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 |
CoStar Group
CSGP
|
+$466M |
| 2 |
Broadstone Net Lease
BNL
|
+$266M |
| 3 |
Tyler Technologies
TYL
|
+$250M |
| 4 |
Marriott Vacations Worldwide
VAC
|
+$229M |
| 5 |
Equinix
EQIX
|
+$187M |
Top Sells
| 1 |
Motorola Solutions
MSI
|
+$335M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$318M |
| 3 |
Prologis
PLD
|
+$309M |
| 4 |
Gartner
IT
|
+$290M |
| 5 |
CBRE Group
CBRE
|
+$214M |
Sector Composition
| 1 | Technology | 18.71% |
| 2 | Real Estate | 16% |
| 3 | Financials | 14.9% |
| 4 | Consumer Discretionary | 12.38% |
| 5 | Industrials | 9.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
976
Mueller Industries
MLI
$10.8B
| $19.9M | 0.01% |
916,744
+50,364
| +6% | +$1.09M |
|
977
Flywire
FLYW
$1.62B
| $19.8M | 0.01% |
+540,252
| New | +$19.8M |
|
978
Incyte
INCY
$16.8B
| $19.8M | 0.01% |
235,906
+1,481
| +0.6% | +$125K |
|
979
Helen of Troy
HELE
$550M
| $19.8M | 0.01% |
86,981
-452
| -0.5% | -$103K |
|
980
TEGNA Inc
TGNA
$3.37B
| $19.8M | 0.01% |
1,056,433
+179,411
| +20% | +$3.37M |
|
981
CrowdStrike
CRWD
$107B
| $19.8M | 0.01% |
78,795
+2,395
| +3% | +$602K |
|
982
B&G Foods
BGS
$368M
| $19.8M | 0.01% |
603,624
+41,259
| +7% | +$1.35M |
|
983
Myriad Genetics
MYGN
$642M
| $19.8M | 0.01% |
647,426
+37,380
| +6% | +$1.14M |
|
984
First Foundation Inc
FFWM
$487M
| $19.8M | 0.01% |
877,676
+191,460
| +28% | +$4.31M |
|
985
Federal Signal
FSS
$7.65B
| $19.7M | 0.01% |
490,315
+4,351
| +0.9% | +$175K |
|
986
J.M. Smucker
SJM
$11.7B
| $19.7M | 0.01% |
152,098
+3,372
| +2% | +$437K |
|
987
Telephone and Data Systems
TDS
$4.45B
| $19.7M | 0.01% |
868,622
+199,097
| +30% | +$4.51M |
|
988
Columbia Banking Systems
COLB
$7.84B
| $19.7M | 0.01% |
509,732
-75,738
| -13% | -$2.92M |
|
989
Vipshop
VIPS
$8.85B
| $19.6M | 0.01% |
977,093
+813,354
| +497% | +$16.3M |
|
990
Gen Digital
GEN
$18B
| $19.6M | 0.01% |
720,390
-6,774
| -0.9% | -$184K |
|
991
Acadia Healthcare
ACHC
$1.94B
| $19.6M | 0.01% |
312,059
-57,875
| -16% | -$3.63M |
|
992
Installed Building Products
IBP
$7.21B
| $19.6M | 0.01% |
159,973
+360
| +0.2% | +$44K |
|
993
SPX Corp
SPXC
$9.29B
| $19.5M | 0.01% |
319,895
+2,170
| +0.7% | +$133K |
|
|
CLLS
994
Cellectis
CLLS
$306M
| $19.5M | 0.01% |
+1,262,388
| New | +$19.5M |
|
|
AEL
995
DELISTED
American Equity Investment Life Holding Company
AEL
| $19.5M | 0.01% |
604,213
+4,629
| +0.8% | +$150K |
|
996
Teladoc Health
TDOC
$1.32B
| $19.5M | 0.01% |
116,997
+27,013
| +30% | +$4.49M |
|
997
Cboe Global Markets
CBOE
$24.5B
| $19.4M | 0.01% |
163,237
+7,482
| +5% | +$891K |
|
|
UFS
998
DELISTED
DOMTAR CORPORATION (New)
UFS
| $19.4M | 0.01% |
353,374
+162,238
| +85% | +$8.92M |
|
999
Jamf
JAMF
$1.3B
| $19.4M | 0.01% |
577,749
+124,346
| +27% | +$4.17M |
|
|
FLOW
1000
DELISTED
SPX FLOW, Inc.
FLOW
| $19.4M | 0.01% |
297,076
+3,054
| +1% | +$199K |
|