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 |
Equity Lifestyle Properties
ELS
|
$271M |
| 2 |
Moody's
MCO
|
$168M |
| 3 |
CubeSmart
CUBE
|
$165M |
| 4 |
Franco-Nevada
FNV
|
$149M |
| 5 |
TransUnion
TRU
|
$119M |
Sector Composition
| 1 | Technology | 18.52% |
| 2 | Real Estate | 15.68% |
| 3 | Financials | 15.55% |
| 4 | Consumer Discretionary | 11.35% |
| 5 | Industrials | 10.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
Varonis Systems
VRNS
$6.28B
| $30.8M | 0.02% |
679,520
+668,150
| +5,876% | +$30.3M |
|
627
Credo Technology Group
CRDO
$24.4B
| $30.7M | 0.02% |
1,578,400
+8,746
| +0.6% | +$170K |
|
628
WEX
WEX
$5.87B
| $30.7M | 0.02% |
157,734
-23,852
| -13% | -$4.64M |
|
629
Skechers
SKX
$9.5B
| $30.6M | 0.02% |
491,055
-5,127
| -1% | -$320K |
|
630
Unum
UNM
$12.6B
| $30.5M | 0.02% |
674,543
-5,365
| -0.8% | -$243K |
|
631
Celsius Holdings
CELH
$15B
| $30.2M | 0.02% |
554,811
-277,911
| -33% | -$15.2M |
|
632
Cardinal Health
CAH
$35.7B
| $30.2M | 0.02% |
300,046
-15,537
| -5% | -$1.57M |
|
633
HP
HPQ
$27.4B
| $30.2M | 0.02% |
1,004,935
-37,901
| -4% | -$1.14M |
|
634
Lear
LEA
$5.91B
| $30.2M | 0.02% |
213,890
-2,822
| -1% | -$398K |
|
635
BWX Technologies
BWXT
$15B
| $30.2M | 0.02% |
393,515
-4,536
| -1% | -$348K |
|
636
Woodward
WWD
$14.6B
| $30.2M | 0.02% |
221,788
-990
| -0.4% | -$135K |
|
637
ATI
ATI
$10.7B
| $30.2M | 0.02% |
663,754
-23,747
| -3% | -$1.08M |
|
638
Coherent
COHR
$15.2B
| $30M | 0.02% |
690,167
+121,431
| +21% | +$5.29M |
|
639
AptarGroup
ATR
$9.13B
| $29.9M | 0.02% |
241,477
-35,374
| -13% | -$4.37M |
|
640
Qualys
QLYS
$4.87B
| $29.7M | 0.02% |
151,120
+4,532
| +3% | +$890K |
|
641
AMN Healthcare
AMN
$799M
| $29.6M | 0.02% |
395,808
-1,048
| -0.3% | -$78.5K |
|
642
Willis Towers Watson
WTW
$32.1B
| $29.6M | 0.02% |
122,785
-3,982
| -3% | -$960K |
|
643
Mueller Industries
MLI
$10.8B
| $29.6M | 0.02% |
628,061
-9,513
| -1% | -$449K |
|
644
Coty
COTY
$3.81B
| $29.5M | 0.02% |
2,376,236
+75,626
| +3% | +$939K |
|
645
New York Times
NYT
$9.6B
| $29.4M | 0.02% |
600,607
-2,575
| -0.4% | -$126K |
|
646
Delta Air Lines
DAL
$39.9B
| $29.4M | 0.02% |
730,962
-31,093
| -4% | -$1.25M |
|
647
STAG Industrial
STAG
$6.9B
| $29.4M | 0.02% |
748,765
+26,700
| +4% | +$1.05M |
|
648
Fortive
FTV
$16.2B
| $29.3M | 0.02% |
398,606
-7,846
| -2% | -$578K |
|
649
NOV
NOV
$4.95B
| $29.3M | 0.02% |
1,446,193
-6,273
| -0.4% | -$127K |
|
650
Broadridge
BR
$29.4B
| $29.3M | 0.02% |
142,198
-3,553
| -2% | -$731K |
|