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 | |
|---|---|---|---|---|---|---|
551
TopBuild
BLD
$12.3B
| $20.4M | 0.02% |
285,325
-11,261
| -4% | -$807K |
|
|
AXE
552
DELISTED
Anixter International Inc
AXE
| $20.4M | 0.02% |
232,150
-8,325
| -3% | -$732K |
|
553
RenaissanceRe
RNR
$11.3B
| $20.4M | 0.02% |
136,570
-56,541
| -29% | -$8.44M |
|
554
Las Vegas Sands
LVS
$36.9B
| $20.3M | 0.02% |
477,836
+549
| +0.1% | +$23.3K |
|
555
LyondellBasell Industries
LYB
$17.7B
| $20.1M | 0.02% |
405,972
-30,783
| -7% | -$1.53M |
|
|
TIF
556
DELISTED
Tiffany & Co.
TIF
| $20.1M | 0.02% |
155,155
-148,366
| -49% | -$19.2M |
|
557
Emergent Biosolutions
EBS
$404M
| $20.1M | 0.02% |
347,111
-13,843
| -4% | -$801K |
|
558
Elanco Animal Health
ELAN
$9.16B
| $20.1M | 0.02% |
896,852
-3,849
| -0.4% | -$86.2K |
|
559
Cencora
COR
$56.7B
| $20.1M | 0.02% |
226,768
-26,372
| -10% | -$2.33M |
|
560
Independence Realty Trust
IRT
$4.22B
| $20M | 0.02% |
2,241,078
-4,871
| -0.2% | -$43.5K |
|
561
Nucor
NUE
$33.8B
| $20M | 0.02% |
553,908
+402
| +0.1% | +$14.5K |
|
562
OGE Energy
OGE
$8.89B
| $19.9M | 0.02% |
648,544
-256,149
| -28% | -$7.87M |
|
563
Lennox International
LII
$20.3B
| $19.9M | 0.02% |
109,619
-43,253
| -28% | -$7.86M |
|
564
Unifirst Corp
UNF
$3.3B
| $19.9M | 0.02% |
131,645
-4,151
| -3% | -$627K |
|
565
Reliance Steel & Aluminium
RS
$15.7B
| $19.8M | 0.02% |
226,457
-84,513
| -27% | -$7.4M |
|
566
Central Garden & Pet Class A
CENTA
$2.15B
| $19.7M | 0.02% |
964,313
-71,723
| -7% | -$1.47M |
|
567
Cooper Companies
COO
$13.5B
| $19.7M | 0.02% |
286,176
+1,660
| +0.6% | +$114K |
|
568
Hartford Financial Services
HIG
$37B
| $19.7M | 0.02% |
558,274
+12,857
| +2% | +$453K |
|
569
Preferred Bank
PFBC
$1.18B
| $19.6M | 0.02% |
580,529
+233,299
| +67% | +$7.89M |
|
570
PTC
PTC
$25.6B
| $19.6M | 0.02% |
320,569
-133,153
| -29% | -$8.15M |
|
571
AptarGroup
ATR
$9.13B
| $19.5M | 0.02% |
195,542
-83,531
| -30% | -$8.31M |
|
|
MXIM
572
DELISTED
Maxim Integrated Products
MXIM
| $19.4M | 0.02% |
399,719
-16,683
| -4% | -$811K |
|
573
Wingstop
WING
$8.65B
| $19.4M | 0.02% |
243,506
-8,768
| -3% | -$699K |
|
|
574
Host Hotels & Resorts
HST
$12B
| $19.4M | 0.02% |
1,753,533
-11,350,013
| -87% | -$125M |
|
575
Incyte
INCY
$16.9B
| $19.2M | 0.02% |
262,282
+359
| +0.1% | +$26.3K |
|