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 | |
|---|---|---|---|---|---|---|
401
Arthur J. Gallagher & Co
AJG
$76.7B
| $51.6M | 0.04% |
273,711
-10,853
| -4% | -$2.05M |
|
402
Matador Resources
MTDR
$5.89B
| $51.6M | 0.04% |
900,831
+454,973
| +102% | +$26M |
|
403
Papa John's
PZZA
$1.63B
| $51.4M | 0.04% |
624,844
-35,558
| -5% | -$2.93M |
|
404
Devon Energy
DVN
$21.8B
| $51.4M | 0.04% |
836,127
-42,904
| -5% | -$2.64M |
|
405
Williams Companies
WMB
$69.4B
| $51.4M | 0.04% |
1,563,185
-86,310
| -5% | -$2.84M |
|
|
MDC
406
DELISTED
M.D.C. Holdings, Inc.
MDC
| $51.4M | 0.04% |
1,625,714
+63,745
| +4% | +$2.01M |
|
407
Coterra Energy
CTRA
$18.2B
| $50.9M | 0.04% |
2,072,893
-306,749
| -13% | -$7.54M |
|
408
Travelers Companies
TRV
$61.8B
| $50.9M | 0.04% |
271,569
-3,438
| -1% | -$645K |
|
409
Albemarle
ALB
$8.54B
| $50.9M | 0.04% |
234,634
-73,383
| -24% | -$15.9M |
|
410
Alliant Energy
LNT
$16.5B
| $50.7M | 0.04% |
918,728
+545,855
| +146% | +$30.1M |
|
411
Sysco
SYY
$39B
| $50.6M | 0.04% |
662,488
-22,670
| -3% | -$1.73M |
|
412
Sprout Social
SPT
$912M
| $50.5M | 0.04% |
893,881
+117,567
| +15% | +$6.64M |
|
413
H.B. Fuller
FUL
$3.39B
| $49.7M | 0.04% |
694,189
-14,069
| -2% | -$1.01M |
|
414
Academy Sports + Outdoors
ASO
$3.36B
| $49.4M | 0.04% |
939,581
+368,225
| +64% | +$19.3M |
|
415
Quanta Services
PWR
$56B
| $49.3M | 0.04% |
345,961
+164,850
| +91% | +$23.5M |
|
416
Monolithic Power Systems
MPWR
$41.4B
| $49.3M | 0.04% |
139,390
-2,665
| -2% | -$942K |
|
|
HES
417
DELISTED
Hess
HES
| $49.1M | 0.04% |
346,245
-11,889
| -3% | -$1.69M |
|
418
Arista Networks
ANET
$178B
| $48.5M | 0.04% |
1,599,648
+286,932
| +22% | +$8.7M |
|
419
Exelon
EXC
$43.4B
| $48.5M | 0.04% |
1,121,078
-28,112
| -2% | -$1.22M |
|
420
Carlisle Companies
CSL
$16.8B
| $48.1M | 0.04% |
204,170
+1,696
| +0.8% | +$400K |
|
421
Lattice Semiconductor
LSCC
$9.13B
| $48.1M | 0.04% |
741,009
+205,179
| +38% | +$13.3M |
|
422
Acushnet Holdings
GOLF
$4.54B
| $48.1M | 0.04% |
1,131,935
-27,093
| -2% | -$1.15M |
|
423
Newmont
NEM
$83.4B
| $48M | 0.04% |
1,016,016
-22,540
| -2% | -$1.06M |
|
424
Biogen
BIIB
$20.7B
| $47.9M | 0.04% |
172,887
-7,845
| -4% | -$2.17M |
|
425
Neurocrine Biosciences
NBIX
$14.3B
| $47.9M | 0.04% |
400,664
+11,659
| +3% | +$1.39M |
|