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 |
Ventas
VTR
|
+$594M |
| 2 |
Etsy
ETSY
|
+$382M |
| 3 |
Medical Properties Trust
MPW
|
+$325M |
| 4 |
Moderna
MRNA
|
+$155M |
| 5 |
HR
Healthcare Realty Trust Incorporated
HR
|
+$136M |
Top Sells
| 1 |
Welltower
WELL
|
+$695M |
| 2 |
Restaurant Brands International
QSR
|
+$257M |
| 3 |
Fidelity National Financial
FNF
|
+$178M |
| 4 |
Credit Acceptance
CACC
|
+$174M |
| 5 |
Prologis
PLD
|
+$157M |
Sector Composition
| 1 | Technology | 19.14% |
| 2 | Real Estate | 16.4% |
| 3 | Financials | 14.65% |
| 4 | Consumer Discretionary | 12.11% |
| 5 | Healthcare | 9.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
801
Polaris
PII
$3.28B
| $24.1M | 0.02% |
201,405
-3,170
| -2% | -$379K |
|
802
Sea Limited
SE
$113B
| $24.1M | 0.02% |
75,605
+12,768
| +20% | +$4.07M |
|
803
Itron
ITRI
$5.39B
| $24M | 0.02% |
316,811
-2,111
| -0.7% | -$160K |
|
804
Cincinnati Financial
CINF
$23.8B
| $23.9M | 0.02% |
209,449
+12,513
| +6% | +$1.43M |
|
805
Thor Industries
THO
$5.74B
| $23.8M | 0.02% |
194,221
-956
| -0.5% | -$117K |
|
|
ARNC
806
DELISTED
Arconic Corporation
ARNC
| $23.8M | 0.02% |
755,116
+64,982
| +9% | +$2.05M |
|
807
Option Care Health
OPCH
$4.66B
| $23.7M | 0.02% |
977,939
+627,707
| +179% | +$15.2M |
|
808
American Eagle Outfitters
AEO
$3.31B
| $23.6M | 0.02% |
916,627
+13,383
| +1% | +$345K |
|
809
American States Water
AWR
$2.8B
| $23.6M | 0.02% |
275,927
-2,972
| -1% | -$254K |
|
810
AAR Corp
AIR
$2.67B
| $23.6M | 0.02% |
727,080
+497,216
| +216% | +$16.1M |
|
811
The Honest Company
HNST
$432M
| $23.5M | 0.02% |
2,267,914
+32,273
| +1% | +$335K |
|
812
Axos Financial
AX
$5.22B
| $23.5M | 0.02% |
456,203
+8,768
| +2% | +$452K |
|
813
First Foundation Inc
FFWM
$485M
| $23.5M | 0.02% |
893,657
+15,981
| +2% | +$420K |
|
814
Ziff Davis
ZD
$1.48B
| $23.5M | 0.02% |
197,795
+24,000
| +14% | +$2.85M |
|
815
Hewlett Packard
HPE
$32B
| $23.5M | 0.02% |
1,646,446
-33,602
| -2% | -$479K |
|
816
TopBuild
BLD
$11.8B
| $23.5M | 0.02% |
114,540
-1,220
| -1% | -$250K |
|
817
Ryder
R
$7.59B
| $23.5M | 0.02% |
283,534
-63,870
| -18% | -$5.28M |
|
|
STER
818
DELISTED
Sterling Check Corp. Common Stock
STER
| $23.4M | 0.02% |
+901,885
| New | +$23.4M |
|
|
ACC
819
DELISTED
American Campus Communities, Inc.
ACC
| $23.3M | 0.02% |
480,803
-786,606
| -62% | -$38.1M |
|
820
Perrigo
PRGO
$3.05B
| $23.2M | 0.02% |
489,782
+295,070
| +152% | +$14M |
|
821
CrowdStrike
CRWD
$107B
| $23.2M | 0.02% |
94,237
+15,442
| +20% | +$3.8M |
|
822
Exelixis
EXEL
$10.3B
| $23.2M | 0.02% |
1,095,220
-2,013
| -0.2% | -$42.6K |
|
823
CF Industries
CF
$13.9B
| $23.1M | 0.02% |
414,378
+21,561
| +5% | +$1.2M |
|
824
MarketAxess Holdings
MKTX
$6.92B
| $23.1M | 0.02% |
54,970
+2,835
| +5% | +$1.19M |
|
|
WWE
825
DELISTED
World Wrestling Entertainment
WWE
| $23.1M | 0.02% |
410,460
-23,449
| -5% | -$1.32M |
|