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 | |
|---|---|---|---|---|---|---|
976
C.H. Robinson
CHRW
$15.4B
| $16.3M | 0.01% |
161,225
+512
| +0.3% | +$51.9K |
|
977
Seagate
STX
$41.9B
| $16.3M | 0.01% |
228,678
-496
| -0.2% | -$35.4K |
|
978
MongoDB
MDB
$27.2B
| $16.3M | 0.01% |
62,837
+6,689
| +12% | +$1.74M |
|
979
Essent Group
ESNT
$6.3B
| $16.3M | 0.01% |
418,052
+44,648
| +12% | +$1.74M |
|
980
Gen Digital
GEN
$18.2B
| $16.2M | 0.01% |
737,548
+21,141
| +3% | +$464K |
|
981
Thor Industries
THO
$5.76B
| $16.2M | 0.01% |
216,465
+8,604
| +4% | +$643K |
|
982
Cogent Communications
CCOI
$1.79B
| $16.2M | 0.01% |
265,842
-22,096
| -8% | -$1.34M |
|
|
NATI
983
DELISTED
National Instruments Corp
NATI
| $16.1M | 0.01% |
517,022
+68,544
| +15% | +$2.14M |
|
|
DOC
984
DELISTED
PHYSICIANS REALTY TRUST
DOC
| $16.1M | 0.01% |
925,054
+130,270
| +16% | +$2.27M |
|
985
MasTec
MTZ
$14.9B
| $16.1M | 0.01% |
225,225
+25,260
| +13% | +$1.81M |
|
986
Unifirst Corp
UNF
$3.24B
| $16.1M | 0.01% |
93,724
-7,903
| -8% | -$1.36M |
|
987
MaxLinear
MXL
$1.38B
| $16.1M | 0.01% |
474,635
-4,433
| -0.9% | -$151K |
|
|
MTOR
988
DELISTED
MERITOR, Inc.
MTOR
| $16.1M | 0.01% |
443,901
-34,457
| -7% | -$1.25M |
|
989
First Interstate BancSystem
FIBK
$3.39B
| $16.1M | 0.01% |
422,400
-6,057
| -1% | -$231K |
|
990
Celanese
CE
$5.1B
| $16.1M | 0.01% |
136,819
-6,927
| -5% | -$815K |
|
991
Medpace
MEDP
$13.9B
| $16.1M | 0.01% |
107,476
+7,234
| +7% | +$1.08M |
|
992
WaFd
WAFD
$2.48B
| $16M | 0.01% |
534,004
+29,353
| +6% | +$881K |
|
993
WSFS Financial
WSFS
$3.16B
| $16M | 0.01% |
399,849
-37,852
| -9% | -$1.52M |
|
994
Boise Cascade
BCC
$3.31B
| $15.9M | 0.01% |
268,020
-32,060
| -11% | -$1.91M |
|
|
TXNM
995
TXNM Energy, Inc.
TXNM
$5.99B
| $15.9M | 0.01% |
333,622
+43,189
| +15% | +$2.06M |
|
996
Kulicke & Soffa
KLIC
$2.02B
| $15.9M | 0.01% |
372,097
-51,474
| -12% | -$2.2M |
|
997
Integer Holdings
ITGR
$3.65B
| $15.9M | 0.01% |
225,018
-10,464
| -4% | -$739K |
|
|
SRCL
998
DELISTED
Stericycle Inc
SRCL
| $15.9M | 0.01% |
362,505
+50,143
| +16% | +$2.2M |
|
999
ManpowerGroup
MAN
$1.81B
| $15.9M | 0.01% |
207,659
+2,575
| +1% | +$197K |
|
1000
Sensient Technologies
SXT
$4.57B
| $15.9M | 0.01% |
196,945
+20,759
| +12% | +$1.67M |
|