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 | |
|---|---|---|---|---|---|---|
576
Corning
GLW
$61B
| $33.2M | 0.02% |
940,735
+7,689
| +0.8% | +$271K |
|
577
Alamos Gold
AGI
$13.5B
| $33.1M | 0.02% |
2,717,900
-521,600
| -16% | -$6.36M |
|
578
Weyerhaeuser
WY
$18.9B
| $33.1M | 0.02% |
1,099,323
-33,894
| -3% | -$1.02M |
|
579
T Rowe Price
TROW
$23.8B
| $33M | 0.02% |
292,500
+6,273
| +2% | +$708K |
|
580
Edison International
EIX
$21B
| $33M | 0.02% |
467,314
+9,308
| +2% | +$657K |
|
581
Foot Locker
FL
$2.29B
| $32.9M | 0.02% |
829,445
+477,257
| +136% | +$18.9M |
|
582
CDW
CDW
$22.2B
| $32.9M | 0.02% |
168,753
-33,035
| -16% | -$6.44M |
|
583
State Street
STT
$32B
| $32.7M | 0.02% |
431,673
-8,939
| -2% | -$677K |
|
584
Lear
LEA
$5.91B
| $32.6M | 0.02% |
233,987
+2,188
| +0.9% | +$305K |
|
585
Genuine Parts
GPC
$19.4B
| $32.6M | 0.02% |
194,878
+3,314
| +2% | +$554K |
|
586
The Ensign Group
ENSG
$10B
| $32.6M | 0.02% |
340,996
-6,580
| -2% | -$629K |
|
587
Morningstar
MORN
$10.8B
| $32.6M | 0.02% |
160,328
-20,217
| -11% | -$4.1M |
|
588
CVB Financial
CVBF
$2.8B
| $32.5M | 0.02% |
1,950,629
+497,153
| +34% | +$8.29M |
|
589
Dover
DOV
$24.4B
| $32.5M | 0.02% |
213,605
+25,472
| +14% | +$3.87M |
|
590
Chord Energy
CHRD
$5.92B
| $32.3M | 0.02% |
239,973
+49,747
| +26% | +$6.7M |
|
591
Schwab US TIPS ETF
SCHP
$14B
| $32.3M | 0.02% |
1,204,638
+428,650
| +55% | +$11.5M |
|
|
SWAV
592
DELISTED
Shockwave Medical, Inc. Common Stock
SWAV
| $32.1M | 0.02% |
148,189
-229
| -0.2% | -$49.7K |
|
593
Atkore
ATKR
$1.99B
| $32.1M | 0.02% |
228,322
-1,724
| -0.7% | -$242K |
|
594
iShares MSCI EAFE ETF
EFA
$66.2B
| $32M | 0.02% |
448,051
+95,400
| +27% | +$6.82M |
|
595
Wolfspeed
WOLF
$196M
| $32M | 0.02% |
492,287
+5,182
| +1% | +$337K |
|
596
PG&E
PCG
$33.2B
| $32M | 0.02% |
1,976,433
+39,362
| +2% | +$636K |
|
597
Guidewire Software
GWRE
$22B
| $31.9M | 0.02% |
389,126
-296,079
| -43% | -$24.3M |
|
598
Casey's General Stores
CASY
$18.8B
| $31.9M | 0.02% |
147,435
+1,334
| +0.9% | +$289K |
|
599
StoneX
SNEX
$5.37B
| $31.9M | 0.02% |
693,324
-54,209
| -7% | -$2.49M |
|
600
NNN REIT
NNN
$8.18B
| $31.8M | 0.02% |
720,180
+17,067
| +2% | +$754K |
|