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 |
American Tower
AMT
|
$462M |
| 2 |
SBA Communications
SBAC
|
$330M |
| 3 |
CCC Intelligent Solutions
CCCS
|
$219M |
| 4 |
Equinix
EQIX
|
$176M |
| 5 |
Teck Resources
TECK
|
$140M |
Top Sells
| 1 |
First Industrial Realty Trust
FR
|
$216M |
| 2 |
Digital Realty Trust
DLR
|
$213M |
| 3 |
TransDigm Group
TDG
|
$207M |
| 4 |
Public Storage
PSA
|
$174M |
| 5 |
Realty Income
O
|
$149M |
Sector Composition
| 1 | Technology | 18.87% |
| 2 | Financials | 15.58% |
| 3 | Real Estate | 14.17% |
| 4 | Consumer Discretionary | 11.56% |
| 5 | Industrials | 11.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
Boise Cascade
BCC
$3.36B
| $33.7M | 0.02% |
219,658
-312
| -0.1% | -$47.9K |
|
627
Immunocore
IMCR
$1.87B
| $33.6M | 0.02% |
517,204
+33,868
| +7% | +$2.2M |
|
628
Rambus
RMBS
$8.05B
| $33.6M | 0.02% |
543,545
-332,863
| -38% | -$20.6M |
|
629
Installed Building Products
IBP
$7.44B
| $33.6M | 0.02% |
129,794
+1,469
| +1% | +$380K |
|
630
Coterra Energy
CTRA
$18.3B
| $33.5M | 0.02% |
1,203,043
-1,212,149
| -50% | -$33.8M |
|
631
T Rowe Price
TROW
$23.8B
| $33.5M | 0.02% |
274,433
+4,046
| +1% | +$493K |
|
632
Knight Transportation
KNX
$7B
| $33.4M | 0.02% |
607,334
+15,478
| +3% | +$852K |
|
633
BridgeBio Pharma
BBIO
$10.2B
| $33.2M | 0.02% |
1,073,187
+129,703
| +14% | +$4.01M |
|
634
Bruker
BRKR
$4.68B
| $33M | 0.02% |
351,519
+5,942
| +2% | +$558K |
|
635
Aaon
AAON
$6.62B
| $33M | 0.02% |
374,150
+7,144
| +2% | +$629K |
|
636
Crocs
CROX
$4.72B
| $32.9M | 0.02% |
229,019
-18,759
| -8% | -$2.7M |
|
637
Abercrombie & Fitch
ANF
$4.49B
| $32.8M | 0.02% |
262,012
+28
| +0% | +$3.51K |
|
638
iShares Global Infrastructure ETF
IGF
$7.99B
| $32.7M | 0.02% |
687,291
+78,225
| +13% | +$3.73M |
|
639
Boston Properties
BXP
$12.2B
| $32.6M | 0.02% |
498,733
+259,074
| +108% | +$16.9M |
|
|
AZPN
640
DELISTED
Aspen Technology Inc
AZPN
| $32.6M | 0.02% |
152,692
+8,743
| +6% | +$1.86M |
|
641
Penumbra
PEN
$11B
| $32.5M | 0.02% |
145,741
+2,760
| +2% | +$616K |
|
642
Axon Enterprise
AXON
$57.2B
| $32.4M | 0.02% |
103,608
+4,052
| +4% | +$1.27M |
|
643
KBR
KBR
$6.4B
| $32.4M | 0.02% |
509,083
+11,462
| +2% | +$730K |
|
644
First Horizon
FHN
$11.3B
| $32.4M | 0.02% |
2,104,283
+52,944
| +3% | +$815K |
|
645
Papa John's
PZZA
$1.58B
| $32.4M | 0.02% |
486,210
-3,267
| -0.7% | -$218K |
|
646
Visteon
VC
$3.41B
| $32.3M | 0.02% |
274,848
+25,080
| +10% | +$2.95M |
|
647
Huntsman Corp
HUN
$1.95B
| $32.2M | 0.02% |
1,236,741
-40,222
| -3% | -$1.05M |
|
648
Aramark
ARMK
$10.2B
| $32.1M | 0.02% |
988,354
+31,612
| +3% | +$1.03M |
|
649
Apollo Global Management
APO
$75.3B
| $31.9M | 0.02% |
283,604
-24,182
| -8% | -$2.72M |
|
650
SM Energy
SM
$3.09B
| $31.9M | 0.02% |
639,680
+33,214
| +5% | +$1.66M |
|