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 | |
|---|---|---|---|---|---|---|
776
SouthState Bank Corporation
SSB
$10.3B
| $22.5M | 0.02% |
316,440
+292,626
| +1,229% | +$20.9M |
|
777
Novanta
NOVT
$4.14B
| $22.5M | 0.02% |
141,602
+767
| +0.5% | +$122K |
|
778
Wabtec
WAB
$32.4B
| $22.5M | 0.02% |
222,768
+4,367
| +2% | +$441K |
|
779
PVH
PVH
$3.93B
| $22.4M | 0.02% |
251,644
-4,919
| -2% | -$439K |
|
780
Immunocore
IMCR
$1.83B
| $22.4M | 0.02% |
453,804
-48,179
| -10% | -$2.38M |
|
781
Light & Wonder
LNW
$7.43B
| $22.3M | 0.02% |
372,146
+7,560
| +2% | +$454K |
|
782
Fifth Third Bancorp
FITB
$30.1B
| $22.3M | 0.02% |
837,022
+12,022
| +1% | +$320K |
|
783
Conagra Brands
CAG
$9.27B
| $22.3M | 0.02% |
593,576
+1,059
| +0.2% | +$39.8K |
|
784
EPAM Systems
EPAM
$8.53B
| $22.3M | 0.02% |
74,545
+64
| +0.1% | +$19.1K |
|
785
Independence Realty Trust
IRT
$4.06B
| $22.2M | 0.02% |
1,387,283
-38,195
| -3% | -$612K |
|
786
Prosperity Bancshares
PB
$6.4B
| $22.2M | 0.02% |
361,013
+3,274
| +0.9% | +$201K |
|
787
Franklin Electric
FELE
$4.2B
| $22.2M | 0.02% |
235,729
-4,930
| -2% | -$464K |
|
788
MasTec
MTZ
$15B
| $22.2M | 0.02% |
234,659
+3,238
| +1% | +$306K |
|
789
Quest Diagnostics
DGX
$20.1B
| $22.1M | 0.02% |
156,019
-647
| -0.4% | -$91.5K |
|
790
iShares Core US Aggregate Bond ETF
AGG
$132B
| $22M | 0.02% |
221,200
-10,085
| -4% | -$1M |
|
791
Signet Jewelers
SIG
$3.75B
| $22M | 0.02% |
283,143
-7,488
| -3% | -$582K |
|
792
Sanmina
SANM
$6.53B
| $22M | 0.02% |
360,163
-134
| -0% | -$8.17K |
|
|
WIRE
793
DELISTED
Encore Wire Corp
WIRE
| $21.9M | 0.02% |
117,963
-2,868
| -2% | -$532K |
|
794
Cincinnati Financial
CINF
$23.8B
| $21.9M | 0.02% |
194,991
+1,617
| +0.8% | +$181K |
|
|
SWN
795
DELISTED
Southwestern Energy Company
SWN
| $21.8M | 0.02% |
4,368,775
+37,340
| +0.9% | +$187K |
|
796
Badger Meter
BMI
$5.23B
| $21.8M | 0.02% |
179,168
-4,033
| -2% | -$491K |
|
797
Lincoln National
LNC
$7.88B
| $21.8M | 0.02% |
971,088
+783,510
| +418% | +$17.6M |
|
798
O-I Glass
OI
$1.95B
| $21.8M | 0.02% |
960,608
-28,119
| -3% | -$639K |
|
799
SM Energy
SM
$3.14B
| $21.8M | 0.02% |
772,491
-16,057
| -2% | -$452K |
|
800
Option Care Health
OPCH
$4.66B
| $21.7M | 0.02% |
681,629
-350,195
| -34% | -$11.1M |
|