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 | |
|---|---|---|---|---|---|---|
1151
Knowles
KN
$1.85B
| $12M | 0.01% |
694,413
+87,698
| +14% | +$1.52M |
|
1152
Vir Biotechnology
VIR
$713M
| $12M | 0.01% |
471,935
+445,904
| +1,713% | +$11.4M |
|
1153
Crocs
CROX
$4.42B
| $12M | 0.01% |
246,951
-119,299
| -33% | -$5.81M |
|
1154
Pultegroup
PHM
$26.7B
| $12M | 0.01% |
302,902
-32,591
| -10% | -$1.29M |
|
1155
AeroVironment
AVAV
$12.3B
| $11.9M | 0.01% |
145,287
-11,014
| -7% | -$905K |
|
1156
Banner Corp
BANR
$2.3B
| $11.9M | 0.01% |
212,387
-13,944
| -6% | -$784K |
|
1157
Axos Financial
AX
$5.19B
| $11.9M | 0.01% |
332,275
-65,031
| -16% | -$2.33M |
|
1158
ACI Worldwide
ACIW
$5.17B
| $11.9M | 0.01% |
457,864
+48,067
| +12% | +$1.24M |
|
1159
Comerica
CMA
$8.9B
| $11.9M | 0.01% |
161,492
-14,875
| -8% | -$1.09M |
|
|
ILPT
1160
Industrial Logistics Properties Trust
ILPT
$415M
| $11.8M | 0.01% |
841,402
-59,197
| -7% | -$833K |
|
1161
Bank of Hawaii
BOH
$2.7B
| $11.8M | 0.01% |
158,553
+21,704
| +16% | +$1.61M |
|
1162
Goodyear
GT
$2.45B
| $11.8M | 0.01% |
1,097,646
-39,571
| -3% | -$424K |
|
1163
Phibro Animal Health
PAHC
$1.67B
| $11.7M | 0.01% |
613,898
-15,578
| -2% | -$298K |
|
1164
Hope Bancorp
HOPE
$1.41B
| $11.7M | 0.01% |
847,606
-88,996
| -10% | -$1.23M |
|
1165
PMV Pharmaceuticals
PMVP
$65.2M
| $11.7M | 0.01% |
821,232
+202,306
| +33% | +$2.88M |
|
1166
e.l.f. Beauty
ELF
$7.63B
| $11.7M | 0.01% |
381,074
+55,422
| +17% | +$1.7M |
|
1167
F5
FFIV
$18.8B
| $11.7M | 0.01% |
76,207
+1,359
| +2% | +$208K |
|
|
FBC
1168
DELISTED
Flagstar Bancorp, Inc. New
FBC
| $11.7M | 0.01% |
328,733
-22,582
| -6% | -$801K |
|
1169
Cal-Maine
CALM
$5.38B
| $11.6M | 0.01% |
235,355
-12,007
| -5% | -$593K |
|
1170
Newell Brands
NWL
$2.54B
| $11.6M | 0.01% |
610,679
+142,250
| +30% | +$2.71M |
|
1171
Zions Bancorporation
ZION
$8.56B
| $11.6M | 0.01% |
228,247
+24,452
| +12% | +$1.24M |
|
1172
Winnebago Industries
WGO
$953M
| $11.6M | 0.01% |
239,242
-18,648
| -7% | -$906K |
|
|
ENV
1173
DELISTED
ENVESTNET, INC.
ENV
| $11.6M | 0.01% |
220,118
+30,091
| +16% | +$1.59M |
|
1174
Yelp
YELP
$1.97B
| $11.6M | 0.01% |
417,969
+178,773
| +75% | +$4.96M |
|
1175
Federated Hermes
FHI
$4.1B
| $11.6M | 0.01% |
365,069
-67,367
| -16% | -$2.14M |
|