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 | |
|---|---|---|---|---|---|---|
1126
Genworth Financial
GNW
$3.53B
| $13M | 0.01% |
2,159,005
-182,304
| -8% | -$1.1M |
|
1127
First Hawaiian
FHB
$3.21B
| $13M | 0.01% |
627,718
-30,881
| -5% | -$641K |
|
1128
Sunrun
RUN
$3.7B
| $13M | 0.01% |
1,093,114
-28,917
| -3% | -$343K |
|
1129
Ormat Technologies
ORA
$5.48B
| $12.9M | 0.01% |
180,367
-24,288
| -12% | -$1.74M |
|
1130
First Financial Bankshares
FFIN
$5.13B
| $12.9M | 0.01% |
436,117
-54,295
| -11% | -$1.6M |
|
1131
Capri Holdings
CPRI
$2.54B
| $12.8M | 0.01% |
388,114
-50,540
| -12% | -$1.67M |
|
1132
Sylvamo
SLVM
$1.8B
| $12.8M | 0.01% |
187,005
-8,848
| -5% | -$607K |
|
1133
Unifirst Corp
UNF
$3.24B
| $12.7M | 0.01% |
74,326
-4,111
| -5% | -$705K |
|
1134
Medical Properties Trust
MPW
$2.75B
| $12.7M | 0.01% |
2,947,404
-143,486
| -5% | -$618K |
|
1135
Dorman Products
DORM
$5.08B
| $12.7M | 0.01% |
138,489
-8,938
| -6% | -$818K |
|
|
BNT
1136
Brookfield Wealth Solutions Ltd.
BNT
$18.9B
| $12.6M | 0.01% |
303,802
-2,177
| -0.7% | -$90.5K |
|
1137
Pinterest
PINS
$24.8B
| $12.6M | 0.01% |
285,804
-135,358
| -32% | -$5.97M |
|
1138
Insperity
NSP
$2B
| $12.6M | 0.01% |
137,823
-11,815
| -8% | -$1.08M |
|
1139
RH
RH
$4.51B
| $12.5M | 0.01% |
51,307
-6,405
| -11% | -$1.57M |
|
1140
Kohl's
KSS
$1.86B
| $12.5M | 0.01% |
544,604
-26,788
| -5% | -$616K |
|
1141
Albemarle
ALB
$8.54B
| $12.5M | 0.01% |
131,063
-11,608
| -8% | -$1.11M |
|
1142
J&J Snack Foods
JJSF
$2.11B
| $12.5M | 0.01% |
77,043
-3,702
| -5% | -$601K |
|
1143
Quaker Houghton
KWR
$2.5B
| $12.5M | 0.01% |
73,680
-2,438
| -3% | -$414K |
|
1144
Qorvo
QRVO
$8.53B
| $12.5M | 0.01% |
107,674
-2,874
| -3% | -$333K |
|
1145
MGM Resorts International
MGM
$9.85B
| $12.4M | 0.01% |
279,362
-33,469
| -11% | -$1.49M |
|
1146
BlackLine
BL
$3.37B
| $12.4M | 0.01% |
255,856
-9,989
| -4% | -$484K |
|
1147
Boyd Gaming
BYD
$6.92B
| $12.4M | 0.01% |
224,417
-37,369
| -14% | -$2.06M |
|
1148
Neogen
NEOG
$1.23B
| $12.3M | 0.01% |
788,832
-71,174
| -8% | -$1.11M |
|
1149
Community Bank
CBU
$3.18B
| $12.3M | 0.01% |
260,262
-16,579
| -6% | -$783K |
|
1150
Roivant Sciences
ROIV
$8.82B
| $12.2M | 0.01% |
1,155,372
-119,365
| -9% | -$1.26M |
|