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 | |
|---|---|---|---|---|---|---|
1301
MINISO
MNSO
$7.73B
| $9.34M | 0.01% |
489,831
+125,831
| +35% | +$2.4M |
|
1302
Boston Beer
SAM
$2.39B
| $9.3M | 0.01% |
30,471
-5,109
| -14% | -$1.56M |
|
1303
ScottsMiracle-Gro
SMG
$3.5B
| $9.26M | 0.01% |
142,404
-18,649
| -12% | -$1.21M |
|
1304
Provident Financial Services
PFS
$2.59B
| $9.23M | 0.01% |
643,356
+251,311
| +64% | +$3.61M |
|
1305
NCR Atleos
NATL
$2.85B
| $9.21M | 0.01% |
340,976
-4,148
| -1% | -$112K |
|
1306
Cheesecake Factory
CAKE
$2.92B
| $9.16M | 0.01% |
233,179
-10,412
| -4% | -$409K |
|
1307
Central Garden & Pet Class A
CENTA
$2.07B
| $9.16M | 0.01% |
277,204
-11,455
| -4% | -$378K |
|
1308
Henry Schein
HSIC
$8.17B
| $9.15M | 0.01% |
142,798
-15,020
| -10% | -$963K |
|
1309
Kennametal
KMT
$1.59B
| $9.14M | 0.01% |
388,098
-23,490
| -6% | -$553K |
|
1310
Norwegian Cruise Line
NCLH
$11.5B
| $9.09M | 0.01% |
483,905
-3,842
| -0.8% | -$72.2K |
|
1311
Hawkins
HWKN
$3.56B
| $9.09M | 0.01% |
99,902
-4,069
| -4% | -$370K |
|
1312
MarketAxess Holdings
MKTX
$6.9B
| $9.09M | 0.01% |
45,318
-1,598
| -3% | -$320K |
|
1313
LGI Homes
LGIH
$1.41B
| $9.06M | 0.01% |
101,230
-5,271
| -5% | -$472K |
|
1314
Winnebago Industries
WGO
$953M
| $9.03M | 0.01% |
166,578
-4,532
| -3% | -$246K |
|
1315
Sonos
SONO
$1.77B
| $9.01M | 0.01% |
610,378
-35,066
| -5% | -$518K |
|
1316
Match Group
MTCH
$9.12B
| $9M | 0.01% |
296,234
-18,809
| -6% | -$571K |
|
1317
Infosys
INFY
$70.4B
| $9M | 0.01% |
483,269
-51,083
| -10% | -$951K |
|
1318
NBT Bancorp
NBTB
$2.26B
| $8.97M | 0.01% |
232,467
-11,883
| -5% | -$459K |
|
1319
Generac Holdings
GNRC
$10.9B
| $8.97M | 0.01% |
67,846
-2,296
| -3% | -$304K |
|
1320
Brighthouse Financial
BHF
$2.79B
| $8.96M | 0.01% |
206,724
-35,214
| -15% | -$1.53M |
|
1321
Astrana Health
ASTH
$1.34B
| $8.95M | 0.01% |
220,556
-7,901
| -3% | -$320K |
|
1322
Dorian LPG
LPG
$1.35B
| $8.87M | 0.01% |
211,463
-3,222
| -2% | -$135K |
|
1323
Columbia Sportswear
COLM
$3.01B
| $8.87M | 0.01% |
112,191
-17,738
| -14% | -$1.4M |
|
1324
Phinia Inc
PHIN
$2.26B
| $8.87M | 0.01% |
225,320
-15,640
| -6% | -$616K |
|
1325
Openlane
KAR
$3.12B
| $8.86M | 0.01% |
534,140
-26,499
| -5% | -$440K |
|