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 | |
|---|---|---|---|---|---|---|
|
LSI
551
DELISTED
Life Storage, Inc.
LSI
| $32.8M | 0.02% |
333,304
+4,299
| +1% | +$423K |
|
552
Casey's General Stores
CASY
$20B
| $32.8M | 0.02% |
146,101
+888
| +0.6% | +$199K |
|
553
Popular Inc
BPOP
$8.45B
| $32.8M | 0.02% |
494,058
-2,637
| -0.5% | -$175K |
|
554
Alamos Gold
AGI
$13.9B
| $32.7M | 0.02% |
3,239,500
+22,200
| +0.7% | +$224K |
|
555
Watsco
WSO
$15.8B
| $32.7M | 0.02% |
130,974
+1,452
| +1% | +$362K |
|
556
Lamar Advertising Co
LAMR
$12.8B
| $32.5M | 0.02% |
344,598
+4,607
| +1% | +$435K |
|
557
ZTO Express
ZTO
$15.4B
| $32.4M | 0.02% |
1,204,689
-585
| -0% | -$15.7K |
|
558
Global Payments
GPN
$20.6B
| $32.3M | 0.02% |
325,459
-20,251
| -6% | -$2.01M |
|
559
International Flavors & Fragrances
IFF
$16.5B
| $32.2M | 0.02% |
307,389
-11,204
| -4% | -$1.17M |
|
560
Emcor
EME
$28.4B
| $32.2M | 0.02% |
217,575
+23,556
| +12% | +$3.49M |
|
561
NOV
NOV
$4.85B
| $32.2M | 0.02% |
1,540,476
+9,104
| +0.6% | +$190K |
|
562
NNN REIT
NNN
$8.06B
| $32.2M | 0.02% |
703,113
+10,528
| +2% | +$482K |
|
563
Zimmer Biomet
ZBH
$20.3B
| $32.1M | 0.02% |
251,956
-9,230
| -4% | -$1.18M |
|
|
GRP.U
564
Granite Real Estate Investment Trust
GRP.U
$3.47B
| $32.1M | 0.02% |
629,796
-788
| -0.1% | -$40.2K |
|
|
AZPN
565
DELISTED
Aspen Technology Inc
AZPN
| $32.1M | 0.02% |
156,314
+1,620
| +1% | +$333K |
|
566
RenaissanceRe
RNR
$11.2B
| $31.7M | 0.02% |
172,096
+1,603
| +0.9% | +$295K |
|
567
StoneX
SNEX
$5.02B
| $31.7M | 0.02% |
747,533
-33,600
| -4% | -$1.42M |
|
568
Exponent
EXPO
$3.5B
| $31.6M | 0.02% |
318,980
+1,871
| +0.6% | +$185K |
|
569
Dynatrace
DT
$14.4B
| $31.6M | 0.02% |
824,295
+32,845
| +4% | +$1.26M |
|
570
PG&E
PCG
$33.5B
| $31.5M | 0.02% |
1,937,071
-59,011
| -3% | -$960K |
|
571
Federal Agricultural Mortgage
AGM
$2.15B
| $31.4M | 0.02% |
278,691
+12,811
| +5% | +$1.44M |
|
572
Owens Corning
OC
$12.8B
| $31.3M | 0.02% |
366,560
-8,784
| -2% | -$749K |
|
573
T Rowe Price
TROW
$23.4B
| $31.2M | 0.02% |
286,227
-15,239
| -5% | -$1.66M |
|
574
First Solar
FSLR
$21.9B
| $31.2M | 0.02% |
208,376
-178,930
| -46% | -$26.8M |
|
575
OGE Energy
OGE
$8.85B
| $31.1M | 0.02% |
785,807
-6,289
| -0.8% | -$249K |
|