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 |
Digital Realty Trust
DLR
|
+$398M |
| 2 |
Brookfield Asset Management
BAM
|
+$357M |
| 3 |
Gaming and Leisure Properties
GLPI
|
+$250M |
| 4 |
Welltower
WELL
|
+$222M |
| 5 |
Yum China
YUMC
|
+$182M |
Top Sells
| 1 |
STOR
STORE Capital Corporation
STOR
|
+$368M |
| 2 |
Equinix
EQIX
|
+$246M |
| 3 |
Brookfield
BN
|
+$220M |
| 4 |
Guidewire Software
GWRE
|
+$202M |
| 5 |
Lennar Class A
LEN
|
+$150M |
Sector Composition
| 1 | Real Estate | 16.55% |
| 2 | Technology | 15.81% |
| 3 | Financials | 15.77% |
| 4 | Industrials | 10.77% |
| 5 | Consumer Discretionary | 10.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
Select Medical
SEM
$1.64B
| $54.4M | 0.04% |
4,064,746
+142,574
| +4% | +$1.91M |
|
377
Principal Active High Yield ETF
YLD
$387M
| $54.4M | 0.04% |
3,045,491
+1,291
| +0% | +$23K |
|
378
First Horizon
FHN
$11.3B
| $54.4M | 0.04% |
2,218,716
+127,305
| +6% | +$3.12M |
|
379
ServisFirst Bancshares
SFBS
$4.72B
| $54.3M | 0.04% |
788,187
-27,652
| -3% | -$1.91M |
|
380
California Resources
CRC
$4.14B
| $54.2M | 0.04% |
1,245,754
-60,632
| -5% | -$2.64M |
|
381
Simply Good Foods
SMPL
$2.83B
| $54.2M | 0.04% |
1,425,225
+235,365
| +20% | +$8.95M |
|
382
Occidental Petroleum
OXY
$44.4B
| $54M | 0.04% |
857,274
-42,927
| -5% | -$2.7M |
|
|
SYNH
383
DELISTED
Syneos Health, Inc. Class A Common Stock
SYNH
| $54M | 0.04% |
1,471,958
-35,350
| -2% | -$1.3M |
|
384
Nexstar Media Group
NXST
$6.33B
| $54M | 0.04% |
308,400
+90,928
| +42% | +$15.9M |
|
385
NiSource
NI
$18.9B
| $53.8M | 0.04% |
1,962,989
+64,926
| +3% | +$1.78M |
|
386
LCI Industries
LCII
$2.55B
| $53.8M | 0.04% |
581,895
+1,132
| +0.2% | +$105K |
|
387
Caesars Entertainment
CZR
$5.28B
| $53.8M | 0.04% |
1,292,738
-26,775
| -2% | -$1.11M |
|
|
BFS
388
Saul Centers
BFS
$794M
| $53.7M | 0.04% |
1,320,112
-56,072
| -4% | -$2.28M |
|
389
WNS Holdings
WNS
$3.24B
| $53.5M | 0.04% |
668,972
-29,298
| -4% | -$2.34M |
|
390
Aecom
ACM
$16.8B
| $53.2M | 0.04% |
626,763
+83,034
| +15% | +$7.05M |
|
391
American International
AIG
$43.5B
| $53M | 0.04% |
838,336
-42,664
| -5% | -$2.7M |
|
392
Graphic Packaging
GPK
$6.24B
| $52.5M | 0.04% |
2,360,628
-5,948
| -0.3% | -$132K |
|
393
Donaldson
DCI
$9.35B
| $52.5M | 0.04% |
892,199
-8,348
| -0.9% | -$491K |
|
394
Kinsale Capital Group
KNSL
$10.5B
| $52.5M | 0.04% |
200,764
-12,692
| -6% | -$3.32M |
|
395
Centene
CNC
$15.3B
| $52.4M | 0.04% |
639,408
-82,705
| -11% | -$6.78M |
|
396
Essential Utilities
WTRG
$10.8B
| $52.3M | 0.04% |
1,096,657
-1,790
| -0.2% | -$85.4K |
|
397
Aflac
AFL
$56.9B
| $52.1M | 0.04% |
724,140
-39,117
| -5% | -$2.81M |
|
398
Ford
F
$45.7B
| $51.8M | 0.04% |
4,456,467
-118,389
| -3% | -$1.38M |
|
399
Charter Communications
CHTR
$36B
| $51.8M | 0.04% |
152,666
+15,769
| +12% | +$5.35M |
|
400
Cathay General Bancorp
CATY
$3.44B
| $51.6M | 0.04% |
1,265,338
-27,917
| -2% | -$1.14M |
|