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 | |
|---|---|---|---|---|---|---|
876
Installed Building Products
IBP
$7.22B
| $22.4M | 0.01% |
160,263
-4,713
| -3% | -$659K |
|
877
CenterPoint Energy
CNP
$24.5B
| $22.4M | 0.01% |
801,252
+55,868
| +7% | +$1.56M |
|
|
WIRE
878
DELISTED
Encore Wire Corp
WIRE
| $22.4M | 0.01% |
156,254
+15,263
| +11% | +$2.18M |
|
879
Pentair
PNR
$17.9B
| $22.3M | 0.01% |
304,998
+9,694
| +3% | +$708K |
|
|
UNIT
880
Uniti Group
UNIT
$1.76B
| $22.3M | 0.01% |
1,588,755
-18,772
| -1% | -$263K |
|
881
IDEX
IEX
$12.2B
| $22.2M | 0.01% |
94,123
-2,605
| -3% | -$616K |
|
882
Ryder
R
$7.57B
| $22.2M | 0.01% |
269,618
-13,916
| -5% | -$1.15M |
|
883
Primerica
PRI
$8.79B
| $22.2M | 0.01% |
144,962
-1,932
| -1% | -$296K |
|
884
Lifestance Health
LFST
$2.14B
| $22.2M | 0.01% |
2,328,600
+78,839
| +4% | +$751K |
|
885
Unity
U
$19.2B
| $22.2M | 0.01% |
155,028
-1,568
| -1% | -$224K |
|
886
MarketAxess Holdings
MKTX
$7.03B
| $22.1M | 0.01% |
53,768
-1,202
| -2% | -$494K |
|
887
Polaris
PII
$3.32B
| $22.1M | 0.01% |
201,193
-212
| -0.1% | -$23.3K |
|
888
WSFS Financial
WSFS
$3.19B
| $22M | 0.01% |
439,509
-30,948
| -7% | -$1.55M |
|
889
Dorman Products
DORM
$4.98B
| $21.9M | 0.01% |
194,070
-6,910
| -3% | -$781K |
|
890
Medpace
MEDP
$13.6B
| $21.9M | 0.01% |
100,705
-2,203
| -2% | -$479K |
|
891
MSC Industrial Direct
MSM
$5.12B
| $21.9M | 0.01% |
260,574
-22,447
| -8% | -$1.89M |
|
|
X
892
DELISTED
US Steel
X
| $21.9M | 0.01% |
918,180
-15,443
| -2% | -$368K |
|
893
Viatris
VTRS
$12.2B
| $21.8M | 0.01% |
1,612,920
+94,129
| +6% | +$1.27M |
|
894
Pacira BioSciences
PCRX
$1.18B
| $21.8M | 0.01% |
362,236
-30,066
| -8% | -$1.81M |
|
895
Texas Roadhouse
TXRH
$11.2B
| $21.8M | 0.01% |
243,900
-6,737
| -3% | -$601K |
|
896
Rambus
RMBS
$8.02B
| $21.7M | 0.01% |
737,958
-13,883
| -2% | -$408K |
|
897
JB Hunt Transport Services
JBHT
$13.6B
| $21.6M | 0.01% |
105,889
-2,317
| -2% | -$474K |
|
898
Unifirst Corp
UNF
$3.21B
| $21.6M | 0.01% |
102,724
-2,501
| -2% | -$526K |
|
|
AEL
899
DELISTED
American Equity Investment Life Holding Company
AEL
| $21.6M | 0.01% |
555,299
-13,437
| -2% | -$523K |
|
900
WEX
WEX
$5.92B
| $21.6M | 0.01% |
153,532
-2,070
| -1% | -$291K |
|