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 | |
|---|---|---|---|---|---|---|
1076
Frontdoor
FTDR
$4.75B
| $14.1M | 0.01% |
418,714
-23,012
| -5% | -$778K |
|
1077
J.M. Smucker
SJM
$11.9B
| $14.1M | 0.01% |
129,675
-11,042
| -8% | -$1.2M |
|
1078
Allegion
ALLE
$14.9B
| $14.1M | 0.01% |
119,603
-1,340
| -1% | -$158K |
|
1079
Warner Music
WMG
$17.6B
| $14.1M | 0.01% |
+460,994
| New | +$14.1M |
|
1080
Independence Realty Trust
IRT
$4.18B
| $14.1M | 0.01% |
753,605
-98,466
| -12% | -$1.85M |
|
1081
Viatris
VTRS
$12.2B
| $14.1M | 0.01% |
1,327,716
-44,777
| -3% | -$476K |
|
1082
AES
AES
$9.06B
| $14.1M | 0.01% |
802,830
+30,633
| +4% | +$538K |
|
1083
ESCO Technologies
ESE
$5.31B
| $14.1M | 0.01% |
134,261
-5,852
| -4% | -$615K |
|
1084
Resideo Technologies
REZI
$5.4B
| $14.1M | 0.01% |
720,275
-38,191
| -5% | -$747K |
|
1085
Yelp
YELP
$2B
| $14.1M | 0.01% |
380,259
-15,837
| -4% | -$585K |
|
1086
Vornado Realty Trust
VNO
$7.81B
| $14M | 0.01% |
533,961
-69,420
| -12% | -$1.83M |
|
|
PRFT
1087
DELISTED
Perficient Inc
PRFT
| $14M | 0.01% |
186,859
-4,217
| -2% | -$315K |
|
1088
Cloudflare
NET
$75.9B
| $13.9M | 0.01% |
167,915
-6,544
| -4% | -$542K |
|
1089
Rush Enterprises Class A
RUSHA
$4.52B
| $13.9M | 0.01% |
331,983
-10,873
| -3% | -$455K |
|
1090
Hancock Whitney
HWC
$5.33B
| $13.9M | 0.01% |
290,545
-36,556
| -11% | -$1.75M |
|
1091
Hillenbrand
HI
$1.81B
| $13.9M | 0.01% |
347,134
-18,477
| -5% | -$739K |
|
1092
Columbia Banking Systems
COLB
$8.06B
| $13.9M | 0.01% |
697,174
-88,178
| -11% | -$1.75M |
|
1093
Archrock
AROC
$4.26B
| $13.9M | 0.01% |
685,785
-27,970
| -4% | -$566K |
|
1094
Polaris
PII
$3.35B
| $13.8M | 0.01% |
176,764
-23,253
| -12% | -$1.82M |
|
1095
California Water Service
CWT
$2.76B
| $13.8M | 0.01% |
285,468
-14,541
| -5% | -$705K |
|
1096
Western Union
WU
$2.82B
| $13.8M | 0.01% |
1,127,303
-194,720
| -15% | -$2.38M |
|
1097
Evergy
EVRG
$16.3B
| $13.8M | 0.01% |
259,602
-26,895
| -9% | -$1.42M |
|
1098
Griffon
GFF
$3.76B
| $13.7M | 0.01% |
215,262
-10,221
| -5% | -$653K |
|
|
MZTI
1099
The Marzetti Company Common Stock
MZTI
$5.07B
| $13.7M | 0.01% |
72,679
-8,172
| -10% | -$1.54M |
|
1100
Stanley Black & Decker
SWK
$12.1B
| $13.7M | 0.01% |
171,607
-3,794
| -2% | -$303K |
|