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 | 11.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
BTEC
676
DELISTED
Principal Exchange-Traded Funds Principal Healthcare Innovators ETF
BTEC
| $25.5M | 0.02% |
846,500
| – | – |
|
677
Provident Financial Services
PFS
$2.58B
| $25.5M | 0.02% |
1,665,020
-56,422
| -3% | -$863K |
|
678
Universal Display
OLED
$6.64B
| $25.4M | 0.02% |
161,905
-24,213
| -13% | -$3.8M |
|
679
Weatherford International
WFRD
$4.45B
| $25.4M | 0.02% |
281,174
+264,284
| +1,565% | +$23.9M |
|
680
Texas Roadhouse
TXRH
$11.2B
| $25.4M | 0.02% |
263,977
+54
| +0% | +$5.19K |
|
681
Royal Caribbean
RCL
$93.8B
| $25.3M | 0.02% |
274,931
+18,255
| +7% | +$1.68M |
|
682
Middleby
MIDD
$7.03B
| $25.3M | 0.02% |
197,715
-3,217
| -2% | -$412K |
|
683
DTE Energy
DTE
$28B
| $25.3M | 0.02% |
254,647
+10,095
| +4% | +$1M |
|
684
Murphy Oil
MUR
$3.56B
| $25.3M | 0.02% |
557,463
+1,629
| +0.3% | +$73.9K |
|
685
Coty
COTY
$3.71B
| $25.2M | 0.02% |
2,300,610
+614,034
| +36% | +$6.74M |
|
686
Immunocore
IMCR
$1.84B
| $25.2M | 0.02% |
485,886
+2,129
| +0.4% | +$110K |
|
687
Bunge Global
BG
$16.8B
| $25.2M | 0.02% |
232,769
-34,394
| -13% | -$3.72M |
|
688
Genuine Parts
GPC
$19.3B
| $25.1M | 0.02% |
173,761
-5,156
| -3% | -$744K |
|
689
UFP Industries
UFPI
$5.88B
| $25M | 0.02% |
244,497
+1,294
| +0.5% | +$133K |
|
690
Castle Biosciences
CSTL
$715M
| $25M | 0.02% |
1,482,170
+122,169
| +9% | +$2.06M |
|
691
STAG Industrial
STAG
$6.75B
| $24.9M | 0.02% |
722,065
+10,673
| +2% | +$368K |
|
692
HealthEquity
HQY
$8.01B
| $24.9M | 0.02% |
340,740
+1,434
| +0.4% | +$105K |
|
693
Teekay Tankers
TNK
$1.8B
| $24.9M | 0.02% |
596,967
+206,561
| +53% | +$8.6M |
|
694
New York Times
NYT
$9.48B
| $24.9M | 0.02% |
603,182
-11,900
| -2% | -$490K |
|
695
Jones Lang LaSalle
JLL
$14.5B
| $24.8M | 0.02% |
175,872
-3,455
| -2% | -$488K |
|
696
HubSpot
HUBS
$26.5B
| $24.8M | 0.02% |
50,415
+211
| +0.4% | +$104K |
|
697
Schwab US TIPS ETF
SCHP
$14.1B
| $24.8M | 0.02% |
982,578
-184,972
| -16% | -$4.67M |
|
698
Entergy
ETR
$38.8B
| $24.8M | 0.02% |
535,350
+28,640
| +6% | +$1.32M |
|
699
Insight Enterprises
NSIT
$3.99B
| $24.7M | 0.02% |
169,763
-357
| -0.2% | -$51.9K |
|
700
Tenet Healthcare
THC
$17.4B
| $24.7M | 0.02% |
374,505
-8,183
| -2% | -$539K |
|