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 | 10.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
GMS
951
DELISTED
GMS Inc
GMS
| $17.4M | 0.01% |
215,550
-6,921
| -3% | -$558K |
|
952
Korn Ferry
KFY
$3.79B
| $17.3M | 0.01% |
257,368
-15,360
| -6% | -$1.03M |
|
953
Nexstar Media Group
NXST
$6.33B
| $17.3M | 0.01% |
104,011
-17,626
| -14% | -$2.93M |
|
954
Seadrill
SDRL
$2.03B
| $17.3M | 0.01% |
335,206
-9,797
| -3% | -$505K |
|
955
Cactus
WHD
$2.88B
| $17.2M | 0.01% |
326,518
+317,704
| +3,605% | +$16.8M |
|
|
GAP
956
The Gap, Inc.
GAP
$8.96B
| $17.2M | 0.01% |
720,361
-87,740
| -11% | -$2.1M |
|
957
Brink's
BCO
$4.79B
| $17.2M | 0.01% |
167,981
-18,901
| -10% | -$1.94M |
|
958
Innovative Industrial Properties
IIPR
$1.59B
| $17.2M | 0.01% |
157,464
-3,598
| -2% | -$393K |
|
959
First Bancorp
FBP
$3.51B
| $17.2M | 0.01% |
940,040
-42,378
| -4% | -$775K |
|
960
iShares Core S&P Mid-Cap ETF
IJH
$101B
| $17.2M | 0.01% |
293,678
+13,836
| +5% | +$810K |
|
961
Fulton Financial
FULT
$3.54B
| $17.1M | 0.01% |
1,008,894
+60,575
| +6% | +$1.03M |
|
|
SWTX
962
DELISTED
SpringWorks Therapeutics
SWTX
| $17.1M | 0.01% |
453,542
+436,598
| +2,577% | +$16.4M |
|
963
Masco
MAS
$15.9B
| $17.1M | 0.01% |
256,066
-12,311
| -5% | -$821K |
|
964
MDU Resources
MDU
$3.29B
| $17M | 0.01% |
1,225,411
-158,383
| -11% | -$2.2M |
|
965
InterDigital
IDCC
$7.74B
| $16.9M | 0.01% |
145,174
-5,999
| -4% | -$699K |
|
966
Trustmark
TRMK
$2.44B
| $16.9M | 0.01% |
560,980
-15,077
| -3% | -$453K |
|
967
Shake Shack
SHAK
$3.93B
| $16.8M | 0.01% |
187,186
-69,943
| -27% | -$6.29M |
|
968
Alarm.com
ALRM
$2.84B
| $16.8M | 0.01% |
264,562
-8,401
| -3% | -$534K |
|
969
Antero Midstream
AM
$8.66B
| $16.8M | 0.01% |
1,139,215
-145,335
| -11% | -$2.14M |
|
970
Corcept Therapeutics
CORT
$7.51B
| $16.8M | 0.01% |
516,428
-9,710
| -2% | -$315K |
|
971
DXC Technology
DXC
$2.62B
| $16.8M | 0.01% |
878,493
-66,529
| -7% | -$1.27M |
|
972
Insulet
PODD
$24.6B
| $16.7M | 0.01% |
82,855
+896
| +1% | +$181K |
|
|
WRK
973
DELISTED
WestRock Company
WRK
| $16.6M | 0.01% |
330,687
+7,546
| +2% | +$379K |
|
974
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$3.45B
| $16.6M | 0.01% |
560,840
-16,312
| -3% | -$483K |
|
975
Sonoco
SON
$4.55B
| $16.6M | 0.01% |
327,174
-41,632
| -11% | -$2.11M |
|