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 |
Equinix
EQIX
|
$313M |
| 2 |
Welltower
WELL
|
$213M |
| 3 |
Brookfield
BN
|
$162M |
| 4 |
MSCI
MSCI
|
$146M |
| 5 |
Extra Space Storage
EXR
|
$143M |
Top Sells
| 1 |
BKI
Black Knight, Inc. Common Stock
BKI
|
$373M |
| 2 |
Moody's
MCO
|
$178M |
| 3 |
Dollar General
DG
|
$169M |
| 4 |
CubeSmart
CUBE
|
$166M |
| 5 |
Equity Lifestyle Properties
ELS
|
$156M |
Sector Composition
| 1 | Technology | 17.98% |
| 2 | Financials | 15.34% |
| 3 | Real Estate | 15.22% |
| 4 | Consumer Discretionary | 11.31% |
| 5 | Industrials | 11.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
651
Stantec
STN
$12.3B
| $26.6M | 0.02% |
407,450
-74,100
| -15% | -$4.83M |
|
652
Asbury Automotive
ABG
$5.06B
| $26.5M | 0.02% |
115,146
-9,918
| -8% | -$2.28M |
|
653
Willis Towers Watson
WTW
$32.1B
| $26.5M | 0.02% |
126,767
-4,751
| -4% | -$993K |
|
654
Antero Resources
AR
$10.1B
| $26.4M | 0.02% |
1,041,618
+4,294
| +0.4% | +$109K |
|
655
Illumina
ILMN
$15.7B
| $26.4M | 0.02% |
197,746
+41
| +0% | +$5.48K |
|
656
CACI
CACI
$10.4B
| $26.4M | 0.02% |
84,086
-1,481
| -2% | -$465K |
|
657
Stanley Black & Decker
SWK
$12.1B
| $26.3M | 0.02% |
315,113
+139,371
| +79% | +$11.6M |
|
658
Old Republic International
ORI
$10.1B
| $26.3M | 0.02% |
976,843
-45,508
| -4% | -$1.23M |
|
659
Teradyne
TER
$19.1B
| $26.2M | 0.02% |
260,918
-379
| -0.1% | -$38.1K |
|
|
SWN
660
DELISTED
Southwestern Energy Company
SWN
| $26.2M | 0.02% |
4,062,545
-73,308
| -2% | -$473K |
|
661
Dropbox
DBX
$8.06B
| $26.2M | 0.02% |
961,727
-69,187
| -7% | -$1.88M |
|
662
Broadridge
BR
$29.4B
| $26.1M | 0.02% |
145,751
+4,643
| +3% | +$831K |
|
663
Dick's Sporting Goods
DKS
$17.7B
| $26.1M | 0.02% |
240,292
+243
| +0.1% | +$26.4K |
|
664
Ciena
CIEN
$16.5B
| $26.1M | 0.02% |
551,389
-8,635
| -2% | -$408K |
|
665
Hartford Financial Services
HIG
$37B
| $26M | 0.02% |
366,264
-927
| -0.3% | -$65.7K |
|
666
Hillenbrand
HI
$1.85B
| $26M | 0.02% |
613,528
-140,210
| -19% | -$5.93M |
|
667
Exelixis
EXEL
$10.2B
| $25.9M | 0.02% |
1,186,512
-47,810
| -4% | -$1.04M |
|
668
Hewlett Packard
HPE
$31B
| $25.9M | 0.02% |
1,490,748
-6,459
| -0.4% | -$112K |
|
669
Voya Financial
VOYA
$7.38B
| $25.9M | 0.02% |
389,592
+20,615
| +6% | +$1.37M |
|
670
Vanguard Long-Term Bond ETF
BLV
$5.64B
| $25.9M | 0.02% |
385,944
+106,223
| +38% | +$7.12M |
|
671
Royal Gold
RGLD
$12.2B
| $25.8M | 0.02% |
242,302
-4,298
| -2% | -$457K |
|
672
First Merchants
FRME
$2.37B
| $25.8M | 0.02% |
926,082
-10,269
| -1% | -$286K |
|
673
Dollar Tree
DLTR
$20.6B
| $25.7M | 0.02% |
241,801
-3,500
| -1% | -$373K |
|
674
Xylem
XYL
$34.2B
| $25.6M | 0.02% |
280,925
-130,748
| -32% | -$11.9M |
|
675
State Street
STT
$32B
| $25.6M | 0.02% |
381,676
-14,113
| -4% | -$945K |
|