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 | |
|---|---|---|---|---|---|---|
826
CF Industries
CF
$13.7B
| $21.2M | 0.01% |
286,545
-37,691
| -12% | -$2.79M |
|
827
Regions Financial
RF
$24.1B
| $21.1M | 0.01% |
1,053,572
-31,657
| -3% | -$634K |
|
828
Group 1 Automotive
GPI
$6.26B
| $21.1M | 0.01% |
71,005
-3,033
| -4% | -$902K |
|
829
Flowserve
FLS
$7.22B
| $21.1M | 0.01% |
438,389
-55,607
| -11% | -$2.67M |
|
830
Carnival Corp
CCL
$42.8B
| $21.1M | 0.01% |
1,125,672
-239,585
| -18% | -$4.49M |
|
831
Box
BOX
$4.75B
| $21M | 0.01% |
793,999
-19,235
| -2% | -$509K |
|
832
Seagate
STX
$40B
| $21M | 0.01% |
203,279
-3,150
| -2% | -$325K |
|
|
ALTR
833
DELISTED
Altair Engineering Inc. Class A Common Stock
ALTR
| $20.8M | 0.01% |
212,560
+188,203
| +773% | +$18.5M |
|
834
Bruker
BRKR
$4.68B
| $20.8M | 0.01% |
325,663
-25,856
| -7% | -$1.65M |
|
835
RLI Corp
RLI
$6.16B
| $20.8M | 0.01% |
295,072
-28,554
| -9% | -$2.01M |
|
836
Skyworks Solutions
SWKS
$11.2B
| $20.7M | 0.01% |
194,571
-3,335
| -2% | -$355K |
|
837
KB Home
KBH
$4.63B
| $20.7M | 0.01% |
294,943
-25,078
| -8% | -$1.76M |
|
838
ATS Corp
ATS
$2.67B
| $20.7M | 0.01% |
639,540
+279,880
| +78% | +$9.05M |
|
839
Integer Holdings
ITGR
$3.75B
| $20.7M | 0.01% |
178,668
-10,641
| -6% | -$1.23M |
|
840
Best Buy
BBY
$16.1B
| $20.4M | 0.01% |
242,552
-2,150
| -0.9% | -$181K |
|
841
Qualys
QLYS
$4.87B
| $20.4M | 0.01% |
142,986
-12,547
| -8% | -$1.79M |
|
842
Cable One
CABO
$922M
| $20.3M | 0.01% |
57,480
+32
| +0.1% | +$11.3K |
|
843
Iovance Biotherapeutics
IOVA
$901M
| $20.3M | 0.01% |
2,536,243
+530,338
| +26% | +$4.25M |
|
844
Tyson Foods
TSN
$20B
| $20.3M | 0.01% |
355,677
+28,778
| +9% | +$1.64M |
|
845
Kellanova
K
$27.8B
| $20.2M | 0.01% |
349,725
-7,173
| -2% | -$414K |
|
846
Kyndryl
KD
$7.57B
| $20.2M | 0.01% |
766,049
-100,107
| -12% | -$2.63M |
|
847
McCormick & Company Non-Voting
MKC
$19B
| $20.1M | 0.01% |
283,625
-10,918
| -4% | -$775K |
|
848
Builders FirstSource
BLDR
$16.5B
| $20.1M | 0.01% |
145,297
-95,890
| -40% | -$13.3M |
|
849
Franklin Electric
FELE
$4.34B
| $20.1M | 0.01% |
208,631
-8,050
| -4% | -$775K |
|
850
Five Below
FIVE
$8.46B
| $20.1M | 0.01% |
184,282
-24,428
| -12% | -$2.66M |
|