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 |
Microsoft
MSFT
|
+$344M |
| 2 |
Moody's
MCO
|
+$284M |
| 3 |
VICI Properties
VICI
|
+$249M |
| 4 |
Progressive
PGR
|
+$246M |
| 5 |
Amazon
AMZN
|
+$167M |
Top Sells
| 1 |
Salesforce
CRM
|
+$235M |
| 2 |
MGP
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
|
+$202M |
| 3 |
Healthcare Realty
HR
|
+$179M |
| 4 |
Etsy
ETSY
|
+$168M |
| 5 |
Charter Communications
CHTR
|
+$141M |
Sector Composition
| 1 | Real Estate | 17.6% |
| 2 | Technology | 16.42% |
| 3 | Financials | 14.71% |
| 4 | Consumer Discretionary | 10.49% |
| 5 | Industrials | 9.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
651
Lattice Semiconductor
LSCC
$9.06B
| $26.5M | 0.02% |
546,103
+69,088
| +14% | +$3.35M |
|
652
Exelixis
EXEL
$10.1B
| $26.5M | 0.02% |
1,271,865
+196,160
| +18% | +$4.08M |
|
653
Cytokinetics
CYTK
$6.22B
| $26.5M | 0.02% |
673,268
+15,120
| +2% | +$594K |
|
654
Waters Corp
WAT
$17.4B
| $26.3M | 0.02% |
79,513
+3,649
| +5% | +$1.21M |
|
655
Vanguard Long-Term Bond ETF
BLV
$5.7B
| $26.3M | 0.02% |
329,812
-4,932
| -1% | -$393K |
|
656
McCormick & Company Non-Voting
MKC
$18.4B
| $26.2M | 0.02% |
315,233
+6,089
| +2% | +$507K |
|
657
Axon Enterprise
AXON
$58.7B
| $26.2M | 0.02% |
280,967
+48,443
| +21% | +$4.51M |
|
658
Mesa Laboratories
MLAB
$327M
| $26.2M | 0.02% |
128,332
+15,580
| +14% | +$3.18M |
|
659
NOV
NOV
$4.85B
| $26.2M | 0.02% |
1,546,520
+211,517
| +16% | +$3.58M |
|
660
Genuine Parts
GPC
$19.4B
| $26.1M | 0.02% |
196,274
-4,066
| -2% | -$541K |
|
661
Omega Healthcare
OHI
$12.6B
| $26.1M | 0.02% |
926,002
+113,488
| +14% | +$3.2M |
|
662
Federal Agricultural Mortgage
AGM
$2.15B
| $26.1M | 0.02% |
267,151
-1,371
| -0.5% | -$134K |
|
663
Golden Entertainment
GDEN
$634M
| $26.1M | 0.02% |
659,599
+1,357
| +0.2% | +$53.7K |
|
664
The Ensign Group
ENSG
$9.59B
| $26.1M | 0.02% |
354,607
-29,706
| -8% | -$2.18M |
|
665
Match Group
MTCH
$9.12B
| $25.9M | 0.02% |
372,305
+23,459
| +7% | +$1.63M |
|
666
Gentex
GNTX
$6.15B
| $25.8M | 0.02% |
923,252
+103,252
| +13% | +$2.89M |
|
|
SJI
667
DELISTED
South Jersey Industries, Inc.
SJI
| $25.8M | 0.02% |
755,235
-105,993
| -12% | -$3.62M |
|
668
First Foundation Inc
FFWM
$487M
| $25.8M | 0.02% |
1,257,690
+309,862
| +33% | +$6.35M |
|
669
BancFirst
BANF
$4.46B
| $25.6M | 0.02% |
267,672
+18,168
| +7% | +$1.74M |
|
670
Civitas Resources
CIVI
$3.13B
| $25.6M | 0.02% |
488,732
-36,404
| -7% | -$1.9M |
|
671
W.W. Grainger
GWW
$47.5B
| $25.4M | 0.02% |
55,937
+634
| +1% | +$288K |
|
672
Mid-America Apartment Communities
MAA
$16.6B
| $25.4M | 0.02% |
145,363
+1,101
| +0.8% | +$192K |
|
673
Titan Machinery
TITN
$464M
| $25.4M | 0.02% |
1,131,889
+257,428
| +29% | +$5.77M |
|
|
CDK
674
DELISTED
CDK Global, Inc.
CDK
| $25.4M | 0.02% |
463,016
+65,367
| +16% | +$3.58M |
|
|
COHR
675
DELISTED
Coherent Inc
COHR
| $25.3M | 0.02% |
95,129
+10,882
| +13% | +$2.9M |
|