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 |
TransDigm Group
TDG
|
+$406M |
| 2 |
Welltower
WELL
|
+$262M |
| 3 |
Camden Property Trust
CPT
|
+$199M |
| 4 |
Autodesk
ADSK
|
+$198M |
| 5 |
CONE
CyrusOne Inc Common Stock
CONE
|
+$193M |
Top Sells
| 1 |
Alibaba
BABA
|
+$419M |
| 2 |
Digital Realty Trust
DLR
|
+$252M |
| 3 |
DRE
Duke Realty Corp.
DRE
|
+$207M |
| 4 |
iShares MBS ETF
MBB
|
+$192M |
| 5 |
Americold
COLD
|
+$173M |
Sector Composition
| 1 | Technology | 19.05% |
| 2 | Real Estate | 15.53% |
| 3 | Financials | 15% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Healthcare | 9.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
751
Purple Innovation
PRPL
$116M
| $16.7M | 0.01% |
926,043
+440,229
| +91% | +$7.92M |
|
752
ScottsMiracle-Gro
SMG
$3.5B
| $16.6M | 0.01% |
123,595
+6,481
| +6% | +$872K |
|
|
LHCG
753
DELISTED
LHC Group LLC
LHCG
| $16.5M | 0.01% |
94,731
-135,274
| -59% | -$23.6M |
|
754
Jones Lang LaSalle
JLL
$14.6B
| $16.5M | 0.01% |
159,318
-400
| -0.3% | -$41.4K |
|
755
Polaris
PII
$3.29B
| $16.5M | 0.01% |
177,903
-74
| -0% | -$6.85K |
|
756
Fortune Brands Innovations
FBIN
$7.05B
| $16.5M | 0.01% |
301,187
+43,648
| +17% | +$2.38M |
|
757
Paylocity
PCTY
$9.34B
| $16.4M | 0.01% |
112,614
+107,699
| +2,191% | +$15.7M |
|
758
United Therapeutics
UTHR
$17.9B
| $16.4M | 0.01% |
135,677
-31,141
| -19% | -$3.77M |
|
759
Revvity
RVTY
$9.58B
| $16.4M | 0.01% |
167,345
+5,496
| +3% | +$539K |
|
|
CLGX
760
DELISTED
Corelogic, Inc.
CLGX
| $16.4M | 0.01% |
244,118
-3,820
| -2% | -$257K |
|
761
Jacobs Solutions
J
$17.3B
| $16.4M | 0.01% |
233,924
-1,032
| -0.4% | -$72.4K |
|
762
Macy's
M
$4.56B
| $16.3M | 0.01% |
2,363,628
+1,908,743
| +420% | +$13.1M |
|
763
Boston Beer
SAM
$2.39B
| $16.2M | 0.01% |
30,137
-5,199
| -15% | -$2.79M |
|
764
Sonoco
SON
$4.54B
| $16.2M | 0.01% |
308,919
+1,722
| +0.6% | +$90K |
|
765
Columbia Banking Systems
COLB
$7.84B
| $16.1M | 0.01% |
569,418
-4,542
| -0.8% | -$129K |
|
766
American Financial Group
AFG
$11.4B
| $16.1M | 0.01% |
254,301
+7,522
| +3% | +$477K |
|
767
Knight Transportation
KNX
$6.76B
| $16.1M | 0.01% |
386,745
+22,890
| +6% | +$955K |
|
768
ITT
ITT
$13.6B
| $16.1M | 0.01% |
274,584
+838
| +0.3% | +$49.2K |
|
769
United Rentals
URI
$60.8B
| $16M | 0.01% |
107,333
-4,673
| -4% | -$696K |
|
770
Oshkosh
OSK
$8.75B
| $15.8M | 0.01% |
221,187
+5,043
| +2% | +$361K |
|
771
Caleres
CAL
$527M
| $15.8M | 0.01% |
1,898,630
+939,840
| +98% | +$7.84M |
|
772
Seagate
STX
$41.1B
| $15.8M | 0.01% |
326,776
+3,422
| +1% | +$166K |
|
|
WRK
773
DELISTED
WestRock Company
WRK
| $15.8M | 0.01% |
559,127
+42,393
| +8% | +$1.2M |
|
774
Plexus
PLXS
$3.71B
| $15.8M | 0.01% |
223,530
-3,525
| -2% | -$249K |
|
775
Brinker International
EAT
$6.88B
| $15.8M | 0.01% |
656,854
+509,006
| +344% | +$12.2M |
|