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 |
CoStar Group
CSGP
|
+$466M |
| 2 |
Broadstone Net Lease
BNL
|
+$266M |
| 3 |
Tyler Technologies
TYL
|
+$250M |
| 4 |
Marriott Vacations Worldwide
VAC
|
+$229M |
| 5 |
Equinix
EQIX
|
+$187M |
Top Sells
| 1 |
Motorola Solutions
MSI
|
+$335M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$318M |
| 3 |
Prologis
PLD
|
+$309M |
| 4 |
Gartner
IT
|
+$290M |
| 5 |
CBRE Group
CBRE
|
+$214M |
Sector Composition
| 1 | Technology | 18.71% |
| 2 | Real Estate | 16% |
| 3 | Financials | 14.9% |
| 4 | Consumer Discretionary | 12.38% |
| 5 | Industrials | 9.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
826
Charles River Laboratories
CRL
$7.54B
| $24M | 0.02% |
64,813
-108,955
| -63% | -$40.3M |
|
827
Futu Holdings
FUTU
$25.3B
| $24M | 0.02% |
133,765
-43,365
| -24% | -$7.77M |
|
828
Ulta Beauty
ULTA
$23.1B
| $24M | 0.02% |
69,264
-33,239
| -32% | -$11.5M |
|
829
The Beauty Health Co
SKIN
$292M
| $23.9M | 0.02% |
1,422,800
-29,500
| -2% | -$496K |
|
830
Diodes
DIOD
$2.44B
| $23.9M | 0.02% |
299,628
+5,236
| +2% | +$418K |
|
831
Mid-America Apartment Communities
MAA
$16.6B
| $23.9M | 0.02% |
141,871
+3,183
| +2% | +$536K |
|
832
HealthEquity
HQY
$7.88B
| $23.9M | 0.02% |
296,361
-17,555
| -6% | -$1.41M |
|
833
Floor & Decor
FND
$9.16B
| $23.8M | 0.02% |
225,593
-203,868
| -47% | -$21.5M |
|
834
Bentley Systems
BSY
$16B
| $23.8M | 0.02% |
367,530
+62,278
| +20% | +$4.03M |
|
835
Healthpeak Properties
DOC
$12.5B
| $23.7M | 0.02% |
712,459
+14,562
| +2% | +$485K |
|
836
Evertec
EVTC
$2.14B
| $23.7M | 0.02% |
543,235
+32,420
| +6% | +$1.42M |
|
837
OGE Energy
OGE
$8.85B
| $23.7M | 0.02% |
704,260
+5,238
| +0.7% | +$176K |
|
838
HNI Corp
HNI
$2.06B
| $23.7M | 0.02% |
538,353
+224,177
| +71% | +$9.86M |
|
839
Rayonier
RYN
$4.04B
| $23.7M | 0.02% |
692,224
+1,627
| +0.2% | +$55.6K |
|
840
Brixmor Property Group
BRX
$8.51B
| $23.6M | 0.02% |
1,033,129
+12,776
| +1% | +$292K |
|
841
M&T Bank
MTB
$31B
| $23.6M | 0.02% |
162,722
-285,848
| -64% | -$41.5M |
|
842
Goodyear
GT
$2.45B
| $23.6M | 0.02% |
1,378,454
+255,329
| +23% | +$4.38M |
|
843
Pacira BioSciences
PCRX
$1.2B
| $23.6M | 0.02% |
389,476
-13,833
| -3% | -$839K |
|
844
Emcor
EME
$28.4B
| $23.6M | 0.02% |
191,838
+1,131
| +0.6% | +$139K |
|
845
Wyndham Hotels & Resorts
WH
$6.43B
| $23.6M | 0.02% |
326,373
+6,131
| +2% | +$443K |
|
846
Xerox
XRX
$456M
| $23.5M | 0.02% |
1,001,745
+159,833
| +19% | +$3.75M |
|
847
Mr. Cooper
COOP
$14B
| $23.5M | 0.02% |
711,728
+218,350
| +44% | +$7.22M |
|
848
SLM Corp
SLM
$6.01B
| $23.5M | 0.02% |
1,123,046
-35,948
| -3% | -$753K |
|
849
Sonoco
SON
$4.54B
| $23.4M | 0.02% |
350,015
+4,594
| +1% | +$307K |
|
|
PRFT
850
DELISTED
Perficient Inc
PRFT
| $23.4M | 0.02% |
290,854
+9,722
| +3% | +$782K |
|