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 |
Equinix
EQIX
|
+$313M |
| 2 |
Welltower
WELL
|
+$213M |
| 3 |
Brookfield
BN
|
+$162M |
| 4 |
MSCI
MSCI
|
+$146M |
| 5 |
Extra Space Storage
EXR
|
+$143M |
Top Sells
| 1 |
BKI
Black Knight, Inc. Common Stock
BKI
|
+$373M |
| 2 |
Moody's
MCO
|
+$178M |
| 3 |
Dollar General
DG
|
+$169M |
| 4 |
CubeSmart
CUBE
|
+$166M |
| 5 |
Equity Lifestyle Properties
ELS
|
+$156M |
Sector Composition
| 1 | Technology | 17.98% |
| 2 | Financials | 15.34% |
| 3 | Real Estate | 15.22% |
| 4 | Consumer Discretionary | 11.31% |
| 5 | Industrials | 11.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1201
Eastman Chemical
EMN
$7.75B
| $10.4M | 0.01% |
136,037
-4,760
| -3% | -$365K |
|
1202
MillerKnoll
MLKN
$1.42B
| $10.4M | 0.01% |
426,835
-14,952
| -3% | -$366K |
|
1203
Global Net Lease
GNL
$1.83B
| $10.4M | 0.01% |
1,084,962
+470,345
| +77% | +$4.52M |
|
|
HTO
1204
H2O America Common Stock
HTO
$1.74B
| $10.4M | 0.01% |
173,438
+4,801
| +3% | +$289K |
|
1205
Wynn Resorts
WYNN
$12.8B
| $10.4M | 0.01% |
112,108
-8,402
| -7% | -$776K |
|
1206
First Financial Bancorp
FFBC
$2.47B
| $10.4M | 0.01% |
528,471
-22,588
| -4% | -$443K |
|
|
VSTO
1207
DELISTED
Vista Outdoor Inc.
VSTO
| $10.4M | 0.01% |
312,730
-11,738
| -4% | -$389K |
|
1208
Xerox
XRX
$472M
| $10.3M | 0.01% |
659,221
+200,124
| +44% | +$3.14M |
|
1209
St. Joe Company
JOE
$2.99B
| $10.3M | 0.01% |
190,226
-2,564
| -1% | -$139K |
|
1210
Vicor
VICR
$2.27B
| $10.3M | 0.01% |
175,180
+90,099
| +106% | +$5.31M |
|
1211
Winnebago Industries
WGO
$975M
| $10.3M | 0.01% |
173,381
-6,906
| -4% | -$411K |
|
1212
Petco
WOOF
$1.02B
| $10.3M | 0.01% |
2,520,164
-21,110
| -0.8% | -$86.3K |
|
1213
Canadian Natural Resources
CNQ
$64.8B
| $10.3M | 0.01% |
316,814
+179,400
| +131% | +$5.83M |
|
1214
LiveRamp
RAMP
$1.75B
| $10.3M | 0.01% |
356,482
-10,971
| -3% | -$316K |
|
1215
Federal Realty Investment Trust
FRT
$8.73B
| $10.2M | 0.01% |
112,975
-302
| -0.3% | -$27.4K |
|
1216
Robert Half
RHI
$3.63B
| $10.2M | 0.01% |
139,532
-2,417
| -2% | -$177K |
|
1217
UMB Financial
UMBF
$9.24B
| $10.2M | 0.01% |
164,191
-1,196
| -0.7% | -$74.2K |
|
1218
Stride
LRN
$7B
| $10.2M | 0.01% |
225,726
-13,313
| -6% | -$599K |
|
1219
Dana Inc
DAN
$2.79B
| $10.2M | 0.01% |
692,231
-37,539
| -5% | -$551K |
|
1220
NRG Energy
NRG
$31B
| $10.1M | 0.01% |
263,078
-1,316
| -0.5% | -$50.7K |
|
1221
OSI Systems
OSIS
$4.04B
| $10.1M | 0.01% |
85,687
-5,128
| -6% | -$605K |
|
1222
Mercury Systems
MRCY
$4.42B
| $10.1M | 0.01% |
272,185
+54,325
| +25% | +$2.01M |
|
1223
MP Materials
MP
$11.5B
| $10.1M | 0.01% |
527,771
+179,987
| +52% | +$3.44M |
|
1224
COPT Defense Properties
CDP
$3.46B
| $10.1M | 0.01% |
422,982
-3,102
| -0.7% | -$73.9K |
|
1225
Seacoast Banking Corp of Florida
SBCF
$2.71B
| $10.1M | 0.01% |
458,544
-17,475
| -4% | -$384K |
|