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 | |
|---|---|---|---|---|---|---|
1001
Ashland
ASH
$2.49B
| $15.8M | 0.01% |
166,960
-21,723
| -12% | -$2.05M |
|
1002
Vericel Corp
VCEL
$1.68B
| $15.8M | 0.01% |
343,692
-66,796
| -16% | -$3.06M |
|
1003
Dolby
DLB
$7.02B
| $15.8M | 0.01% |
198,893
-25,066
| -11% | -$1.99M |
|
1004
Portillo's
PTLO
$475M
| $15.7M | 0.01% |
1,612,114
+39,466
| +3% | +$384K |
|
1005
Sensient Technologies
SXT
$4.81B
| $15.6M | 0.01% |
210,435
-9,744
| -4% | -$723K |
|
1006
Steven Madden
SHOO
$2.22B
| $15.6M | 0.01% |
368,938
-18,267
| -5% | -$773K |
|
|
ENV
1007
DELISTED
ENVESTNET, INC.
ENV
| $15.6M | 0.01% |
249,304
-9,954
| -4% | -$623K |
|
1008
FirstCash
FCFS
$6.56B
| $15.6M | 0.01% |
148,289
-11,247
| -7% | -$1.18M |
|
1009
Westlake Corp
WLK
$11.3B
| $15.5M | 0.01% |
107,209
-13,455
| -11% | -$1.95M |
|
1010
JB Hunt Transport Services
JBHT
$13.8B
| $15.5M | 0.01% |
96,988
-3,785
| -4% | -$606K |
|
1011
Avnet
AVT
$4.45B
| $15.5M | 0.01% |
300,926
-39,346
| -12% | -$2.03M |
|
|
JNPR
1012
DELISTED
Juniper Networks
JNPR
| $15.5M | 0.01% |
424,878
-12,854
| -3% | -$469K |
|
1013
Celanese
CE
$5.09B
| $15.5M | 0.01% |
114,698
-4,380
| -4% | -$591K |
|
1014
Black Hills Corp
BKH
$4.26B
| $15.5M | 0.01% |
284,253
-19,193
| -6% | -$1.04M |
|
1015
KeyCorp
KEY
$21B
| $15.5M | 0.01% |
1,087,720
-27,702
| -2% | -$394K |
|
1016
Madison Square Garden
MSGS
$4.88B
| $15.5M | 0.01% |
82,138
-4,213
| -5% | -$793K |
|
1017
WSFS Financial
WSFS
$3.25B
| $15.4M | 0.01% |
328,590
-12,677
| -4% | -$596K |
|
1018
ASGN Inc
ASGN
$2.3B
| $15.4M | 0.01% |
174,650
-22,444
| -11% | -$1.98M |
|
1019
Healthpeak Properties
DOC
$12.7B
| $15.4M | 0.01% |
785,334
-24,413
| -3% | -$478K |
|
1020
iShares Core S&P Small-Cap ETF
IJR
$85.8B
| $15.4M | 0.01% |
143,989
+1,995
| +1% | +$213K |
|
1021
ONE Gas
OGS
$4.47B
| $15.3M | 0.01% |
240,065
-13,616
| -5% | -$869K |
|
1022
Bombardier Recreational Products
DOOO
$4.99B
| $15.3M | 0.01% |
238,960
-7,390
| -3% | -$473K |
|
1023
RXO
RXO
$2.79B
| $15.3M | 0.01% |
584,063
-25,425
| -4% | -$665K |
|
1024
A.O. Smith
AOS
$10.4B
| $15.2M | 0.01% |
186,247
+2,851
| +2% | +$233K |
|
1025
F5
FFIV
$18.4B
| $15.2M | 0.01% |
88,388
-1,603
| -2% | -$276K |
|