |
411,374
+64,869
| +19% | +$5.01M |
|
618
Annaly Capital Management
NLY
$14B
| $31.8M | 0.02% |
1,666,489
-217,069
| -12% | -$4.14M |
|
619
Antero Resources
AR
$10B
| $31.7M | 0.02% |
972,744
-91,346
| -9% | -$2.98M |
|
620
Light & Wonder
LNW
$7.37B
| $31.6M | 0.02% |
301,323
-41,387
| -12% | -$4.34M |
|
621
Hewlett Packard
HPE
$30.5B
| $31.6M | 0.02% |
1,492,130
-35,843
| -2% | -$759K |
|
622
Halozyme
HALO
$8.59B
| $31.6M | 0.02% |
603,058
+32,301
| +6% | +$1.69M |
|
623
Garmin
GRMN
$45.7B
| $31.6M | 0.02% |
193,748
-2,236
| -1% | -$364K |
|
624
Willis Towers Watson
WTW
$32.2B
| $31.5M | 0.02% |
120,045
-5,648
| -4% | -$1.48M |
|
625
eBay
EBAY
$42.5B
| $31.4M | 0.02% |
584,171
-13,698
| -2% | -$736K |
|