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 | |
|---|---|---|---|---|---|---|
726
New York Times
NYT
$9.58B
| $13.6M | 0.02% |
442,349
-184,867
| -29% | -$5.68M |
|
727
National Storage Affiliates Trust
NSA
$2.51B
| $13.6M | 0.02% |
458,849
-18,985
| -4% | -$562K |
|
728
AES
AES
$9.06B
| $13.6M | 0.02% |
998,062
+13,377
| +1% | +$182K |
|
729
XPO
XPO
$15.6B
| $13.6M | 0.02% |
804,288
-342,459
| -30% | -$5.77M |
|
730
Federal Signal
FSS
$7.59B
| $13.6M | 0.02% |
497,038
-19,760
| -4% | -$539K |
|
|
SRCL
731
DELISTED
Stericycle Inc
SRCL
| $13.6M | 0.02% |
279,066
-116,192
| -29% | -$5.64M |
|
732
SPS Commerce
SPSC
$4.19B
| $13.5M | 0.02% |
291,157
-10,447
| -3% | -$486K |
|
733
Etsy
ETSY
$5.77B
| $13.5M | 0.01% |
350,845
-153,080
| -30% | -$5.88M |
|
734
Prosperity Bancshares
PB
$6.46B
| $13.5M | 0.01% |
279,437
-128,833
| -32% | -$6.22M |
|
735
Qorvo
QRVO
$8.5B
| $13.4M | 0.01% |
166,748
-1,299
| -0.8% | -$105K |
|
736
Citizens Financial Group
CFG
$22.3B
| $13.4M | 0.01% |
711,489
+39,590
| +6% | +$745K |
|
|
CCMP
737
DELISTED
CMC Materials, Inc. Common Stock
CCMP
| $13.4M | 0.01% |
117,239
-37,077
| -24% | -$4.23M |
|
738
Old Republic International
ORI
$10B
| $13.4M | 0.01% |
875,860
-364,893
| -29% | -$5.56M |
|
739
CareTrust REIT
CTRE
$7.68B
| $13.4M | 0.01% |
902,754
-19,232
| -2% | -$284K |
|
740
Owens Corning
OC
$13B
| $13.3M | 0.01% |
343,534
-133,308
| -28% | -$5.17M |
|
741
Rogers Corp
ROG
$1.42B
| $13.3M | 0.01% |
140,905
-8,613
| -6% | -$813K |
|
742
Select Medical
SEM
$1.64B
| $13.3M | 0.01% |
1,640,728
-56,293
| -3% | -$455K |
|
743
Allegion
ALLE
$14.9B
| $13.3M | 0.01% |
144,030
-1,364
| -0.9% | -$126K |
|
744
Cabot Corp
CBT
$4.31B
| $13.2M | 0.01% |
506,545
-130,483
| -20% | -$3.41M |
|
745
MDU Resources
MDU
$3.29B
| $13.2M | 0.01% |
1,615,993
-666,269
| -29% | -$5.45M |
|
|
AEL
746
DELISTED
American Equity Investment Life Holding Company
AEL
| $13.2M | 0.01% |
702,677
-20,076
| -3% | -$377K |
|
747
LeMaitre Vascular
LMAT
$2.2B
| $13.2M | 0.01% |
528,041
-5,293
| -1% | -$132K |
|
748
ABM Industries
ABM
$2.87B
| $13.2M | 0.01% |
540,044
-19,655
| -4% | -$479K |
|
749
Merit Medical Systems
MMSI
$5.47B
| $13.1M | 0.01% |
418,865
-17,328
| -4% | -$541K |
|
750
Boston Beer
SAM
$2.45B
| $13M | 0.01% |
35,336
-11,764
| -25% | -$4.32M |
|