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 | |
|---|---|---|---|---|---|---|
|
X
676
DELISTED
US Steel
X
| $28.2M | 0.02% |
744,965
-97,464
| -12% | -$3.68M |
|
677
Global Payments
GPN
$21.3B
| $28.1M | 0.02% |
291,059
-157,205
| -35% | -$15.2M |
|
678
Enovis
ENOV
$1.84B
| $28.1M | 0.02% |
622,378
-226,645
| -27% | -$10.2M |
|
679
Applied Industrial Technologies
AIT
$10B
| $28.1M | 0.02% |
144,877
-57,465
| -28% | -$11.1M |
|
680
Pool Corp
POOL
$12.4B
| $28.1M | 0.02% |
91,424
-13,236
| -13% | -$4.07M |
|
681
Boot Barn
BOOT
$5.58B
| $28M | 0.02% |
217,387
+27,228
| +14% | +$3.51M |
|
682
Nova
NVMI
$7.58B
| $28M | 0.02% |
119,207
-13,634
| -10% | -$3.2M |
|
|
AZPN
683
DELISTED
Aspen Technology Inc
AZPN
| $27.9M | 0.02% |
140,517
-12,175
| -8% | -$2.42M |
|
684
New York Times
NYT
$9.6B
| $27.9M | 0.02% |
544,357
-71,733
| -12% | -$3.67M |
|
685
Take-Two Interactive
TTWO
$44.2B
| $27.8M | 0.02% |
179,005
-4,132
| -2% | -$642K |
|
686
Huntsman Corp
HUN
$1.95B
| $27.7M | 0.02% |
1,217,637
-19,104
| -2% | -$435K |
|
687
LyondellBasell Industries
LYB
$17.7B
| $27.7M | 0.02% |
289,185
-5,628
| -2% | -$538K |
|
688
American Financial Group
AFG
$11.6B
| $27.5M | 0.02% |
223,598
-27,751
| -11% | -$3.41M |
|
689
Lattice Semiconductor
LSCC
$9.05B
| $27.5M | 0.02% |
473,981
-47,877
| -9% | -$2.78M |
|
690
DTE Energy
DTE
$28.4B
| $27.5M | 0.02% |
247,404
-7,073
| -3% | -$785K |
|
|
SGI
691
Somnigroup International Inc.
SGI
$18.3B
| $27.5M | 0.02% |
579,884
-68,996
| -11% | -$3.27M |
|
|
BFS
692
Saul Centers
BFS
$812M
| $27.4M | 0.02% |
746,332
-40,510
| -5% | -$1.49M |
|
693
Royal Gold
RGLD
$12.2B
| $27.4M | 0.02% |
218,889
-28,491
| -12% | -$3.57M |
|
694
Chemed
CHE
$6.79B
| $27.4M | 0.02% |
50,414
-6,459
| -11% | -$3.5M |
|
695
Merit Medical Systems
MMSI
$5.51B
| $27.3M | 0.02% |
317,640
-8,506
| -3% | -$731K |
|
696
Vanguard S&P 500 ETF
VOO
$728B
| $27.2M | 0.02% |
54,327
+1,561
| +3% | +$781K |
|
|
ALTM
697
DELISTED
Arcadium Lithium plc
ALTM
| $27.1M | 0.02% |
8,070,832
-447,706
| -5% | -$1.5M |
|
698
Primerica
PRI
$8.85B
| $27.1M | 0.02% |
114,604
-103,720
| -48% | -$24.5M |
|
699
Range Resources
RRC
$8.27B
| $27.1M | 0.02% |
807,548
-100,702
| -11% | -$3.38M |
|
700
Fortune Brands Innovations
FBIN
$7.3B
| $27M | 0.02% |
416,494
-58,432
| -12% | -$3.79M |
|