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 Core S&P 500 ETF
IVV
|
+$158M |
| 2 |
Gaming and Leisure Properties
GLPI
|
+$122M |
| 3 |
Boston Properties
BXP
|
+$92.5M |
| 4 |
iShares MBS ETF
MBB
|
+$90.6M |
| 5 |
Extra Space Storage
EXR
|
+$77.3M |
Top Sells
| 1 |
TransDigm Group
TDG
|
+$214M |
| 2 |
Toronto Dominion Bank
TD
|
+$142M |
| 3 |
Credit Acceptance
CACC
|
+$122M |
| 4 |
Medical Properties Trust
MPW
|
+$101M |
| 5 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
+$87.4M |
Sector Composition
| 1 | Technology | 17.6% |
| 2 | Real Estate | 15.87% |
| 3 | Financials | 14.95% |
| 4 | Consumer Discretionary | 11.17% |
| 5 | Industrials | 10.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
BTEC
651
DELISTED
Principal Exchange-Traded Funds Principal Healthcare Innovators ETF
BTEC
| $28.2M | 0.02% |
846,500
-3,500
| -0.4% | -$116K |
|
652
Entergy
ETR
$38.8B
| $27.7M | 0.02% |
514,502
+15,410
| +3% | +$830K |
|
653
Axcelis
ACLS
$2.57B
| $27.7M | 0.02% |
207,722
-6,872
| -3% | -$916K |
|
654
Delta Air Lines
DAL
$40.3B
| $27.6M | 0.02% |
790,056
+141
| +0% | +$4.92K |
|
655
Sonos
SONO
$1.78B
| $27.6M | 0.02% |
1,405,763
+115,575
| +9% | +$2.27M |
|
656
Inspire Medical Systems
INSP
$2.47B
| $27.6M | 0.02% |
117,728
+12,052
| +11% | +$2.82M |
|
657
CACI
CACI
$10.4B
| $27.6M | 0.02% |
92,997
+876
| +1% | +$260K |
|
658
Lifestance Health
LFST
$2.18B
| $27.5M | 0.02% |
3,703,000
-9,471
| -0.3% | -$70.4K |
|
659
Portillo's
PTLO
$475M
| $27.5M | 0.02% |
1,285,134
+50,015
| +4% | +$1.07M |
|
660
Voya Financial
VOYA
$7.3B
| $27.4M | 0.02% |
383,941
+2,807
| +0.7% | +$201K |
|
661
Kennedy-Wilson Holdings
KW
$1.22B
| $27.4M | 0.02% |
1,648,994
+296,212
| +22% | +$4.91M |
|
662
Jones Lang LaSalle
JLL
$14.8B
| $27.3M | 0.02% |
187,879
+1,679
| +0.9% | +$244K |
|
663
Procore
PCOR
$10.6B
| $27.3M | 0.02% |
436,207
-3,514
| -0.8% | -$220K |
|
664
Old Republic International
ORI
$10B
| $27.3M | 0.02% |
1,092,064
-17,817
| -2% | -$445K |
|
|
VRN
665
DELISTED
Veren
VRN
| $27.3M | 0.02% |
3,868,050
+1,079,000
| +39% | +$7.61M |
|
666
TFI International
TFII
$7.9B
| $27.2M | 0.02% |
228,101
-58,918
| -21% | -$7.02M |
|
|
NATI
667
DELISTED
National Instruments Corp
NATI
| $27.1M | 0.02% |
516,945
+4,316
| +0.8% | +$226K |
|
668
Valmont Industries
VMI
$7.49B
| $27.1M | 0.02% |
84,729
+1,005
| +1% | +$321K |
|
669
Insight Enterprises
NSIT
$4.03B
| $27M | 0.02% |
189,067
-4,694
| -2% | -$671K |
|
670
Olin
OLN
$2.87B
| $27M | 0.02% |
486,865
-12,638
| -3% | -$701K |
|
671
Hartford Financial Services
HIG
$36.7B
| $26.9M | 0.02% |
386,398
+4,301
| +1% | +$300K |
|
672
FTI Consulting
FCN
$5.41B
| $26.9M | 0.02% |
136,247
+865
| +0.6% | +$171K |
|
673
Trade Desk
TTD
$25.4B
| $26.9M | 0.02% |
441,078
+105,937
| +32% | +$6.45M |
|
674
Onto Innovation
ONTO
$5.08B
| $26.8M | 0.02% |
305,480
-7,932
| -3% | -$697K |
|
675
Fabrinet
FN
$13.2B
| $26.8M | 0.02% |
225,248
-5,179
| -2% | -$615K |
|