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 |
Brookfield
BN
|
+$186M |
| 2 |
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
|
+$166M |
| 3 |
HEICO Class A
HEI.A
|
+$145M |
| 4 |
Ventas
VTR
|
+$113M |
| 5 |
Cemex
CX
|
+$111M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$285M |
| 2 |
TransDigm Group
TDG
|
+$203M |
| 3 |
Verizon
VZ
|
+$174M |
| 4 |
Moody's
MCO
|
+$167M |
| 5 |
Digital Realty Trust
DLR
|
+$161M |
Sector Composition
| 1 | Technology | 18.33% |
| 2 | Real Estate | 15.51% |
| 3 | Financials | 14.64% |
| 4 | Industrials | 11.44% |
| 5 | Consumer Discretionary | 11.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
951
Insperity
NSP
$1.93B
| $16.7M | 0.01% |
140,741
-5,218
| -4% | -$621K |
|
952
Terex
TEX
$3.45B
| $16.7M | 0.01% |
279,681
-2,821
| -1% | -$169K |
|
953
Synchrony
SYF
$27.8B
| $16.7M | 0.01% |
491,956
-45,532
| -8% | -$1.54M |
|
954
Wintrust Financial
WTFC
$9.17B
| $16.7M | 0.01% |
229,749
-10,662
| -4% | -$774K |
|
|
GMS
955
DELISTED
GMS Inc
GMS
| $16.6M | 0.01% |
240,459
-17,895
| -7% | -$1.24M |
|
956
Synovus
SNV
$7.13B
| $16.6M | 0.01% |
548,548
-27,037
| -5% | -$818K |
|
957
EPAM Systems
EPAM
$8.53B
| $16.6M | 0.01% |
73,715
-830
| -1% | -$187K |
|
958
Evergy
EVRG
$16.5B
| $16.6M | 0.01% |
283,453
-17,173
| -6% | -$1M |
|
959
Western Union
WU
$2.73B
| $16.5M | 0.01% |
1,408,562
-70,799
| -5% | -$830K |
|
960
KB Home
KBH
$4.46B
| $16.5M | 0.01% |
319,411
-26,905
| -8% | -$1.39M |
|
|
SYNH
961
DELISTED
Syneos Health, Inc. Class A Common Stock
SYNH
| $16.5M | 0.01% |
391,025
-967,139
| -71% | -$40.8M |
|
962
Stanley Black & Decker
SWK
$11.9B
| $16.5M | 0.01% |
175,742
-5,449
| -3% | -$511K |
|
963
Cogent Communications
CCOI
$1.74B
| $16.5M | 0.01% |
244,704
-13,319
| -5% | -$896K |
|
964
Macy's
M
$4.56B
| $16.4M | 0.01% |
1,022,438
-50,413
| -5% | -$809K |
|
965
SolarEdge
SEDG
$1.75B
| $16.4M | 0.01% |
60,974
-1,907
| -3% | -$513K |
|
966
Matsons
MATX
$3.28B
| $16.4M | 0.01% |
211,038
-28,556
| -12% | -$2.22M |
|
967
On Holding
ONON
$14B
| $16.4M | 0.01% |
496,439
+38,352
| +8% | +$1.27M |
|
968
Axon Enterprise
AXON
$58.7B
| $16.4M | 0.01% |
83,957
-183,928
| -69% | -$35.9M |
|
969
Evercore
EVR
$12.8B
| $16.4M | 0.01% |
132,496
-9,028
| -6% | -$1.12M |
|
970
Pinnacle Financial Partners
PNFP
$7.58B
| $16.3M | 0.01% |
288,052
-14,567
| -5% | -$825K |
|
971
AES
AES
$9.06B
| $16.3M | 0.01% |
786,544
-32,477
| -4% | -$673K |
|
972
Parsons
PSN
$7.98B
| $16.3M | 0.01% |
338,573
+3,783
| +1% | +$182K |
|
973
Travel + Leisure Co
TNL
$4B
| $16.3M | 0.01% |
403,941
-34,157
| -8% | -$1.38M |
|
974
Home BancShares
HOMB
$5.82B
| $16.3M | 0.01% |
714,417
-36,886
| -5% | -$841K |
|
975
Verra Mobility
VRRM
$3.87B
| $16.2M | 0.01% |
823,856
-41,404
| -5% | -$816K |
|