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 | |
|---|---|---|---|---|---|---|
851
STAAR Surgical
STAA
$1.37B
| $18.4M | 0.01% |
458,474
+801
| +0.2% | +$32.2K |
|
852
Watts Water Technologies
WTS
$9.29B
| $18.4M | 0.01% |
106,549
-560
| -0.5% | -$96.8K |
|
|
WBA
853
DELISTED
Walgreens Boots Alliance
WBA
| $18.4M | 0.01% |
827,179
-8,538
| -1% | -$190K |
|
854
Newell Brands
NWL
$2.54B
| $18.3M | 0.01% |
2,026,362
+1,593,661
| +368% | +$14.4M |
|
855
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.4B
| $18.3M | 0.01% |
243,420
+4,320
| +2% | +$325K |
|
856
Western Union
WU
$2.73B
| $18.2M | 0.01% |
1,384,522
-24,040
| -2% | -$317K |
|
857
Signet Jewelers
SIG
$3.75B
| $18.2M | 0.01% |
254,051
-11,214
| -4% | -$805K |
|
858
Bio-Techne
TECH
$7.92B
| $18.2M | 0.01% |
267,617
+1,280
| +0.5% | +$87.1K |
|
859
Cooper Companies
COO
$13.4B
| $18.2M | 0.01% |
228,516
-179,980
| -44% | -$14.3M |
|
860
Mid-America Apartment Communities
MAA
$16.6B
| $18.1M | 0.01% |
140,817
+6,024
| +4% | +$775K |
|
861
Gildan
GIL
$8.08B
| $18M | 0.01% |
640,820
-3,581,893
| -85% | -$101M |
|
|
JBTM
862
JBT Marel Corporation
JBTM
$7.09B
| $18M | 0.01% |
171,580
-9,719
| -5% | -$1.02M |
|
863
Central Garden & Pet Class A
CENTA
$2.07B
| $18M | 0.01% |
561,588
-512,885
| -48% | -$16.4M |
|
864
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
| $18M | 0.01% |
244,250
+70,550
| +41% | +$5.2M |
|
865
Sprouts Farmers Market
SFM
$13.1B
| $18M | 0.01% |
420,002
+4,559
| +1% | +$195K |
|
866
iShares MSCI World ETF
URTH
$5.67B
| $18M | 0.01% |
149,569
+57,112
| +62% | +$6.86M |
|
867
argenx
ARGX
$46.7B
| $18M | 0.01% |
+36,547
| New | +$18M |
|
868
Ball Corp
BALL
$13.6B
| $18M | 0.01% |
360,829
+333
| +0.1% | +$16.6K |
|
869
Ryder
R
$7.61B
| $18M | 0.01% |
167,913
-6,618
| -4% | -$708K |
|
|
CNR
870
Core Natural Resources, Inc.
CNR
$3.74B
| $17.9M | 0.01% |
170,833
-20,053
| -11% | -$2.1M |
|
871
Moog
MOG.A
$6.24B
| $17.9M | 0.01% |
158,578
-7,291
| -4% | -$824K |
|
872
Matsons
MATX
$3.28B
| $17.9M | 0.01% |
201,851
-9,187
| -4% | -$815K |
|
873
Maximus
MMS
$4.94B
| $17.9M | 0.01% |
239,313
-307
| -0.1% | -$22.9K |
|
874
Haemonetics
HAE
$2.59B
| $17.9M | 0.01% |
199,360
+844
| +0.4% | +$75.6K |
|
875
Jamf
JAMF
$1.3B
| $17.8M | 0.01% |
1,010,450
-9,204
| -0.9% | -$163K |
|