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
Top Sells
| 1 |
COR
Coresite Realty Corporation
COR
|
$276M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
$202M |
| 3 |
Credit Acceptance
CACC
|
$193M |
| 4 |
CONE
CyrusOne Inc Common Stock
CONE
|
$187M |
| 5 |
Apple
AAPL
|
$135M |
Sector Composition
| 1 | Technology | 19.24% |
| 2 | Real Estate | 17.07% |
| 3 | Financials | 13.46% |
| 4 | Consumer Discretionary | 11.82% |
| 5 | Healthcare | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
776
Corpay
CPAY
$22.4B
| $25.7M | 0.02% |
114,896
+11,064
| +11% | +$2.48M |
|
777
Kulicke & Soffa
KLIC
$1.99B
| $25.7M | 0.02% |
424,482
-12,474
| -3% | -$755K |
|
778
Brixmor Property Group
BRX
$8.63B
| $25.6M | 0.02% |
1,009,417
-17,372
| -2% | -$441K |
|
779
WNS Holdings
WNS
$3.24B
| $25.6M | 0.02% |
290,403
+33,615
| +13% | +$2.97M |
|
|
DQ
780
Daqo New Energy
DQ
$1.96B
| $25.6M | 0.02% |
635,051
+6,512
| +1% | +$263K |
|
781
Take-Two Interactive
TTWO
$44.2B
| $25.6M | 0.02% |
143,786
-5,032
| -3% | -$894K |
|
782
Western Union
WU
$2.86B
| $25.5M | 0.02% |
1,429,917
+885,273
| +163% | +$15.8M |
|
783
Forward Air
FWRD
$916M
| $25.4M | 0.02% |
210,121
-18,659
| -8% | -$2.26M |
|
784
Bankunited
BKU
$2.93B
| $25.4M | 0.02% |
601,013
-179,618
| -23% | -$7.6M |
|
785
Workday
WDAY
$61.7B
| $25.4M | 0.02% |
93,062
+74,650
| +405% | +$20.4M |
|
|
ILPT
786
Industrial Logistics Properties Trust
ILPT
$407M
| $25.4M | 0.02% |
1,013,656
-107,472
| -10% | -$2.69M |
|
787
Mueller Industries
MLI
$10.8B
| $25.4M | 0.02% |
854,210
-58,838
| -6% | -$1.75M |
|
788
Coherent
COHR
$15.2B
| $25.3M | 0.02% |
370,956
-4,463
| -1% | -$305K |
|
789
Badger Meter
BMI
$5.39B
| $25.3M | 0.02% |
237,875
-31,249
| -12% | -$3.33M |
|
790
Baker Hughes
BKR
$44.9B
| $25.3M | 0.02% |
1,050,379
-95,490
| -8% | -$2.3M |
|
791
Kohl's
KSS
$1.86B
| $25.3M | 0.02% |
511,505
-28,586
| -5% | -$1.41M |
|
792
Hewlett Packard
HPE
$31B
| $25.1M | 0.02% |
1,593,093
-53,353
| -3% | -$841K |
|
793
Darden Restaurants
DRI
$24.5B
| $25.1M | 0.02% |
166,727
-5,317
| -3% | -$801K |
|
794
Fox Factory Holding Corp
FOXF
$1.22B
| $25.1M | 0.02% |
147,437
-3,694
| -2% | -$628K |
|
795
Voya Financial
VOYA
$7.38B
| $25M | 0.01% |
377,212
+368,426
| +4,193% | +$24.4M |
|
|
SGEN
796
DELISTED
Seagen Inc. Common Stock
SGEN
| $25M | 0.01% |
161,753
-2,884
| -2% | -$446K |
|
797
Casey's General Stores
CASY
$18.8B
| $24.9M | 0.01% |
126,080
-1,912
| -1% | -$377K |
|
798
Visteon
VC
$3.41B
| $24.8M | 0.01% |
223,583
-6,906
| -3% | -$768K |
|
799
Teledyne Technologies
TDY
$25.7B
| $24.8M | 0.01% |
56,665
-1,584
| -3% | -$692K |
|
800
Western Digital
WDC
$31.9B
| $24.8M | 0.01% |
502,199
-10,483
| -2% | -$517K |
|