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 |
Alibaba
BABA
|
$205M |
| 2 |
Boston Properties
BXP
|
$179M |
| 3 |
Domino's
DPZ
|
$178M |
| 4 |
VICI Properties
VICI
|
$124M |
| 5 |
Vail Resorts
MTN
|
$115M |
Top Sells
| 1 |
O'Reilly Automotive
ORLY
|
$127M |
| 2 |
CDK
CDK Global, Inc.
CDK
|
$124M |
| 3 |
SBA Communications
SBAC
|
$118M |
| 4 |
Steris
STE
|
$116M |
| 5 |
Equinix
EQIX
|
$111M |
Sector Composition
| 1 | Real Estate | 16.13% |
| 2 | Financials | 15.66% |
| 3 | Technology | 14.58% |
| 4 | Consumer Discretionary | 11.38% |
| 5 | Industrials | 9.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
576
LPL Financial
LPLA
$26.6B
| $28.4M | 0.03% |
407,105
+202,515
| +99% | +$14.1M |
|
577
Universal Display
OLED
$6.91B
| $28.3M | 0.03% |
185,058
+2,684
| +1% | +$410K |
|
578
Carvana
CVNA
$50.9B
| $28.3M | 0.03% |
486,995
-131,625
| -21% | -$7.64M |
|
579
EchoStar
SATS
$19.3B
| $28.1M | 0.03% |
951,352
-27,908
| -3% | -$824K |
|
580
Medifast
MED
$149M
| $27.8M | 0.03% |
218,084
+2,648
| +1% | +$338K |
|
581
Chemours
CC
$2.34B
| $27.7M | 0.03% |
746,595
-10,155
| -1% | -$377K |
|
|
CERN
582
DELISTED
Cerner Corp
CERN
| $27.7M | 0.03% |
484,445
-13,929
| -3% | -$797K |
|
|
AZPN
583
DELISTED
ASPEN TECHNOLOGY INC
AZPN
| $27.6M | 0.03% |
265,076
+7,133
| +3% | +$744K |
|
|
DNKN
584
DELISTED
Dunkin' Brands Group, Inc.
DNKN
| $27.6M | 0.03% |
367,692
+3,026
| +0.8% | +$227K |
|
585
Waters Corp
WAT
$18.2B
| $27.6M | 0.03% |
109,610
-5,005
| -4% | -$1.26M |
|
586
Glacier Bancorp
GBCI
$5.88B
| $27.5M | 0.03% |
685,507
-8,190
| -1% | -$328K |
|
587
Hartford Financial Services
HIG
$37B
| $27.4M | 0.03% |
551,596
+6,221
| +1% | +$309K |
|
588
Omnicom Group
OMC
$15.4B
| $27.4M | 0.03% |
375,496
+25,362
| +7% | +$1.85M |
|
589
Caleres
CAL
$531M
| $27.2M | 0.03% |
1,102,760
-17,327
| -2% | -$428K |
|
590
Sonoco
SON
$4.56B
| $27.2M | 0.03% |
441,267
+3,301
| +0.8% | +$203K |
|
591
Celanese
CE
$5.34B
| $27.2M | 0.03% |
275,324
-12,730
| -4% | -$1.26M |
|
592
Bio-Rad Laboratories Class A
BIO
$8B
| $27.1M | 0.03% |
88,719
-951
| -1% | -$291K |
|
593
iRobot
IRBT
$102M
| $27M | 0.03% |
229,113
-1,575
| -0.7% | -$185K |
|
|
HZNP
594
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
| $26.9M | 0.03% |
1,018,574
+175,901
| +21% | +$4.65M |
|
595
RenaissanceRe
RNR
$11.3B
| $26.8M | 0.02% |
186,614
+13,382
| +8% | +$1.92M |
|
596
Wolverine World Wide
WWW
$2.59B
| $26.8M | 0.02% |
749,181
-34,589
| -4% | -$1.24M |
|
597
Community Bank
CBU
$3.17B
| $26.6M | 0.02% |
445,073
-3,691
| -0.8% | -$221K |
|
|
WLH
598
DELISTED
WILLIAM LYON HOMES
WLH
| $26.6M | 0.02% |
1,729,301
-31,219
| -2% | -$480K |
|
|
AUD
599
DELISTED
Audacy, Inc.
AUD
| $26.5M | 0.02% |
5,049,516
+289,503
| +6% | +$1.52M |
|
600
Old Republic International
ORI
$10.1B
| $26.4M | 0.02% |
1,262,365
+3,378
| +0.3% | +$70.7K |
|