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 | |
|---|---|---|---|---|---|---|
1026
Evertec
EVTC
$2.19B
| $15.1M | 0.01% |
408,446
-44,024
| -10% | -$1.62M |
|
1027
Tandem Diabetes Care
TNDM
$864M
| $15M | 0.01% |
253,859
+4,472
| +2% | +$265K |
|
|
WRK
1028
DELISTED
WestRock Company
WRK
| $15M | 0.01% |
376,608
-71,594
| -16% | -$2.85M |
|
1029
Fluor
FLR
$6.68B
| $15M | 0.01% |
614,669
+136,207
| +28% | +$3.32M |
|
1030
Evercore
EVR
$13.3B
| $14.9M | 0.01% |
159,580
+9,710
| +6% | +$909K |
|
1031
National Vision
EYE
$1.84B
| $14.9M | 0.01% |
543,042
+470,381
| +647% | +$12.9M |
|
1032
SPX Corp
SPXC
$9.4B
| $14.9M | 0.01% |
282,492
-24,499
| -8% | -$1.29M |
|
1033
Howmet Aerospace
HWM
$74.3B
| $14.9M | 0.01% |
474,557
+6,585
| +1% | +$207K |
|
1034
Criteo
CRTO
$1.15B
| $14.9M | 0.01% |
610,252
-275,193
| -31% | -$6.71M |
|
1035
Innospec
IOSP
$2.08B
| $14.9M | 0.01% |
155,385
-10,137
| -6% | -$971K |
|
1036
ScottsMiracle-Gro
SMG
$3.56B
| $14.9M | 0.01% |
188,259
+11,534
| +7% | +$911K |
|
1037
APA Corp
APA
$8.22B
| $14.9M | 0.01% |
426,060
-13,995
| -3% | -$488K |
|
1038
GATX Corp
GATX
$6.11B
| $14.9M | 0.01% |
157,753
+37,679
| +31% | +$3.55M |
|
|
DADA
1039
DELISTED
Dada Nexus
DADA
| $14.8M | 0.01% |
1,829,606
| – | – |
|
1040
Glaukos
GKOS
$5.02B
| $14.8M | 0.01% |
326,689
+3,696
| +1% | +$168K |
|
1041
Fox Class A
FOXA
$28.7B
| $14.8M | 0.01% |
460,567
+71,814
| +18% | +$2.31M |
|
|
SGI
1042
Somnigroup International Inc.
SGI
$18.1B
| $14.8M | 0.01% |
692,720
-11,414
| -2% | -$244K |
|
1043
RH
RH
$4.27B
| $14.7M | 0.01% |
69,431
+10,257
| +17% | +$2.18M |
|
1044
Flowserve
FLS
$7.41B
| $14.7M | 0.01% |
514,321
+71,320
| +16% | +$2.04M |
|
1045
Kite Realty
KRG
$5B
| $14.7M | 0.01% |
851,192
+110,472
| +15% | +$1.91M |
|
1046
Las Vegas Sands
LVS
$37.6B
| $14.6M | 0.01% |
436,080
+23,420
| +6% | +$787K |
|
1047
Vontier
VNT
$6.34B
| $14.6M | 0.01% |
636,839
+61,490
| +11% | +$1.41M |
|
1048
Loews
L
$20.3B
| $14.6M | 0.01% |
246,308
-5,015
| -2% | -$297K |
|
1049
Arcosa
ACA
$4.81B
| $14.6M | 0.01% |
313,925
-54,717
| -15% | -$2.54M |
|
1050
Alcon
ALC
$39.4B
| $14.6M | 0.01% |
+208,354
| New | +$14.6M |
|