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 |
Intuitive Surgical
ISRG
|
+$189M |
| 2 |
Agree Realty
ADC
|
+$170M |
| 3 |
Tyler Technologies
TYL
|
+$159M |
| 4 |
SBA Communications
SBAC
|
+$110M |
| 5 |
Expeditors International
EXPD
|
+$101M |
Top Sells
| 1 |
RP
RealPage, Inc.
RP
|
+$286M |
| 2 |
Apple
AAPL
|
+$248M |
| 3 |
Deere & Co
DE
|
+$232M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$191M |
| 5 |
Microsoft
MSFT
|
+$190M |
Sector Composition
| 1 | Technology | 18.27% |
| 2 | Financials | 15.24% |
| 3 | Real Estate | 14.94% |
| 4 | Consumer Discretionary | 12.66% |
| 5 | Industrials | 9.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
951
MGM Resorts International
MGM
$9.63B
| $19.1M | 0.01% |
502,737
-36,673
| -7% | -$1.39M |
|
952
Fortune Brands Innovations
FBIN
$7.29B
| $19.1M | 0.01% |
232,639
+1,846
| +0.8% | +$151K |
|
953
Incyte
INCY
$16.8B
| $19.1M | 0.01% |
234,425
-20,094
| -8% | -$1.63M |
|
954
Fox Factory Holding Corp
FOXF
$1.2B
| $19M | 0.01% |
149,694
+18,160
| +14% | +$2.31M |
|
955
Evertec
EVTC
$2.19B
| $19M | 0.01% |
510,815
+7,625
| +2% | +$284K |
|
956
Eastman Chemical
EMN
$7.81B
| $19M | 0.01% |
172,517
-31,138
| -15% | -$3.43M |
|
957
Glacier Bancorp
GBCI
$5.79B
| $19M | 0.01% |
332,457
+47,548
| +17% | +$2.71M |
|
958
Stepan Co
SCL
$1.12B
| $19M | 0.01% |
149,176
+654
| +0.4% | +$83.1K |
|
959
Insmed
INSM
$30.7B
| $19M | 0.01% |
556,579
+49,615
| +10% | +$1.69M |
|
|
AEL
960
DELISTED
American Equity Investment Life Holding Company
AEL
| $18.9M | 0.01% |
599,584
-33,417
| -5% | -$1.05M |
|
961
Advance Auto Parts
AAP
$3.72B
| $18.9M | 0.01% |
102,785
+3,538
| +4% | +$649K |
|
962
KBR
KBR
$6.39B
| $18.9M | 0.01% |
491,125
+65,074
| +15% | +$2.5M |
|
963
Boise Cascade
BCC
$3.31B
| $18.9M | 0.01% |
315,095
+7,649
| +2% | +$458K |
|
964
Home BancShares
HOMB
$5.79B
| $18.8M | 0.01% |
696,265
+103,089
| +17% | +$2.79M |
|
965
J.M. Smucker
SJM
$11.8B
| $18.8M | 0.01% |
148,726
-12,095
| -8% | -$1.53M |
|
966
Vontier
VNT
$6.34B
| $18.8M | 0.01% |
621,569
+446,429
| +255% | +$13.5M |
|
967
Essent Group
ESNT
$6.33B
| $18.8M | 0.01% |
395,371
-350,455
| -47% | -$16.6M |
|
968
Douglas Emmett
DEI
$2.81B
| $18.8M | 0.01% |
597,398
+109,096
| +22% | +$3.43M |
|
969
Seagate
STX
$42B
| $18.7M | 0.01% |
244,247
-34,708
| -12% | -$2.66M |
|
970
Cincinnati Financial
CINF
$24.5B
| $18.7M | 0.01% |
181,796
-13,825
| -7% | -$1.43M |
|
971
WSFS Financial
WSFS
$3.17B
| $18.7M | 0.01% |
376,403
+334,669
| +802% | +$16.7M |
|
972
Sanmina
SANM
$6.27B
| $18.7M | 0.01% |
452,791
+5,191
| +1% | +$215K |
|
973
Plexus
PLXS
$3.81B
| $18.7M | 0.01% |
203,526
-1,004
| -0.5% | -$92.2K |
|
974
Carter's
CRI
$1.1B
| $18.7M | 0.01% |
210,068
+13,057
| +7% | +$1.16M |
|
975
ATI
ATI
$10.5B
| $18.6M | 0.01% |
884,536
+12,147
| +1% | +$256K |
|