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 |
Welltower
WELL
|
+$193M |
| 2 |
SRC
SPIRIT REALTY CAPITAL, INC.
SRC
|
+$130M |
| 3 |
Regency Centers
REG
|
+$128M |
| 4 |
Extra Space Storage
EXR
|
+$115M |
| 5 |
Walmart
WMT
|
+$91.2M |
Top Sells
| 1 |
Ventas
VTR
|
+$223M |
| 2 |
Public Storage
PSA
|
+$177M |
| 3 |
Signet Jewelers
SIG
|
+$144M |
| 4 |
Host Hotels & Resorts
HST
|
+$128M |
| 5 |
ARG
AIRGAS INC
ARG
|
+$128M |
Sector Composition
| 1 | Real Estate | 16.66% |
| 2 | Financials | 16.07% |
| 3 | Technology | 11.9% |
| 4 | Consumer Discretionary | 10.37% |
| 5 | Healthcare | 10.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
Xcel Energy
XEL
$42.4B
| $32.6M | 0.05% |
778,883
+13,976
| +2% | +$584K |
|
377
ICU Medical
ICUI
$3.2B
| $32.4M | 0.05% |
311,598
+38,671
| +14% | +$4.03M |
|
378
Acuity Brands
AYI
$10.2B
| $32.4M | 0.05% |
148,598
+9,234
| +7% | +$2.01M |
|
379
Omnicom Group
OMC
$15.2B
| $32.3M | 0.05% |
388,504
+10,430
| +3% | +$868K |
|
380
Caleres
CAL
$532M
| $32.3M | 0.05% |
1,142,195
+12,688
| +1% | +$359K |
|
381
Edwards Lifesciences
EW
$47B
| $31.9M | 0.05% |
1,084,869
+18,126
| +2% | +$533K |
|
382
Marriott Vacations Worldwide
VAC
$2.71B
| $31.8M | 0.05% |
471,166
-6,965
| -1% | -$470K |
|
383
Vail Resorts
MTN
$5.52B
| $31.8M | 0.05% |
237,721
-41,760
| -15% | -$5.58M |
|
384
Reinsurance Group of America
RGA
$12.8B
| $31.6M | 0.05% |
328,677
-139,676
| -30% | -$13.4M |
|
385
Mettler-Toledo International
MTD
$26.6B
| $31.6M | 0.05% |
91,657
+3,633
| +4% | +$1.25M |
|
386
Kimco Realty
KIM
$15.2B
| $31.5M | 0.05% |
1,092,972
+477,843
| +78% | +$13.8M |
|
387
Matsons
MATX
$3.3B
| $31.3M | 0.05% |
780,223
+9,959
| +1% | +$400K |
|
388
Baxter International
BAX
$12.5B
| $31.3M | 0.05% |
762,271
+34,123
| +5% | +$1.4M |
|
389
Deere & Co
DE
$128B
| $31.3M | 0.05% |
406,527
-5,774
| -1% | -$445K |
|
390
RPM International
RPM
$16.1B
| $31.3M | 0.05% |
661,181
+23,657
| +4% | +$1.12M |
|
391
State Street
STT
$32B
| $31.3M | 0.05% |
534,736
+8,140
| +2% | +$476K |
|
392
iShares Core S&P Small-Cap ETF
IJR
$85.3B
| $31.1M | 0.05% |
552,700
-13,800
| -2% | -$777K |
|
393
Korn Ferry
KFY
$3.94B
| $31.1M | 0.05% |
1,099,552
+54,200
| +5% | +$1.53M |
|
|
PRXL
394
DELISTED
Parexel International Corp
PRXL
| $31.1M | 0.05% |
495,453
-6,442
| -1% | -$404K |
|
395
Corning
GLW
$62B
| $31.1M | 0.05% |
1,486,391
-77,141
| -5% | -$1.61M |
|
396
Aptiv
APTV
$17.7B
| $31M | 0.05% |
413,664
-16,025
| -4% | -$1.2M |
|
397
Universal Health Services
UHS
$11.8B
| $30.8M | 0.04% |
246,719
-24,159
| -9% | -$3.01M |
|
|
FLG
398
Flagstar Financial, Inc.
FLG
$5.31B
| $30.7M | 0.04% |
643,694
+91,382
| +17% | +$4.36M |
|
399
VF Corp
VFC
$6.02B
| $30.7M | 0.04% |
503,205
+9,055
| +2% | +$552K |
|
400
Packaging Corp of America
PKG
$19.3B
| $30.6M | 0.04% |
506,749
+16,712
| +3% | +$1.01M |
|