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 |
Digital Realty Trust
DLR
|
+$398M |
| 2 |
Brookfield Asset Management
BAM
|
+$357M |
| 3 |
Gaming and Leisure Properties
GLPI
|
+$250M |
| 4 |
Welltower
WELL
|
+$222M |
| 5 |
Yum China
YUMC
|
+$182M |
Top Sells
| 1 |
STOR
STORE Capital Corporation
STOR
|
+$368M |
| 2 |
Equinix
EQIX
|
+$246M |
| 3 |
Brookfield
BN
|
+$220M |
| 4 |
Guidewire Software
GWRE
|
+$202M |
| 5 |
Lennar Class A
LEN
|
+$150M |
Sector Composition
| 1 | Real Estate | 16.55% |
| 2 | Technology | 15.81% |
| 3 | Financials | 15.77% |
| 4 | Industrials | 10.77% |
| 5 | Consumer Discretionary | 10.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
751
H&R Block
HRB
$6.91B
| $22.4M | 0.02% |
614,153
-68,939
| -10% | -$2.52M |
|
|
NEX
752
DELISTED
NexTier Oilfield Solutions Inc.
NEX
| $22.4M | 0.02% |
2,425,557
+96,175
| +4% | +$889K |
|
753
Frontier Communications
FYBR
$9.36B
| $22.3M | 0.02% |
876,462
+4,789
| +0.5% | +$122K |
|
754
IDEX
IEX
$12.4B
| $22.3M | 0.02% |
97,685
-3,527
| -3% | -$805K |
|
755
Skechers
SKX
$9.5B
| $22.1M | 0.02% |
526,958
+1,109
| +0.2% | +$46.5K |
|
756
Western Union
WU
$2.73B
| $22M | 0.02% |
1,600,084
+14,975
| +0.9% | +$206K |
|
757
Pinnacle Financial Partners
PNFP
$7.53B
| $22M | 0.02% |
299,715
+1,907
| +0.6% | +$140K |
|
758
Steel Dynamics
STLD
$19.8B
| $22M | 0.02% |
224,960
-471,743
| -68% | -$46.1M |
|
759
Omnicom Group
OMC
$14.9B
| $22M | 0.02% |
269,113
-15,574
| -5% | -$1.27M |
|
760
Lithia Motors
LAD
$8.79B
| $21.9M | 0.02% |
107,202
-111
| -0.1% | -$22.7K |
|
761
Wintrust Financial
WTFC
$9.11B
| $21.9M | 0.02% |
259,682
+22,950
| +10% | +$1.94M |
|
762
Macy's
M
$4.66B
| $21.9M | 0.02% |
1,062,687
+10,560
| +1% | +$218K |
|
|
LTHM
763
DELISTED
Livent Corporation
LTHM
| $21.9M | 0.02% |
1,103,923
-5,783
| -0.5% | -$115K |
|
764
Yeti Holdings
YETI
$2.96B
| $21.9M | 0.02% |
530,694
-8,644
| -2% | -$357K |
|
765
Clorox
CLX
$15.2B
| $21.9M | 0.02% |
155,896
-21,579
| -12% | -$3.03M |
|
766
Sonos
SONO
$1.82B
| $21.8M | 0.02% |
1,290,188
+68,858
| +6% | +$1.16M |
|
767
Wabtec
WAB
$32.7B
| $21.8M | 0.02% |
218,401
-7,956
| -4% | -$794K |
|
768
Mid-America Apartment Communities
MAA
$16.7B
| $21.8M | 0.02% |
138,604
-5,046
| -4% | -$792K |
|
769
Diodes
DIOD
$2.49B
| $21.7M | 0.02% |
285,433
-3,120
| -1% | -$238K |
|
770
Polaris
PII
$3.37B
| $21.7M | 0.02% |
215,092
-3,388
| -2% | -$342K |
|
771
Harley-Davidson
HOG
$3.73B
| $21.7M | 0.02% |
521,843
+3,079
| +0.6% | +$128K |
|
772
e.l.f. Beauty
ELF
$7.69B
| $21.7M | 0.02% |
392,012
+83,144
| +27% | +$4.6M |
|
773
Flowers Foods
FLO
$3B
| $21.6M | 0.02% |
752,950
+1,323
| +0.2% | +$38K |
|
774
Petco
WOOF
$1.02B
| $21.6M | 0.02% |
2,280,580
-79,730
| -3% | -$756K |
|
775
Essential Properties Realty Trust
EPRT
$5.9B
| $21.6M | 0.02% |
920,774
+11,276
| +1% | +$265K |
|