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 | |
|---|---|---|---|---|---|---|
926
Ryder
R
$7.64B
| $18.1M | 0.01% |
145,898
-20,914
| -13% | -$2.59M |
|
927
Tandem Diabetes Care
TNDM
$850M
| $18.1M | 0.01% |
448,093
+91,700
| +26% | +$3.69M |
|
|
MRO
928
DELISTED
Marathon Oil Corporation
MRO
| $18.1M | 0.01% |
629,625
-39,969
| -6% | -$1.15M |
|
929
Loews
L
$20B
| $18.1M | 0.01% |
241,516
+4,231
| +2% | +$316K |
|
930
Warrior Met Coal
HCC
$3.19B
| $18M | 0.01% |
287,521
-8,308
| -3% | -$521K |
|
931
Diodes
DIOD
$2.46B
| $18M | 0.01% |
249,870
-8,651
| -3% | -$622K |
|
|
SRCL
932
DELISTED
Stericycle Inc
SRCL
| $18M | 0.01% |
308,935
-39,389
| -11% | -$2.29M |
|
933
Jamf
JAMF
$1.22B
| $17.9M | 0.01% |
1,087,669
+97,120
| +10% | +$1.6M |
|
934
Prestige Consumer Healthcare
PBH
$3.2B
| $17.9M | 0.01% |
260,478
-8,946
| -3% | -$616K |
|
935
Piper Sandler
PIPR
$5.79B
| $17.9M | 0.01% |
77,710
-1,898
| -2% | -$437K |
|
936
United Airlines
UAL
$34.5B
| $17.8M | 0.01% |
366,613
-8,604
| -2% | -$419K |
|
937
Helix Energy Solutions
HLX
$933M
| $17.8M | 0.01% |
1,489,359
+696,395
| +88% | +$8.31M |
|
938
Genpact
G
$7.82B
| $17.8M | 0.01% |
552,136
-71,580
| -11% | -$2.3M |
|
939
Kontoor Brands
KTB
$4.46B
| $17.8M | 0.01% |
268,364
-10,277
| -4% | -$680K |
|
940
Gen Digital
GEN
$18.2B
| $17.7M | 0.01% |
709,588
-54,623
| -7% | -$1.36M |
|
941
Maximus
MMS
$4.97B
| $17.7M | 0.01% |
206,171
-26,708
| -11% | -$2.29M |
|
942
Principal Financial Group
PFG
$17.8B
| $17.6M | 0.01% |
224,460
-7,919
| -3% | -$621K |
|
943
Macy's
M
$4.64B
| $17.6M | 0.01% |
916,189
-115,511
| -11% | -$2.22M |
|
944
International Paper
IP
$25.7B
| $17.6M | 0.01% |
407,219
-8,878
| -2% | -$383K |
|
945
Louisiana-Pacific
LPX
$6.9B
| $17.5M | 0.01% |
213,037
-28,611
| -12% | -$2.36M |
|
946
Akamai
AKAM
$11.3B
| $17.4M | 0.01% |
193,673
-9,248
| -5% | -$833K |
|
947
Post Holdings
POST
$5.88B
| $17.4M | 0.01% |
167,390
-22,314
| -12% | -$2.32M |
|
948
Koppers
KOP
$569M
| $17.4M | 0.01% |
471,201
-1,630
| -0.3% | -$60.3K |
|
949
Liberty Energy
LBRT
$1.7B
| $17.4M | 0.01% |
834,288
-28,944
| -3% | -$605K |
|
950
Amkor Technology
AMKR
$6.09B
| $17.4M | 0.01% |
435,440
-11,728
| -3% | -$469K |
|