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 |
Alibaba
BABA
|
+$205M |
| 2 |
Boston Properties
BXP
|
+$179M |
| 3 |
Domino's
DPZ
|
+$178M |
| 4 |
VICI Properties
VICI
|
+$124M |
| 5 |
Vail Resorts
MTN
|
+$115M |
Top Sells
| 1 |
O'Reilly Automotive
ORLY
|
+$127M |
| 2 |
CDK
CDK Global, Inc.
CDK
|
+$124M |
| 3 |
SBA Communications
SBAC
|
+$118M |
| 4 |
Steris
STE
|
+$116M |
| 5 |
Equinix
EQIX
|
+$111M |
Sector Composition
| 1 | Real Estate | 16.13% |
| 2 | Financials | 15.66% |
| 3 | Technology | 14.58% |
| 4 | Consumer Discretionary | 11.38% |
| 5 | Industrials | 9.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
801
International Flavors & Fragrances
IFF
$16.5B
| $19.5M | 0.02% |
151,622
+1,441
| +1% | +$186K |
|
|
EE
802
DELISTED
El Paso Electric Company
EE
| $19.5M | 0.02% |
332,012
-4,221
| -1% | -$248K |
|
803
Transocean
RIG
$3.02B
| $19.5M | 0.02% |
2,240,950
+25,786
| +1% | +$225K |
|
804
APA Corp
APA
$8.07B
| $19.5M | 0.02% |
563,030
-8,750
| -2% | -$303K |
|
805
Brady Corp
BRC
$3.69B
| $19.5M | 0.02% |
420,105
-3,741
| -0.9% | -$174K |
|
806
Ingevity
NGVT
$2.09B
| $19.5M | 0.02% |
184,608
-160,408
| -46% | -$16.9M |
|
807
Emergent Biosolutions
EBS
$430M
| $19.5M | 0.02% |
385,769
-1,749
| -0.5% | -$88.4K |
|
808
Cogent Communications
CCOI
$1.76B
| $19.5M | 0.02% |
358,992
-181
| -0.1% | -$9.82K |
|
809
Americold
COLD
$3.78B
| $19.5M | 0.02% |
638,309
-1,063
| -0.2% | -$32.4K |
|
810
New Jersey Resources
NJR
$4.69B
| $19.5M | 0.02% |
391,087
-1,458
| -0.4% | -$72.6K |
|
811
Brunswick
BC
$4.18B
| $19.4M | 0.02% |
386,235
+3,773
| +1% | +$190K |
|
812
J&J Snack Foods
JJSF
$2.04B
| $19.4M | 0.02% |
122,284
-1,140
| -0.9% | -$181K |
|
|
ARI
813
Apollo Commercial Real Estate
ARI
$1.52B
| $19.4M | 0.02% |
1,065,262
-10,300
| -1% | -$187K |
|
814
Loews
L
$19.8B
| $19.4M | 0.02% |
403,843
-5,975
| -1% | -$286K |
|
815
Viasat
VSAT
$4.02B
| $19.4M | 0.02% |
249,702
+3,690
| +1% | +$286K |
|
816
Molson Coors Class B
TAP
$9.65B
| $19.3M | 0.02% |
323,520
-271,800
| -46% | -$16.2M |
|
|
SVC
817
Service Properties Trust
SVC
$472M
| $19.3M | 0.02% |
732,664
+4,685
| +0.6% | +$123K |
|
818
First Financial Bancorp
FFBC
$2.46B
| $19.3M | 0.02% |
800,461
+5,583
| +0.7% | +$134K |
|
819
Wingstop
WING
$7.82B
| $19.2M | 0.02% |
252,992
+1,264
| +0.5% | +$96.1K |
|
820
Lumentum
LITE
$11.5B
| $19.2M | 0.02% |
339,181
+11,681
| +4% | +$660K |
|
|
NGHC
821
DELISTED
National General Holdings Corp
NGHC
| $19.2M | 0.02% |
807,925
+3,098
| +0.4% | +$73.5K |
|
|
VG
822
DELISTED
Vonage Holdings Corporation
VG
| $19.2M | 0.02% |
1,908,993
-25,362
| -1% | -$255K |
|
823
SLM Corp
SLM
$6.01B
| $19.1M | 0.02% |
1,929,529
+17,130
| +0.9% | +$170K |
|
824
Hologic
HOLX
$14.6B
| $19.1M | 0.02% |
394,218
-4,829
| -1% | -$234K |
|
|
FMBI
825
DELISTED
First Midwest Bancorp Inc/IL
FMBI
| $19M | 0.02% |
927,055
-6,072
| -0.7% | -$124K |
|