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 | |
|---|---|---|---|---|---|---|
|
BFS
676
Saul Centers
BFS
$812M
| $30.3M | 0.02% |
786,842
-267,545
| -25% | -$10.3M |
|
677
Cytokinetics
CYTK
$6.34B
| $30.3M | 0.02% |
431,556
-89,616
| -17% | -$6.28M |
|
678
AAR Corp
AIR
$2.71B
| $30.3M | 0.02% |
505,352
+11,350
| +2% | +$680K |
|
679
Old Republic International
ORI
$10.1B
| $30.2M | 0.02% |
981,853
+24,465
| +3% | +$752K |
|
680
LyondellBasell Industries
LYB
$17.7B
| $30.2M | 0.02% |
294,813
+4,182
| +1% | +$428K |
|
681
Royal Gold
RGLD
$12.2B
| $30.1M | 0.02% |
247,380
+6,201
| +3% | +$755K |
|
682
Murphy USA
MUSA
$7.47B
| $30.1M | 0.02% |
71,752
-7,469
| -9% | -$3.13M |
|
683
Academy Sports + Outdoors
ASO
$3.39B
| $30M | 0.02% |
444,479
+18,585
| +4% | +$1.26M |
|
684
Iovance Biotherapeutics
IOVA
$901M
| $29.7M | 0.02% |
2,005,905
-630,422
| -24% | -$9.34M |
|
685
HealthEquity
HQY
$7.88B
| $29.7M | 0.02% |
364,051
+13,385
| +4% | +$1.09M |
|
686
Broadridge
BR
$29.4B
| $29.6M | 0.02% |
144,494
+2,296
| +2% | +$470K |
|
687
Viking Therapeutics
VKTX
$3.03B
| $29.6M | 0.02% |
360,839
+349,725
| +3,147% | +$28.7M |
|
688
NetApp
NTAP
$23.7B
| $29.6M | 0.02% |
281,719
+7,728
| +3% | +$811K |
|
689
Avantor
AVTR
$9.07B
| $29.6M | 0.02% |
1,156,375
+1,113,844
| +2,619% | +$28.5M |
|
690
International Flavors & Fragrances
IFF
$16.9B
| $29.5M | 0.02% |
343,569
+55,770
| +19% | +$4.8M |
|
691
Corning
GLW
$61B
| $29.5M | 0.02% |
895,480
+12,625
| +1% | +$416K |
|
692
RBC Bearings
RBC
$12.2B
| $29.5M | 0.02% |
109,143
-6,492
| -6% | -$1.76M |
|
693
Omega Healthcare
OHI
$12.7B
| $29.3M | 0.02% |
923,767
+24,279
| +3% | +$769K |
|
694
Garmin
GRMN
$45.7B
| $29.2M | 0.02% |
195,984
+2,371
| +1% | +$353K |
|
695
Mr. Cooper
COOP
$13.6B
| $29.1M | 0.02% |
373,347
+30,260
| +9% | +$2.36M |
|
696
Teradyne
TER
$19.1B
| $29M | 0.02% |
257,021
+3,698
| +1% | +$417K |
|
697
M&T Bank
MTB
$31.2B
| $29M | 0.02% |
199,259
+2,901
| +1% | +$422K |
|
698
NOV
NOV
$4.95B
| $29M | 0.02% |
1,483,554
+37,361
| +3% | +$729K |
|
|
VRN
699
DELISTED
Veren
VRN
| $28.9M | 0.02% |
3,532,960
-194,690
| -5% | -$1.59M |
|
700
Paylocity
PCTY
$9.62B
| $28.7M | 0.02% |
167,287
+3,523
| +2% | +$605K |
|