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 |
Equinix
EQIX
|
+$313M |
| 2 |
Welltower
WELL
|
+$213M |
| 3 |
Brookfield
BN
|
+$162M |
| 4 |
MSCI
MSCI
|
+$146M |
| 5 |
Extra Space Storage
EXR
|
+$143M |
Top Sells
| 1 |
BKI
Black Knight, Inc. Common Stock
BKI
|
+$373M |
| 2 |
Moody's
MCO
|
+$178M |
| 3 |
Dollar General
DG
|
+$169M |
| 4 |
CubeSmart
CUBE
|
+$166M |
| 5 |
Equity Lifestyle Properties
ELS
|
+$156M |
Sector Composition
| 1 | Technology | 17.98% |
| 2 | Financials | 15.34% |
| 3 | Real Estate | 15.22% |
| 4 | Consumer Discretionary | 11.31% |
| 5 | Industrials | 11.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
776
Darden Restaurants
DRI
$24.7B
| $21.2M | 0.02% |
147,837
+1,621
| +1% | +$232K |
|
777
Iron Mountain
IRM
$27.3B
| $21M | 0.02% |
353,664
+9,971
| +3% | +$593K |
|
778
Descartes Systems
DSGX
$9.23B
| $21M | 0.02% |
284,220
-23,550
| -8% | -$1.74M |
|
779
Gulfport Energy Corp
GPOR
$2.99B
| $21M | 0.02% |
176,590
-1,316
| -0.7% | -$156K |
|
780
Academy Sports + Outdoors
ASO
$3.36B
| $20.9M | 0.02% |
442,298
-134,459
| -23% | -$6.36M |
|
781
Saic
SAIC
$4.72B
| $20.9M | 0.02% |
198,036
-4,683
| -2% | -$494K |
|
782
DigitalOcean
DOCN
$3.12B
| $20.7M | 0.01% |
859,782
-13,002
| -1% | -$312K |
|
783
DT Midstream
DTM
$10.7B
| $20.6M | 0.01% |
388,946
+9,016
| +2% | +$477K |
|
784
Labcorp
LH
$23B
| $20.6M | 0.01% |
102,356
-16,743
| -14% | -$3.37M |
|
785
Polaris
PII
$3.35B
| $20.5M | 0.01% |
196,876
-4,233
| -2% | -$441K |
|
786
iShares Core US Aggregate Bond ETF
AGG
$132B
| $20.5M | 0.01% |
217,775
+66,275
| +44% | +$6.23M |
|
787
Skyworks Solutions
SWKS
$11.2B
| $20.5M | 0.01% |
207,654
+3,166
| +2% | +$312K |
|
788
Jacobs Solutions
J
$17.3B
| $20.5M | 0.01% |
181,294
+5,309
| +3% | +$599K |
|
789
FirstEnergy
FE
$25B
| $20.5M | 0.01% |
598,498
-29,770
| -5% | -$1.02M |
|
790
Garmin
GRMN
$46.1B
| $20.4M | 0.01% |
194,270
+5,523
| +3% | +$581K |
|
791
PTC
PTC
$25.5B
| $20.3M | 0.01% |
143,588
+13,536
| +10% | +$1.92M |
|
792
Hexcel
HXL
$5.12B
| $20.3M | 0.01% |
311,571
-5,235
| -2% | -$341K |
|
793
Marvell Technology
MRVL
$57.6B
| $20.3M | 0.01% |
374,783
-29,720
| -7% | -$1.61M |
|
794
Federal Signal
FSS
$7.59B
| $20.2M | 0.01% |
338,348
-16,028
| -5% | -$957K |
|
795
Blackstone Mortgage Trust
BXMT
$3.42B
| $20.2M | 0.01% |
928,149
+909,838
| +4,969% | +$19.8M |
|
796
Fifth Third Bancorp
FITB
$30.1B
| $20.2M | 0.01% |
796,487
+9,792
| +1% | +$248K |
|
797
Commerce Bancshares
CBSH
$8.04B
| $20.1M | 0.01% |
461,577
-8,326
| -2% | -$362K |
|
798
PPL Corp
PPL
$26.4B
| $20.1M | 0.01% |
851,701
+607
| +0.1% | +$14.3K |
|
|
SRC
799
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
| $20M | 0.01% |
597,913
-9,717
| -2% | -$326K |
|
800
NetApp
NTAP
$24.2B
| $20M | 0.01% |
263,428
+14,028
| +6% | +$1.06M |
|