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 |
Equity Residential
EQR
|
$411M |
| 2 |
Cadence Design Systems
CDNS
|
$345M |
| 3 |
MSCI
MSCI
|
$300M |
| 4 |
Equinix
EQIX
|
$181M |
| 5 |
Gartner
IT
|
$154M |
Top Sells
| 1 |
Union Pacific
UNP
|
$403M |
| 2 |
TransDigm Group
TDG
|
$264M |
| 3 |
AIRC
Apartment Income REIT Corp.
AIRC
|
$238M |
| 4 |
Essex Property Trust
ESS
|
$205M |
| 5 |
NVIDIA
NVDA
|
$184M |
Sector Composition
| 1 | Technology | 20.77% |
| 2 | Financials | 15.31% |
| 3 | Real Estate | 13.85% |
| 4 | Consumer Discretionary | 11.12% |
| 5 | Industrials | 10.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
876
Constellium
CSTM
$2.04B
| $19.4M | 0.01% |
1,031,184
-29,639
| -3% | -$559K |
|
877
iShares Russell 1000 Value ETF
IWD
$63.5B
| $19.4M | 0.01% |
111,172
+1,870
| +2% | +$326K |
|
878
PBF Energy
PBF
$3.3B
| $19.4M | 0.01% |
420,730
-49,740
| -11% | -$2.29M |
|
879
HubSpot
HUBS
$25.7B
| $19.3M | 0.01% |
32,784
-1,359
| -4% | -$802K |
|
880
Factset
FDS
$14B
| $19.3M | 0.01% |
47,348
-2,502
| -5% | -$1.02M |
|
881
Clorox
CLX
$15.5B
| $19.3M | 0.01% |
141,537
-2,371
| -2% | -$324K |
|
882
Hologic
HOLX
$14.8B
| $19.3M | 0.01% |
260,127
-8,205
| -3% | -$609K |
|
883
Align Technology
ALGN
$10.1B
| $19.3M | 0.01% |
79,852
-50,869
| -39% | -$12.3M |
|
884
MGIC Investment
MTG
$6.55B
| $19.1M | 0.01% |
887,762
-138,514
| -13% | -$2.98M |
|
885
Labcorp
LH
$23.2B
| $19.1M | 0.01% |
94,001
-3,958
| -4% | -$805K |
|
886
EXL Service
EXLS
$7.26B
| $19.1M | 0.01% |
609,287
-1,525,534
| -71% | -$47.8M |
|
887
Textron
TXT
$14.5B
| $19.1M | 0.01% |
222,473
-10,180
| -4% | -$874K |
|
888
Southwest Airlines
LUV
$16.5B
| $19.1M | 0.01% |
667,394
-15,118
| -2% | -$433K |
|
889
Lifestance Health
LFST
$2.09B
| $19.1M | 0.01% |
3,881,450
-79,501
| -2% | -$390K |
|
890
Baxter International
BAX
$12.5B
| $19M | 0.01% |
568,322
-12,575
| -2% | -$421K |
|
891
Citizens Financial Group
CFG
$22.3B
| $19M | 0.01% |
527,513
-23,240
| -4% | -$837K |
|
|
ETRN
892
DELISTED
Equitrans Midstream Corporation Common Stock
ETRN
| $18.9M | 0.01% |
1,458,376
-189,258
| -11% | -$2.46M |
|
893
Starwood Property Trust
STWD
$7.56B
| $18.9M | 0.01% |
999,278
-120,949
| -11% | -$2.29M |
|
894
Rollins
ROL
$27.4B
| $18.8M | 0.01% |
385,701
-2,044
| -0.5% | -$99.7K |
|
895
ESAB
ESAB
$7.15B
| $18.8M | 0.01% |
199,014
-52,216
| -21% | -$4.93M |
|
896
Coca-Cola Consolidated
COKE
$10.5B
| $18.8M | 0.01% |
173,040
-19,730
| -10% | -$2.14M |
|
897
Sensata Technologies
ST
$4.66B
| $18.8M | 0.01% |
501,872
-67,987
| -12% | -$2.54M |
|
898
Olin
OLN
$2.9B
| $18.8M | 0.01% |
397,678
-55,082
| -12% | -$2.6M |
|
899
Masimo
MASI
$8B
| $18.7M | 0.01% |
148,651
-19,097
| -11% | -$2.41M |
|
900
IDEX
IEX
$12.4B
| $18.7M | 0.01% |
93,016
-4,541
| -5% | -$914K |
|