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 |
Equity Residential
EQR
|
$411M |
| 2 |
Cadence Design Systems
CDNS
|
$345M |
| 3 |
MSCI
MSCI
|
$300M |
| 4 |
Equinix
EQIX
|
$181M |
| 5 |
Gartner
IT
|
$154M |
Top Sells
| 1 |
Union Pacific
UNP
|
$403M |
| 2 |
TransDigm Group
TDG
|
$264M |
| 3 |
AIRC
Apartment Income REIT Corp.
AIRC
|
$238M |
| 4 |
Essex Property Trust
ESS
|
$205M |
| 5 |
NVIDIA
NVDA
|
$184M |
Sector Composition
| 1 | Technology | 20.77% |
| 2 | Financials | 15.31% |
| 3 | Real Estate | 13.85% |
| 4 | Consumer Discretionary | 11.12% |
| 5 | Industrials | 10.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
801
Cincinnati Financial
CINF
$24B
| $22M | 0.01% |
186,052
-3,540
| -2% | -$418K |
|
802
Landstar System
LSTR
$4.58B
| $22M | 0.01% |
119,075
-16,752
| -12% | -$3.09M |
|
803
VF Corp
VFC
$5.86B
| $21.9M | 0.01% |
1,623,875
+1,244,448
| +328% | +$16.8M |
|
804
Commerce Bancshares
CBSH
$8.08B
| $21.9M | 0.01% |
412,264
-56,195
| -12% | -$2.99M |
|
805
Old National Bancorp
ONB
$8.94B
| $21.9M | 0.01% |
1,272,870
-24,015
| -2% | -$413K |
|
806
Repligen
RGEN
$7.01B
| $21.9M | 0.01% |
173,426
-172,019
| -50% | -$21.7M |
|
807
STAG Industrial
STAG
$6.9B
| $21.9M | 0.01% |
606,252
-77,445
| -11% | -$2.79M |
|
808
Exelixis
EXEL
$10.2B
| $21.9M | 0.01% |
972,690
-173,467
| -15% | -$3.9M |
|
809
Qfin Holdings, Inc. American Depositary Shares
QFIN
$3.81B
| $21.8M | 0.01% |
1,105,606
+20,692
| +2% | +$408K |
|
810
Zions Bancorporation
ZION
$8.34B
| $21.8M | 0.01% |
502,555
-64,643
| -11% | -$2.8M |
|
811
Cadence Bank
CADE
$7.04B
| $21.7M | 0.01% |
768,300
-58,176
| -7% | -$1.65M |
|
|
LADR
812
Ladder Capital
LADR
$1.51B
| $21.7M | 0.01% |
1,923,570
-116,708
| -6% | -$1.32M |
|
813
Expedia Group
EXPE
$26.6B
| $21.7M | 0.01% |
172,045
-6,582
| -4% | -$829K |
|
814
Ball Corp
BALL
$13.9B
| $21.7M | 0.01% |
360,889
-12,047
| -3% | -$723K |
|
815
Trade Desk
TTD
$25.5B
| $21.6M | 0.01% |
221,332
+13,399
| +6% | +$1.31M |
|
816
Lear
LEA
$5.91B
| $21.6M | 0.01% |
189,083
-25,780
| -12% | -$2.94M |
|
817
Gildan
GIL
$8.27B
| $21.6M | 0.01% |
568,330
-20,530
| -3% | -$779K |
|
818
Huntington Bancshares
HBAN
$25.7B
| $21.5M | 0.01% |
1,631,211
-86,478
| -5% | -$1.14M |
|
819
Arcosa
ACA
$4.79B
| $21.5M | 0.01% |
257,438
-11,235
| -4% | -$937K |
|
820
Arrow Electronics
ARW
$6.57B
| $21.4M | 0.01% |
177,302
-25,424
| -13% | -$3.07M |
|
821
Molina Healthcare
MOH
$9.47B
| $21.3M | 0.01% |
71,771
-2,002
| -3% | -$595K |
|
822
Cytokinetics
CYTK
$6.34B
| $21.3M | 0.01% |
393,579
-37,977
| -9% | -$2.06M |
|
823
Teledyne Technologies
TDY
$25.7B
| $21.3M | 0.01% |
54,934
-969
| -2% | -$376K |
|
824
Kimco Realty
KIM
$15.4B
| $21.3M | 0.01% |
1,092,824
-112,964
| -9% | -$2.2M |
|
825
Novanta
NOVT
$4.18B
| $21.3M | 0.01% |
130,305
-13,545
| -9% | -$2.21M |
|