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 | |
|---|---|---|---|---|---|---|
1301
CorVel
CRVL
$4.4B
| $9.28M | 0.01% |
189,060
-12,651
| -6% | -$621K |
|
1302
Methode Electronics
MEI
$287M
| $9.27M | 0.01% |
250,219
-20,978
| -8% | -$777K |
|
1303
Topgolf Callaway Brands
MODG
$1.72B
| $9.25M | 0.01% |
453,434
+57,085
| +14% | +$1.16M |
|
1304
Progyny
PGNY
$1.96B
| $9.25M | 0.01% |
318,339
+76,617
| +32% | +$2.23M |
|
1305
Astrana Health
ASTH
$1.39B
| $9.24M | 0.01% |
239,397
-16,912
| -7% | -$653K |
|
1306
Granite Construction
GVA
$4.77B
| $9.2M | 0.01% |
315,633
-20,730
| -6% | -$604K |
|
1307
Triumph Financial, Inc.
TFIN
$1.36B
| $9.19M | 0.01% |
146,938
-35,697
| -20% | -$2.23M |
|
1308
Dave & Buster's
PLAY
$811M
| $9.17M | 0.01% |
279,792
+18,749
| +7% | +$615K |
|
1309
Cheesecake Factory
CAKE
$2.83B
| $9.17M | 0.01% |
346,914
+18,510
| +6% | +$489K |
|
1310
DXC Technology
DXC
$2.55B
| $9.16M | 0.01% |
302,060
+5,266
| +2% | +$160K |
|
1311
Embecta
EMBC
$890M
| $9.16M | 0.01% |
+361,587
| New | +$9.16M |
|
1312
Acadia Realty Trust
AKR
$2.64B
| $9.15M | 0.01% |
585,823
+1,608
| +0.3% | +$25.1K |
|
1313
Lindsay Corp
LNN
$1.5B
| $9.15M | 0.01% |
68,887
-20,153
| -23% | -$2.68M |
|
|
B
1314
Barrick Mining Corporation
B
$49.3B
| $9.1M | 0.01% |
515,480
-97,961
| -16% | -$1.73M |
|
1315
Century Communities
CCS
$2.01B
| $9.09M | 0.01% |
202,225
-24,156
| -11% | -$1.09M |
|
1316
First Commonwealth Financial
FCF
$1.84B
| $9.09M | 0.01% |
676,963
+54,088
| +9% | +$726K |
|
1317
Jack in the Box
JACK
$353M
| $9.07M | 0.01% |
161,760
-11,362
| -7% | -$637K |
|
1318
Invesco
IVZ
$9.99B
| $9.07M | 0.01% |
562,084
+140,252
| +33% | +$2.26M |
|
1319
Global Net Lease
GNL
$1.83B
| $9.06M | 0.01% |
639,675
-44,288
| -6% | -$627K |
|
|
VGR
1320
DELISTED
Vector Group Ltd.
VGR
| $9.04M | 0.01% |
860,475
-45,465
| -5% | -$477K |
|
1321
Fulton Financial
FULT
$3.51B
| $9.03M | 0.01% |
624,824
+79,350
| +15% | +$1.15M |
|
1322
A.O. Smith
AOS
$10.2B
| $9.03M | 0.01% |
165,050
-8,180
| -5% | -$447K |
|
1323
Green Plains
GPRE
$637M
| $9.02M | 0.01% |
332,077
-21,668
| -6% | -$589K |
|
1324
NewMarket
NEU
$7.96B
| $9.01M | 0.01% |
29,920
-911
| -3% | -$274K |
|
1325
Avanos Medical
AVNS
$568M
| $8.94M | 0.01% |
327,065
-39,895
| -11% | -$1.09M |
|