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 |
Digital Realty Trust
DLR
|
+$398M |
| 2 |
Brookfield Asset Management
BAM
|
+$357M |
| 3 |
Gaming and Leisure Properties
GLPI
|
+$250M |
| 4 |
Welltower
WELL
|
+$222M |
| 5 |
Yum China
YUMC
|
+$182M |
Top Sells
| 1 |
STOR
STORE Capital Corporation
STOR
|
+$368M |
| 2 |
Equinix
EQIX
|
+$246M |
| 3 |
Brookfield
BN
|
+$220M |
| 4 |
Guidewire Software
GWRE
|
+$202M |
| 5 |
Lennar Class A
LEN
|
+$150M |
Sector Composition
| 1 | Real Estate | 16.55% |
| 2 | Technology | 15.81% |
| 3 | Financials | 15.77% |
| 4 | Industrials | 10.77% |
| 5 | Consumer Discretionary | 10.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
701
Regions Financial
RF
$24.2B
| $24.2M | 0.02% |
1,122,344
-41,134
| -4% | -$887K |
|
702
MDU Resources
MDU
$3.33B
| $24.2M | 0.02% |
2,096,841
+12,465
| +0.6% | +$144K |
|
703
Amcor
AMCR
$19.1B
| $24.1M | 0.02% |
2,026,512
-115,279
| -5% | -$1.37M |
|
704
Stantec
STN
$12.7B
| $24M | 0.02% |
501,950
-41,250
| -8% | -$1.98M |
|
705
Independence Realty Trust
IRT
$4.13B
| $24M | 0.02% |
1,425,478
-151,216
| -10% | -$2.55M |
|
706
Southwest Airlines
LUV
$16.6B
| $24M | 0.02% |
712,841
-25,527
| -3% | -$859K |
|
707
SEI Investments
SEIC
$10.8B
| $24M | 0.02% |
411,471
+83
| +0% | +$4.84K |
|
708
Saic
SAIC
$4.78B
| $24M | 0.02% |
216,243
-17,173
| -7% | -$1.91M |
|
709
Vanguard Long-Term Bond ETF
BLV
$5.74B
| $24M | 0.02% |
330,891
+672
| +0.2% | +$48.7K |
|
710
SSR Mining
SSRM
$4.51B
| $23.9M | 0.02% |
1,526,529
+326,786
| +27% | +$5.11M |
|
711
ATI
ATI
$10.5B
| $23.8M | 0.02% |
796,860
-7,795
| -1% | -$233K |
|
712
Liberty Broadband Class A
LBRDA
$8.6B
| $23.7M | 0.02% |
312,835
-452,506
| -59% | -$34.3M |
|
713
Saia
SAIA
$8.39B
| $23.7M | 0.02% |
112,989
+8,099
| +8% | +$1.7M |
|
|
TWNK
714
DELISTED
Hostess Brands, Inc. Class A Common Stock
TWNK
| $23.6M | 0.02% |
1,053,236
+137,549
| +15% | +$3.09M |
|
715
Hologic
HOLX
$14.7B
| $23.6M | 0.02% |
315,118
-13,605
| -4% | -$1.02M |
|
716
HealthEquity
HQY
$7.98B
| $23.5M | 0.02% |
380,608
+39,179
| +11% | +$2.41M |
|
717
Voya Financial
VOYA
$7.35B
| $23.4M | 0.02% |
381,134
-643
| -0.2% | -$39.5K |
|
718
CenterPoint Energy
CNP
$24.8B
| $23.4M | 0.02% |
780,909
-42,891
| -5% | -$1.29M |
|
719
Affiliated Managers Group
AMG
$6.72B
| $23.4M | 0.02% |
147,745
-1,315
| -0.9% | -$208K |
|
720
Encompass Health
EHC
$12.7B
| $23.4M | 0.02% |
391,167
+2,338
| +0.6% | +$140K |
|
721
Bio-Techne
TECH
$8.09B
| $23.3M | 0.02% |
281,008
+4,384
| +2% | +$363K |
|
722
Citizens Financial Group
CFG
$22.4B
| $23.3M | 0.02% |
591,004
-25,063
| -4% | -$987K |
|
723
J.M. Smucker
SJM
$11.8B
| $23.3M | 0.02% |
146,803
-2,268
| -2% | -$359K |
|
724
Sonoco
SON
$4.56B
| $23.2M | 0.02% |
382,427
+2,245
| +0.6% | +$136K |
|
725
AES
AES
$9.22B
| $23.2M | 0.02% |
805,784
-26,148
| -3% | -$752K |
|