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
|
+$158M |
| 2 |
Gaming and Leisure Properties
GLPI
|
+$122M |
| 3 |
Boston Properties
BXP
|
+$92.5M |
| 4 |
iShares MBS ETF
MBB
|
+$90.6M |
| 5 |
Extra Space Storage
EXR
|
+$77.3M |
Top Sells
| 1 |
TransDigm Group
TDG
|
+$214M |
| 2 |
Toronto Dominion Bank
TD
|
+$142M |
| 3 |
Credit Acceptance
CACC
|
+$122M |
| 4 |
Medical Properties Trust
MPW
|
+$101M |
| 5 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
+$87.4M |
Sector Composition
| 1 | Technology | 17.6% |
| 2 | Real Estate | 15.87% |
| 3 | Financials | 14.95% |
| 4 | Consumer Discretionary | 11.17% |
| 5 | Industrials | 10.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
701
Bombardier Recreational Products
DOOO
$4.99B
| $25.7M | 0.02% |
328,568
-55
| -0% | -$4.3K |
|
702
Hologic
HOLX
$14.8B
| $25.6M | 0.02% |
317,492
+2,374
| +0.8% | +$192K |
|
703
Descartes Systems
DSGX
$9.19B
| $25.6M | 0.02% |
317,100
-33,700
| -10% | -$2.72M |
|
704
Brixmor Property Group
BRX
$8.5B
| $25.5M | 0.02% |
1,186,838
+10,601
| +0.9% | +$228K |
|
705
Landstar System
LSTR
$4.56B
| $25.5M | 0.02% |
142,454
+480
| +0.3% | +$86K |
|
706
Core & Main
CNM
$9.43B
| $25.4M | 0.02% |
1,101,134
-757,768
| -41% | -$17.5M |
|
707
Tenet Healthcare
THC
$17B
| $25.4M | 0.02% |
427,724
+3,866
| +0.9% | +$230K |
|
708
Omega Healthcare
OHI
$12.8B
| $25.4M | 0.02% |
927,188
+8,587
| +0.9% | +$235K |
|
709
Range Resources
RRC
$8.11B
| $25.3M | 0.02% |
956,771
-158,809
| -14% | -$4.2M |
|
710
New York Times
NYT
$9.58B
| $25.3M | 0.02% |
651,291
+5,827
| +0.9% | +$227K |
|
711
Antero Resources
AR
$9.94B
| $25.3M | 0.02% |
1,094,883
+5,160
| +0.5% | +$119K |
|
712
Skechers
SKX
$9.5B
| $25.2M | 0.02% |
531,344
+4,386
| +0.8% | +$208K |
|
713
Hewlett Packard
HPE
$31.5B
| $25.2M | 0.02% |
1,578,980
+32,718
| +2% | +$521K |
|
|
SRC
714
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
| $25.2M | 0.02% |
631,289
+3,105
| +0.5% | +$124K |
|
715
Vanguard Long-Term Bond ETF
BLV
$5.67B
| $25.1M | 0.02% |
327,535
-3,356
| -1% | -$257K |
|
716
M&T Bank
MTB
$31.1B
| $25.1M | 0.02% |
209,749
-1,153
| -0.5% | -$138K |
|
717
PPL Corp
PPL
$26.4B
| $25.1M | 0.02% |
902,279
+17,852
| +2% | +$496K |
|
718
iShares MSCI World ETF
URTH
$5.66B
| $25M | 0.02% |
212,139
+50,617
| +31% | +$5.96M |
|
719
Exelixis
EXEL
$10.3B
| $24.9M | 0.02% |
1,284,076
+10,859
| +0.9% | +$211K |
|
720
Labcorp
LH
$23B
| $24.9M | 0.02% |
126,357
+824
| +0.7% | +$162K |
|
|
BCPC
721
Balchem Corporation
BCPC
$5.26B
| $24.9M | 0.02% |
196,768
-4,578
| -2% | -$579K |
|
722
Kellanova
K
$27.6B
| $24.8M | 0.02% |
394,289
+3,254
| +0.8% | +$205K |
|
723
Lithia Motors
LAD
$8.71B
| $24.8M | 0.02% |
108,177
+975
| +0.9% | +$223K |
|
724
Skyworks Solutions
SWKS
$11.2B
| $24.6M | 0.02% |
208,651
+4,964
| +2% | +$586K |
|
725
Toll Brothers
TOL
$14B
| $24.6M | 0.02% |
409,415
-7,275
| -2% | -$437K |
|