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 |
Equinix
EQIX
|
+$313M |
| 2 |
Welltower
WELL
|
+$213M |
| 3 |
Brookfield
BN
|
+$162M |
| 4 |
MSCI
MSCI
|
+$146M |
| 5 |
Extra Space Storage
EXR
|
+$143M |
Top Sells
| 1 |
BKI
Black Knight, Inc. Common Stock
BKI
|
+$373M |
| 2 |
Moody's
MCO
|
+$178M |
| 3 |
Dollar General
DG
|
+$169M |
| 4 |
CubeSmart
CUBE
|
+$166M |
| 5 |
Equity Lifestyle Properties
ELS
|
+$156M |
Sector Composition
| 1 | Technology | 17.98% |
| 2 | Financials | 15.34% |
| 3 | Real Estate | 15.22% |
| 4 | Consumer Discretionary | 11.31% |
| 5 | Industrials | 11.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
976
Antero Midstream
AM
$8.79B
| $15.1M | 0.01% |
1,262,258
-3,835
| -0.3% | -$45.9K |
|
977
Roku
ROKU
$14B
| $15.1M | 0.01% |
213,757
+203,124
| +1,910% | +$14.3M |
|
978
Teleflex
TFX
$5.76B
| $15.1M | 0.01% |
76,790
-728
| -0.9% | -$143K |
|
979
AutoNation
AN
$8.42B
| $15M | 0.01% |
99,337
-18,754
| -16% | -$2.84M |
|
980
Synchrony
SYF
$27.8B
| $15M | 0.01% |
491,933
-23
| -0% | -$703 |
|
981
Incyte
INCY
$16.8B
| $15M | 0.01% |
260,293
-525
| -0.2% | -$30.3K |
|
982
Tri Pointe Homes
TPH
$3.07B
| $15M | 0.01% |
549,453
-29,753
| -5% | -$814K |
|
983
Veeva Systems
VEEV
$45B
| $15M | 0.01% |
73,760
+45,489
| +161% | +$9.25M |
|
984
Synovus
SNV
$7.13B
| $15M | 0.01% |
539,067
-9,481
| -2% | -$264K |
|
985
C.H. Robinson
CHRW
$15.1B
| $14.9M | 0.01% |
173,450
+3,461
| +2% | +$298K |
|
986
Cirrus Logic
CRUS
$5.78B
| $14.9M | 0.01% |
201,860
-5,622
| -3% | -$416K |
|
987
Citizens Financial Group
CFG
$22.3B
| $14.9M | 0.01% |
555,945
+463
| +0.1% | +$12.4K |
|
988
Neogen
NEOG
$1.21B
| $14.9M | 0.01% |
801,169
-55,528
| -6% | -$1.03M |
|
989
Home BancShares
HOMB
$5.82B
| $14.8M | 0.01% |
708,264
-6,153
| -0.9% | -$129K |
|
990
FMC
FMC
$4.61B
| $14.8M | 0.01% |
221,264
-278,691
| -56% | -$18.7M |
|
991
ASGN Inc
ASGN
$2.23B
| $14.8M | 0.01% |
181,320
-5,400
| -3% | -$441K |
|
992
ESCO Technologies
ESE
$5.3B
| $14.8M | 0.01% |
141,629
-7,048
| -5% | -$736K |
|
993
Masco
MAS
$15.3B
| $14.8M | 0.01% |
276,682
+4,311
| +2% | +$230K |
|
994
PotlatchDeltic
PCH
$3.21B
| $14.8M | 0.01% |
325,425
+6,575
| +2% | +$298K |
|
995
Vanguard Long-Term Corporate Bond ETF
VCLT
$6.91B
| $14.7M | 0.01% |
205,611
+45
| +0% | +$3.22K |
|
996
FirstCash
FCFS
$6.46B
| $14.7M | 0.01% |
146,581
+884
| +0.6% | +$88.7K |
|
997
MDU Resources
MDU
$3.36B
| $14.7M | 0.01% |
1,355,674
-24,299
| -2% | -$264K |
|
998
United Bankshares
UBSI
$5.36B
| $14.7M | 0.01% |
532,593
+6,983
| +1% | +$193K |
|
999
Westlake Corp
WLK
$10.9B
| $14.7M | 0.01% |
117,793
-11,458
| -9% | -$1.43M |
|
1000
Genworth Financial
GNW
$3.51B
| $14.7M | 0.01% |
2,500,239
-218,805
| -8% | -$1.28M |
|