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 |
TransDigm Group
TDG
|
+$406M |
| 2 |
Welltower
WELL
|
+$262M |
| 3 |
Camden Property Trust
CPT
|
+$199M |
| 4 |
Autodesk
ADSK
|
+$198M |
| 5 |
CONE
CyrusOne Inc Common Stock
CONE
|
+$193M |
Top Sells
| 1 |
Alibaba
BABA
|
+$419M |
| 2 |
Digital Realty Trust
DLR
|
+$252M |
| 3 |
DRE
Duke Realty Corp.
DRE
|
+$207M |
| 4 |
iShares MBS ETF
MBB
|
+$192M |
| 5 |
Americold
COLD
|
+$173M |
Sector Composition
| 1 | Technology | 19.05% |
| 2 | Real Estate | 15.53% |
| 3 | Financials | 15% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Healthcare | 9.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
726
Brady Corp
BRC
$3.69B
| $17.4M | 0.02% |
370,909
-41,923
| -10% | -$1.96M |
|
727
Reinsurance Group of America
RGA
$12.7B
| $17.3M | 0.02% |
220,109
+21,907
| +11% | +$1.72M |
|
|
ABMD
728
DELISTED
Abiomed Inc
ABMD
| $17.3M | 0.02% |
71,474
+4,971
| +7% | +$1.2M |
|
729
Post Holdings
POST
$5.69B
| $17.2M | 0.02% |
300,677
-4,503
| -1% | -$258K |
|
730
Ollie's Bargain Outlet
OLLI
$7.95B
| $17.2M | 0.02% |
176,445
+14,822
| +9% | +$1.45M |
|
731
Eastman Chemical
EMN
$7.47B
| $17.2M | 0.02% |
247,051
+26,189
| +12% | +$1.82M |
|
732
Old National Bancorp
ONB
$8.81B
| $17.2M | 0.02% |
1,250,170
-53,906
| -4% | -$742K |
|
|
AEL
733
DELISTED
American Equity Investment Life Holding Company
AEL
| $17.2M | 0.02% |
695,459
-7,218
| -1% | -$178K |
|
734
Performance Food Group
PFGC
$16.3B
| $17.2M | 0.02% |
588,842
+207,919
| +55% | +$6.06M |
|
735
FormFactor
FORM
$2.27B
| $17.1M | 0.02% |
583,267
-13,572
| -2% | -$398K |
|
|
ETFC
736
DELISTED
E*Trade Financial Corporation
ETFC
| $17.1M | 0.02% |
343,637
+6,534
| +2% | +$325K |
|
|
FBC
737
DELISTED
Flagstar Bancorp, Inc. New
FBC
| $17M | 0.02% |
577,536
-35,612
| -6% | -$1.05M |
|
738
Waters Corp
WAT
$17.4B
| $17M | 0.01% |
93,990
-2,268
| -2% | -$409K |
|
739
Prosperity Bancshares
PB
$6.4B
| $16.9M | 0.01% |
284,545
+5,108
| +2% | +$303K |
|
740
Casey's General Stores
CASY
$20B
| $16.9M | 0.01% |
112,996
+1,135
| +1% | +$170K |
|
|
SIVB
741
DELISTED
SVB Financial Group
SIVB
| $16.9M | 0.01% |
78,383
+2,719
| +4% | +$586K |
|
742
Franklin Electric
FELE
$4.2B
| $16.9M | 0.01% |
321,580
-26,092
| -8% | -$1.37M |
|
743
The Ensign Group
ENSG
$9.59B
| $16.9M | 0.01% |
402,865
-8,950
| -2% | -$375K |
|
744
Aaon
AAON
$6.93B
| $16.8M | 0.01% |
464,877
+2,409
| +0.5% | +$87.2K |
|
745
ESCO Technologies
ESE
$5.3B
| $16.8M | 0.01% |
198,855
-11,821
| -6% | -$999K |
|
746
Independent Bank
INDB
$3.46B
| $16.8M | 0.01% |
249,992
-10,935
| -4% | -$734K |
|
747
Gen Digital
GEN
$18B
| $16.8M | 0.01% |
845,332
+13,302
| +2% | +$264K |
|
|
DNKN
748
DELISTED
Dunkin' Brands Group, Inc.
DNKN
| $16.8M | 0.01% |
256,937
+396
| +0.2% | +$25.8K |
|
749
Celanese
CE
$4.84B
| $16.7M | 0.01% |
193,296
+6,372
| +3% | +$550K |
|
|
BBU
750
Brookfield Business Partners
BBU
$2.41B
| $16.7M | 0.01% |
842,785
-35,168
| -4% | -$696K |
|