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 | |
|---|---|---|---|---|---|---|
901
Bumble
BMBL
$677M
| $18.1M | 0.01% |
642,206
+423,412
| +194% | +$11.9M |
|
902
Kohl's
KSS
$1.77B
| $18.1M | 0.01% |
506,276
+2,314
| +0.5% | +$82.6K |
|
903
Penumbra
PEN
$10.8B
| $18.1M | 0.01% |
144,967
+25,545
| +21% | +$3.18M |
|
904
TEGNA Inc
TGNA
$3.39B
| $18M | 0.01% |
860,043
+25,668
| +3% | +$538K |
|
905
W.R. Berkley
WRB
$27.8B
| $18M | 0.01% |
395,702
-47,562
| -11% | -$2.16M |
|
906
IDEX
IEX
$12.3B
| $18M | 0.01% |
99,094
+1,772
| +2% | +$322K |
|
907
Bankunited
BKU
$2.94B
| $18M | 0.01% |
504,964
-67,365
| -12% | -$2.4M |
|
|
SGFY
908
DELISTED
Signify Health, Inc.
SGFY
| $18M | 0.01% |
1,301,297
+362,380
| +39% | +$5M |
|
909
Boot Barn
BOOT
$5.75B
| $17.9M | 0.01% |
260,393
-29,854
| -10% | -$2.06M |
|
910
Credo Technology Group
CRDO
$27.8B
| $17.9M | 0.01% |
1,534,560
+261,845
| +21% | +$3.06M |
|
911
Alarm.com
ALRM
$2.79B
| $17.9M | 0.01% |
289,564
-23,143
| -7% | -$1.43M |
|
912
O-I Glass
OI
$2.03B
| $17.8M | 0.01% |
1,272,123
+216,735
| +21% | +$3.03M |
|
913
Xylem
XYL
$34.6B
| $17.8M | 0.01% |
227,416
-139,675
| -38% | -$10.9M |
|
914
AES
AES
$9.17B
| $17.8M | 0.01% |
845,035
+20,980
| +3% | +$441K |
|
915
Affiliated Managers Group
AMG
$6.7B
| $17.8M | 0.01% |
152,255
-121,054
| -44% | -$14.1M |
|
916
ATI
ATI
$10.5B
| $17.7M | 0.01% |
778,683
-79,131
| -9% | -$1.8M |
|
917
Dick's Sporting Goods
DKS
$20.5B
| $17.7M | 0.01% |
234,554
-41,937
| -15% | -$3.16M |
|
918
Snowflake
SNOW
$76.8B
| $17.7M | 0.01% |
127,106
-1,213
| -0.9% | -$169K |
|
919
Western Digital
WDC
$33.1B
| $17.7M | 0.01% |
521,576
+11,679
| +2% | +$396K |
|
920
Highwoods Properties
HIW
$3.5B
| $17.7M | 0.01% |
516,741
+55,178
| +12% | +$1.89M |
|
921
Kimco Realty
KIM
$15.2B
| $17.7M | 0.01% |
892,944
+134,402
| +18% | +$2.66M |
|
922
Healthpeak Properties
DOC
$12.5B
| $17.6M | 0.01% |
679,731
+13,036
| +2% | +$338K |
|
923
Popular Inc
BPOP
$8.4B
| $17.6M | 0.01% |
228,765
-20,962
| -8% | -$1.61M |
|
924
Assurant
AIZ
$10.7B
| $17.6M | 0.01% |
101,776
+30,654
| +43% | +$5.3M |
|
925
Hancock Whitney
HWC
$5.35B
| $17.6M | 0.01% |
396,505
+102,815
| +35% | +$4.56M |
|