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
|
+$742M |
| 2 |
Healthpeak Properties
DOC
|
+$351M |
| 3 |
Arthur J. Gallagher & Co
AJG
|
+$317M |
| 4 |
Equity Lifestyle Properties
ELS
|
+$256M |
| 5 |
TransDigm Group
TDG
|
+$235M |
Top Sells
| 1 |
Adobe
ADBE
|
+$508M |
| 2 |
SBA Communications
SBAC
|
+$445M |
| 3 |
Brookfield
BN
|
+$391M |
| 4 |
Alexandria Real Estate Equities
ARE
|
+$291M |
| 5 |
Sun Communities
SUI
|
+$288M |
Sector Composition
| 1 | Technology | 20.2% |
| 2 | Financials | 16.62% |
| 3 | Real Estate | 12.83% |
| 4 | Consumer Discretionary | 11.84% |
| 5 | Industrials | 10.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
751
Zimmer Biomet
ZBH
$20.3B
| $23.8M | 0.01% |
225,017
-9,328
| -4% | -$985K |
|
752
Macerich
MAC
$4.53B
| $23.7M | 0.01% |
1,190,229
+171,954
| +17% | +$3.43M |
|
753
Axos Financial
AX
$5.19B
| $23.6M | 0.01% |
337,918
+17,201
| +5% | +$1.2M |
|
754
Annaly Capital Management
NLY
$14.2B
| $23.5M | 0.01% |
1,285,034
+124,755
| +11% | +$2.28M |
|
755
Antero Resources
AR
$10.1B
| $23.5M | 0.01% |
670,464
-6,435
| -1% | -$226K |
|
756
Huntsman Corp
HUN
$1.88B
| $23.5M | 0.01% |
1,302,840
-39,638
| -3% | -$715K |
|
757
McCormick & Company Non-Voting
MKC
$18.4B
| $23.5M | 0.01% |
307,669
-1,234
| -0.4% | -$94.1K |
|
758
FirstEnergy
FE
$25B
| $23.5M | 0.01% |
589,588
-28,180
| -5% | -$1.12M |
|
759
Omega Healthcare
OHI
$12.6B
| $23.4M | 0.01% |
618,808
+22,404
| +4% | +$848K |
|
760
BWX Technologies
BWXT
$15.2B
| $23.4M | 0.01% |
210,238
-1,817
| -0.9% | -$202K |
|
761
American Financial Group
AFG
$11.4B
| $23.4M | 0.01% |
170,615
-1,745
| -1% | -$239K |
|
762
Western Digital
WDC
$33B
| $23.3M | 0.01% |
517,063
+20,095
| +4% | +$906K |
|
763
SL Green Realty
SLG
$4.29B
| $23.3M | 0.01% |
342,758
+37,163
| +12% | +$2.52M |
|
764
Piper Sandler
PIPR
$5.95B
| $23.2M | 0.01% |
77,506
+2,199
| +3% | +$660K |
|
765
Cellebrite
CLBT
$4.18B
| $23.2M | 0.01% |
1,054,988
-334,666
| -24% | -$7.37M |
|
766
Ralph Lauren
RL
$18.9B
| $23.1M | 0.01% |
100,164
+35,165
| +54% | +$8.12M |
|
767
Asbury Automotive
ABG
$4.86B
| $23.1M | 0.01% |
94,995
+788
| +0.8% | +$192K |
|
768
Denali Therapeutics
DNLI
$2.14B
| $23M | 0.01% |
1,130,963
-107,513
| -9% | -$2.19M |
|
769
OR Royalties Inc.
OR
$6.69B
| $23M | 0.01% |
1,272,710
-254,400
| -17% | -$4.6M |
|
770
Radian Group
RDN
$4.73B
| $22.9M | 0.01% |
722,402
+13,202
| +2% | +$419K |
|
771
Arcosa
ACA
$4.72B
| $22.9M | 0.01% |
236,543
+6,577
| +3% | +$636K |
|
|
SGI
772
Somnigroup International Inc.
SGI
$17.9B
| $22.9M | 0.01% |
403,207
-2,133
| -0.5% | -$121K |
|
773
Archrock
AROC
$4.35B
| $22.8M | 0.01% |
916,945
+63,650
| +7% | +$1.58M |
|
774
Southwest Airlines
LUV
$16.3B
| $22.8M | 0.01% |
677,838
-11,361
| -2% | -$382K |
|
775
Helix Energy Solutions
HLX
$923M
| $22.8M | 0.01% |
2,443,203
+378,394
| +18% | +$3.53M |
|