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 | |
|---|---|---|---|---|---|---|
776
Woodward
WWD
$14.3B
| $22.8M | 0.01% |
136,706
-1,496
| -1% | -$249K |
|
|
CNH
777
CNH Industrial
CNH
$14.1B
| $22.7M | 0.01% |
2,004,311
-27,929
| -1% | -$316K |
|
778
Cal-Maine
CALM
$5.31B
| $22.7M | 0.01% |
220,523
+8,793
| +4% | +$905K |
|
779
Core & Main
CNM
$9.26B
| $22.7M | 0.01% |
445,760
-770,182
| -63% | -$39.2M |
|
780
Skywest
SKYW
$4.37B
| $22.7M | 0.01% |
226,601
+10,027
| +5% | +$1M |
|
781
Ally Financial
ALLY
$12.7B
| $22.7M | 0.01% |
629,966
-5,985
| -0.9% | -$216K |
|
782
Champion Homes, Inc.
SKY
$4.19B
| $22.6M | 0.01% |
256,924
+252,601
| +5,843% | +$22.3M |
|
783
Gates Industrial
GTES
$6.52B
| $22.6M | 0.01% |
1,099,104
+35,266
| +3% | +$725K |
|
784
Aramark
ARMK
$10B
| $22.5M | 0.01% |
603,837
-6,183
| -1% | -$231K |
|
785
Coterra Energy
CTRA
$18.6B
| $22.5M | 0.01% |
881,787
-293,476
| -25% | -$7.5M |
|
786
Insulet
PODD
$23.8B
| $22.4M | 0.01% |
85,965
-245
| -0.3% | -$64K |
|
787
Gildan
GIL
$8.08B
| $22.4M | 0.01% |
476,830
-85,200
| -15% | -$4.01M |
|
788
Crown Holdings
CCK
$11B
| $22.4M | 0.01% |
270,817
-5,058
| -2% | -$418K |
|
789
Abercrombie & Fitch
ANF
$4.54B
| $22.4M | 0.01% |
149,559
+2,963
| +2% | +$443K |
|
790
Alcoa
AA
$8.01B
| $22.4M | 0.01% |
591,694
-6,040
| -1% | -$228K |
|
791
Phillips Edison & Co
PECO
$4.47B
| $22.3M | 0.01% |
595,165
+17,235
| +3% | +$646K |
|
792
Kontoor Brands
KTB
$4.29B
| $22.3M | 0.01% |
261,022
+7,445
| +3% | +$636K |
|
793
LyondellBasell Industries
LYB
$17.5B
| $22.3M | 0.01% |
300,165
-7,331
| -2% | -$544K |
|
794
F5
FFIV
$18.8B
| $22.3M | 0.01% |
88,603
-1,399
| -2% | -$352K |
|
795
UDR
UDR
$12.7B
| $22.2M | 0.01% |
512,540
+160,708
| +46% | +$6.98M |
|
796
Installed Building Products
IBP
$7.21B
| $22.2M | 0.01% |
126,872
+4,467
| +4% | +$783K |
|
797
CubeSmart
CUBE
$9.29B
| $22.2M | 0.01% |
518,359
-3,143
| -0.6% | -$135K |
|
798
Impinj
PI
$5.53B
| $22.2M | 0.01% |
152,907
+27,274
| +22% | +$3.96M |
|
799
PJT Partners
PJT
$4.37B
| $22.1M | 0.01% |
139,934
+5,644
| +4% | +$891K |
|
800
Citizens Financial Group
CFG
$22.3B
| $22.1M | 0.01% |
504,365
-23,395
| -4% | -$1.02M |
|