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 | |
|---|---|---|---|---|---|---|
776
RLI Corp
RLI
$6.08B
| $21.4M | 0.02% |
367,544
+90,302
| +33% | +$5.26M |
|
777
Landstar System
LSTR
$4.5B
| $21.4M | 0.02% |
147,273
+19,007
| +15% | +$2.76M |
|
778
Oshkosh
OSK
$8.75B
| $21.3M | 0.02% |
259,255
+27,618
| +12% | +$2.27M |
|
779
Azenta
AZTA
$1.34B
| $21.3M | 0.02% |
295,158
+28,170
| +11% | +$2.03M |
|
780
Patterson-UTI
PTEN
$2.11B
| $21.3M | 0.02% |
1,349,437
-84,935
| -6% | -$1.34M |
|
781
HealthEquity
HQY
$7.88B
| $21.2M | 0.02% |
345,859
+45,170
| +15% | +$2.77M |
|
782
UDR
UDR
$12.7B
| $21.1M | 0.02% |
458,690
+6,726
| +1% | +$310K |
|
783
Community Bank
CBU
$3.13B
| $21.1M | 0.02% |
332,795
-27,218
| -8% | -$1.72M |
|
784
Emcor
EME
$28.4B
| $21M | 0.02% |
203,944
+22,841
| +13% | +$2.35M |
|
785
Acuity Brands
AYI
$10.1B
| $21M | 0.02% |
136,129
-11,853
| -8% | -$1.83M |
|
786
Corpay
CPAY
$21.5B
| $20.9M | 0.02% |
99,635
-19,600
| -16% | -$4.12M |
|
787
American States Water
AWR
$2.82B
| $20.9M | 0.02% |
256,363
-47,654
| -16% | -$3.88M |
|
788
Jefferies Financial Group
JEF
$13.5B
| $20.9M | 0.02% |
791,010
+26,153
| +3% | +$691K |
|
789
National Storage Affiliates Trust
NSA
$2.45B
| $20.9M | 0.02% |
416,459
-63,499
| -13% | -$3.18M |
|
790
Mueller Industries
MLI
$10.8B
| $20.7M | 0.02% |
777,610
-44,374
| -5% | -$1.18M |
|
791
Murphy USA
MUSA
$7.26B
| $20.7M | 0.02% |
88,845
-8,015
| -8% | -$1.87M |
|
792
Synovus
SNV
$7.13B
| $20.6M | 0.02% |
572,093
+34,538
| +6% | +$1.25M |
|
793
Flowers Foods
FLO
$3.02B
| $20.6M | 0.02% |
783,458
+108,803
| +16% | +$2.86M |
|
794
Insmed
INSM
$30.8B
| $20.6M | 0.02% |
1,044,748
+242,612
| +30% | +$4.78M |
|
795
Jacobs Solutions
J
$17.3B
| $20.6M | 0.02% |
195,769
+2,589
| +1% | +$272K |
|
796
Ashland
ASH
$2.42B
| $20.6M | 0.02% |
199,685
+19,799
| +11% | +$2.04M |
|
797
Macy's
M
$4.56B
| $20.5M | 0.02% |
1,121,631
+109,024
| +11% | +$2M |
|
798
iShares MSCI EAFE ETF
EFA
$66.6B
| $20.5M | 0.02% |
328,294
-187,900
| -36% | -$11.7M |
|
799
Silicon Laboratories
SLAB
$4.34B
| $20.5M | 0.02% |
145,883
+12,811
| +10% | +$1.8M |
|
800
Valvoline
VVV
$5B
| $20.4M | 0.02% |
707,637
+97,610
| +16% | +$2.81M |
|