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 | |
|---|---|---|---|---|---|---|
1176
Agilysys
AGYS
$3.07B
| $11.8M | 0.01% |
112,952
-2,446
| -2% | -$255K |
|
1177
Spire
SR
$4.49B
| $11.7M | 0.01% |
193,308
-15,092
| -7% | -$917K |
|
|
CTLT
1178
DELISTED
CATALENT, INC.
CTLT
| $11.7M | 0.01% |
207,977
+1,283
| +0.6% | +$72.1K |
|
1179
Tapestry
TPR
$21.6B
| $11.7M | 0.01% |
273,204
-317,062
| -54% | -$13.6M |
|
1180
Synaptics
SYNA
$2.67B
| $11.7M | 0.01% |
132,522
-16,759
| -11% | -$1.48M |
|
1181
Evertec
EVTC
$2.14B
| $11.7M | 0.01% |
350,849
-11,561
| -3% | -$384K |
|
1182
News Corp Class A
NWSA
$16.3B
| $11.7M | 0.01% |
423,043
-11,826
| -3% | -$326K |
|
1183
LivaNova
LIVN
$3.1B
| $11.7M | 0.01% |
212,737
-18,929
| -8% | -$1.04M |
|
1184
Perrigo
PRGO
$3.05B
| $11.7M | 0.01% |
453,884
-71,352
| -14% | -$1.83M |
|
1185
International Bancshares
IBOC
$4.41B
| $11.6M | 0.01% |
203,403
-19,249
| -9% | -$1.1M |
|
1186
CarGurus
CARG
$3.54B
| $11.6M | 0.01% |
443,829
-47,639
| -10% | -$1.25M |
|
1187
OSI Systems
OSIS
$4B
| $11.6M | 0.01% |
84,550
-2,575
| -3% | -$354K |
|
1188
Materion
MTRN
$2.29B
| $11.6M | 0.01% |
107,145
-4,044
| -4% | -$437K |
|
1189
NorthWestern Energy
NWE
$3.46B
| $11.5M | 0.01% |
230,030
-26,852
| -10% | -$1.34M |
|
1190
Blackbaud
BLKB
$3.27B
| $11.5M | 0.01% |
150,844
-20,978
| -12% | -$1.6M |
|
1191
Lumentum
LITE
$11.6B
| $11.5M | 0.01% |
225,159
-28,630
| -11% | -$1.46M |
|
1192
Cinemark Holdings
CNK
$3.1B
| $11.5M | 0.01% |
529,939
-23,039
| -4% | -$498K |
|
1193
Silgan Holdings
SLGN
$4.71B
| $11.5M | 0.01% |
270,512
-34,438
| -11% | -$1.46M |
|
1194
AZZ Inc
AZZ
$3.48B
| $11.4M | 0.01% |
147,380
+17,223
| +13% | +$1.33M |
|
1195
Doximity
DOCS
$13B
| $11.4M | 0.01% |
406,799
-53,645
| -12% | -$1.5M |
|
1196
Palomar
PLMR
$3.2B
| $11.3M | 0.01% |
139,472
-2,411
| -2% | -$196K |
|
1197
Assurant
AIZ
$10.6B
| $11.3M | 0.01% |
67,943
-810
| -1% | -$135K |
|
1198
The Bancorp
TBBK
$3.54B
| $11.3M | 0.01% |
299,068
-305,949
| -51% | -$11.6M |
|
1199
Ralph Lauren
RL
$18.9B
| $11.3M | 0.01% |
64,305
-747
| -1% | -$131K |
|
1200
Werner Enterprises
WERN
$1.66B
| $11.2M | 0.01% |
313,089
+72,049
| +30% | +$2.58M |
|