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 | |
|---|---|---|---|---|---|---|
651
M&T Bank
MTB
$31.2B
| $29.7M | 0.02% |
196,314
-2,945
| -1% | -$446K |
|
652
Murphy USA
MUSA
$7.47B
| $29.6M | 0.02% |
63,035
-8,717
| -12% | -$4.09M |
|
653
Mr. Cooper
COOP
$13.6B
| $29.6M | 0.02% |
364,303
-9,044
| -2% | -$735K |
|
654
Cardinal Health
CAH
$35.7B
| $29.6M | 0.02% |
300,631
-1,818
| -0.6% | -$179K |
|
655
West Pharmaceutical
WST
$18B
| $29.6M | 0.02% |
89,719
-5,520
| -6% | -$1.82M |
|
656
Crown Holdings
CCK
$11B
| $29.5M | 0.02% |
397,116
-52,554
| -12% | -$3.91M |
|
657
Lantheus
LNTH
$3.72B
| $29.5M | 0.02% |
367,735
+56,432
| +18% | +$4.53M |
|
658
HUB Group
HUBG
$2.29B
| $29.5M | 0.02% |
685,688
-16,755
| -2% | -$721K |
|
659
Crocs
CROX
$4.72B
| $29.5M | 0.02% |
202,190
-26,829
| -12% | -$3.92M |
|
660
Fifth Third Bancorp
FITB
$30.2B
| $29.5M | 0.02% |
807,394
-11,057
| -1% | -$403K |
|
661
Insight Enterprises
NSIT
$4.02B
| $29.3M | 0.02% |
147,959
-5,506
| -4% | -$1.09M |
|
662
Fortive
FTV
$16.2B
| $29.3M | 0.02% |
395,290
-13,455
| -3% | -$997K |
|
663
Celsius Holdings
CELH
$15B
| $29.2M | 0.02% |
511,254
-57,176
| -10% | -$3.26M |
|
664
First Merchants
FRME
$2.37B
| $29.1M | 0.02% |
874,567
-35,925
| -4% | -$1.2M |
|
665
HealthEquity
HQY
$7.88B
| $29.1M | 0.02% |
337,566
-26,485
| -7% | -$2.28M |
|
666
Hexcel
HXL
$5.16B
| $29.1M | 0.02% |
465,642
+147,930
| +47% | +$9.24M |
|
667
Carlyle Group
CG
$23.1B
| $28.9M | 0.02% |
719,277
-187,836
| -21% | -$7.54M |
|
668
Badger Meter
BMI
$5.39B
| $28.9M | 0.02% |
154,919
-5,440
| -3% | -$1.01M |
|
669
Entergy
ETR
$39.2B
| $28.8M | 0.02% |
539,130
+4,564
| +0.9% | +$244K |
|
670
KBR
KBR
$6.4B
| $28.7M | 0.02% |
447,206
-61,877
| -12% | -$3.97M |
|
671
BridgeBio Pharma
BBIO
$10.2B
| $28.5M | 0.02% |
1,125,145
+51,958
| +5% | +$1.32M |
|
672
Visteon
VC
$3.41B
| $28.4M | 0.02% |
265,865
-8,983
| -3% | -$958K |
|
673
Zimmer Biomet
ZBH
$20.9B
| $28.3M | 0.02% |
260,860
-98,051
| -27% | -$10.6M |
|
674
American Water Works
AWK
$28B
| $28.3M | 0.02% |
218,812
-5,424
| -2% | -$701K |
|
675
Omega Healthcare
OHI
$12.7B
| $28.2M | 0.02% |
822,825
-100,942
| -11% | -$3.46M |
|