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 | |
|---|---|---|---|---|---|---|
626
Coterra Energy
CTRA
$18.3B
| $31.3M | 0.02% |
1,174,309
-28,734
| -2% | -$766K |
|
627
Dutch Bros
BROS
$8.47B
| $31.2M | 0.02% |
752,482
+740,524
| +6,193% | +$30.7M |
|
628
Dover
DOV
$24.4B
| $31.1M | 0.02% |
172,472
-5,445
| -3% | -$983K |
|
629
AptarGroup
ATR
$9.13B
| $31.1M | 0.02% |
220,645
-27,923
| -11% | -$3.93M |
|
|
SWN
630
DELISTED
Southwestern Energy Company
SWN
| $31M | 0.02% |
4,607,228
-602,028
| -12% | -$4.05M |
|
631
Edison International
EIX
$21B
| $31M | 0.02% |
431,527
-9,338
| -2% | -$671K |
|
632
T Rowe Price
TROW
$23.8B
| $31M | 0.02% |
268,475
-5,958
| -2% | -$687K |
|
633
Kraft Heinz
KHC
$32.1B
| $30.9M | 0.02% |
958,983
-20,008
| -2% | -$645K |
|
634
AAR Corp
AIR
$2.72B
| $30.7M | 0.02% |
422,226
-83,126
| -16% | -$6.04M |
|
635
Celestica
CLS
$27.9B
| $30.6M | 0.02% |
534,690
+30,630
| +6% | +$1.75M |
|
636
Iron Mountain
IRM
$27.2B
| $30.5M | 0.02% |
340,766
-6,498
| -2% | -$582K |
|
637
Skechers
SKX
$9.5B
| $30.5M | 0.02% |
441,178
-62,111
| -12% | -$4.29M |
|
638
Unum
UNM
$12.5B
| $30.4M | 0.02% |
594,348
-91,806
| -13% | -$4.69M |
|
639
NRG Energy
NRG
$28.5B
| $30.3M | 0.02% |
389,764
+9,495
| +2% | +$739K |
|
640
Estee Lauder
EL
$32.2B
| $30.2M | 0.02% |
284,137
+27,804
| +11% | +$2.96M |
|
641
Autoliv
ALV
$9.55B
| $30.2M | 0.02% |
282,100
-35,823
| -11% | -$3.83M |
|
642
Carpenter Technology
CRS
$12.3B
| $30.2M | 0.02% |
275,351
-6,504
| -2% | -$713K |
|
643
Jackson Financial
JXN
$6.65B
| $30.1M | 0.02% |
405,952
-21,918
| -5% | -$1.63M |
|
644
Axon Enterprise
AXON
$57.1B
| $30.1M | 0.02% |
102,433
-1,175
| -1% | -$346K |
|
645
Axcelis
ACLS
$2.54B
| $30.1M | 0.02% |
211,559
+14,886
| +8% | +$2.12M |
|
646
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$54.8B
| $30.1M | 0.02% |
375,987
-65,626
| -15% | -$5.25M |
|
647
Apollo Global Management
APO
$75.2B
| $29.9M | 0.02% |
253,285
-30,319
| -11% | -$3.58M |
|
648
COPT Defense Properties
CDP
$3.44B
| $29.8M | 0.02% |
1,190,853
+764,859
| +180% | +$19.1M |
|
649
Aramark
ARMK
$10.2B
| $29.8M | 0.02% |
875,694
-112,660
| -11% | -$3.83M |
|
650
Broadridge
BR
$29.4B
| $29.8M | 0.02% |
151,093
+6,599
| +5% | +$1.3M |
|