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 MBS ETF
MBB
|
+$250M |
| 2 |
Host Hotels & Resorts
HST
|
+$201M |
| 3 |
Wayfair
W
|
+$173M |
| 4 |
AerCap
AER
|
+$120M |
| 5 |
Fastenal
FAST
|
+$104M |
Top Sells
| 1 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
+$223M |
| 2 |
SRC
SPIRIT REALTY CAPITAL, INC.
SRC
|
+$182M |
| 3 |
Apple
AAPL
|
+$142M |
| 4 |
Scotiabank
BNS
|
+$129M |
| 5 |
Applied Materials
AMAT
|
+$111M |
Sector Composition
| 1 | Real Estate | 16.64% |
| 2 | Financials | 16.14% |
| 3 | Technology | 14.77% |
| 4 | Consumer Discretionary | 11.12% |
| 5 | Industrials | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
601
Commerce Bancshares
CBSH
$8B
| $26.2M | 0.02% |
578,651
+8,393
| +1% | +$380K |
|
602
Viavi Solutions
VIAV
$2.66B
| $26.1M | 0.02% |
1,866,304
-21,944
| -1% | -$307K |
|
603
Best Buy
BBY
$16.1B
| $26.1M | 0.02% |
378,535
-23,486
| -6% | -$1.62M |
|
604
Arthur J. Gallagher & Co
AJG
$75.2B
| $26M | 0.02% |
289,869
+1,396
| +0.5% | +$125K |
|
605
Unifirst Corp
UNF
$3.17B
| $25.8M | 0.02% |
132,418
-839
| -0.6% | -$164K |
|
606
Casey's General Stores
CASY
$20B
| $25.8M | 0.02% |
160,000
-2,012
| -1% | -$324K |
|
607
Aecom
ACM
$16.6B
| $25.7M | 0.02% |
684,093
-10,640
| -2% | -$400K |
|
608
Toll Brothers
TOL
$13.8B
| $25.5M | 0.02% |
622,098
-39,691
| -6% | -$1.63M |
|
609
Avista
AVA
$2.94B
| $25.5M | 0.02% |
526,292
-1,035
| -0.2% | -$50.1K |
|
610
Equifax
EFX
$30.3B
| $25.5M | 0.02% |
181,108
+7,665
| +4% | +$1.08M |
|
611
UDR
UDR
$12.7B
| $25.4M | 0.02% |
524,740
+25,275
| +5% | +$1.23M |
|
612
Darden Restaurants
DRI
$24.7B
| $25.4M | 0.02% |
215,179
+726
| +0.3% | +$85.8K |
|
|
JBTM
613
JBT Marel Corporation
JBTM
$7.09B
| $25.4M | 0.02% |
255,244
-2,755
| -1% | -$274K |
|
|
AZPN
614
DELISTED
ASPEN TECHNOLOGY INC
AZPN
| $25.3M | 0.02% |
205,862
-29,330
| -12% | -$3.61M |
|
615
Evergy
EVRG
$16.5B
| $25.3M | 0.02% |
380,626
-1,424,316
| -79% | -$94.8M |
|
|
FLG
616
Flagstar Financial, Inc.
FLG
$5.24B
| $25.3M | 0.02% |
672,167
-15,646
| -2% | -$589K |
|
617
Sonoco
SON
$4.54B
| $25.3M | 0.02% |
434,639
-8,453
| -2% | -$492K |
|
618
Omnicell
OMCL
$1.46B
| $25.2M | 0.02% |
349,022
+919
| +0.3% | +$66.4K |
|
619
Freeport-McMoran
FCX
$64.4B
| $25.1M | 0.02% |
2,627,297
+47,302
| +2% | +$453K |
|
|
MXIM
620
DELISTED
Maxim Integrated Products
MXIM
| $25M | 0.02% |
431,876
+14,748
| +4% | +$854K |
|
621
Citizens Financial Group
CFG
$22.3B
| $25M | 0.02% |
705,899
-59,415
| -8% | -$2.1M |
|
622
Labcorp
LH
$22.7B
| $24.9M | 0.02% |
172,806
-1,434
| -0.8% | -$207K |
|
|
MDSO
623
DELISTED
Medidata Solutions, Inc.
MDSO
| $24.9M | 0.02% |
272,375
-6,596
| -2% | -$604K |
|
|
BDN
624
Brandywine Realty Trust
BDN
$761M
| $24.9M | 0.02% |
1,642,750
-105,579
| -6% | -$1.6M |
|
625
Kraft Heinz
KHC
$31.5B
| $24.9M | 0.02% |
889,980
+9,459
| +1% | +$264K |
|