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 | |
|---|---|---|---|---|---|---|
926
Paycom
PAYC
$12.7B
| $17.6M | 0.01% |
62,748
+2,972
| +5% | +$832K |
|
927
Globus Medical
GMED
$8.03B
| $17.5M | 0.01% |
312,221
+43,437
| +16% | +$2.44M |
|
928
SITE Centers
SITC
$474M
| $17.5M | 0.01% |
1,666,989
+129,789
| +8% | +$1.36M |
|
929
SolarEdge
SEDG
$1.82B
| $17.5M | 0.01% |
63,919
+4,322
| +7% | +$1.18M |
|
930
Light & Wonder
LNW
$7.39B
| $17.5M | 0.01% |
371,897
+35,615
| +11% | +$1.67M |
|
931
Synchrony
SYF
$28.2B
| $17.5M | 0.01% |
631,788
-50,421
| -7% | -$1.39M |
|
932
Universal Display
OLED
$6.53B
| $17.4M | 0.01% |
172,466
+24,976
| +17% | +$2.53M |
|
933
Power Integrations
POWI
$2.51B
| $17.4M | 0.01% |
232,527
+26,403
| +13% | +$1.98M |
|
934
Resideo Technologies
REZI
$5.52B
| $17.4M | 0.01% |
897,068
-139,016
| -13% | -$2.7M |
|
|
IAA
935
DELISTED
IAA, Inc. Common Stock
IAA
| $17.4M | 0.01% |
531,281
+72,507
| +16% | +$2.38M |
|
936
GXO Logistics
GXO
$5.87B
| $17.4M | 0.01% |
401,449
+65,697
| +20% | +$2.84M |
|
937
Murphy Oil
MUR
$3.67B
| $17.3M | 0.01% |
574,286
+83,013
| +17% | +$2.51M |
|
938
Simpson Manufacturing
SSD
$8.08B
| $17.3M | 0.01% |
172,204
+20,791
| +14% | +$2.09M |
|
939
Generac Holdings
GNRC
$11.2B
| $17.3M | 0.01% |
82,254
+4,423
| +6% | +$931K |
|
940
Hexcel
HXL
$5.03B
| $17.3M | 0.01% |
330,879
+45,613
| +16% | +$2.39M |
|
941
Clean Harbors
CLH
$12.7B
| $17.3M | 0.01% |
197,256
+26,940
| +16% | +$2.36M |
|
942
Modine Manufacturing
MOD
$7.96B
| $17.3M | 0.01% |
1,642,110
+349,830
| +27% | +$3.68M |
|
943
Cabot Corp
CBT
$4.3B
| $17.2M | 0.01% |
270,343
+33,891
| +14% | +$2.16M |
|
944
Eagle Materials
EXP
$7.65B
| $17.2M | 0.01% |
156,587
+19,506
| +14% | +$2.14M |
|
945
PBF Energy
PBF
$3.32B
| $17.2M | 0.01% |
591,328
-35,596
| -6% | -$1.03M |
|
946
Sanmina
SANM
$6.4B
| $17.1M | 0.01% |
420,728
-51,327
| -11% | -$2.09M |
|
947
Teradata
TDC
$2.01B
| $17.1M | 0.01% |
461,385
+92,260
| +25% | +$3.41M |
|
948
Coca-Cola Consolidated
COKE
$10.9B
| $17.1M | 0.01% |
302,660
-30,190
| -9% | -$1.7M |
|
949
JB Hunt Transport Services
JBHT
$13.6B
| $17M | 0.01% |
108,072
+3,546
| +3% | +$558K |
|
950
Valley National Bancorp
VLY
$6.03B
| $17M | 0.01% |
1,633,706
+209,721
| +15% | +$2.18M |
|