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 Core S&P 500 ETF
IVV
|
$158M |
| 2 |
Gaming and Leisure Properties
GLPI
|
$122M |
| 3 |
Boston Properties
BXP
|
$92.5M |
| 4 |
iShares MBS ETF
MBB
|
$90.6M |
| 5 |
Extra Space Storage
EXR
|
$77.3M |
Top Sells
| 1 |
TransDigm Group
TDG
|
$214M |
| 2 |
Toronto Dominion Bank
TD
|
$142M |
| 3 |
Credit Acceptance
CACC
|
$122M |
| 4 |
Medical Properties Trust
MPW
|
$101M |
| 5 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
$87.4M |
Sector Composition
| 1 | Technology | 17.6% |
| 2 | Real Estate | 15.87% |
| 3 | Financials | 14.95% |
| 4 | Consumer Discretionary | 11.17% |
| 5 | Industrials | 10.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
551
Oneok
OKE
$45.7B
| $34.8M | 0.02% |
547,787
+2,009
| +0.4% | +$128K |
|
552
Essent Group
ESNT
$6.29B
| $34.7M | 0.02% |
867,110
+404,148
| +87% | +$16.2M |
|
553
RenaissanceRe
RNR
$11.3B
| $34.7M | 0.02% |
173,120
+1,024
| +0.6% | +$205K |
|
554
American Water Works
AWK
$28B
| $34.6M | 0.02% |
236,410
+18,022
| +8% | +$2.64M |
|
555
Trex
TREX
$6.93B
| $34.6M | 0.02% |
710,148
+6,250
| +0.9% | +$304K |
|
556
Lamar Advertising Co
LAMR
$13B
| $34.5M | 0.02% |
345,798
+1,200
| +0.3% | +$120K |
|
557
Repligen
RGEN
$7.01B
| $34.5M | 0.02% |
204,965
+866
| +0.4% | +$146K |
|
558
American Financial Group
AFG
$11.6B
| $34.5M | 0.02% |
283,899
+5,393
| +2% | +$655K |
|
559
Brown-Forman Class B
BF.B
$13.7B
| $34.3M | 0.02% |
534,061
-15,801
| -3% | -$1.02M |
|
560
Cencora
COR
$56.7B
| $34.3M | 0.02% |
213,997
-67,059
| -24% | -$10.7M |
|
561
Dick's Sporting Goods
DKS
$17.7B
| $34.2M | 0.02% |
240,785
+18,316
| +8% | +$2.6M |
|
562
Rambus
RMBS
$8.05B
| $34M | 0.02% |
663,528
-16,205
| -2% | -$831K |
|
563
DigitalOcean
DOCN
$2.98B
| $34M | 0.02% |
868,092
-14,564
| -2% | -$570K |
|
564
Global Payments
GPN
$21.3B
| $34M | 0.02% |
323,072
-2,387
| -0.7% | -$251K |
|
565
West Pharmaceutical
WST
$18B
| $34M | 0.02% |
98,051
-105
| -0.1% | -$36.4K |
|
566
Meritage Homes
MTH
$5.89B
| $33.8M | 0.02% |
579,396
-3,900
| -0.7% | -$228K |
|
567
Royal Gold
RGLD
$12.2B
| $33.7M | 0.02% |
259,835
+2,270
| +0.9% | +$294K |
|
568
SPS Commerce
SPSC
$4.19B
| $33.6M | 0.02% |
220,789
-5,158
| -2% | -$786K |
|
569
Churchill Downs
CHDN
$7.18B
| $33.6M | 0.02% |
261,602
+548
| +0.2% | +$70.4K |
|
570
Flywire
FLYW
$1.59B
| $33.6M | 0.02% |
1,142,827
+87,035
| +8% | +$2.56M |
|
571
Las Vegas Sands
LVS
$36.9B
| $33.5M | 0.02% |
583,898
+185,227
| +46% | +$10.6M |
|
572
MarketAxess Holdings
MKTX
$7.01B
| $33.5M | 0.02% |
85,560
+35,337
| +70% | +$13.8M |
|
573
Autoliv
ALV
$9.58B
| $33.4M | 0.02% |
357,690
+298,751
| +507% | +$27.9M |
|
574
Crocs
CROX
$4.72B
| $33.3M | 0.02% |
263,351
-2,004
| -0.8% | -$253K |
|
575
Zimmer Biomet
ZBH
$20.9B
| $33.2M | 0.02% |
257,120
+5,164
| +2% | +$667K |
|