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 |
iShares Core S&P 500 ETF
IVV
|
$158M |
| 2 |
Gaming and Leisure Properties
GLPI
|
$122M |
| 3 |
Boston Properties
BXP
|
$92.5M |
| 4 |
iShares MBS ETF
MBB
|
$90.6M |
| 5 |
Extra Space Storage
EXR
|
$77.3M |
Top Sells
| 1 |
TransDigm Group
TDG
|
$214M |
| 2 |
Toronto Dominion Bank
TD
|
$142M |
| 3 |
Credit Acceptance
CACC
|
$122M |
| 4 |
Medical Properties Trust
MPW
|
$101M |
| 5 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
$87.4M |
Sector Composition
| 1 | Technology | 17.6% |
| 2 | Real Estate | 15.87% |
| 3 | Financials | 14.95% |
| 4 | Consumer Discretionary | 11.17% |
| 5 | Industrials | 10.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
Camden Property Trust
CPT
$11.9B
| $68.8M | 0.05% |
655,782
+73,824
| +13% | +$7.74M |
|
327
Intercontinental Exchange
ICE
$99.8B
| $67.9M | 0.05% |
650,620
+10,312
| +2% | +$1.08M |
|
328
Caesars Entertainment
CZR
$5.48B
| $67.6M | 0.05% |
1,384,310
+91,572
| +7% | +$4.47M |
|
329
HDFC Bank
HDB
$361B
| $67.4M | 0.05% |
1,011,577
+27,394
| +3% | +$1.83M |
|
330
Cintas
CTAS
$82.4B
| $67.2M | 0.05% |
581,360
+1,096
| +0.2% | +$127K |
|
331
Freeport-McMoran
FCX
$66.5B
| $67M | 0.05% |
1,637,743
+25,302
| +2% | +$1.04M |
|
332
Nasdaq
NDAQ
$53.6B
| $66.9M | 0.05% |
1,224,484
+15,709
| +1% | +$859K |
|
333
Raymond James Financial
RJF
$33B
| $66.9M | 0.05% |
716,856
+44,747
| +7% | +$4.17M |
|
334
Addus HomeCare
ADUS
$2.08B
| $66.3M | 0.05% |
621,323
+1,665
| +0.3% | +$178K |
|
335
Constellation Energy
CEG
$94.2B
| $66.3M | 0.05% |
844,470
+56,758
| +7% | +$4.46M |
|
336
KLA
KLAC
$119B
| $65.8M | 0.05% |
164,841
-2,675
| -2% | -$1.07M |
|
337
Amphenol
APH
$135B
| $65.7M | 0.05% |
1,608,068
-3,724
| -0.2% | -$152K |
|
338
Essential Properties Realty Trust
EPRT
$6.1B
| $65.5M | 0.05% |
2,636,012
+1,715,238
| +186% | +$42.6M |
|
339
Assured Guaranty
AGO
$3.91B
| $65.3M | 0.05% |
1,298,709
+83,241
| +7% | +$4.18M |
|
340
Host Hotels & Resorts
HST
$12B
| $65.2M | 0.05% |
3,956,120
+177,727
| +5% | +$2.93M |
|
|
NTST
341
NETSTREIT Corp
NTST
$1.72B
| $65.2M | 0.05% |
3,565,262
+4,355
| +0.1% | +$79.6K |
|
342
ABM Industries
ABM
$3B
| $64.9M | 0.05% |
1,444,623
-31,080
| -2% | -$1.4M |
|
343
General Mills
GIS
$27B
| $64.8M | 0.05% |
758,299
-1,339
| -0.2% | -$114K |
|
|
SGEN
344
DELISTED
Seagen Inc. Common Stock
SGEN
| $64.7M | 0.05% |
319,598
-36,506
| -10% | -$7.39M |
|
345
ON Semiconductor
ON
$20.1B
| $64M | 0.05% |
777,725
+136,270
| +21% | +$11.2M |
|
|
346
Medical Properties Trust
MPW
$2.77B
| $63.9M | 0.05% |
7,777,679
-12,266,327
| -61% | -$101M |
|
347
Acushnet Holdings
GOLF
$4.49B
| $63.5M | 0.05% |
1,246,913
+114,978
| +10% | +$5.86M |
|
348
Privia Health
PRVA
$2.86B
| $63.4M | 0.05% |
2,298,001
+666,311
| +41% | +$18.4M |
|
349
Academy Sports + Outdoors
ASO
$3.39B
| $63M | 0.05% |
965,068
+25,487
| +3% | +$1.66M |
|
350
Vishay Intertechnology
VSH
$2.11B
| $62.7M | 0.04% |
2,773,148
+1,456,665
| +111% | +$32.9M |
|