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 | |
|---|---|---|---|---|---|---|
526
Illumina
ILMN
$14.7B
| $35.9M | 0.03% |
182,404
-4,658
| -2% | -$916K |
|
527
Oneok
OKE
$46.2B
| $35.9M | 0.03% |
545,778
-25,697
| -4% | -$1.69M |
|
528
FNB Corp
FNB
$5.89B
| $35.7M | 0.03% |
2,732,646
+5,815
| +0.2% | +$75.9K |
|
529
Baker Hughes
BKR
$46.3B
| $35.4M | 0.03% |
1,197,126
-56,078
| -4% | -$1.66M |
|
530
Weyerhaeuser
WY
$18.1B
| $35.1M | 0.03% |
1,133,217
-85,025
| -7% | -$2.64M |
|
531
Molina Healthcare
MOH
$9.71B
| $34.9M | 0.03% |
105,763
+33,258
| +46% | +$11M |
|
532
Applied Industrial Technologies
AIT
$9.94B
| $34.8M | 0.03% |
276,166
+31,480
| +13% | +$3.97M |
|
533
Dentsply Sirona
XRAY
$2.73B
| $34.7M | 0.03% |
1,090,804
+218,863
| +25% | +$6.97M |
|
534
Repligen
RGEN
$6.77B
| $34.6M | 0.03% |
204,099
+821
| +0.4% | +$139K |
|
535
Old Dominion Freight Line
ODFL
$30.7B
| $34.3M | 0.03% |
241,992
-4,920
| -2% | -$698K |
|
536
Huntsman Corp
HUN
$1.87B
| $34.2M | 0.03% |
1,245,823
+69,621
| +6% | +$1.91M |
|
537
State Street
STT
$31.4B
| $34.2M | 0.03% |
440,612
-16,853
| -4% | -$1.31M |
|
538
Antero Resources
AR
$10.1B
| $33.8M | 0.03% |
1,089,723
+1,056,396
| +3,170% | +$32.7M |
|
539
Wolfspeed
WOLF
$230M
| $33.6M | 0.03% |
487,105
+2,364
| +0.5% | +$163K |
|
540
Hillenbrand
HI
$1.75B
| $33.6M | 0.03% |
787,940
-6,817
| -0.9% | -$291K |
|
541
Cleveland-Cliffs
CLF
$5.62B
| $33.5M | 0.03% |
2,077,389
+2,644
| +0.1% | +$42.6K |
|
542
Penumbra
PEN
$10.6B
| $33.3M | 0.03% |
149,879
-2,199
| -1% | -$489K |
|
543
American Water Works
AWK
$27B
| $33.3M | 0.03% |
218,388
-7,944
| -4% | -$1.21M |
|
544
STAAR Surgical
STAA
$1.37B
| $33.3M | 0.03% |
685,594
-7,525
| -1% | -$365K |
|
545
Wingstop
WING
$7.84B
| $33.3M | 0.03% |
241,782
+121,027
| +100% | +$16.7M |
|
546
Genuine Parts
GPC
$19.4B
| $33.2M | 0.03% |
191,564
+5,656
| +3% | +$981K |
|
547
W.W. Grainger
GWW
$47.5B
| $33.2M | 0.03% |
59,657
-1,137
| -2% | -$632K |
|
548
Knight Transportation
KNX
$6.76B
| $33M | 0.02% |
629,824
+3,860
| +0.6% | +$202K |
|
549
Willis Towers Watson
WTW
$32.2B
| $33M | 0.02% |
134,947
-6,849
| -5% | -$1.68M |
|
550
The Ensign Group
ENSG
$9.58B
| $32.9M | 0.02% |
347,576
-3,998
| -1% | -$378K |
|