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 | |
|---|---|---|---|---|---|---|
951
NETSCOUT
NTCT
$1.85B
| $17M | 0.01% |
501,432
+13,856
| +3% | +$469K |
|
952
SPDR S&P 500 ETF Trust
SPY
$670B
| $17M | 0.01% |
44,936
+4,131
| +10% | +$1.56M |
|
953
Louisiana-Pacific
LPX
$6.81B
| $17M | 0.01% |
323,424
+16,837
| +5% | +$882K |
|
954
Qualys
QLYS
$4.9B
| $16.9M | 0.01% |
134,101
+17,614
| +15% | +$2.22M |
|
955
SLM Corp
SLM
$6.05B
| $16.9M | 0.01% |
1,060,105
+79,867
| +8% | +$1.27M |
|
956
Old National Bancorp
ONB
$8.78B
| $16.8M | 0.01% |
1,138,544
+139,918
| +14% | +$2.07M |
|
957
Eastman Chemical
EMN
$7.8B
| $16.8M | 0.01% |
187,388
+27,667
| +17% | +$2.48M |
|
|
ATC
958
DELISTED
Atotech Limited
ATC
| $16.8M | 0.01% |
867,600
-23,932
| -3% | -$463K |
|
|
FLG
959
Flagstar Financial, Inc.
FLG
$5.3B
| $16.8M | 0.01% |
612,834
+86,195
| +16% | +$2.36M |
|
960
Cadence Bank
CADE
$6.96B
| $16.8M | 0.01% |
714,196
+74,685
| +12% | +$1.75M |
|
961
Portillo's
PTLO
$442M
| $16.8M | 0.01% |
1,025,634
+194,537
| +23% | +$3.18M |
|
962
Best Buy
BBY
$16.5B
| $16.8M | 0.01% |
257,206
-32,250
| -11% | -$2.1M |
|
963
NCR Voyix
VYX
$1.8B
| $16.7M | 0.01% |
875,483
+144,159
| +20% | +$2.75M |
|
964
New Jersey Resources
NJR
$4.76B
| $16.7M | 0.01% |
374,479
+49,476
| +15% | +$2.2M |
|
965
Forward Air
FWRD
$920M
| $16.7M | 0.01% |
181,193
-19,813
| -10% | -$1.82M |
|
966
Simmons First National
SFNC
$2.99B
| $16.6M | 0.01% |
782,280
-47,358
| -6% | -$1.01M |
|
967
Textron
TXT
$14.7B
| $16.5M | 0.01% |
270,766
-1,591
| -0.6% | -$97.2K |
|
968
Flywire
FLYW
$1.68B
| $16.5M | 0.01% |
937,390
+230,426
| +33% | +$4.06M |
|
969
HNI Corp
HNI
$2.11B
| $16.5M | 0.01% |
475,812
-82,036
| -15% | -$2.85M |
|
970
Owens & Minor
OMI
$423M
| $16.5M | 0.01% |
523,808
-72,350
| -12% | -$2.28M |
|
971
Meritage Homes
MTH
$5.77B
| $16.4M | 0.01% |
453,278
-45,514
| -9% | -$1.65M |
|
972
EPR Properties
EPR
$4.31B
| $16.4M | 0.01% |
349,038
+94,678
| +37% | +$4.44M |
|
973
Cirrus Logic
CRUS
$5.91B
| $16.4M | 0.01% |
225,533
+30,726
| +16% | +$2.23M |
|
974
Rambus
RMBS
$9.53B
| $16.4M | 0.01% |
760,815
+30,038
| +4% | +$646K |
|
975
Steven Madden
SHOO
$2.31B
| $16.3M | 0.01% |
507,553
-74,462
| -13% | -$2.4M |
|