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
|
+$742M |
| 2 |
Healthpeak Properties
DOC
|
+$351M |
| 3 |
Arthur J. Gallagher & Co
AJG
|
+$317M |
| 4 |
Equity Lifestyle Properties
ELS
|
+$256M |
| 5 |
TransDigm Group
TDG
|
+$235M |
Top Sells
| 1 |
Adobe
ADBE
|
+$508M |
| 2 |
SBA Communications
SBAC
|
+$445M |
| 3 |
Brookfield
BN
|
+$391M |
| 4 |
Alexandria Real Estate Equities
ARE
|
+$291M |
| 5 |
Sun Communities
SUI
|
+$288M |
Sector Composition
| 1 | Technology | 20.2% |
| 2 | Financials | 16.62% |
| 3 | Real Estate | 12.83% |
| 4 | Consumer Discretionary | 11.84% |
| 5 | Industrials | 10.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
676
PTC
PTC
$24.5B
| $28.1M | 0.02% |
152,814
+3,743
| +3% | +$688K |
|
677
Ciena
CIEN
$18.4B
| $28.1M | 0.02% |
331,122
-1,546
| -0.5% | -$131K |
|
678
Saia
SAIA
$8.19B
| $28M | 0.02% |
61,457
-489
| -0.8% | -$223K |
|
679
CareTrust REIT
CTRE
$7.54B
| $28M | 0.02% |
1,034,814
+196,508
| +23% | +$5.32M |
|
680
Texas Roadhouse
TXRH
$11B
| $28M | 0.02% |
155,096
-757
| -0.5% | -$137K |
|
681
Lifestance Health
LFST
$2.01B
| $27.9M | 0.02% |
3,788,706
-328,060
| -8% | -$2.42M |
|
682
BGC Group
BGC
$4.76B
| $27.8M | 0.02% |
3,069,484
+426,976
| +16% | +$3.87M |
|
683
InterDigital
IDCC
$7.7B
| $27.8M | 0.02% |
143,373
+6,357
| +5% | +$1.23M |
|
684
RBC Bearings
RBC
$11.9B
| $27.7M | 0.02% |
92,649
+4,854
| +6% | +$1.45M |
|
685
WD-40
WDFC
$2.85B
| $27.7M | 0.02% |
114,033
+6,073
| +6% | +$1.47M |
|
686
Encompass Health
EHC
$12.6B
| $27.6M | 0.02% |
299,227
+1,404
| +0.5% | +$130K |
|
687
Tenet Healthcare
THC
$16.9B
| $27.5M | 0.02% |
218,002
-3,847
| -2% | -$486K |
|
688
Texas Pacific Land
TPL
$21.6B
| $27.5M | 0.02% |
24,861
-21,241
| -46% | -$23.5M |
|
689
Stantec
STN
$12.4B
| $27.4M | 0.01% |
349,580
+71,100
| +26% | +$5.58M |
|
690
CMS Energy
CMS
$21.3B
| $27.4M | 0.01% |
410,908
+2,577
| +0.6% | +$172K |
|
691
W.P. Carey
WPC
$14.8B
| $27.3M | 0.01% |
501,566
-5,122
| -1% | -$279K |
|
692
Cincinnati Financial
CINF
$23.8B
| $27.2M | 0.01% |
189,447
-1,702
| -0.9% | -$245K |
|
693
Inspire Medical Systems
INSP
$2.33B
| $27.1M | 0.01% |
146,310
+5,221
| +4% | +$968K |
|
694
Globant
GLOB
$2.52B
| $27.1M | 0.01% |
126,199
+95,848
| +316% | +$20.6M |
|
695
Iovance Biotherapeutics
IOVA
$861M
| $27M | 0.01% |
3,646,787
-386,397
| -10% | -$2.86M |
|
696
Huntington Bancshares
HBAN
$25.8B
| $27M | 0.01% |
1,657,335
-86,022
| -5% | -$1.4M |
|
|
BCPC
697
Balchem Corporation
BCPC
$5.05B
| $26.9M | 0.01% |
164,915
+5,639
| +4% | +$919K |
|
698
Warner Bros
WBD
$31B
| $26.8M | 0.01% |
2,533,449
-46,122
| -2% | -$488K |
|
699
Clean Harbors
CLH
$12.6B
| $26.7M | 0.01% |
116,155
-1,340
| -1% | -$308K |
|
700
ITT
ITT
$13.6B
| $26.7M | 0.01% |
186,849
-2,402
| -1% | -$343K |
|