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 |
Brookfield
BN
|
+$186M |
| 2 |
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
|
+$166M |
| 3 |
HEICO Class A
HEI.A
|
+$145M |
| 4 |
Ventas
VTR
|
+$113M |
| 5 |
Cemex
CX
|
+$111M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$285M |
| 2 |
TransDigm Group
TDG
|
+$203M |
| 3 |
Verizon
VZ
|
+$174M |
| 4 |
Moody's
MCO
|
+$167M |
| 5 |
Digital Realty Trust
DLR
|
+$161M |
Sector Composition
| 1 | Technology | 18.33% |
| 2 | Real Estate | 15.51% |
| 3 | Financials | 14.64% |
| 4 | Industrials | 11.44% |
| 5 | Consumer Discretionary | 11.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
651
Jones Lang LaSalle
JLL
$14.7B
| $27.9M | 0.02% |
179,327
-8,552
| -5% | -$1.33M |
|
652
Merit Medical Systems
MMSI
$5.3B
| $27.8M | 0.02% |
332,377
-17,214
| -5% | -$1.44M |
|
653
eBay
EBAY
$42.2B
| $27.7M | 0.02% |
620,783
-47,012
| -7% | -$2.1M |
|
654
Repligen
RGEN
$6.73B
| $27.7M | 0.02% |
195,824
-9,141
| -4% | -$1.29M |
|
655
LyondellBasell Industries
LYB
$17.6B
| $27.6M | 0.02% |
300,663
-30,969
| -9% | -$2.84M |
|
656
Yeti Holdings
YETI
$2.83B
| $27.6M | 0.02% |
709,643
-197,261
| -22% | -$7.66M |
|
657
Acadia Healthcare
ACHC
$2.03B
| $27.5M | 0.02% |
345,410
-14,439
| -4% | -$1.15M |
|
658
Dropbox
DBX
$8.37B
| $27.5M | 0.02% |
1,030,914
+1,002,311
| +3,504% | +$26.7M |
|
659
Alcoa
AA
$8.25B
| $27.5M | 0.02% |
809,439
-30,614
| -4% | -$1.04M |
|
660
Credo Technology Group
CRDO
$26.9B
| $27.5M | 0.02% |
1,583,333
+11,604
| +0.7% | +$201K |
|
661
Fabrinet
FN
$13.1B
| $27.5M | 0.02% |
211,351
-13,897
| -6% | -$1.8M |
|
662
Axalta
AXTA
$6.77B
| $27.3M | 0.02% |
832,890
-40,563
| -5% | -$1.33M |
|
663
Bentley Systems
BSY
$16.2B
| $27.3M | 0.02% |
502,862
+274,146
| +120% | +$14.9M |
|
664
Golden Entertainment
GDEN
$641M
| $27.2M | 0.02% |
649,587
-5,577
| -0.9% | -$233K |
|
665
Advanced Drainage Systems
WMS
$11B
| $27M | 0.02% |
237,423
-10,609
| -4% | -$1.21M |
|
666
Omega Healthcare
OHI
$12.7B
| $27M | 0.02% |
879,970
-47,218
| -5% | -$1.45M |
|
667
OGE Energy
OGE
$8.82B
| $27M | 0.02% |
752,039
-40,317
| -5% | -$1.45M |
|
668
DTE Energy
DTE
$28.1B
| $26.9M | 0.02% |
244,552
+634
| +0.3% | +$69.8K |
|
669
Bombardier Recreational Products
DOOO
$4.74B
| $26.8M | 0.02% |
317,228
-11,340
| -3% | -$960K |
|
670
Universal Display
OLED
$6.54B
| $26.8M | 0.02% |
186,118
-5,639
| -3% | -$813K |
|
671
Woodward
WWD
$14.4B
| $26.8M | 0.02% |
225,363
-10,889
| -5% | -$1.29M |
|
672
Energizer
ENR
$1.93B
| $26.7M | 0.02% |
795,896
-17,404
| -2% | -$584K |
|
673
HubSpot
HUBS
$26.2B
| $26.7M | 0.02% |
50,204
-21,233
| -30% | -$11.3M |
|
674
Royal Caribbean
RCL
$94.1B
| $26.6M | 0.02% |
256,676
-12,310
| -5% | -$1.28M |
|
675
Range Resources
RRC
$8.24B
| $26.6M | 0.02% |
905,477
-51,294
| -5% | -$1.51M |
|