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 | |
|---|---|---|---|---|---|---|
651
Best Buy
BBY
$16.1B
| $31.1M | 0.02% |
305,775
-15,317
| -5% | -$1.56M |
|
652
Trupanion
TRUP
$1.9B
| $31M | 0.02% |
234,805
-6,307
| -3% | -$833K |
|
653
GXO Logistics
GXO
$6.02B
| $30.9M | 0.02% |
340,012
-4,172
| -1% | -$379K |
|
654
Option Care Health
OPCH
$4.72B
| $30.9M | 0.02% |
1,085,574
+107,635
| +11% | +$3.06M |
|
655
Cytokinetics
CYTK
$6.34B
| $30.9M | 0.02% |
677,116
+77,885
| +13% | +$3.55M |
|
656
Franklin Electric
FELE
$4.34B
| $30.7M | 0.02% |
324,813
-18,587
| -5% | -$1.76M |
|
657
Ingersoll Rand
IR
$32.2B
| $30.7M | 0.02% |
496,055
-12,145
| -2% | -$751K |
|
658
Lithia Motors
LAD
$8.74B
| $30.6M | 0.02% |
102,950
-1,614
| -2% | -$479K |
|
659
Independent Bank
INDB
$3.55B
| $30.6M | 0.02% |
374,772
+146,626
| +64% | +$12M |
|
660
Halliburton
HAL
$18.8B
| $30.5M | 0.02% |
1,333,757
-123,799
| -8% | -$2.83M |
|
661
California Water Service
CWT
$2.81B
| $30.5M | 0.02% |
424,108
-30,221
| -7% | -$2.17M |
|
662
Toll Brothers
TOL
$14.2B
| $30.3M | 0.02% |
419,026
-23,174
| -5% | -$1.68M |
|
663
CMS Energy
CMS
$21.4B
| $30.3M | 0.02% |
466,198
-124,271
| -21% | -$8.08M |
|
664
Southwest Airlines
LUV
$16.5B
| $30.3M | 0.02% |
707,426
-20,973
| -3% | -$898K |
|
|
LTHM
665
DELISTED
Livent Corporation
LTHM
| $30.3M | 0.02% |
1,241,721
-32,000
| -3% | -$780K |
|
666
First Solar
FSLR
$22B
| $30.2M | 0.02% |
346,756
-2,566
| -0.7% | -$224K |
|
667
Asbury Automotive
ABG
$5.06B
| $30.2M | 0.02% |
174,829
+15,685
| +10% | +$2.71M |
|
668
Northern Trust
NTRS
$24.3B
| $30.2M | 0.02% |
252,439
-8,418
| -3% | -$1.01M |
|
669
Clorox
CLX
$15.5B
| $30.1M | 0.02% |
172,700
-2,467
| -1% | -$430K |
|
670
Walker & Dunlop
WD
$2.98B
| $30M | 0.02% |
199,072
-3,506
| -2% | -$529K |
|
671
Essential Properties Realty Trust
EPRT
$6.1B
| $30M | 0.02% |
1,041,507
-74,175
| -7% | -$2.14M |
|
672
Range Resources
RRC
$8.27B
| $30M | 0.02% |
1,683,439
-107,991
| -6% | -$1.93M |
|
673
Tenet Healthcare
THC
$17.3B
| $30M | 0.02% |
367,109
-5,199
| -1% | -$425K |
|
674
Kraft Heinz
KHC
$32.3B
| $30M | 0.02% |
834,264
+23,260
| +3% | +$835K |
|
|
HES
675
DELISTED
Hess
HES
| $29.9M | 0.02% |
404,440
-36,844
| -8% | -$2.73M |
|