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 | |
|---|---|---|---|---|---|---|
751
Bombardier Recreational Products
DOOO
$4.77B
| $22.1M | 0.02% |
291,023
-26,205
| -8% | -$1.99M |
|
752
Baxter International
BAX
$12.6B
| $22.1M | 0.02% |
584,414
+902
| +0.2% | +$34K |
|
753
Axalta
AXTA
$6.8B
| $22M | 0.02% |
819,057
-13,833
| -2% | -$372K |
|
754
Wabtec
WAB
$32.5B
| $22M | 0.02% |
206,861
-6,891
| -3% | -$732K |
|
755
Eagle Materials
EXP
$7.42B
| $21.9M | 0.02% |
131,754
-4,647
| -3% | -$774K |
|
|
BCPC
756
Balchem Corporation
BCPC
$5.14B
| $21.9M | 0.02% |
176,831
-9,402
| -5% | -$1.17M |
|
757
Kirby Corp
KEX
$4.9B
| $21.9M | 0.02% |
264,664
+39,400
| +17% | +$3.26M |
|
758
Wingstop
WING
$8.03B
| $21.9M | 0.02% |
121,732
-77,604
| -39% | -$14M |
|
759
Akamai
AKAM
$11.2B
| $21.8M | 0.02% |
204,648
+6,934
| +4% | +$739K |
|
760
Merit Medical Systems
MMSI
$5.43B
| $21.8M | 0.02% |
315,864
-16,513
| -5% | -$1.14M |
|
761
Crocs
CROX
$4.55B
| $21.8M | 0.02% |
246,811
-3,824
| -2% | -$337K |
|
762
Pultegroup
PHM
$27B
| $21.7M | 0.02% |
292,927
-102,668
| -26% | -$7.6M |
|
|
ITCI
763
DELISTED
Intra-Cellular Therapies Inc.
ITCI
| $21.7M | 0.02% |
416,002
-1,832
| -0.4% | -$95.4K |
|
764
Wyndham Hotels & Resorts
WH
$6.67B
| $21.6M | 0.02% |
311,119
-11,434
| -4% | -$795K |
|
765
Globus Medical
GMED
$7.98B
| $21.6M | 0.02% |
434,685
+134,739
| +45% | +$6.69M |
|
766
Golden Entertainment
GDEN
$636M
| $21.5M | 0.02% |
628,406
-21,181
| -3% | -$724K |
|
767
First American
FAF
$6.8B
| $21.5M | 0.02% |
380,047
-7,296
| -2% | -$412K |
|
768
Kellanova
K
$27.6B
| $21.4M | 0.02% |
382,630
+5,994
| +2% | +$335K |
|
769
CenterPoint Energy
CNP
$24.5B
| $21.4M | 0.02% |
796,011
+34,835
| +5% | +$935K |
|
770
Aaon
AAON
$6.37B
| $21.3M | 0.02% |
374,179
+128
| +0% | +$7.28K |
|
771
Sensata Technologies
ST
$4.62B
| $21.3M | 0.02% |
562,136
+550,901
| +4,903% | +$20.8M |
|
772
Factset
FDS
$14.1B
| $21.2M | 0.02% |
48,537
+156
| +0.3% | +$68.2K |
|
773
Starwood Property Trust
STWD
$7.57B
| $21.2M | 0.02% |
1,095,903
-74,675
| -6% | -$1.44M |
|
774
Group 1 Automotive
GPI
$6.14B
| $21.2M | 0.02% |
78,845
-3,483
| -4% | -$936K |
|
775
Phillips Edison & Co
PECO
$4.47B
| $21.2M | 0.02% |
631,625
-34,844
| -5% | -$1.17M |
|