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 |
Microsoft
MSFT
|
+$344M |
| 2 |
Moody's
MCO
|
+$284M |
| 3 |
VICI Properties
VICI
|
+$249M |
| 4 |
Progressive
PGR
|
+$246M |
| 5 |
Amazon
AMZN
|
+$167M |
Top Sells
| 1 |
Salesforce
CRM
|
+$235M |
| 2 |
MGP
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
|
+$202M |
| 3 |
Healthcare Realty
HR
|
+$179M |
| 4 |
Etsy
ETSY
|
+$168M |
| 5 |
Charter Communications
CHTR
|
+$141M |
Sector Composition
| 1 | Real Estate | 17.6% |
| 2 | Technology | 16.42% |
| 3 | Financials | 14.71% |
| 4 | Consumer Discretionary | 10.49% |
| 5 | Industrials | 9.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
876
MSC Industrial Direct
MSM
$5.14B
| $18.4M | 0.01% |
245,244
+15,230
| +7% | +$1.14M |
|
877
ASGN Inc
ASGN
$2.28B
| $18.4M | 0.01% |
203,703
+22,901
| +13% | +$2.07M |
|
878
Incyte
INCY
$16.8B
| $18.4M | 0.01% |
241,882
+4,954
| +2% | +$376K |
|
|
X
879
DELISTED
US Steel
X
| $18.4M | 0.01% |
1,025,878
+138,775
| +16% | +$2.49M |
|
880
Spire
SR
$4.49B
| $18.3M | 0.01% |
246,714
+71,675
| +41% | +$5.33M |
|
881
Walker & Dunlop
WD
$2.98B
| $18.3M | 0.01% |
190,441
-6,899
| -3% | -$665K |
|
882
Black Hills Corp
BKH
$4.29B
| $18.3M | 0.01% |
251,969
+36,044
| +17% | +$2.62M |
|
883
Trimble
TRMB
$19.6B
| $18.3M | 0.01% |
314,866
+5,688
| +2% | +$331K |
|
884
Harley-Davidson
HOG
$3.72B
| $18.3M | 0.01% |
578,981
+55,748
| +11% | +$1.76M |
|
|
ARNC
885
DELISTED
Arconic Corporation
ARNC
| $18.3M | 0.01% |
652,727
-58,551
| -8% | -$1.64M |
|
886
New York Times
NYT
$9.46B
| $18.3M | 0.01% |
656,047
+88,054
| +16% | +$2.46M |
|
887
First Bancorp
FBP
$3.51B
| $18.3M | 0.01% |
1,415,046
+66,658
| +5% | +$861K |
|
888
Maravai LifeSciences
MRVI
$389M
| $18.2M | 0.01% |
641,349
+139,667
| +28% | +$3.97M |
|
889
Constellium
CSTM
$2.04B
| $18.2M | 0.01% |
1,378,553
-714,891
| -34% | -$9.44M |
|
890
Iron Mountain
IRM
$29.1B
| $18.2M | 0.01% |
373,577
+14,155
| +4% | +$689K |
|
891
Leggett & Platt
LEG
$1.34B
| $18.2M | 0.01% |
525,767
+71,650
| +16% | +$2.48M |
|
|
SAFM
892
DELISTED
Sanderson Farms Inc
SAFM
| $18.2M | 0.01% |
84,336
+10,863
| +15% | +$2.34M |
|
893
Principal Financial Group
PFG
$18.1B
| $18.2M | 0.01% |
272,103
-4,135
| -1% | -$276K |
|
894
VF Corp
VFC
$6B
| $18.2M | 0.01% |
411,313
+12,924
| +3% | +$571K |
|
895
Pool Corp
POOL
$12.2B
| $18.2M | 0.01% |
51,719
-2,995
| -5% | -$1.05M |
|
896
Ryder
R
$7.69B
| $18.2M | 0.01% |
255,585
+12,885
| +5% | +$916K |
|
897
Primerica
PRI
$8.84B
| $18.2M | 0.01% |
151,692
+2,496
| +2% | +$299K |
|
898
Post Holdings
POST
$5.74B
| $18.1M | 0.01% |
220,013
+26,379
| +14% | +$2.17M |
|
899
Darden Restaurants
DRI
$24.8B
| $18.1M | 0.01% |
160,106
-962
| -0.6% | -$109K |
|
900
First Hawaiian
FHB
$3.19B
| $18.1M | 0.01% |
797,183
-57,308
| -7% | -$1.3M |
|