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 | |
|---|---|---|---|---|---|---|
676
Olin
OLN
$2.92B
| $25.3M | 0.02% |
546,559
-41,408
| -7% | -$1.92M |
|
677
Western Union
WU
$2.73B
| $25.3M | 0.02% |
1,533,690
-63,244
| -4% | -$1.04M |
|
678
Old Republic International
ORI
$9.92B
| $25.2M | 0.02% |
1,128,782
-148,211
| -12% | -$3.31M |
|
679
PPL Corp
PPL
$26.5B
| $25.1M | 0.02% |
926,822
-1,176
| -0.1% | -$31.9K |
|
680
Stantec
STN
$12.4B
| $25.1M | 0.02% |
574,350
-212,320
| -27% | -$9.28M |
|
681
Bruker
BRKR
$4.63B
| $25M | 0.02% |
398,238
+48,930
| +14% | +$3.07M |
|
682
Five Below
FIVE
$8.05B
| $25M | 0.02% |
220,275
+29,764
| +16% | +$3.38M |
|
683
Take-Two Interactive
TTWO
$45B
| $24.9M | 0.02% |
203,611
+60,536
| +42% | +$7.42M |
|
684
Clorox
CLX
$15.1B
| $24.9M | 0.02% |
176,609
+15,862
| +10% | +$2.24M |
|
685
Applied Industrial Technologies
AIT
$9.95B
| $24.8M | 0.02% |
257,991
-19,540
| -7% | -$1.88M |
|
686
Cincinnati Financial
CINF
$23.8B
| $24.8M | 0.02% |
208,380
+486
| +0.2% | +$57.8K |
|
687
John Wiley & Sons Class A
WLY
$2.21B
| $24.8M | 0.02% |
518,755
+19,724
| +4% | +$942K |
|
688
Prosperity Bancshares
PB
$6.4B
| $24.8M | 0.02% |
362,572
+18,092
| +5% | +$1.24M |
|
689
Vishay Intertechnology
VSH
$2.07B
| $24.7M | 0.02% |
1,388,403
+11,183
| +0.8% | +$199K |
|
690
Saic
SAIC
$4.75B
| $24.7M | 0.02% |
265,417
+71,768
| +37% | +$6.68M |
|
691
CMS Energy
CMS
$21.3B
| $24.7M | 0.02% |
365,436
-94,706
| -21% | -$6.39M |
|
692
Fortive
FTV
$16.2B
| $24.7M | 0.02% |
453,580
+13,977
| +3% | +$760K |
|
693
CVB Financial
CVBF
$2.8B
| $24.7M | 0.02% |
993,584
-42,913
| -4% | -$1.06M |
|
694
FTI Consulting
FCN
$5.23B
| $24.6M | 0.02% |
136,111
+19,586
| +17% | +$3.54M |
|
695
Wyndham Hotels & Resorts
WH
$6.43B
| $24.6M | 0.02% |
374,327
+31,164
| +9% | +$2.05M |
|
696
Trex
TREX
$6.43B
| $24.5M | 0.02% |
449,585
+57,873
| +15% | +$3.15M |
|
|
AUY
697
DELISTED
Yamana Gold, Inc.
AUY
| $24.4M | 0.02% |
5,254,300
+531,800
| +11% | +$2.47M |
|
698
CenterPoint Energy
CNP
$24.7B
| $24.4M | 0.02% |
823,534
+13,830
| +2% | +$409K |
|
|
CTLT
699
DELISTED
CATALENT, INC.
CTLT
| $24.3M | 0.02% |
226,347
+6,196
| +3% | +$665K |
|
700
Korn Ferry
KFY
$3.81B
| $24.3M | 0.02% |
418,212
-21,215
| -5% | -$1.23M |
|