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 | |
|---|---|---|---|---|---|---|
1001
KB Home
KBH
$4.46B
| $14.6M | 0.01% |
316,104
-3,307
| -1% | -$153K |
|
|
GMS
1002
DELISTED
GMS Inc
GMS
| $14.6M | 0.01% |
228,097
-12,362
| -5% | -$791K |
|
1003
O-I Glass
OI
$1.95B
| $14.6M | 0.01% |
871,711
-38,488
| -4% | -$644K |
|
1004
Celanese
CE
$4.84B
| $14.6M | 0.01% |
115,982
-177
| -0.2% | -$22.2K |
|
1005
Masimo
MASI
$7.92B
| $14.5M | 0.01% |
165,787
-18,604
| -10% | -$1.63M |
|
1006
FormFactor
FORM
$2.27B
| $14.5M | 0.01% |
414,927
-24,101
| -5% | -$842K |
|
1007
Evertec
EVTC
$2.14B
| $14.5M | 0.01% |
389,579
+8,059
| +2% | +$300K |
|
1008
GATX Corp
GATX
$6B
| $14.5M | 0.01% |
132,944
-778
| -0.6% | -$84.7K |
|
1009
Cogent Communications
CCOI
$1.74B
| $14.4M | 0.01% |
233,369
-11,335
| -5% | -$702K |
|
1010
Universal Health Services
UHS
$11.8B
| $14.4M | 0.01% |
114,602
-711
| -0.6% | -$89.4K |
|
1011
Cabot Corp
CBT
$4.21B
| $14.4M | 0.01% |
207,740
-5,445
| -3% | -$377K |
|
1012
Evergy
EVRG
$16.5B
| $14.4M | 0.01% |
283,606
+153
| +0.1% | +$7.76K |
|
1013
Rayonier
RYN
$4.04B
| $14.3M | 0.01% |
529,668
-55,121
| -9% | -$1.49M |
|
1014
Titan Machinery
TITN
$464M
| $14.3M | 0.01% |
538,430
-733,005
| -58% | -$19.5M |
|
|
PLL
1015
DELISTED
Piedmont Lithium
PLL
| $14.3M | 0.01% |
360,393
-4,371
| -1% | -$174K |
|
1016
Independent Bank
INDB
$3.46B
| $14.2M | 0.01% |
290,089
-14,270
| -5% | -$701K |
|
1017
ONE Gas
OGS
$4.5B
| $14.2M | 0.01% |
208,331
-1,390
| -0.7% | -$94.9K |
|
1018
Plexus
PLXS
$3.71B
| $14.2M | 0.01% |
152,593
-8,376
| -5% | -$779K |
|
1019
Korn Ferry
KFY
$3.81B
| $14.2M | 0.01% |
298,770
-5,633
| -2% | -$267K |
|
1020
International Paper
IP
$24.5B
| $14.1M | 0.01% |
397,006
-1,342
| -0.3% | -$47.6K |
|
1021
Gen Digital
GEN
$18B
| $14M | 0.01% |
794,524
-4,923
| -0.6% | -$87K |
|
1022
Denali Therapeutics
DNLI
$2.14B
| $14M | 0.01% |
680,078
-6,414
| -0.9% | -$132K |
|
1023
LXP Industrial Trust
LXP
$2.67B
| $14M | 0.01% |
1,576,121
-85,456
| -5% | -$761K |
|
1024
Innospec
IOSP
$2.06B
| $14M | 0.01% |
137,145
-7,092
| -5% | -$725K |
|
1025
Datadog
DDOG
$48.5B
| $14M | 0.01% |
153,768
+121,131
| +371% | +$11M |
|