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
Top Sells
| 1 |
COR
Coresite Realty Corporation
COR
|
+$276M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$202M |
| 3 |
Credit Acceptance
CACC
|
+$193M |
| 4 |
CONE
CyrusOne Inc Common Stock
CONE
|
+$187M |
| 5 |
Apple
AAPL
|
+$135M |
Sector Composition
| 1 | Technology | 19.24% |
| 2 | Real Estate | 17.07% |
| 3 | Financials | 13.46% |
| 4 | Consumer Discretionary | 11.82% |
| 5 | Healthcare | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
951
Douglas Emmett
DEI
$2.73B
| $20M | 0.01% |
595,856
-10,144
| -2% | -$340K |
|
952
Skechers
SKX
$9.5B
| $19.9M | 0.01% |
459,021
-7,458
| -2% | -$324K |
|
953
Neogen
NEOG
$1.21B
| $19.9M | 0.01% |
438,634
+53,709
| +14% | +$2.44M |
|
954
Cboe Global Markets
CBOE
$24.5B
| $19.9M | 0.01% |
152,344
-3,696
| -2% | -$482K |
|
955
Exelixis
EXEL
$10.2B
| $19.8M | 0.01% |
1,085,646
-9,574
| -0.9% | -$175K |
|
956
Federal Signal
FSS
$7.61B
| $19.8M | 0.01% |
457,703
-37,170
| -8% | -$1.61M |
|
957
United Natural Foods
UNFI
$1.72B
| $19.8M | 0.01% |
403,576
+14,011
| +4% | +$688K |
|
958
Halozyme
HALO
$8.81B
| $19.8M | 0.01% |
492,521
-45,291
| -8% | -$1.82M |
|
959
Xerox
XRX
$462M
| $19.8M | 0.01% |
874,338
-49,970
| -5% | -$1.13M |
|
|
GMS
960
DELISTED
GMS Inc
GMS
| $19.8M | 0.01% |
328,983
-9,310
| -3% | -$560K |
|
961
Eastman Chemical
EMN
$7.64B
| $19.7M | 0.01% |
163,314
-7,482
| -4% | -$905K |
|
962
Harley-Davidson
HOG
$3.65B
| $19.7M | 0.01% |
522,965
-8,912
| -2% | -$336K |
|
963
Commercial Metals
CMC
$6.56B
| $19.7M | 0.01% |
541,719
-56,656
| -9% | -$2.06M |
|
964
Evergy
EVRG
$16.4B
| $19.7M | 0.01% |
286,487
-8,654
| -3% | -$594K |
|
965
AES
AES
$9.08B
| $19.7M | 0.01% |
808,678
-23,534
| -3% | -$572K |
|
966
Power Integrations
POWI
$2.48B
| $19.6M | 0.01% |
211,516
-212,366
| -50% | -$19.7M |
|
967
Rayonier
RYN
$4.03B
| $19.6M | 0.01% |
510,983
-2,285
| -0.4% | -$87.8K |
|
968
Celsius Holdings
CELH
$14.5B
| $19.6M | 0.01% |
789,459
-80,871
| -9% | -$2.01M |
|
969
ICU Medical
ICUI
$3.29B
| $19.6M | 0.01% |
82,653
+13,742
| +20% | +$3.26M |
|
|
NATI
970
DELISTED
National Instruments Corp
NATI
| $19.6M | 0.01% |
448,163
-11,437
| -2% | -$499K |
|
971
Century Communities
CCS
$1.98B
| $19.6M | 0.01% |
239,224
-11,625
| -5% | -$951K |
|
|
WLL
972
DELISTED
Whiting Petroleum Corporation
WLL
| $19.5M | 0.01% |
302,002
-415
| -0.1% | -$26.8K |
|
973
Whirlpool
WHR
$5.15B
| $19.5M | 0.01% |
83,230
-4,035
| -5% | -$947K |
|
974
CrowdStrike
CRWD
$108B
| $19.4M | 0.01% |
94,818
+581
| +0.6% | +$119K |
|
975
Globus Medical
GMED
$7.87B
| $19.4M | 0.01% |
268,739
-2,031
| -0.8% | -$147K |
|