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 | |
|---|---|---|---|---|---|---|
826
Cincinnati Financial
CINF
$23.8B
| $19.3M | 0.01% |
189,043
+5,738
| +3% | +$587K |
|
827
Mr. Cooper
COOP
$14.4B
| $19.3M | 0.01% |
360,392
-26,439
| -7% | -$1.42M |
|
828
Pool Corp
POOL
$11.9B
| $19.3M | 0.01% |
54,084
+797
| +1% | +$284K |
|
829
Flowserve
FLS
$7.37B
| $19.2M | 0.01% |
483,973
-8,459
| -2% | -$336K |
|
830
SouthState Bank Corporation
SSB
$10.2B
| $19.2M | 0.01% |
285,627
-1,889
| -0.7% | -$127K |
|
831
Alcoa
AA
$8.17B
| $19.1M | 0.01% |
658,223
-151,216
| -19% | -$4.39M |
|
832
ATS Corp
ATS
$2.61B
| $19.1M | 0.01% |
445,380
-24,850
| -5% | -$1.06M |
|
833
Pinnacle Financial Partners
PNFP
$7.58B
| $19M | 0.01% |
283,034
-5,018
| -2% | -$336K |
|
834
EPAM Systems
EPAM
$8.77B
| $18.9M | 0.01% |
73,865
+150
| +0.2% | +$38.4K |
|
835
Regions Financial
RF
$24B
| $18.9M | 0.01% |
1,097,016
+20,229
| +2% | +$348K |
|
836
Prosperity Bancshares
PB
$6.38B
| $18.8M | 0.01% |
345,209
-8,268
| -2% | -$451K |
|
837
Samsara
IOT
$21.7B
| $18.8M | 0.01% |
745,565
+640,321
| +608% | +$16.1M |
|
838
Valmont Industries
VMI
$7.43B
| $18.8M | 0.01% |
78,098
-1,415
| -2% | -$340K |
|
839
Expedia Group
EXPE
$26.4B
| $18.7M | 0.01% |
181,522
-3,502
| -2% | -$361K |
|
840
Thor Industries
THO
$5.75B
| $18.7M | 0.01% |
196,487
-4,306
| -2% | -$410K |
|
841
Sun Country Airlines
SNCY
$708M
| $18.7M | 0.01% |
1,259,128
-5,935
| -0.5% | -$88.1K |
|
842
Principal Financial Group
PFG
$17.6B
| $18.7M | 0.01% |
259,018
-12,153
| -4% | -$876K |
|
843
Southwest Airlines
LUV
$16.3B
| $18.6M | 0.01% |
687,741
+170
| +0% | +$4.6K |
|
|
GTM
844
ZoomInfo Technologies
GTM
$3.57B
| $18.6M | 0.01% |
1,133,508
+110,766
| +11% | +$1.82M |
|
845
Coherent
COHR
$16.3B
| $18.6M | 0.01% |
568,736
+46,888
| +9% | +$1.53M |
|
846
Constellium
CSTM
$1.99B
| $18.5M | 0.01% |
1,016,502
+980,781
| +2,746% | +$17.9M |
|
847
Zebra Technologies
ZBRA
$15.9B
| $18.5M | 0.01% |
78,215
-792
| -1% | -$187K |
|
848
Parsons
PSN
$7.94B
| $18.5M | 0.01% |
340,366
+1,793
| +0.5% | +$97.5K |
|
849
Textron
TXT
$14.5B
| $18.5M | 0.01% |
236,516
+2,855
| +1% | +$223K |
|
850
Bentley Systems
BSY
$16.2B
| $18.4M | 0.01% |
367,777
-135,085
| -27% | -$6.78M |
|