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 | |
|---|---|---|---|---|---|---|
976
Yeti Holdings
YETI
$2.95B
| $16.6M | 0.01% |
434,898
-183,872
| -30% | -$7.01M |
|
977
National Fuel Gas
NFG
$7.82B
| $16.6M | 0.01% |
306,060
-40,481
| -12% | -$2.19M |
|
978
Affiliated Managers Group
AMG
$6.54B
| $16.6M | 0.01% |
106,116
-21,226
| -17% | -$3.32M |
|
979
Thor Industries
THO
$5.94B
| $16.6M | 0.01% |
177,393
-23,178
| -12% | -$2.17M |
|
980
Park Hotels & Resorts
PK
$2.4B
| $16.5M | 0.01% |
1,101,350
-168,088
| -13% | -$2.52M |
|
981
Teleflex
TFX
$5.78B
| $16.5M | 0.01% |
78,323
+149
| +0.2% | +$31.3K |
|
982
Macerich
MAC
$4.74B
| $16.4M | 0.01% |
1,064,338
-56,934
| -5% | -$879K |
|
983
Walker & Dunlop
WD
$2.98B
| $16.4M | 0.01% |
167,034
-6,437
| -4% | -$632K |
|
984
Exponent
EXPO
$3.61B
| $16.3M | 0.01% |
171,791
-21,398
| -11% | -$2.04M |
|
985
Skywest
SKYW
$4.81B
| $16.3M | 0.01% |
198,527
-13,986
| -7% | -$1.15M |
|
986
Vanguard Long-Term Corporate Bond ETF
VCLT
$6.84B
| $16.2M | 0.01% |
213,660
+2,814
| +1% | +$213K |
|
987
Conagra Brands
CAG
$9.23B
| $16.2M | 0.01% |
570,192
-4,849
| -0.8% | -$138K |
|
988
iShares Global Infrastructure ETF
IGF
$7.99B
| $16.2M | 0.01% |
337,541
-349,750
| -51% | -$16.8M |
|
989
Tanger
SKT
$3.94B
| $16.2M | 0.01% |
596,240
-11,914
| -2% | -$323K |
|
990
IAC Inc
IAC
$2.98B
| $16.1M | 0.01% |
418,640
+411,130
| +5,474% | +$15.8M |
|
991
Lindblad Expeditions
LIND
$803M
| $16M | 0.01% |
1,661,902
+36,307
| +2% | +$350K |
|
|
ARCH
992
DELISTED
Arch Resources, Inc.
ARCH
| $16M | 0.01% |
105,263
-3,666
| -3% | -$558K |
|
993
Brinker International
EAT
$7.04B
| $16M | 0.01% |
220,895
-9,502
| -4% | -$688K |
|
994
UGI
UGI
$7.43B
| $16M | 0.01% |
698,067
-90,928
| -12% | -$2.08M |
|
995
Haemonetics
HAE
$2.62B
| $15.9M | 0.01% |
192,692
-18,985
| -9% | -$1.57M |
|
996
Stride
LRN
$7.01B
| $15.9M | 0.01% |
225,852
-5,422
| -2% | -$382K |
|
997
Pentair
PNR
$18.1B
| $15.9M | 0.01% |
207,669
+10,191
| +5% | +$781K |
|
998
GATX Corp
GATX
$5.97B
| $15.8M | 0.01% |
119,401
-15,403
| -11% | -$2.04M |
|
999
Innospec
IOSP
$2.13B
| $15.8M | 0.01% |
127,870
-5,236
| -4% | -$647K |
|
1000
ABM Industries
ABM
$3B
| $15.8M | 0.01% |
312,193
-14,165
| -4% | -$716K |
|