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 | |
|---|---|---|---|---|---|---|
1101
Cal-Maine
CALM
$5.27B
| $13.7M | 0.01% |
224,304
-7,183
| -3% | -$439K |
|
1102
Grand Canyon Education
LOPE
$5.77B
| $13.7M | 0.01% |
97,743
-13,751
| -12% | -$1.92M |
|
1103
Chesapeake Utilities
CPK
$2.93B
| $13.7M | 0.01% |
128,734
-3,447
| -3% | -$366K |
|
1104
Highwoods Properties
HIW
$3.44B
| $13.7M | 0.01% |
520,347
-25,079
| -5% | -$659K |
|
1105
Harley-Davidson
HOG
$3.77B
| $13.7M | 0.01% |
407,498
-69,862
| -15% | -$2.34M |
|
1106
Lamb Weston
LW
$7.96B
| $13.6M | 0.01% |
162,026
-7,035
| -4% | -$592K |
|
1107
Eastman Chemical
EMN
$7.76B
| $13.6M | 0.01% |
138,729
-2,466
| -2% | -$242K |
|
1108
Granite Construction
GVA
$4.7B
| $13.6M | 0.01% |
219,122
-9,101
| -4% | -$564K |
|
1109
Kulicke & Soffa
KLIC
$1.98B
| $13.6M | 0.01% |
275,566
-17,656
| -6% | -$868K |
|
1110
Cathay General Bancorp
CATY
$3.4B
| $13.6M | 0.01% |
359,310
-30,860
| -8% | -$1.16M |
|
1111
Power Integrations
POWI
$2.51B
| $13.5M | 0.01% |
192,449
-24,525
| -11% | -$1.72M |
|
1112
Peabody Energy
BTU
$2.25B
| $13.5M | 0.01% |
608,922
-37,726
| -6% | -$834K |
|
1113
Knife River
KNF
$4.47B
| $13.5M | 0.01% |
191,975
-22,750
| -11% | -$1.6M |
|
1114
American States Water
AWR
$2.83B
| $13.4M | 0.01% |
184,425
-8,321
| -4% | -$604K |
|
1115
StepStone Group
STEP
$4.79B
| $13.4M | 0.01% |
291,530
+264,811
| +991% | +$12.2M |
|
1116
Avient
AVNT
$3.39B
| $13.4M | 0.01% |
305,949
-40,014
| -12% | -$1.75M |
|
1117
Avista
AVA
$2.94B
| $13.3M | 0.01% |
385,698
-16,001
| -4% | -$554K |
|
1118
Arbor Realty Trust
ABR
$2.28B
| $13.3M | 0.01% |
929,477
-48,742
| -5% | -$699K |
|
1119
Rayonier
RYN
$4.04B
| $13.3M | 0.01% |
480,148
-60,560
| -11% | -$1.68M |
|
1120
LXP Industrial Trust
LXP
$2.68B
| $13.2M | 0.01% |
1,451,432
-67,468
| -4% | -$615K |
|
1121
Minerals Technologies
MTX
$1.98B
| $13.2M | 0.01% |
159,061
-9,894
| -6% | -$823K |
|
1122
Principal Exchange-Traded Funds Principal Value ETF
PY
$141M
| $13.2M | 0.01% |
287,518
+26,599
| +10% | +$1.22M |
|
1123
EPAM Systems
EPAM
$9.19B
| $13.1M | 0.01% |
69,826
-3,853
| -5% | -$725K |
|
1124
APA Corp
APA
$7.75B
| $13.1M | 0.01% |
443,365
+78,613
| +22% | +$2.31M |
|
1125
AutoNation
AN
$8.48B
| $13.1M | 0.01% |
81,887
-15,998
| -16% | -$2.55M |
|