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 |
TransDigm Group
TDG
|
+$406M |
| 2 |
Welltower
WELL
|
+$262M |
| 3 |
Camden Property Trust
CPT
|
+$199M |
| 4 |
Autodesk
ADSK
|
+$198M |
| 5 |
CONE
CyrusOne Inc Common Stock
CONE
|
+$193M |
Top Sells
| 1 |
Alibaba
BABA
|
+$419M |
| 2 |
Digital Realty Trust
DLR
|
+$252M |
| 3 |
DRE
Duke Realty Corp.
DRE
|
+$207M |
| 4 |
iShares MBS ETF
MBB
|
+$192M |
| 5 |
Americold
COLD
|
+$173M |
Sector Composition
| 1 | Technology | 19.05% |
| 2 | Real Estate | 15.53% |
| 3 | Financials | 15% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Healthcare | 9.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
976
Mueller Industries
MLI
$10.9B
| $11.6M | 0.01% |
869,066
-50,790
| -6% | -$675K |
|
977
Curtiss-Wright
CW
$19.3B
| $11.5M | 0.01% |
128,637
-2,755
| -2% | -$246K |
|
978
Horace Mann Educators
HMN
$1.94B
| $11.4M | 0.01% |
310,355
-4,319
| -1% | -$159K |
|
979
Emcor
EME
$28.6B
| $11.4M | 0.01% |
171,791
-3,890
| -2% | -$257K |
|
980
First Horizon
FHN
$11.5B
| $11.4M | 0.01% |
1,139,974
+91,025
| +9% | +$907K |
|
981
Global Net Lease
GNL
$1.84B
| $11.4M | 0.01% |
678,487
-215
| -0% | -$3.6K |
|
|
JNPR
982
DELISTED
Juniper Networks
JNPR
| $11.3M | 0.01% |
495,530
+396
| +0.1% | +$9.05K |
|
983
Mohawk Industries
MHK
$8.68B
| $11.3M | 0.01% |
111,222
+23,846
| +27% | +$2.43M |
|
984
Perrigo
PRGO
$3.1B
| $11.3M | 0.01% |
204,652
+6,858
| +3% | +$379K |
|
985
Allegiant Air
ALGT
$1.19B
| $11.3M | 0.01% |
103,480
-10,042
| -9% | -$1.1M |
|
986
Comerica
CMA
$8.93B
| $11.2M | 0.01% |
295,161
+31,655
| +12% | +$1.21M |
|
987
Harley-Davidson
HOG
$3.73B
| $11.2M | 0.01% |
472,751
+231,550
| +96% | +$5.5M |
|
988
Textron
TXT
$14.7B
| $11.2M | 0.01% |
341,300
+5,547
| +2% | +$183K |
|
|
CUB
989
DELISTED
Cubic Corporation
CUB
| $11.2M | 0.01% |
233,772
-3,504
| -1% | -$168K |
|
990
Forward Air
FWRD
$920M
| $11.2M | 0.01% |
225,288
-9,257
| -4% | -$461K |
|
991
Globus Medical
GMED
$8.05B
| $11.2M | 0.01% |
234,541
-6,370
| -3% | -$304K |
|
992
Patrick Industries
PATK
$3.79B
| $11.2M | 0.01% |
273,864
+18,385
| +7% | +$751K |
|
993
Cirrus Logic
CRUS
$5.91B
| $11.2M | 0.01% |
180,799
-36,183
| -17% | -$2.24M |
|
994
Dick's Sporting Goods
DKS
$20.7B
| $11.1M | 0.01% |
270,228
+17,450
| +7% | +$720K |
|
|
MAGN
995
Magnera Corporation
MAGN
$414M
| $11.1M | 0.01% |
53,402
+8,882
| +20% | +$1.85M |
|
996
AGCO
AGCO
$8.15B
| $11.1M | 0.01% |
200,457
+3,299
| +2% | +$183K |
|
997
Synovus
SNV
$7.19B
| $11.1M | 0.01% |
541,305
+50,801
| +10% | +$1.04M |
|
998
Evercore
EVR
$13.3B
| $11.1M | 0.01% |
188,533
+19,286
| +11% | +$1.14M |
|
999
A.O. Smith
AOS
$10.4B
| $11.1M | 0.01% |
235,742
+25,179
| +12% | +$1.19M |
|
1000
Zions Bancorporation
ZION
$8.6B
| $11.1M | 0.01% |
326,687
+25,808
| +9% | +$878K |
|