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 |
Microsoft
MSFT
|
+$344M |
| 2 |
Moody's
MCO
|
+$284M |
| 3 |
VICI Properties
VICI
|
+$249M |
| 4 |
Progressive
PGR
|
+$246M |
| 5 |
Amazon
AMZN
|
+$167M |
Top Sells
| 1 |
Salesforce
CRM
|
+$235M |
| 2 |
MGP
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
|
+$202M |
| 3 |
Healthcare Realty
HR
|
+$179M |
| 4 |
Etsy
ETSY
|
+$168M |
| 5 |
Charter Communications
CHTR
|
+$141M |
Sector Composition
| 1 | Real Estate | 17.6% |
| 2 | Technology | 16.42% |
| 3 | Financials | 14.71% |
| 4 | Consumer Discretionary | 10.49% |
| 5 | Industrials | 9.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
JBTM
751
JBT Marel Corporation
JBTM
$7.09B
| $22M | 0.02% |
199,355
-35,153
| -15% | -$3.88M |
|
752
Polaris
PII
$3.29B
| $22M | 0.02% |
221,600
+27,532
| +14% | +$2.73M |
|
753
Sonoco
SON
$4.54B
| $21.9M | 0.02% |
383,897
+49,477
| +15% | +$2.82M |
|
754
CyberArk
CYBR
$23.6B
| $21.9M | 0.02% |
170,976
-25,658
| -13% | -$3.28M |
|
755
International Paper
IP
$24.5B
| $21.9M | 0.02% |
522,558
-67,391
| -11% | -$2.82M |
|
756
Huntington Bancshares
HBAN
$25.8B
| $21.8M | 0.02% |
1,811,198
-19,356
| -1% | -$233K |
|
757
Hologic
HOLX
$14.6B
| $21.7M | 0.02% |
313,747
+1,373
| +0.4% | +$95.1K |
|
758
Cheniere Energy
LNG
$52.1B
| $21.7M | 0.02% |
163,439
+134,432
| +463% | +$17.9M |
|
759
Pinnacle Financial Partners
PNFP
$7.58B
| $21.7M | 0.02% |
300,562
+33,153
| +12% | +$2.4M |
|
760
TopBuild
BLD
$11.8B
| $21.7M | 0.02% |
130,014
+18,012
| +16% | +$3.01M |
|
761
Hewlett Packard
HPE
$32.2B
| $21.7M | 0.02% |
1,637,043
-123,053
| -7% | -$1.63M |
|
762
EPAM Systems
EPAM
$8.53B
| $21.7M | 0.02% |
73,533
+3,634
| +5% | +$1.07M |
|
763
Insight Enterprises
NSIT
$3.96B
| $21.6M | 0.02% |
250,706
-24,430
| -9% | -$2.11M |
|
764
MDU Resources
MDU
$3.36B
| $21.6M | 0.02% |
2,105,015
+286,883
| +16% | +$2.94M |
|
765
Lumentum
LITE
$11.5B
| $21.6M | 0.02% |
271,736
+26,180
| +11% | +$2.08M |
|
766
Broadridge
BR
$29.3B
| $21.6M | 0.02% |
151,241
+4,584
| +3% | +$653K |
|
|
PRFT
767
DELISTED
Perficient Inc
PRFT
| $21.5M | 0.02% |
234,821
-35,532
| -13% | -$3.26M |
|
768
Rayonier
RYN
$4.04B
| $21.5M | 0.02% |
605,244
+86,175
| +17% | +$3.07M |
|
769
Ingersoll Rand
IR
$31.9B
| $21.5M | 0.02% |
511,166
+10,412
| +2% | +$438K |
|
770
LKQ Corp
LKQ
$8.26B
| $21.5M | 0.02% |
437,972
-123,763
| -22% | -$6.08M |
|
771
Atkore
ATKR
$2.04B
| $21.5M | 0.02% |
258,974
-44,531
| -15% | -$3.7M |
|
772
Boston Properties
BXP
$11.7B
| $21.5M | 0.02% |
241,530
-1,887
| -0.8% | -$168K |
|
773
Coherent
COHR
$16.1B
| $21.5M | 0.02% |
421,798
+52,057
| +14% | +$2.65M |
|
774
CrowdStrike
CRWD
$107B
| $21.5M | 0.02% |
127,464
+27,492
| +27% | +$4.63M |
|
775
Lulu's Fashion Lounge
LVLU
$11.3M
| $21.5M | 0.02% |
131,961
+27,028
| +26% | +$4.4M |
|