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 |
CoStar Group
CSGP
|
$317M |
| 2 |
Digital Realty Trust
DLR
|
$256M |
| 3 |
American Tower
AMT
|
$201M |
| 4 |
COR
Coresite Realty Corporation
COR
|
$158M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$136M |
Top Sells
| 1 |
INXN
Interxion Holding N.V.
INXN
|
$358M |
| 2 |
Wayfair
W
|
$187M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$146M |
| 4 |
Welltower
WELL
|
$145M |
| 5 |
Host Hotels & Resorts
HST
|
$125M |
Sector Composition
| 1 | Technology | 17.28% |
| 2 | Real Estate | 16.9% |
| 3 | Financials | 15.46% |
| 4 | Consumer Discretionary | 10.43% |
| 5 | Healthcare | 9.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
Neogen
NEOG
$1.24B
| $27M | 0.03% |
805,464
-37,568
| -4% | -$1.26M |
|
452
eHealth
EHTH
$126M
| $26.9M | 0.03% |
191,157
+28,402
| +17% | +$4M |
|
453
Masimo
MASI
$7.43B
| $26.7M | 0.03% |
150,926
-64,252
| -30% | -$11.4M |
|
454
Camden Property Trust
CPT
$11.7B
| $26.7M | 0.03% |
336,707
-118,695
| -26% | -$9.41M |
|
|
XEC
455
DELISTED
CIMAREX ENERGY CO
XEC
| $26.6M | 0.03% |
1,582,736
-422,102
| -21% | -$7.1M |
|
456
Raymond James Financial
RJF
$33.2B
| $26.6M | 0.03% |
631,647
+346,174
| +121% | +$14.6M |
|
457
National Health Investors
NHI
$3.68B
| $26.5M | 0.03% |
536,215
-72,175
| -12% | -$3.57M |
|
458
DTE Energy
DTE
$28.1B
| $26.5M | 0.03% |
328,004
+3,274
| +1% | +$265K |
|
459
IDEX
IEX
$12.1B
| $26.4M | 0.03% |
191,226
+10,555
| +6% | +$1.46M |
|
460
Ameren
AEE
$27B
| $26.4M | 0.03% |
362,298
-4,088
| -1% | -$298K |
|
|
BPY
461
DELISTED
Brookfield Property Partners L.P. Limited Partnership Units
BPY
| $26.3M | 0.03% |
3,257,942
-4,506
| -0.1% | -$36.3K |
|
|
CY
462
DELISTED
Cypress Semiconductor
CY
| $26.2M | 0.03% |
1,121,913
-471,180
| -30% | -$11M |
|
463
Addus HomeCare
ADUS
$2.08B
| $26M | 0.03% |
384,649
-24,938
| -6% | -$1.69M |
|
|
SYNH
464
DELISTED
Syneos Health, Inc. Class A Common Stock
SYNH
| $25.9M | 0.03% |
656,538
-256,737
| -28% | -$10.1M |
|
465
Ford
F
$46.2B
| $25.8M | 0.03% |
5,346,365
-1,956
| -0% | -$9.45K |
|
466
Cable One
CABO
$883M
| $25.8M | 0.03% |
15,664
-6,358
| -29% | -$10.5M |
|
|
UCB
467
United Community Banks, Inc.
UCB
$4.01B
| $25.7M | 0.03% |
1,401,009
-90,117
| -6% | -$1.65M |
|
468
WaFd
WAFD
$2.47B
| $25.6M | 0.03% |
987,441
-65,663
| -6% | -$1.7M |
|
469
Stifel
SF
$11.6B
| $25.4M | 0.03% |
921,918
-187,493
| -17% | -$5.16M |
|
470
Graco
GGG
$14B
| $25.3M | 0.03% |
519,618
-227,526
| -30% | -$11.1M |
|
471
Dollar Tree
DLTR
$20.8B
| $25.2M | 0.03% |
343,241
+1,591
| +0.5% | +$117K |
|
472
MasTec
MTZ
$14.2B
| $25.2M | 0.03% |
769,584
+84,385
| +12% | +$2.76M |
|
|
BCPC
473
Balchem Corporation
BCPC
$5.21B
| $25.1M | 0.03% |
254,675
-10,084
| -4% | -$995K |
|
474
Williams Companies
WMB
$70.5B
| $24.9M | 0.03% |
1,756,384
+15,914
| +0.9% | +$225K |
|
475
Nasdaq
NDAQ
$53.8B
| $24.8M | 0.03% |
783,936
+291,672
| +59% | +$9.23M |
|