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 | |
|---|---|---|---|---|---|---|
|
TWNK
701
DELISTED
Hostess Brands, Inc. Class A Common Stock
TWNK
| $24.6M | 0.02% |
739,865
-30,801
| -4% | -$1.03M |
|
702
OGE Energy
OGE
$8.82B
| $24.6M | 0.02% |
738,803
-13,236
| -2% | -$441K |
|
703
PBF Energy
PBF
$3.47B
| $24.6M | 0.02% |
459,707
+14,492
| +3% | +$776K |
|
704
Eversource Energy
ES
$23.7B
| $24.5M | 0.02% |
421,568
+95
| +0% | +$5.52K |
|
705
Selective Insurance
SIGI
$4.79B
| $24.5M | 0.02% |
237,448
-374
| -0.2% | -$38.6K |
|
706
M&T Bank
MTB
$31.2B
| $24.5M | 0.02% |
193,471
-374
| -0.2% | -$47.3K |
|
707
H&R Block
HRB
$6.89B
| $24.4M | 0.02% |
566,187
-10,024
| -2% | -$432K |
|
708
Light & Wonder
LNW
$7.39B
| $24.3M | 0.02% |
340,597
-4,972
| -1% | -$355K |
|
709
Skechers
SKX
$9.51B
| $24.3M | 0.02% |
496,182
-8,676
| -2% | -$425K |
|
710
Molina Healthcare
MOH
$9.84B
| $24.3M | 0.02% |
74,056
+376
| +0.5% | +$123K |
|
711
Carpenter Technology
CRS
$12.2B
| $24.2M | 0.02% |
359,981
+31,694
| +10% | +$2.13M |
|
712
First Horizon
FHN
$11.6B
| $24M | 0.02% |
2,176,673
+43,196
| +2% | +$476K |
|
713
Dover
DOV
$24B
| $24M | 0.02% |
171,768
-37,684
| -18% | -$5.26M |
|
714
Mueller Industries
MLI
$10.6B
| $24M | 0.02% |
637,574
-28,612
| -4% | -$1.08M |
|
715
Credo Technology Group
CRDO
$25.8B
| $23.9M | 0.02% |
1,569,654
-13,679
| -0.9% | -$209K |
|
716
Acadia Healthcare
ACHC
$2.15B
| $23.9M | 0.02% |
339,816
-5,594
| -2% | -$393K |
|
717
NNN REIT
NNN
$8.06B
| $23.8M | 0.02% |
672,811
-10,865
| -2% | -$384K |
|
718
Simpson Manufacturing
SSD
$7.92B
| $23.8M | 0.02% |
158,569
-3,547
| -2% | -$531K |
|
719
Helmerich & Payne
HP
$1.99B
| $23.7M | 0.02% |
563,168
-47,100
| -8% | -$1.99M |
|
720
Landstar System
LSTR
$4.54B
| $23.7M | 0.02% |
133,955
-2,366
| -2% | -$419K |
|
721
Ameren
AEE
$26.8B
| $23.6M | 0.02% |
315,372
+527
| +0.2% | +$39.4K |
|
722
Corpay
CPAY
$22.1B
| $23.6M | 0.02% |
92,296
+1,448
| +2% | +$370K |
|
723
Medpace
MEDP
$13.6B
| $23.5M | 0.02% |
97,113
-3,173
| -3% | -$768K |
|
724
Cboe Global Markets
CBOE
$24.3B
| $23.2M | 0.02% |
148,657
+3,972
| +3% | +$620K |
|
725
Olin
OLN
$2.91B
| $23.2M | 0.02% |
464,409
+12,306
| +3% | +$615K |
|