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 | |
|---|---|---|---|---|---|---|
651
Inspire Medical Systems
INSP
$2.33B
| $26.6M | 0.02% |
105,676
+98,364
| +1,345% | +$24.8M |
|
652
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$54.9B
| $26.6M | 0.02% |
342,571
-230,655
| -40% | -$17.9M |
|
653
Olin
OLN
$2.92B
| $26.4M | 0.02% |
499,503
-26,802
| -5% | -$1.42M |
|
654
ITT
ITT
$13.6B
| $26.3M | 0.02% |
324,436
+1,872
| +0.6% | +$152K |
|
655
Kellanova
K
$27.5B
| $26.2M | 0.02% |
391,035
-24,427
| -6% | -$1.63M |
|
656
iShares Global Infrastructure ETF
IGF
$8.12B
| $26.1M | 0.02% |
569,616
-539,509
| -49% | -$24.7M |
|
657
Atkore
ATKR
$2.04B
| $26.1M | 0.02% |
230,046
+23,608
| +11% | +$2.68M |
|
|
AJRD
658
DELISTED
Aerojet Rocketdyne Holdings, Inc.
AJRD
| $26.1M | 0.02% |
466,108
-3,043
| -0.6% | -$170K |
|
659
Chord Energy
CHRD
$6.1B
| $26M | 0.02% |
190,226
+8,207
| +5% | +$1.12M |
|
660
Prosperity Bancshares
PB
$6.4B
| $26M | 0.02% |
357,739
+2,421
| +0.7% | +$176K |
|
661
Insmed
INSM
$30.8B
| $26M | 0.02% |
1,300,529
-26,416
| -2% | -$528K |
|
662
Delta Air Lines
DAL
$40.1B
| $26M | 0.02% |
789,915
-11,035
| -1% | -$363K |
|
663
The Bancorp
TBBK
$3.5B
| $25.9M | 0.02% |
913,085
-17,548
| -2% | -$498K |
|
664
PPL Corp
PPL
$26.5B
| $25.8M | 0.02% |
884,427
-32,168
| -4% | -$940K |
|
665
Flywire
FLYW
$1.62B
| $25.8M | 0.02% |
1,055,792
+92,660
| +10% | +$2.27M |
|
666
Warner Bros
WBD
$31B
| $25.8M | 0.02% |
2,722,376
-51,945
| -2% | -$492K |
|
667
Arrow Electronics
ARW
$6.54B
| $25.7M | 0.02% |
245,652
-4,609
| -2% | -$482K |
|
668
Omega Healthcare
OHI
$12.6B
| $25.7M | 0.02% |
918,601
+5,663
| +0.6% | +$158K |
|
669
WD-40
WDFC
$2.85B
| $25.7M | 0.02% |
159,188
-43,028
| -21% | -$6.94M |
|
670
McCormick & Company Non-Voting
MKC
$18.4B
| $25.6M | 0.02% |
309,289
-27,479
| -8% | -$2.28M |
|
671
Teradyne
TER
$18.7B
| $25.5M | 0.02% |
291,796
-13,328
| -4% | -$1.16M |
|
672
Iridium Communications
IRDM
$1.91B
| $25.5M | 0.02% |
495,808
-3,634
| -0.7% | -$187K |
|
673
Dover
DOV
$24.1B
| $25.5M | 0.02% |
188,133
-42,994
| -19% | -$5.82M |
|
674
Ingersoll Rand
IR
$31.9B
| $25.4M | 0.02% |
486,366
-15,877
| -3% | -$830K |
|
675
Waters Corp
WAT
$17.4B
| $25.4M | 0.02% |
74,150
-1,889
| -2% | -$647K |
|