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 |
Alibaba
BABA
|
+$205M |
| 2 |
Boston Properties
BXP
|
+$179M |
| 3 |
Domino's
DPZ
|
+$178M |
| 4 |
VICI Properties
VICI
|
+$124M |
| 5 |
Vail Resorts
MTN
|
+$115M |
Top Sells
| 1 |
O'Reilly Automotive
ORLY
|
+$127M |
| 2 |
CDK
CDK Global, Inc.
CDK
|
+$124M |
| 3 |
SBA Communications
SBAC
|
+$118M |
| 4 |
Steris
STE
|
+$116M |
| 5 |
Equinix
EQIX
|
+$111M |
Sector Composition
| 1 | Real Estate | 16.13% |
| 2 | Financials | 15.66% |
| 3 | Technology | 14.58% |
| 4 | Consumer Discretionary | 11.38% |
| 5 | Industrials | 9.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
FNSR
701
DELISTED
Finisar Corp
FNSR
| $22M | 0.02% |
947,451
-15,877
| -2% | -$368K |
|
702
Quest Diagnostics
DGX
$20.4B
| $21.9M | 0.02% |
243,753
-3,079
| -1% | -$277K |
|
703
Cooper Companies
COO
$13.6B
| $21.9M | 0.02% |
295,844
+3,624
| +1% | +$268K |
|
704
Cencora
COR
$57.9B
| $21.9M | 0.02% |
275,243
-1,195
| -0.4% | -$95K |
|
705
Quaker Houghton
KWR
$2.45B
| $21.9M | 0.02% |
109,076
-1,024
| -0.9% | -$205K |
|
|
AEL
706
DELISTED
American Equity Investment Life Holding Company
AEL
| $21.9M | 0.02% |
808,701
-8,756
| -1% | -$237K |
|
|
GWR
707
DELISTED
Genesee & Wyoming Inc.
GWR
| $21.8M | 0.02% |
250,340
-7,244
| -3% | -$631K |
|
708
Kellanova
K
$27.6B
| $21.8M | 0.02% |
404,390
-9,833
| -2% | -$530K |
|
709
Wyndham Hotels & Resorts
WH
$6.67B
| $21.8M | 0.02% |
435,469
-2,720
| -0.6% | -$136K |
|
710
Avista
AVA
$2.94B
| $21.7M | 0.02% |
535,396
-3,572
| -0.7% | -$145K |
|
711
Dorman Products
DORM
$4.98B
| $21.7M | 0.02% |
246,633
-1,311
| -0.5% | -$115K |
|
712
Cable One
CABO
$913M
| $21.7M | 0.02% |
22,109
+243
| +1% | +$238K |
|
713
Curtiss-Wright
CW
$18.2B
| $21.7M | 0.02% |
191,147
-3,123
| -2% | -$354K |
|
|
PDCE
714
DELISTED
PDC Energy, Inc.
PDCE
| $21.6M | 0.02% |
531,555
-4,924
| -0.9% | -$200K |
|
|
MRO
715
DELISTED
Marathon Oil Corporation
MRO
| $21.6M | 0.02% |
1,290,395
-33,648
| -3% | -$562K |
|
716
The Ensign Group
ENSG
$9.78B
| $21.5M | 0.02% |
450,002
-1,013
| -0.2% | -$48.5K |
|
717
Polaris
PII
$3.32B
| $21.5M | 0.02% |
255,191
-1,475
| -0.6% | -$125K |
|
718
Viatris
VTRS
$12.2B
| $21.5M | 0.02% |
759,454
-10,067
| -1% | -$285K |
|
719
The Mosaic Company
MOS
$10.2B
| $21.5M | 0.02% |
787,591
+7,831
| +1% | +$214K |
|
720
Cardinal Health
CAH
$36B
| $21.5M | 0.02% |
446,426
-816
| -0.2% | -$39.3K |
|
721
Ashland
ASH
$2.44B
| $21.5M | 0.02% |
274,830
+980
| +0.4% | +$76.6K |
|
|
WCG
722
DELISTED
Wellcare Health Plans, Inc.
WCG
| $21.5M | 0.02% |
79,550
-6,066
| -7% | -$1.64M |
|
723
Kohl's
KSS
$1.86B
| $21.5M | 0.02% |
311,918
-1,929
| -0.6% | -$133K |
|
|
HMSY
724
DELISTED
HMS Holdings Corp.
HMSY
| $21.4M | 0.02% |
722,303
+4,377
| +0.6% | +$130K |
|
|
BBU
725
Brookfield Business Partners
BBU
$2.37B
| $21.4M | 0.02% |
841,926
-16,370
| -2% | -$416K |
|