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 | |
|---|---|---|---|---|---|---|
1151
Coty
COTY
$3.59B
| $12.2M | 0.01% |
1,216,207
-199,540
| -14% | -$2M |
|
1152
Trinity Industries
TRN
$2.28B
| $12.2M | 0.01% |
406,451
-18,842
| -4% | -$564K |
|
1153
FMC
FMC
$4.63B
| $12.2M | 0.01% |
211,296
-7,298
| -3% | -$420K |
|
|
GTM
1154
ZoomInfo Technologies
GTM
$3.53B
| $12.1M | 0.01% |
948,396
-169,956
| -15% | -$2.17M |
|
1155
ICU Medical
ICUI
$3.26B
| $12.1M | 0.01% |
101,906
-5,438
| -5% | -$646K |
|
1156
Charles River Laboratories
CRL
$7.64B
| $12.1M | 0.01% |
58,375
-114,347
| -66% | -$23.6M |
|
1157
Century Communities
CCS
$1.99B
| $12M | 0.01% |
147,545
-6,128
| -4% | -$500K |
|
1158
MSC Industrial Direct
MSM
$5.12B
| $12M | 0.01% |
151,913
-20,182
| -12% | -$1.6M |
|
1159
Newell Brands
NWL
$2.53B
| $12M | 0.01% |
1,877,304
-89,359
| -5% | -$573K |
|
1160
Independent Bank
INDB
$3.49B
| $12M | 0.01% |
236,887
-8,912
| -4% | -$452K |
|
1161
Strategic Education
STRA
$1.94B
| $12M | 0.01% |
108,191
-4,845
| -4% | -$536K |
|
1162
Silicon Laboratories
SLAB
$4.43B
| $12M | 0.01% |
108,214
-13,492
| -11% | -$1.49M |
|
1163
The Mosaic Company
MOS
$10.3B
| $12M | 0.01% |
414,125
-14,017
| -3% | -$405K |
|
1164
Kemper
KMPR
$3.33B
| $12M | 0.01% |
201,602
-26,015
| -11% | -$1.54M |
|
1165
Freshpet
FRPT
$2.58B
| $12M | 0.01% |
92,419
-21,962
| -19% | -$2.84M |
|
1166
CorVel
CRVL
$4.53B
| $11.9M | 0.01% |
140,742
-5,823
| -4% | -$494K |
|
1167
Oceaneering
OII
$2.42B
| $11.9M | 0.01% |
503,843
-21,063
| -4% | -$498K |
|
|
SIX
1168
DELISTED
Six Flags Entertainment Corp.
SIX
| $11.9M | 0.01% |
359,565
-17,268
| -5% | -$572K |
|
1169
Patrick Industries
PATK
$3.71B
| $11.9M | 0.01% |
164,516
-4,143
| -2% | -$300K |
|
1170
C.H. Robinson
CHRW
$14.9B
| $11.9M | 0.01% |
134,960
-28,603
| -17% | -$2.52M |
|
1171
NewMarket
NEU
$7.81B
| $11.9M | 0.01% |
22,994
-2,974
| -11% | -$1.53M |
|
1172
Cogent Communications
CCOI
$1.78B
| $11.9M | 0.01% |
210,001
-8,987
| -4% | -$507K |
|
1173
iShares Russell 2000 Value ETF
IWN
$11.9B
| $11.8M | 0.01% |
77,750
+13,585
| +21% | +$2.07M |
|
1174
Campbell Soup
CPB
$9.78B
| $11.8M | 0.01% |
260,944
-2,923
| -1% | -$132K |
|
1175
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.4B
| $11.8M | 0.01% |
230,000
+30,000
| +15% | +$1.54M |
|