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 | |
|---|---|---|---|---|---|---|
801
International Flavors & Fragrances
IFF
$17B
| $20M | 0.01% |
292,791
-2,795
| -0.9% | -$191K |
|
802
Vanguard S&P 500 ETF
VOO
$732B
| $19.9M | 0.01% |
50,775
+8,242
| +19% | +$3.24M |
|
803
SPDR S&P Global Natural Resources ETF
GNR
$3.29B
| $19.9M | 0.01% |
357,764
-97,025
| -21% | -$5.41M |
|
804
First Solar
FSLR
$21.8B
| $19.9M | 0.01% |
123,251
-48,567
| -28% | -$7.85M |
|
|
AEL
805
DELISTED
American Equity Investment Life Holding Company
AEL
| $19.9M | 0.01% |
371,268
-11,954
| -3% | -$641K |
|
806
Diodes
DIOD
$2.47B
| $19.9M | 0.01% |
252,130
-12,443
| -5% | -$981K |
|
807
SPX Corp
SPXC
$9.34B
| $19.9M | 0.01% |
243,996
-14,877
| -6% | -$1.21M |
|
808
Portillo's
PTLO
$469M
| $19.8M | 0.01% |
1,287,781
-11,714
| -0.9% | -$180K |
|
809
IDEX
IEX
$12.4B
| $19.8M | 0.01% |
95,256
-2,398
| -2% | -$499K |
|
810
JB Hunt Transport Services
JBHT
$13.8B
| $19.8M | 0.01% |
104,866
-1,506
| -1% | -$284K |
|
811
Novanta
NOVT
$4.16B
| $19.7M | 0.01% |
137,296
-1,384
| -1% | -$199K |
|
812
ESAB
ESAB
$7.06B
| $19.7M | 0.01% |
280,333
-370,998
| -57% | -$26.1M |
|
813
BridgeBio Pharma
BBIO
$10.4B
| $19.7M | 0.01% |
745,666
+705,249
| +1,745% | +$18.6M |
|
814
CMS Energy
CMS
$21.2B
| $19.6M | 0.01% |
369,815
+9,493
| +3% | +$504K |
|
815
Sonoco
SON
$4.55B
| $19.6M | 0.01% |
361,332
-6,472
| -2% | -$352K |
|
816
Lantheus
LNTH
$3.65B
| $19.6M | 0.01% |
282,337
+3,313
| +1% | +$230K |
|
817
Acuity Brands
AYI
$10.3B
| $19.6M | 0.01% |
115,075
-4,327
| -4% | -$737K |
|
818
Fluor
FLR
$6.58B
| $19.6M | 0.01% |
533,000
-10,910
| -2% | -$400K |
|
819
Franklin Electric
FELE
$4.34B
| $19.5M | 0.01% |
218,620
-6,607
| -3% | -$590K |
|
820
Clorox
CLX
$15.4B
| $19.5M | 0.01% |
148,599
-6,451
| -4% | -$845K |
|
821
iShares MSCI India ETF
INDA
$9.3B
| $19.4M | 0.01% |
439,270
-54,376
| -11% | -$2.4M |
|
822
Arcosa
ACA
$4.76B
| $19.4M | 0.01% |
269,861
-69,760
| -21% | -$5.02M |
|
|
MRO
823
DELISTED
Marathon Oil Corporation
MRO
| $19.4M | 0.01% |
723,776
-13,518
| -2% | -$362K |
|
824
CyberArk
CYBR
$23.6B
| $19.4M | 0.01% |
118,177
-10,264
| -8% | -$1.68M |
|
825
Everest Group
EG
$14.2B
| $19.3M | 0.01% |
52,042
+857
| +2% | +$319K |
|