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 |
CoStar Group
CSGP
|
+$466M |
| 2 |
Broadstone Net Lease
BNL
|
+$266M |
| 3 |
Tyler Technologies
TYL
|
+$250M |
| 4 |
Marriott Vacations Worldwide
VAC
|
+$229M |
| 5 |
Equinix
EQIX
|
+$187M |
Top Sells
| 1 |
Motorola Solutions
MSI
|
+$335M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$318M |
| 3 |
Prologis
PLD
|
+$309M |
| 4 |
Gartner
IT
|
+$290M |
| 5 |
CBRE Group
CBRE
|
+$214M |
Sector Composition
| 1 | Technology | 18.71% |
| 2 | Real Estate | 16% |
| 3 | Financials | 14.9% |
| 4 | Consumer Discretionary | 12.38% |
| 5 | Industrials | 9.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
726
Franklin Electric
FELE
$4.21B
| $27.4M | 0.02% |
340,381
+16,003
| +5% | +$1.29M |
|
727
ITT
ITT
$13.6B
| $27.4M | 0.02% |
299,584
+2,177
| +0.7% | +$199K |
|
728
Entergy
ETR
$39.2B
| $27.4M | 0.02% |
550,178
+43,852
| +9% | +$2.19M |
|
729
Tetra Tech
TTEK
$9.36B
| $27.4M | 0.02% |
1,121,720
-16,505
| -1% | -$403K |
|
730
Asbury Automotive
ABG
$4.9B
| $27.3M | 0.02% |
159,464
+23,818
| +18% | +$4.08M |
|
731
Commerce Bancshares
CBSH
$7.98B
| $27.3M | 0.02% |
445,416
+5,070
| +1% | +$311K |
|
732
Jabil
JBL
$23B
| $27.3M | 0.02% |
469,953
+2,169
| +0.5% | +$126K |
|
733
Lattice Semiconductor
LSCC
$9.1B
| $27.3M | 0.02% |
485,651
+456,644
| +1,574% | +$25.7M |
|
734
Alarm.com
ALRM
$2.77B
| $27.2M | 0.02% |
320,786
+510
| +0.2% | +$43.2K |
|
|
XLRN
735
DELISTED
Acceleron Pharma Inc.
XLRN
| $27.2M | 0.02% |
216,489
+51,593
| +31% | +$6.47M |
|
736
Eagle Materials
EXP
$7.49B
| $27.2M | 0.02% |
191,083
+46,938
| +33% | +$6.67M |
|
|
CPE
737
DELISTED
Callon Petroleum Company
CPE
| $27.1M | 0.02% |
469,886
-26,004
| -5% | -$1.5M |
|
738
Coherent
COHR
$16.2B
| $27.1M | 0.02% |
372,751
-11,238
| -3% | -$816K |
|
739
iShares MSCI EAFE ETF
EFA
$66.7B
| $27M | 0.02% |
342,500
+142,900
| +72% | +$11.3M |
|
740
ManpowerGroup
MAN
$1.75B
| $27M | 0.02% |
226,849
+10,038
| +5% | +$1.19M |
|
741
Kulicke & Soffa
KLIC
$1.97B
| $27M | 0.02% |
440,675
+12,574
| +3% | +$770K |
|
742
First Solar
FSLR
$22.1B
| $26.9M | 0.02% |
297,546
-218,583
| -42% | -$19.8M |
|
743
Simmons First National
SFNC
$2.96B
| $26.8M | 0.02% |
913,727
+67,921
| +8% | +$1.99M |
|
744
Chemed
CHE
$6.6B
| $26.8M | 0.02% |
56,456
+33
| +0.1% | +$15.7K |
|
745
Owens & Minor
OMI
$424M
| $26.8M | 0.02% |
632,588
+64,159
| +11% | +$2.72M |
|
746
PPL Corp
PPL
$26.3B
| $26.7M | 0.02% |
953,808
+21,090
| +2% | +$590K |
|
747
Rogers Corp
ROG
$1.43B
| $26.6M | 0.02% |
132,282
+1,477
| +1% | +$297K |
|
748
Corpay
CPAY
$21.6B
| $26.5M | 0.02% |
103,638
-1,123
| -1% | -$288K |
|
749
Badger Meter
BMI
$5.26B
| $26.4M | 0.02% |
269,266
+17,048
| +7% | +$1.67M |
|
750
Olin
OLN
$2.91B
| $26.4M | 0.02% |
570,448
+393
| +0.1% | +$18.2K |
|