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 | |
|---|---|---|---|---|---|---|
1051
Frontdoor
FTDR
$4.62B
| $13.6M | 0.01% |
444,164
-30,645
| -6% | -$937K |
|
1052
Travel + Leisure Co
TNL
$4B
| $13.5M | 0.01% |
368,384
-35,557
| -9% | -$1.31M |
|
1053
J&J Snack Foods
JJSF
$2.08B
| $13.5M | 0.01% |
82,486
-3,046
| -4% | -$498K |
|
1054
Molson Coors Class B
TAP
$9.7B
| $13.5M | 0.01% |
212,208
-9,416
| -4% | -$599K |
|
1055
Fortrea Holdings
FTRE
$909M
| $13.5M | 0.01% |
+471,152
| New | +$13.5M |
|
1056
Vornado Realty Trust
VNO
$7.77B
| $13.4M | 0.01% |
591,738
-14,641
| -2% | -$332K |
|
1057
Pinterest
PINS
$24B
| $13.4M | 0.01% |
496,461
+41,495
| +9% | +$1.12M |
|
1058
ManpowerGroup
MAN
$1.75B
| $13.4M | 0.01% |
182,962
-6,382
| -3% | -$468K |
|
1059
iShares Russell 1000 Value ETF
IWD
$63.4B
| $13.4M | 0.01% |
88,033
+7,385
| +9% | +$1.12M |
|
1060
Avista
AVA
$2.94B
| $13.3M | 0.01% |
412,322
-18,197
| -4% | -$589K |
|
1061
QuidelOrtho
QDEL
$1.88B
| $13.3M | 0.01% |
182,612
-19,986
| -10% | -$1.46M |
|
1062
Walker & Dunlop
WD
$2.93B
| $13.3M | 0.01% |
179,606
+3,231
| +2% | +$240K |
|
1063
Interparfums
IPAR
$3.47B
| $13.3M | 0.01% |
99,160
-5,229
| -5% | -$702K |
|
1064
NCR Voyix
VYX
$1.73B
| $13.3M | 0.01% |
804,042
-54,238
| -6% | -$897K |
|
1065
Silgan Holdings
SLGN
$4.71B
| $13.3M | 0.01% |
308,239
-6,376
| -2% | -$275K |
|
1066
Synaptics
SYNA
$2.67B
| $13.3M | 0.01% |
148,369
-1,329
| -0.9% | -$119K |
|
1067
Trustmark
TRMK
$2.42B
| $13.3M | 0.01% |
610,550
-24,244
| -4% | -$527K |
|
1068
Insulet
PODD
$23.8B
| $13.3M | 0.01% |
83,179
-351
| -0.4% | -$56K |
|
1069
Goodyear
GT
$2.45B
| $13.2M | 0.01% |
1,065,042
-8,021
| -0.7% | -$99.7K |
|
1070
Sensient Technologies
SXT
$4.51B
| $13.2M | 0.01% |
225,752
+65,300
| +41% | +$3.82M |
|
|
MZTI
1071
The Marzetti Company Common Stock
MZTI
$4.97B
| $13.2M | 0.01% |
79,852
+1,927
| +2% | +$318K |
|
1072
Avis
CAR
$5.48B
| $13.2M | 0.01% |
73,315
-16,328
| -18% | -$2.93M |
|
1073
Match Group
MTCH
$9.12B
| $13.1M | 0.01% |
335,391
+361
| +0.1% | +$14.1K |
|
1074
Louisiana-Pacific
LPX
$6.64B
| $13.1M | 0.01% |
236,743
-33,196
| -12% | -$1.83M |
|
1075
Rollins
ROL
$27.3B
| $13.1M | 0.01% |
350,086
+16,251
| +5% | +$607K |
|