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 |
American Tower
AMT
|
+$462M |
| 2 |
SBA Communications
SBAC
|
+$330M |
| 3 |
CCC Intelligent Solutions
CCCS
|
+$219M |
| 4 |
Equinix
EQIX
|
+$176M |
| 5 |
Teck Resources
TECK
|
+$140M |
Top Sells
| 1 |
First Industrial Realty Trust
FR
|
+$216M |
| 2 |
Digital Realty Trust
DLR
|
+$213M |
| 3 |
TransDigm Group
TDG
|
+$207M |
| 4 |
Public Storage
PSA
|
+$174M |
| 5 |
Realty Income
O
|
+$149M |
Sector Composition
| 1 | Technology | 18.87% |
| 2 | Financials | 15.58% |
| 3 | Real Estate | 14.17% |
| 4 | Consumer Discretionary | 11.56% |
| 5 | Industrials | 11.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
726
FTI Consulting
FCN
$5.41B
| $27.6M | 0.02% |
131,147
+674
| +0.5% | +$142K |
|
727
Cboe Global Markets
CBOE
$24.3B
| $27.4M | 0.02% |
149,273
+4,794
| +3% | +$881K |
|
728
Air Lease Corp
AL
$7.11B
| $27.4M | 0.02% |
532,886
+526,363
| +8,069% | +$27.1M |
|
729
American Water Works
AWK
$27.3B
| $27.4M | 0.02% |
224,236
+3,508
| +2% | +$429K |
|
730
State Street
STT
$31.8B
| $27.3M | 0.02% |
353,193
-2,294
| -0.6% | -$177K |
|
731
Tencent Music
TME
$38.9B
| $27.2M | 0.02% |
+2,432,212
| New | +$27.2M |
|
732
Exelixis
EXEL
$10.3B
| $27.2M | 0.02% |
1,146,157
-5,782
| -0.5% | -$137K |
|
733
Take-Two Interactive
TTWO
$45.7B
| $27.2M | 0.02% |
183,137
-57,141
| -24% | -$8.48M |
|
734
Corpay
CPAY
$22.1B
| $27.2M | 0.02% |
88,062
+897
| +1% | +$277K |
|
735
Hewlett Packard
HPE
$31.5B
| $27.1M | 0.02% |
1,527,973
+72,674
| +5% | +$1.29M |
|
736
PBF Energy
PBF
$3.47B
| $27.1M | 0.02% |
470,470
+1,336
| +0.3% | +$76.9K |
|
737
Ciena
CIEN
$17.3B
| $27M | 0.02% |
546,087
+3,263
| +0.6% | +$161K |
|
738
CF Industries
CF
$13.7B
| $27M | 0.02% |
324,236
+7,823
| +2% | +$651K |
|
739
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.4B
| $26.8M | 0.02% |
346,505
+99,974
| +41% | +$7.73M |
|
740
Shake Shack
SHAK
$3.96B
| $26.7M | 0.02% |
257,129
-6,127
| -2% | -$637K |
|
|
BCPC
741
Balchem Corporation
BCPC
$5.14B
| $26.7M | 0.02% |
172,546
-1,196
| -0.7% | -$185K |
|
|
BTEC
742
DELISTED
Principal Exchange-Traded Funds Principal Healthcare Innovators ETF
BTEC
| $26.7M | 0.02% |
700,000
-146,500
| -17% | -$5.59M |
|
743
New York Times
NYT
$9.48B
| $26.6M | 0.02% |
616,090
+15,483
| +3% | +$669K |
|
744
Olin
OLN
$2.91B
| $26.6M | 0.02% |
452,760
+2,816
| +0.6% | +$166K |
|
745
Radian Group
RDN
$4.72B
| $26.6M | 0.02% |
795,294
-92,893
| -10% | -$3.11M |
|
746
Brixmor Property Group
BRX
$8.52B
| $26.5M | 0.02% |
1,131,757
+28,207
| +3% | +$661K |
|
747
Genuine Parts
GPC
$19.3B
| $26.5M | 0.02% |
171,225
-191
| -0.1% | -$29.6K |
|
748
Alkermes
ALKS
$4.6B
| $26.5M | 0.02% |
978,551
+39,009
| +4% | +$1.06M |
|
|
BERY
749
DELISTED
Berry Global Group, Inc.
BERY
| $26.4M | 0.02% |
475,393
+3,104
| +0.7% | +$172K |
|
750
Vontier
VNT
$6.25B
| $26.4M | 0.02% |
582,044
+13,095
| +2% | +$594K |
|