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 |
CoStar Group
CSGP
|
+$317M |
| 2 |
Digital Realty Trust
DLR
|
+$256M |
| 3 |
American Tower
AMT
|
+$201M |
| 4 |
COR
Coresite Realty Corporation
COR
|
+$158M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$136M |
Top Sells
| 1 |
INXN
Interxion Holding N.V.
INXN
|
+$358M |
| 2 |
Wayfair
W
|
+$187M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$146M |
| 4 |
Welltower
WELL
|
+$145M |
| 5 |
Host Hotels & Resorts
HST
|
+$125M |
Sector Composition
| 1 | Technology | 17.28% |
| 2 | Real Estate | 16.9% |
| 3 | Financials | 15.46% |
| 4 | Consumer Discretionary | 10.43% |
| 5 | Healthcare | 9.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
Independent Bank
INDB
$3.49B
| $16.8M | 0.02% |
260,927
-10,646
| -4% | -$685K |
|
627
Garmin
GRMN
$45.9B
| $16.8M | 0.02% |
224,011
-5,563
| -2% | -$417K |
|
628
Masco
MAS
$15.4B
| $16.7M | 0.02% |
483,267
+23,844
| +5% | +$824K |
|
629
Reinsurance Group of America
RGA
$12.6B
| $16.7M | 0.02% |
198,202
-74,741
| -27% | -$6.29M |
|
630
Simmons First National
SFNC
$2.96B
| $16.6M | 0.02% |
902,138
-42,353
| -4% | -$779K |
|
631
Post Holdings
POST
$5.75B
| $16.6M | 0.02% |
305,180
-135,786
| -31% | -$7.37M |
|
632
Universal Display
OLED
$6.64B
| $16.5M | 0.02% |
125,329
-59,414
| -32% | -$7.83M |
|
633
Freeport-McMoran
FCX
$63B
| $16.5M | 0.02% |
2,445,814
+25,717
| +1% | +$174K |
|
634
Iridium Communications
IRDM
$2.04B
| $16.4M | 0.02% |
735,992
-30,437
| -4% | -$680K |
|
635
Franklin Electric
FELE
$4.21B
| $16.4M | 0.02% |
347,672
-17,673
| -5% | -$833K |
|
636
Cincinnati Financial
CINF
$24B
| $16.4M | 0.02% |
217,037
+1,691
| +0.8% | +$128K |
|
637
Piper Sandler
PIPR
$5.91B
| $16.3M | 0.02% |
321,403
+281
| +0.1% | +$14.2K |
|
638
Arista Networks
ANET
$178B
| $16.2M | 0.02% |
1,283,008
-525,376
| -29% | -$6.65M |
|
|
PRAH
639
DELISTED
PRA Health Sciences, Inc.
PRAH
| $16.2M | 0.02% |
195,163
-81,204
| -29% | -$6.74M |
|
640
Penumbra
PEN
$11.2B
| $16.2M | 0.02% |
100,120
-39,969
| -29% | -$6.45M |
|
641
Jones Lang LaSalle
JLL
$14.5B
| $16.1M | 0.02% |
159,718
-64,641
| -29% | -$6.53M |
|
642
W.W. Grainger
GWW
$47.6B
| $16.1M | 0.02% |
64,598
-2,252
| -3% | -$560K |
|
643
Fifth Third Bancorp
FITB
$30.1B
| $16M | 0.02% |
1,080,242
-59,807
| -5% | -$888K |
|
644
Exelixis
EXEL
$10.3B
| $16M | 0.02% |
930,771
-387,956
| -29% | -$6.68M |
|
|
STMP
645
DELISTED
Stamps.com, Inc.
STMP
| $16M | 0.02% |
123,066
-5,087
| -4% | -$662K |
|
646
ESCO Technologies
ESE
$5.19B
| $16M | 0.02% |
210,676
-11,593
| -5% | -$880K |
|
647
Integer Holdings
ITGR
$3.7B
| $16M | 0.02% |
254,134
-9,477
| -4% | -$596K |
|
648
KeyCorp
KEY
$20.9B
| $15.9M | 0.02% |
1,536,234
-59,622
| -4% | -$618K |
|
649
Arcosa
ACA
$4.69B
| $15.9M | 0.02% |
399,558
-8,485
| -2% | -$337K |
|
650
Taylor Morrison
TMHC
$6.92B
| $15.9M | 0.02% |
1,441,875
+1,365,860
| +1,797% | +$15M |
|