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 |
CoStar Group
CSGP
|
+$317M |
| 2 |
Digital Realty Trust
DLR
|
+$256M |
| 3 |
American Tower
AMT
|
+$201M |
| 4 |
COR
Coresite Realty Corporation
COR
|
+$158M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$136M |
Top Sells
| 1 |
INXN
Interxion Holding N.V.
INXN
|
+$358M |
| 2 |
Wayfair
W
|
+$187M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$146M |
| 4 |
Welltower
WELL
|
+$145M |
| 5 |
Host Hotels & Resorts
HST
|
+$125M |
Sector Composition
| 1 | Technology | 17.28% |
| 2 | Real Estate | 16.9% |
| 3 | Financials | 15.46% |
| 4 | Consumer Discretionary | 10.43% |
| 5 | Healthcare | 9.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
701
Cirrus Logic
CRUS
$5.98B
| $14.2M | 0.02% |
216,982
-72,667
| -25% | -$4.77M |
|
702
Sonoco
SON
$4.51B
| $14.2M | 0.02% |
307,197
-127,022
| -29% | -$5.89M |
|
703
Cboe Global Markets
CBOE
$24.3B
| $14.2M | 0.02% |
158,888
+400
| +0.3% | +$35.7K |
|
704
Invesco QQQ Trust
QQQ
$369B
| $14.2M | 0.02% |
+74,428
| New | +$14.2M |
|
705
Repligen
RGEN
$6.68B
| $14.1M | 0.02% |
146,400
-60,491
| -29% | -$5.84M |
|
706
Graphic Packaging
GPK
$6.08B
| $14.1M | 0.02% |
1,152,454
-96,558
| -8% | -$1.18M |
|
707
Innospec
IOSP
$2.07B
| $14M | 0.02% |
202,117
-7,573
| -4% | -$526K |
|
708
Ulta Beauty
ULTA
$23B
| $14M | 0.02% |
79,904
-3,968
| -5% | -$697K |
|
709
Liberty Global Class A
LBTYA
$3.94B
| $14M | 0.02% |
850,314
+20,709
| +2% | +$342K |
|
710
WEX
WEX
$5.92B
| $14M | 0.02% |
133,729
-54,964
| -29% | -$5.75M |
|
711
Oshkosh
OSK
$8.7B
| $13.9M | 0.02% |
216,144
-93,924
| -30% | -$6.04M |
|
712
Hologic
HOLX
$14.8B
| $13.9M | 0.02% |
395,863
+1,280
| +0.3% | +$44.9K |
|
|
DEA
713
Easterly Government Properties
DEA
$1.03B
| $13.9M | 0.02% |
225,354
-13,110
| -5% | -$808K |
|
714
Atlanta Braves Holdings Series B
BATRK
$2.64B
| $13.9M | 0.02% |
726,750
+5,432
| +0.8% | +$104K |
|
715
Interparfums
IPAR
$3.72B
| $13.8M | 0.02% |
297,688
-28,630
| -9% | -$1.33M |
|
716
Kirby Corp
KEX
$4.9B
| $13.8M | 0.02% |
316,340
-82,362
| -21% | -$3.58M |
|
|
SBNY
717
DELISTED
Signature Bank
SBNY
| $13.7M | 0.02% |
171,006
-71,813
| -30% | -$5.77M |
|
718
NiSource
NI
$19.1B
| $13.7M | 0.02% |
550,075
+8,792
| +2% | +$220K |
|
719
Celanese
CE
$4.89B
| $13.7M | 0.02% |
186,924
+2,527
| +1% | +$185K |
|
720
Lumen
LUMN
$5.78B
| $13.7M | 0.02% |
1,444,008
+45,082
| +3% | +$426K |
|
721
Oneok
OKE
$45.2B
| $13.7M | 0.02% |
625,942
-4,747
| -0.8% | -$104K |
|
722
C.H. Robinson
CHRW
$14.9B
| $13.6M | 0.02% |
205,937
+5,370
| +3% | +$355K |
|
|
DNKN
723
DELISTED
Dunkin' Brands Group, Inc.
DNKN
| $13.6M | 0.02% |
256,541
-106,700
| -29% | -$5.67M |
|
724
Lamar Advertising Co
LAMR
$12.9B
| $13.6M | 0.02% |
265,481
-110,311
| -29% | -$5.66M |
|
|
LSI
725
DELISTED
Life Storage, Inc.
LSI
| $13.6M | 0.02% |
215,579
-88,863
| -29% | -$5.6M |
|