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 | |
|---|---|---|---|---|---|---|
901
Amcor
AMCR
$19B
| $17.3M | 0.01% |
1,884,267
-28,740
| -2% | -$263K |
|
902
Jackson Financial
JXN
$6.75B
| $17.2M | 0.01% |
450,549
+406,093
| +913% | +$15.5M |
|
903
Power Integrations
POWI
$2.5B
| $17.2M | 0.01% |
225,464
-274
| -0.1% | -$20.9K |
|
904
MSC Industrial Direct
MSM
$5.1B
| $17.2M | 0.01% |
174,733
-2,620
| -1% | -$257K |
|
905
OR Royalties Inc.
OR
$6.69B
| $17.1M | 0.01% |
1,450,500
+7,000
| +0.5% | +$82.6K |
|
906
Paycom
PAYC
$12.4B
| $17.1M | 0.01% |
65,893
+2,443
| +4% | +$633K |
|
907
Las Vegas Sands
LVS
$37.4B
| $17.1M | 0.01% |
372,255
-6,206
| -2% | -$284K |
|
908
Affiliated Managers Group
AMG
$6.6B
| $16.9M | 0.01% |
129,334
-6,193
| -5% | -$807K |
|
909
Envista
NVST
$3.45B
| $16.8M | 0.01% |
604,317
-10,375
| -2% | -$289K |
|
910
Teradata
TDC
$1.99B
| $16.8M | 0.01% |
373,170
-11,075
| -3% | -$499K |
|
911
Alarm.com
ALRM
$2.76B
| $16.8M | 0.01% |
274,355
-14,218
| -5% | -$869K |
|
912
J.M. Smucker
SJM
$11.7B
| $16.7M | 0.01% |
136,175
-8,794
| -6% | -$1.08M |
|
913
Northern Trust
NTRS
$24.2B
| $16.7M | 0.01% |
240,668
-2,153
| -0.9% | -$150K |
|
914
Exponent
EXPO
$3.5B
| $16.7M | 0.01% |
195,250
-1,745
| -0.9% | -$149K |
|
915
Lamb Weston
LW
$7.79B
| $16.7M | 0.01% |
180,333
-98,377
| -35% | -$9.1M |
|
916
American Eagle Outfitters
AEO
$3.34B
| $16.6M | 0.01% |
1,002,360
-44,707
| -4% | -$743K |
|
917
Valvoline
VVV
$5B
| $16.6M | 0.01% |
516,054
-10,152
| -2% | -$327K |
|
918
Inspire Medical Systems
INSP
$2.33B
| $16.6M | 0.01% |
83,583
-39,622
| -32% | -$7.86M |
|
919
Kimco Realty
KIM
$15.1B
| $16.5M | 0.01% |
940,165
-6,131
| -0.6% | -$108K |
|
920
Terex
TEX
$3.45B
| $16.5M | 0.01% |
286,994
+7,313
| +3% | +$421K |
|
921
Tyson Foods
TSN
$19.7B
| $16.5M | 0.01% |
327,494
-2,530
| -0.8% | -$128K |
|
922
Perrigo
PRGO
$3.04B
| $16.5M | 0.01% |
516,681
-7,920
| -2% | -$253K |
|
923
ABM Industries
ABM
$2.82B
| $16.5M | 0.01% |
411,994
-890,402
| -68% | -$35.6M |
|
924
Permian Resources
PR
$9.99B
| $16.3M | 0.01% |
1,170,768
+1,061,059
| +967% | +$14.8M |
|
925
Installed Building Products
IBP
$7.21B
| $16.3M | 0.01% |
130,422
-4,965
| -4% | -$620K |
|