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 MBS ETF
MBB
|
+$250M |
| 2 |
Host Hotels & Resorts
HST
|
+$201M |
| 3 |
Wayfair
W
|
+$173M |
| 4 |
AerCap
AER
|
+$120M |
| 5 |
Fastenal
FAST
|
+$104M |
Top Sells
| 1 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
+$223M |
| 2 |
SRC
SPIRIT REALTY CAPITAL, INC.
SRC
|
+$182M |
| 3 |
Apple
AAPL
|
+$142M |
| 4 |
Scotiabank
BNS
|
+$129M |
| 5 |
Applied Materials
AMAT
|
+$111M |
Sector Composition
| 1 | Real Estate | 16.64% |
| 2 | Financials | 16.14% |
| 3 | Technology | 14.77% |
| 4 | Consumer Discretionary | 11.12% |
| 5 | Industrials | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
501
Hartford Financial Services
HIG
$36.7B
| $33.5M | 0.03% |
552,193
-22
| -0% | -$1.33K |
|
502
Vermilion Energy
VET
$1.13B
| $33.3M | 0.03% |
1,992,137
-54,317
| -3% | -$908K |
|
503
SEI Investments
SEIC
$10.8B
| $33.3M | 0.03% |
561,502
-21,344
| -4% | -$1.26M |
|
504
Advanced Energy
AEIS
$5.84B
| $33.2M | 0.03% |
578,664
-1,334
| -0.2% | -$76.6K |
|
|
ALXN
505
DELISTED
Alexion Pharmaceuticals Inc
ALXN
| $33.2M | 0.03% |
339,031
-1,892
| -0.6% | -$185K |
|
506
AptarGroup
ATR
$9.11B
| $33.1M | 0.03% |
279,419
-1,549
| -0.6% | -$183K |
|
507
EXL Service
EXLS
$7.14B
| $33M | 0.03% |
2,466,570
-16,740
| -0.7% | -$224K |
|
|
CERN
508
DELISTED
Cerner Corp
CERN
| $33M | 0.03% |
484,314
-12,812
| -3% | -$873K |
|
509
Aptiv
APTV
$17.9B
| $32.9M | 0.03% |
376,628
-4,460
| -1% | -$390K |
|
510
Independence Realty Trust
IRT
$4.18B
| $32.9M | 0.03% |
2,299,853
+13,485
| +0.6% | +$193K |
|
511
Hewlett Packard
HPE
$31.5B
| $32.8M | 0.03% |
2,164,005
-127,012
| -6% | -$1.93M |
|
512
Fifth Third Bancorp
FITB
$30.1B
| $32.6M | 0.03% |
1,189,627
+55,395
| +5% | +$1.52M |
|
513
Bio-Techne
TECH
$8.42B
| $32.5M | 0.03% |
664,456
-11,248
| -2% | -$550K |
|
514
Corning
GLW
$62B
| $32.5M | 0.03% |
1,139,344
-31,859
| -3% | -$909K |
|
515
Kirby Corp
KEX
$4.98B
| $32.5M | 0.03% |
395,164
+24,780
| +7% | +$2.04M |
|
516
Addus HomeCare
ADUS
$2.11B
| $32.2M | 0.03% |
405,649
+98,861
| +32% | +$7.84M |
|
517
Stanley Black & Decker
SWK
$12.1B
| $32.1M | 0.03% |
222,504
+680
| +0.3% | +$98.2K |
|
518
International Paper
IP
$25B
| $32.1M | 0.03% |
809,628
+61,183
| +8% | +$2.42M |
|
519
American States Water
AWR
$2.83B
| $32.1M | 0.03% |
356,806
+8,236
| +2% | +$740K |
|
520
Masimo
MASI
$8.08B
| $32M | 0.03% |
215,363
-4,484
| -2% | -$667K |
|
521
SolarEdge
SEDG
$1.78B
| $31.8M | 0.03% |
380,211
+20,253
| +6% | +$1.7M |
|
522
Regeneron Pharmaceuticals
REGN
$59B
| $31.8M | 0.03% |
114,487
+1,639
| +1% | +$455K |
|
523
Post Holdings
POST
$5.77B
| $31.6M | 0.03% |
455,738
+4,862
| +1% | +$337K |
|
524
EnerSys
ENS
$3.92B
| $31.4M | 0.03% |
476,696
-6,341
| -1% | -$418K |
|
525
Gentex
GNTX
$6.3B
| $31.4M | 0.03% |
1,140,673
-52,642
| -4% | -$1.45M |
|