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 | |
|---|---|---|---|---|---|---|
1001
Insperity
NSP
$2.04B
| $15.8M | 0.01% |
158,426
+8,757
| +6% | +$874K |
|
1002
Badger Meter
BMI
$5.34B
| $15.8M | 0.01% |
194,944
-39,984
| -17% | -$3.23M |
|
1003
AutoNation
AN
$8.56B
| $15.7M | 0.01% |
140,559
+4,474
| +3% | +$500K |
|
1004
Marqeta
MQ
$2.68B
| $15.7M | 0.01% |
1,936,582
+1,150,856
| +146% | +$9.33M |
|
1005
Boyd Gaming
BYD
$6.9B
| $15.7M | 0.01% |
315,008
+36,033
| +13% | +$1.79M |
|
1006
Corcept Therapeutics
CORT
$7.83B
| $15.6M | 0.01% |
657,667
+12,593
| +2% | +$299K |
|
1007
Semtech
SMTC
$5.29B
| $15.6M | 0.01% |
283,471
+13,072
| +5% | +$719K |
|
1008
Array Technologies
ARRY
$1.2B
| $15.6M | 0.01% |
1,414,532
+343,318
| +32% | +$3.78M |
|
1009
Douglas Emmett
DEI
$2.81B
| $15.5M | 0.01% |
691,322
+95,412
| +16% | +$2.14M |
|
|
CTXS
1010
DELISTED
Citrix Systems Inc
CTXS
| $15.5M | 0.01% |
159,088
+5,461
| +4% | +$531K |
|
1011
Helen of Troy
HELE
$567M
| $15.4M | 0.01% |
95,100
+10,988
| +13% | +$1.78M |
|
1012
Haemonetics
HAE
$2.58B
| $15.4M | 0.01% |
236,898
+54,583
| +30% | +$3.56M |
|
1013
Moog
MOG.A
$6.38B
| $15.4M | 0.01% |
194,236
+82
| +0% | +$6.51K |
|
1014
MGIC Investment
MTG
$6.67B
| $15.4M | 0.01% |
1,219,034
+105,356
| +9% | +$1.33M |
|
1015
Chesapeake Utilities
CPK
$2.95B
| $15.3M | 0.01% |
118,228
-2,930
| -2% | -$380K |
|
1016
Maximus
MMS
$5.08B
| $15.3M | 0.01% |
244,633
+13,837
| +6% | +$865K |
|
1017
Home BancShares
HOMB
$5.79B
| $15.3M | 0.01% |
735,291
+103,365
| +16% | +$2.15M |
|
1018
Sun Country Airlines
SNCY
$728M
| $15.3M | 0.01% |
832,529
+168,352
| +25% | +$3.09M |
|
1019
Arrowhead Research
ARWR
$4.11B
| $15.3M | 0.01% |
433,385
+54,310
| +14% | +$1.91M |
|
|
IBTX
1020
DELISTED
Independent Bank Group, Inc.
IBTX
| $15.3M | 0.01% |
224,611
-48,689
| -18% | -$3.31M |
|
1021
United Natural Foods
UNFI
$1.8B
| $15.2M | 0.01% |
386,272
-17,422
| -4% | -$686K |
|
1022
Integra LifeSciences
IART
$1.21B
| $15.2M | 0.01% |
281,556
+33,918
| +14% | +$1.83M |
|
1023
Molson Coors Class B
TAP
$9.71B
| $15.2M | 0.01% |
278,886
+47,752
| +21% | +$2.6M |
|
1024
Masco
MAS
$15.7B
| $15.2M | 0.01% |
300,336
-46,301
| -13% | -$2.34M |
|
1025
Cboe Global Markets
CBOE
$24.7B
| $15.1M | 0.01% |
133,811
-6,323
| -5% | -$716K |
|