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 |
TransDigm Group
TDG
|
+$406M |
| 2 |
Welltower
WELL
|
+$262M |
| 3 |
Camden Property Trust
CPT
|
+$199M |
| 4 |
Autodesk
ADSK
|
+$198M |
| 5 |
CONE
CyrusOne Inc Common Stock
CONE
|
+$193M |
Top Sells
| 1 |
Alibaba
BABA
|
+$419M |
| 2 |
Digital Realty Trust
DLR
|
+$252M |
| 3 |
DRE
Duke Realty Corp.
DRE
|
+$207M |
| 4 |
iShares MBS ETF
MBB
|
+$192M |
| 5 |
Americold
COLD
|
+$173M |
Sector Composition
| 1 | Technology | 19.05% |
| 2 | Real Estate | 15.53% |
| 3 | Financials | 15% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Healthcare | 9.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
701
Repligen
RGEN
$6.76B
| $18.4M | 0.02% |
148,708
+2,308
| +2% | +$285K |
|
702
C.H. Robinson
CHRW
$15.1B
| $18.4M | 0.02% |
232,403
+26,466
| +13% | +$2.09M |
|
703
Commerce Bancshares
CBSH
$8B
| $18.4M | 0.02% |
393,817
-5,026
| -1% | -$234K |
|
704
Integer Holdings
ITGR
$3.59B
| $18.3M | 0.02% |
250,992
-3,142
| -1% | -$230K |
|
705
CVB Financial
CVBF
$2.8B
| $18.3M | 0.02% |
976,872
-43,986
| -4% | -$824K |
|
706
Watsco
WSO
$15.8B
| $18.3M | 0.02% |
102,998
+3,584
| +4% | +$637K |
|
|
PSB
707
DELISTED
PS Business Parks, Inc.
PSB
| $18.3M | 0.02% |
137,987
+75,911
| +122% | +$10.1M |
|
708
Green Dot
GDOT
$757M
| $18.2M | 0.02% |
370,073
+11,020
| +3% | +$541K |
|
709
Thor Industries
THO
$5.66B
| $18.1M | 0.02% |
170,253
+1,265
| +0.7% | +$135K |
|
710
Itron
ITRI
$5.41B
| $18.1M | 0.02% |
273,588
+1,253
| +0.5% | +$83K |
|
711
Omnicom Group
OMC
$14.7B
| $18.1M | 0.02% |
330,949
-5,788
| -2% | -$316K |
|
712
J.M. Smucker
SJM
$11.7B
| $18M | 0.02% |
170,430
+7,061
| +4% | +$747K |
|
|
GSAH.U
713
DELISTED
GS Acquisition Holdings Corp II Units, each consisting of one share of Class A Common Stock and one-
GSAH.U
| $18M | 0.02% |
+1,800,000
| New | +$18M |
|
714
Morningstar
MORN
$10.6B
| $17.9M | 0.02% |
127,315
+62,960
| +98% | +$8.88M |
|
715
iRobot
IRBT
$107M
| $17.9M | 0.02% |
212,823
-1,662
| -0.8% | -$139K |
|
716
Lamar Advertising Co
LAMR
$12.8B
| $17.7M | 0.02% |
265,587
+106
| +0% | +$7.08K |
|
717
Ulta Beauty
ULTA
$23.1B
| $17.7M | 0.02% |
87,118
+7,214
| +9% | +$1.47M |
|
|
VG
718
DELISTED
Vonage Holdings Corporation
VG
| $17.7M | 0.02% |
1,755,750
-2,876
| -0.2% | -$28.9K |
|
719
Rogers Corp
ROG
$1.44B
| $17.7M | 0.02% |
141,675
+770
| +0.5% | +$95.9K |
|
720
Arista Networks
ANET
$189B
| $17.6M | 0.02% |
1,342,928
+59,920
| +5% | +$787K |
|
721
Capri Holdings
CPRI
$2.54B
| $17.6M | 0.02% |
1,127,424
+911,240
| +422% | +$14.2M |
|
722
NetApp
NTAP
$24.7B
| $17.6M | 0.02% |
397,048
+25,601
| +7% | +$1.14M |
|
723
Expedia Group
EXPE
$26.7B
| $17.6M | 0.02% |
214,009
+3,181
| +2% | +$261K |
|
724
Diodes
DIOD
$2.44B
| $17.6M | 0.02% |
346,226
-9,543
| -3% | -$484K |
|
725
Fabrinet
FN
$13.3B
| $17.5M | 0.02% |
280,341
-5,605
| -2% | -$350K |
|