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 |
Welltower
WELL
|
+$193M |
| 2 |
SRC
SPIRIT REALTY CAPITAL, INC.
SRC
|
+$130M |
| 3 |
Regency Centers
REG
|
+$128M |
| 4 |
Extra Space Storage
EXR
|
+$115M |
| 5 |
Walmart
WMT
|
+$91.2M |
Top Sells
| 1 |
Ventas
VTR
|
+$223M |
| 2 |
Public Storage
PSA
|
+$177M |
| 3 |
Signet Jewelers
SIG
|
+$144M |
| 4 |
Host Hotels & Resorts
HST
|
+$128M |
| 5 |
ARG
AIRGAS INC
ARG
|
+$128M |
Sector Composition
| 1 | Real Estate | 16.66% |
| 2 | Financials | 16.07% |
| 3 | Technology | 11.9% |
| 4 | Consumer Discretionary | 10.37% |
| 5 | Healthcare | 10.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
576
Vulcan Materials
VMC
$38.9B
| $20.5M | 0.03% |
193,792
+3,105
| +2% | +$328K |
|
577
Fifth Third Bancorp
FITB
$30.2B
| $20.4M | 0.03% |
1,224,690
+41,026
| +3% | +$685K |
|
|
PRAH
578
DELISTED
PRA Health Sciences, Inc.
PRAH
| $20.4M | 0.03% |
477,778
+3,075
| +0.6% | +$131K |
|
579
Royal Caribbean
RCL
$93.8B
| $20.4M | 0.03% |
248,128
+1,915
| +0.8% | +$157K |
|
580
HNI Corp
HNI
$2.07B
| $20.4M | 0.03% |
520,190
+87,526
| +20% | +$3.43M |
|
|
USCR
581
DELISTED
U S Concrete, Inc.
USCR
| $20.3M | 0.03% |
340,963
+62,276
| +22% | +$3.71M |
|
582
Pediatrix Medical
MD
$1.46B
| $20.2M | 0.03% |
313,036
-154,234
| -33% | -$9.97M |
|
583
Marriott International Class A Common Stock
MAR
$72B
| $20.2M | 0.03% |
284,027
+2,298
| +0.8% | +$164K |
|
|
NBL
584
DELISTED
Noble Energy, Inc.
NBL
| $20.1M | 0.03% |
638,517
+17,195
| +3% | +$540K |
|
|
TUP
585
DELISTED
Tupperware Brands Corporation
TUP
| $20M | 0.03% |
345,159
-47,797
| -12% | -$2.77M |
|
586
SEI Investments
SEIC
$10.8B
| $20M | 0.03% |
464,789
+19,856
| +4% | +$855K |
|
587
Flowserve
FLS
$7.37B
| $20M | 0.03% |
449,488
+45,465
| +11% | +$2.02M |
|
588
Polaris
PII
$3.23B
| $20M | 0.03% |
202,621
+6,233
| +3% | +$614K |
|
589
Arrow Electronics
ARW
$6.52B
| $20M | 0.03% |
309,779
+7,314
| +2% | +$471K |
|
590
Bread Financial
BFH
$3.02B
| $19.9M | 0.03% |
113,379
+4,334
| +4% | +$761K |
|
591
Campbell Soup
CPB
$9.84B
| $19.9M | 0.03% |
311,983
-22,057
| -7% | -$1.41M |
|
592
W.W. Grainger
GWW
$47.7B
| $19.9M | 0.03% |
85,249
+722
| +0.9% | +$169K |
|
|
LHO
593
DELISTED
LaSalle Hotel Properties
LHO
| $19.8M | 0.03% |
782,930
-75,112
| -9% | -$1.9M |
|
|
TXNM
594
TXNM Energy, Inc.
TXNM
$5.99B
| $19.8M | 0.03% |
586,844
-31,874
| -5% | -$1.07M |
|
595
Garmin
GRMN
$45.8B
| $19.8M | 0.03% |
494,824
-113,256
| -19% | -$4.53M |
|
596
Franklin Resources
BEN
$12.8B
| $19.7M | 0.03% |
505,266
+2,958
| +0.6% | +$116K |
|
597
Chipotle Mexican Grill
CMG
$52.5B
| $19.6M | 0.03% |
2,085,050
-130,450
| -6% | -$1.23M |
|
598
Agilent Technologies
A
$35.7B
| $19.5M | 0.03% |
489,559
+9,205
| +2% | +$367K |
|
599
Texas Roadhouse
TXRH
$11.1B
| $19.5M | 0.03% |
446,728
+21,176
| +5% | +$923K |
|
600
Invesco
IVZ
$9.95B
| $19.4M | 0.03% |
631,308
+26,012
| +4% | +$800K |
|