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 | |
|---|---|---|---|---|---|---|
1201
Globe Life
GL
$11.3B
| $10.9M | 0.01% |
112,133
-16,248
| -13% | -$1.58M |
|
1202
ESCO Technologies
ESE
$5.3B
| $10.9M | 0.01% |
159,796
-11,791
| -7% | -$806K |
|
1203
Adient
ADNT
$1.92B
| $10.9M | 0.01% |
368,470
+46,620
| +14% | +$1.38M |
|
1204
Warrior Met Coal
HCC
$3.08B
| $10.9M | 0.01% |
356,398
+17,098
| +5% | +$523K |
|
1205
Dynavax Technologies
DVAX
$1.14B
| $10.9M | 0.01% |
864,205
+721,936
| +507% | +$9.09M |
|
1206
BellRing Brands
BRBR
$4.63B
| $10.9M | 0.01% |
436,395
+50,990
| +13% | +$1.27M |
|
1207
LiveRamp
RAMP
$1.74B
| $10.9M | 0.01% |
420,400
+195,462
| +87% | +$5.04M |
|
1208
Coty
COTY
$3.51B
| $10.8M | 0.01% |
1,354,543
+184,849
| +16% | +$1.48M |
|
1209
Park National Corp
PRK
$2.72B
| $10.8M | 0.01% |
89,352
-6,044
| -6% | -$733K |
|
1210
Wolverine World Wide
WWW
$2.51B
| $10.8M | 0.01% |
537,072
-62,425
| -10% | -$1.26M |
|
1211
Paymentus
PAY
$4.41B
| $10.8M | 0.01% |
808,574
+150,673
| +23% | +$2.01M |
|
1212
FirstCash
FCFS
$6.46B
| $10.8M | 0.01% |
155,039
+18,653
| +14% | +$1.3M |
|
1213
Belden
BDC
$5.15B
| $10.7M | 0.01% |
201,392
+53,074
| +36% | +$2.83M |
|
1214
Allegiant Air
ALGT
$1.16B
| $10.7M | 0.01% |
94,565
-8,445
| -8% | -$955K |
|
|
CNR
1215
Core Natural Resources, Inc.
CNR
$3.74B
| $10.7M | 0.01% |
216,496
-15,444
| -7% | -$763K |
|
|
DEA
1216
Easterly Government Properties
DEA
$1.06B
| $10.7M | 0.01% |
224,370
-3,328
| -1% | -$158K |
|
1217
Robert Half
RHI
$3.56B
| $10.7M | 0.01% |
142,491
-213,364
| -60% | -$16M |
|
1218
Associated Banc-Corp
ASB
$4.36B
| $10.6M | 0.01% |
583,071
+77,009
| +15% | +$1.41M |
|
|
POLY
1219
DELISTED
Plantronics, Inc.
POLY
| $10.6M | 0.01% |
268,156
-19,220
| -7% | -$763K |
|
1220
PRA Group
PRAA
$653M
| $10.6M | 0.01% |
292,064
+4,006
| +1% | +$146K |
|
1221
Supernus Pharmaceuticals
SUPN
$2.59B
| $10.6M | 0.01% |
366,391
-28,405
| -7% | -$821K |
|
|
TWO
1222
Two Harbors Investment
TWO
$1.05B
| $10.6M | 0.01% |
531,046
-43,366
| -8% | -$864K |
|
1223
DoorDash
DASH
$110B
| $10.6M | 0.01% |
164,794
+147,702
| +864% | +$9.48M |
|
1224
JetBlue
JBLU
$1.89B
| $10.6M | 0.01% |
1,263,225
+182,026
| +17% | +$1.52M |
|
|
GCP
1225
DELISTED
GCP Applied Technologies Inc.
GCP
| $10.6M | 0.01% |
337,858
-18,644
| -5% | -$583K |
|