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 | |
|---|---|---|---|---|---|---|
1351
Renasant Corp
RNST
$3.67B
| $8.48M | 0.01% |
277,802
-13,583
| -5% | -$415K |
|
1352
Photronics
PLAB
$1.32B
| $8.47M | 0.01% |
343,193
-7,874
| -2% | -$194K |
|
1353
NCR Voyix
VYX
$1.73B
| $8.46M | 0.01% |
685,207
-6,685
| -1% | -$82.6K |
|
1354
Transmedics
TMDX
$3.67B
| $8.46M | 0.01% |
56,172
+48,192
| +604% | +$7.26M |
|
1355
Payoneer
PAYO
$2.33B
| $8.45M | 0.01% |
1,525,075
-54,921
| -3% | -$304K |
|
1356
John Wiley & Sons Class A
WLY
$2.21B
| $8.45M | 0.01% |
207,584
-10,684
| -5% | -$435K |
|
1357
FTAI Aviation
FTAI
$17.2B
| $8.45M | 0.01% |
81,827
-17,423
| -18% | -$1.8M |
|
1358
Stewart Information Services
STC
$2.04B
| $8.44M | 0.01% |
136,001
-6,023
| -4% | -$374K |
|
1359
Banner Corp
BANR
$2.3B
| $8.43M | 0.01% |
169,921
-8,384
| -5% | -$416K |
|
1360
Customers Bancorp
CUBI
$2.35B
| $8.42M | 0.01% |
175,540
-1,844
| -1% | -$88.5K |
|
1361
Goosehead Insurance
GSHD
$2.01B
| $8.42M | 0.01% |
146,627
+1,698
| +1% | +$97.5K |
|
1362
CTS Corp
CTS
$1.22B
| $8.42M | 0.01% |
166,253
-8,858
| -5% | -$448K |
|
|
FLG
1363
Flagstar Financial, Inc.
FLG
$5.24B
| $8.41M | 0.01% |
870,989
-35,071
| -4% | -$339K |
|
1364
Canadian National Railway
CNI
$57.7B
| $8.41M | 0.01% |
71,200
-1,149,721
| -94% | -$136M |
|
1365
iShares ESG MSCI USA Leaders ETF
SUSL
$897M
| $8.4M | 0.01% |
86,167
-36,622
| -30% | -$3.57M |
|
1366
Helen of Troy
HELE
$550M
| $8.39M | 0.01% |
90,516
-8,426
| -9% | -$781K |
|
1367
La-Z-Boy
LZB
$1.43B
| $8.39M | 0.01% |
225,081
-9,991
| -4% | -$372K |
|
1368
Donnelley Financial Solutions
DFIN
$1.49B
| $8.38M | 0.01% |
140,597
-2,172
| -2% | -$129K |
|
1369
Bentley Systems
BSY
$16B
| $8.38M | 0.01% |
169,741
+6,428
| +4% | +$317K |
|
1370
American Airlines Group
AAL
$8.46B
| $8.3M | ﹤0.01% |
732,233
-19,388
| -3% | -$220K |
|
1371
Xtrackers S&P 500 ESG ETF
SNPE
$2.07B
| $8.25M | ﹤0.01% |
164,786
-66,453
| -29% | -$3.33M |
|
|
RCM
1372
DELISTED
R1 RCM Inc. Common Stock
RCM
| $8.24M | ﹤0.01% |
656,392
-82,007
| -11% | -$1.03M |
|
1373
BorgWarner
BWA
$9.34B
| $8.2M | ﹤0.01% |
254,281
-8,908
| -3% | -$287K |
|
1374
SPDR S&P 500 ESG ETF
EFIV
$1.15B
| $8.17M | ﹤0.01% |
153,869
-50,193
| -25% | -$2.67M |
|
1375
Andersons Inc
ANDE
$1.37B
| $8.15M | ﹤0.01% |
164,398
-5,671
| -3% | -$281K |
|