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 | |
|---|---|---|---|---|---|---|
726
Aaon
AAON
$6.59B
| $24.6M | 0.02% |
380,898
-7,988
| -2% | -$515K |
|
727
MDU Resources
MDU
$3.28B
| $24.5M | 0.02% |
2,116,000
+19,159
| +0.9% | +$222K |
|
728
Clorox
CLX
$15.4B
| $24.5M | 0.02% |
154,630
-1,266
| -0.8% | -$200K |
|
729
Lantheus
LNTH
$3.65B
| $24.4M | 0.02% |
295,870
+1,848
| +0.6% | +$153K |
|
730
Atmos Energy
ATO
$26.3B
| $24.4M | 0.02% |
217,100
+11,399
| +6% | +$1.28M |
|
|
FLG
731
Flagstar Financial, Inc.
FLG
$5.35B
| $24.4M | 0.02% |
898,272
+9,248
| +1% | +$251K |
|
732
Cardinal Health
CAH
$36B
| $24.3M | 0.02% |
322,056
-3,782
| -1% | -$286K |
|
733
First Advantage
FA
$2.81B
| $24M | 0.02% |
1,719,949
-8,732
| -0.5% | -$122K |
|
734
Mobileye
MBLY
$12.1B
| $24M | 0.02% |
554,456
+30,621
| +6% | +$1.32M |
|
|
AMED
735
DELISTED
Amedisys
AMED
| $24M | 0.02% |
326,134
+1,761
| +0.5% | +$130K |
|
736
Cirrus Logic
CRUS
$6.03B
| $23.9M | 0.02% |
218,691
+2,697
| +1% | +$295K |
|
737
Polaris
PII
$3.35B
| $23.9M | 0.02% |
215,970
+878
| +0.4% | +$97.1K |
|
738
Vanguard Real Estate ETF
VNQ
$34.4B
| $23.8M | 0.02% |
287,133
+79,293
| +38% | +$6.58M |
|
739
Valvoline
VVV
$5.08B
| $23.8M | 0.02% |
681,647
-18,324
| -3% | -$640K |
|
740
SEI Investments
SEIC
$10.8B
| $23.8M | 0.02% |
413,189
+1,718
| +0.4% | +$98.9K |
|
741
Wyndham Hotels & Resorts
WH
$6.71B
| $23.7M | 0.02% |
349,849
+1,427
| +0.4% | +$96.8K |
|
742
CenterPoint Energy
CNP
$24.4B
| $23.7M | 0.02% |
804,008
+23,099
| +3% | +$680K |
|
743
Southwest Airlines
LUV
$16.7B
| $23.7M | 0.02% |
727,710
+14,869
| +2% | +$484K |
|
744
Airbnb
ABNB
$75.8B
| $23.6M | 0.02% |
189,987
+161,205
| +560% | +$20.1M |
|
745
GXO Logistics
GXO
$5.98B
| $23.6M | 0.02% |
468,378
+3,974
| +0.9% | +$201K |
|
746
Baxter International
BAX
$12.4B
| $23.6M | 0.02% |
581,476
+8,724
| +2% | +$354K |
|
747
Sonoco
SON
$4.55B
| $23.5M | 0.02% |
385,917
+3,490
| +0.9% | +$213K |
|
748
Liberty Broadband Class C
LBRDK
$8.68B
| $23.5M | 0.02% |
287,858
-71,604
| -20% | -$5.85M |
|
749
Broadridge
BR
$29.7B
| $23.5M | 0.02% |
160,443
+403
| +0.3% | +$59.1K |
|
|
NVRO
750
DELISTED
NEVRO CORP.
NVRO
| $23.5M | 0.02% |
649,956
-114,561
| -15% | -$4.14M |
|