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 |
Digital Realty Trust
DLR
|
+$398M |
| 2 |
Brookfield Asset Management
BAM
|
+$357M |
| 3 |
Gaming and Leisure Properties
GLPI
|
+$250M |
| 4 |
Welltower
WELL
|
+$222M |
| 5 |
Yum China
YUMC
|
+$182M |
Top Sells
| 1 |
STOR
STORE Capital Corporation
STOR
|
+$368M |
| 2 |
Equinix
EQIX
|
+$246M |
| 3 |
Brookfield
BN
|
+$220M |
| 4 |
Guidewire Software
GWRE
|
+$202M |
| 5 |
Lennar Class A
LEN
|
+$150M |
Sector Composition
| 1 | Real Estate | 16.55% |
| 2 | Technology | 15.81% |
| 3 | Financials | 15.77% |
| 4 | Industrials | 10.77% |
| 5 | Consumer Discretionary | 10.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
AptarGroup
ATR
$8.98B
| $28.2M | 0.02% |
256,109
+1,304
| +0.5% | +$143K |
|
627
WEX
WEX
$5.81B
| $28.2M | 0.02% |
172,054
-392
| -0.2% | -$64.2K |
|
628
Entergy
ETR
$39.5B
| $28.1M | 0.02% |
499,092
-30,576
| -6% | -$1.72M |
|
629
Independent Bank
INDB
$3.46B
| $28M | 0.02% |
331,735
-4,013
| -1% | -$339K |
|
630
DTE Energy
DTE
$28.2B
| $27.9M | 0.02% |
237,602
-9,990
| -4% | -$1.17M |
|
631
Range Resources
RRC
$8.3B
| $27.9M | 0.02% |
1,115,580
+135,289
| +14% | +$3.38M |
|
632
CACI
CACI
$10.7B
| $27.7M | 0.02% |
92,121
+862
| +0.9% | +$259K |
|
633
Valmont Industries
VMI
$7.45B
| $27.7M | 0.02% |
83,724
+502
| +0.6% | +$166K |
|
634
Churchill Downs
CHDN
$6.77B
| $27.6M | 0.02% |
261,054
+1,350
| +0.5% | +$143K |
|
|
SJI
635
DELISTED
South Jersey Industries, Inc.
SJI
| $27.6M | 0.02% |
775,907
+20,773
| +3% | +$738K |
|
636
SM Energy
SM
$3.14B
| $27.5M | 0.02% |
788,548
-6,758
| -0.8% | -$235K |
|
637
Liberty Broadband Class C
LBRDK
$8.67B
| $27.4M | 0.02% |
359,462
-1,857,367
| -84% | -$142M |
|
638
FirstEnergy
FE
$25B
| $27.4M | 0.02% |
652,248
-23,617
| -3% | -$990K |
|
639
Fortive
FTV
$16.2B
| $27.3M | 0.02% |
425,040
-18,154
| -4% | -$1.17M |
|
640
eBay
EBAY
$41.7B
| $27.2M | 0.02% |
656,357
-30,003
| -4% | -$1.24M |
|
|
AMED
641
DELISTED
Amedisys
AMED
| $27.1M | 0.02% |
324,373
+434
| +0.1% | +$36.3K |
|
642
Bruker
BRKR
$4.63B
| $27.1M | 0.02% |
396,459
+2,318
| +0.6% | +$158K |
|
643
Fifth Third Bancorp
FITB
$30.1B
| $27.1M | 0.02% |
825,000
-29,773
| -3% | -$977K |
|
644
LyondellBasell Industries
LYB
$17.5B
| $27M | 0.02% |
325,402
-12,851
| -4% | -$1.07M |
|
645
DoubleVerify
DV
$2.26B
| $26.9M | 0.02% |
1,225,008
+406,906
| +50% | +$8.94M |
|
646
Meritage Homes
MTH
$5.59B
| $26.9M | 0.02% |
583,296
+132,646
| +29% | +$6.11M |
|
647
Old Republic International
ORI
$9.92B
| $26.8M | 0.02% |
1,109,881
-10,032
| -0.9% | -$242K |
|
648
Dick's Sporting Goods
DKS
$20.4B
| $26.8M | 0.02% |
222,469
-5,918
| -3% | -$712K |
|
649
Medifast
MED
$152M
| $26.7M | 0.02% |
231,335
-8,031
| -3% | -$926K |
|
650
Brixmor Property Group
BRX
$8.51B
| $26.7M | 0.02% |
1,176,237
+8,152
| +0.7% | +$185K |
|