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 |
American Tower
AMT
|
+$462M |
| 2 |
SBA Communications
SBAC
|
+$330M |
| 3 |
CCC Intelligent Solutions
CCCS
|
+$219M |
| 4 |
Equinix
EQIX
|
+$176M |
| 5 |
Teck Resources
TECK
|
+$140M |
Top Sells
| 1 |
First Industrial Realty Trust
FR
|
+$216M |
| 2 |
Digital Realty Trust
DLR
|
+$213M |
| 3 |
TransDigm Group
TDG
|
+$207M |
| 4 |
Public Storage
PSA
|
+$174M |
| 5 |
Realty Income
O
|
+$149M |
Sector Composition
| 1 | Technology | 18.87% |
| 2 | Financials | 15.58% |
| 3 | Real Estate | 14.17% |
| 4 | Consumer Discretionary | 11.56% |
| 5 | Industrials | 11.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
776
Houlihan Lokey
HLI
$13.8B
| $25.1M | 0.01% |
196,160
-20,026
| -9% | -$2.57M |
|
777
Evercore
EVR
$12.6B
| $25.1M | 0.01% |
130,540
+3,241
| +3% | +$624K |
|
778
Novanta
NOVT
$4.14B
| $25.1M | 0.01% |
143,850
+4,617
| +3% | +$807K |
|
779
Ball Corp
BALL
$13.7B
| $25.1M | 0.01% |
372,936
+17,930
| +5% | +$1.21M |
|
780
First Solar
FSLR
$21.8B
| $25.1M | 0.01% |
148,543
+28,123
| +23% | +$4.75M |
|
781
Option Care Health
OPCH
$4.75B
| $25M | 0.01% |
746,114
-222,119
| -23% | -$7.45M |
|
782
American Eagle Outfitters
AEO
$3.12B
| $24.9M | 0.01% |
964,492
-2,246
| -0.2% | -$57.9K |
|
783
Baxter International
BAX
$12.6B
| $24.8M | 0.01% |
580,897
+9,065
| +2% | +$387K |
|
784
Whirlpool
WHR
$5.24B
| $24.8M | 0.01% |
206,939
+145,198
| +235% | +$17.4M |
|
785
Merit Medical Systems
MMSI
$5.43B
| $24.7M | 0.01% |
326,146
+14,861
| +5% | +$1.13M |
|
786
Energizer
ENR
$1.95B
| $24.7M | 0.01% |
838,276
-18,880
| -2% | -$556K |
|
787
Masimo
MASI
$8.05B
| $24.6M | 0.01% |
167,748
+3,121
| +2% | +$458K |
|
788
Zions Bancorporation
ZION
$8.4B
| $24.6M | 0.01% |
567,198
+376,549
| +198% | +$16.3M |
|
789
Expedia Group
EXPE
$26.9B
| $24.6M | 0.01% |
178,627
+6,416
| +4% | +$884K |
|
790
Lifestance Health
LFST
$2.14B
| $24.4M | 0.01% |
3,960,951
-45,393
| -1% | -$280K |
|
791
Cable One
CABO
$913M
| $24.3M | 0.01% |
57,448
+1,666
| +3% | +$705K |
|
792
DT Midstream
DTM
$10.7B
| $24.2M | 0.01% |
396,417
+8,042
| +2% | +$491K |
|
793
Crane NXT
CXT
$3.49B
| $24.2M | 0.01% |
391,189
-4,198
| -1% | -$260K |
|
794
Darden Restaurants
DRI
$24.7B
| $24.2M | 0.01% |
144,707
-422
| -0.3% | -$70.5K |
|
|
WIRE
795
DELISTED
Encore Wire Corp
WIRE
| $24.1M | 0.01% |
91,697
+993
| +1% | +$261K |
|
796
GXO Logistics
GXO
$5.83B
| $24.1M | 0.01% |
447,735
-430,757
| -49% | -$23.2M |
|
797
Eversource Energy
ES
$23.7B
| $24.1M | 0.01% |
402,537
+8,736
| +2% | +$522K |
|
798
RLI Corp
RLI
$6.16B
| $24M | 0.01% |
323,626
-12,794
| -4% | -$950K |
|
799
Teledyne Technologies
TDY
$25.5B
| $24M | 0.01% |
55,903
+838
| +2% | +$360K |
|
800
Wyndham Hotels & Resorts
WH
$6.67B
| $24M | 0.01% |
312,329
+7,479
| +2% | +$574K |
|