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
Top Sells
| 1 |
COR
Coresite Realty Corporation
COR
|
+$276M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$202M |
| 3 |
Credit Acceptance
CACC
|
+$193M |
| 4 |
CONE
CyrusOne Inc Common Stock
CONE
|
+$187M |
| 5 |
Apple
AAPL
|
+$135M |
Sector Composition
| 1 | Technology | 19.24% |
| 2 | Real Estate | 17.07% |
| 3 | Financials | 13.46% |
| 4 | Consumer Discretionary | 11.82% |
| 5 | Healthcare | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
851
Evercore
EVR
$12.6B
| $23M | 0.01% |
169,666
-98,055
| -37% | -$13.3M |
|
852
Triumph Financial, Inc.
TFIN
$1.48B
| $23M | 0.01% |
193,472
-6,117
| -3% | -$728K |
|
853
Cincinnati Financial
CINF
$24B
| $23M | 0.01% |
201,859
-7,590
| -4% | -$865K |
|
854
SEI Investments
SEIC
$10.7B
| $23M | 0.01% |
376,745
-11,379
| -3% | -$693K |
|
855
Jamf
JAMF
$1.28B
| $23M | 0.01% |
603,870
+9,645
| +2% | +$367K |
|
856
Valvoline
VVV
$5.05B
| $22.9M | 0.01% |
614,260
-423,712
| -41% | -$15.8M |
|
|
ETRN
857
DELISTED
Equitrans Midstream Corporation Common Stock
ETRN
| $22.8M | 0.01% |
2,209,113
+620,195
| +39% | +$6.41M |
|
858
First Financial Bankshares
FFIN
$5.13B
| $22.8M | 0.01% |
448,484
-10,572
| -2% | -$537K |
|
859
Encompass Health
EHC
$12.6B
| $22.8M | 0.01% |
438,462
-13,686
| -3% | -$711K |
|
860
Boise Cascade
BCC
$3.18B
| $22.7M | 0.01% |
318,994
-1,604
| -0.5% | -$114K |
|
861
Prosperity Bancshares
PB
$6.36B
| $22.6M | 0.01% |
313,065
-7,963
| -2% | -$576K |
|
862
UMB Financial
UMBF
$9.29B
| $22.6M | 0.01% |
212,890
+11,008
| +5% | +$1.17M |
|
863
Light & Wonder
LNW
$7.39B
| $22.6M | 0.01% |
337,845
-7,956
| -2% | -$532K |
|
864
LGI Homes
LGIH
$1.45B
| $22.5M | 0.01% |
145,865
-6,515
| -4% | -$1.01M |
|
865
CVB Financial
CVBF
$2.78B
| $22.5M | 0.01% |
1,052,459
+19,368
| +2% | +$415K |
|
866
Jacobs Solutions
J
$17.2B
| $22.5M | 0.01% |
195,614
-6,532
| -3% | -$752K |
|
867
Aaon
AAON
$6.37B
| $22.5M | 0.01% |
424,535
-12,180
| -3% | -$645K |
|
|
COHR
868
DELISTED
Coherent Inc
COHR
| $22.5M | 0.01% |
84,287
-1,076
| -1% | -$287K |
|
869
Shutterstock
SSTK
$719M
| $22.5M | 0.01% |
202,578
+4,285
| +2% | +$475K |
|
870
First Foundation Inc
FFWM
$487M
| $22.5M | 0.01% |
903,342
+9,685
| +1% | +$241K |
|
871
Post Holdings
POST
$5.75B
| $22.4M | 0.01% |
304,060
-5,618
| -2% | -$414K |
|
872
ASGN Inc
ASGN
$2.29B
| $22.4M | 0.01% |
181,760
-53,174
| -23% | -$6.56M |
|
873
EQT Corp
EQT
$31.4B
| $22.4M | 0.01% |
1,027,668
-15,212
| -1% | -$332K |
|
|
ABMD
874
DELISTED
Abiomed Inc
ABMD
| $22.4M | 0.01% |
62,400
+4,668
| +8% | +$1.68M |
|
875
Upbound Group
UPBD
$1.47B
| $22.4M | 0.01% |
466,436
-31,149
| -6% | -$1.5M |
|