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 | |
|---|---|---|---|---|---|---|
851
Merit Medical Systems
MMSI
$5.26B
| $23.4M | 0.02% |
361,695
+969
| +0.3% | +$62.7K |
|
852
ICF International
ICFI
$1.77B
| $23.4M | 0.02% |
266,092
+263,242
| +9,237% | +$23.1M |
|
853
Golden Entertainment
GDEN
$634M
| $23.3M | 0.02% |
520,745
+16,190
| +3% | +$725K |
|
854
LXP Industrial Trust
LXP
$2.67B
| $23.3M | 0.02% |
1,951,443
+15,838
| +0.8% | +$189K |
|
855
Revvity
RVTY
$9.58B
| $23.3M | 0.02% |
150,955
-93,055
| -38% | -$14.4M |
|
856
Wintrust Financial
WTFC
$9.17B
| $23.3M | 0.02% |
307,713
+52,770
| +21% | +$3.99M |
|
857
Skechers
SKX
$9.5B
| $23.3M | 0.02% |
466,945
-2,974
| -0.6% | -$148K |
|
858
Fox Factory Holding Corp
FOXF
$1.17B
| $23.2M | 0.02% |
149,332
-362
| -0.2% | -$56.3K |
|
859
World Kinect Corp
WKC
$1.41B
| $23.2M | 0.02% |
732,231
+110,857
| +18% | +$3.52M |
|
|
IBTX
860
DELISTED
Independent Bank Group, Inc.
IBTX
| $23.2M | 0.02% |
314,006
+3,525
| +1% | +$261K |
|
861
Whirlpool
WHR
$5.24B
| $23.2M | 0.02% |
106,432
+7,261
| +7% | +$1.58M |
|
862
Prosperity Bancshares
PB
$6.4B
| $23.2M | 0.02% |
323,054
+3,778
| +1% | +$271K |
|
863
Royal Caribbean
RCL
$92.8B
| $23.2M | 0.02% |
271,842
+7,715
| +3% | +$658K |
|
864
Masco
MAS
$15.3B
| $23.2M | 0.02% |
393,088
-31,604
| -7% | -$1.86M |
|
865
Halozyme
HALO
$8.87B
| $23.1M | 0.01% |
508,947
+21,124
| +4% | +$959K |
|
866
Cardinal Health
CAH
$35.6B
| $23.1M | 0.01% |
404,602
-890
| -0.2% | -$50.8K |
|
867
Curtiss-Wright
CW
$18.7B
| $23.1M | 0.01% |
194,200
+4,697
| +2% | +$558K |
|
868
Cogent Communications
CCOI
$1.74B
| $23M | 0.01% |
299,372
-732
| -0.2% | -$56.3K |
|
869
Cincinnati Financial
CINF
$23.8B
| $23M | 0.01% |
196,936
+15,140
| +8% | +$1.77M |
|
870
Primerica
PRI
$8.74B
| $22.9M | 0.01% |
149,584
+4,043
| +3% | +$619K |
|
|
CTLT
871
DELISTED
CATALENT, INC.
CTLT
| $22.9M | 0.01% |
211,868
+6,000
| +3% | +$649K |
|
872
TopBuild
BLD
$11.8B
| $22.9M | 0.01% |
115,760
-2,571
| -2% | -$508K |
|
873
First Advantage
FA
$2.74B
| $22.9M | 0.01% |
+1,148,765
| New | +$22.9M |
|
874
ThredUp
TDUP
$1.33B
| $22.9M | 0.01% |
+786,104
| New | +$22.9M |
|
875
Kontoor Brands
KTB
$4.29B
| $22.8M | 0.01% |
404,997
+41,035
| +11% | +$2.31M |
|