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 |
Digital Realty Trust
DLR
|
+$398M |
| 2 |
Brookfield Asset Management
BAM
|
+$357M |
| 3 |
Gaming and Leisure Properties
GLPI
|
+$250M |
| 4 |
Welltower
WELL
|
+$222M |
| 5 |
Yum China
YUMC
|
+$182M |
Top Sells
| 1 |
STOR
STORE Capital Corporation
STOR
|
+$368M |
| 2 |
Equinix
EQIX
|
+$246M |
| 3 |
Brookfield
BN
|
+$220M |
| 4 |
Guidewire Software
GWRE
|
+$202M |
| 5 |
Lennar Class A
LEN
|
+$150M |
Sector Composition
| 1 | Real Estate | 16.55% |
| 2 | Technology | 15.81% |
| 3 | Financials | 15.77% |
| 4 | Industrials | 10.77% |
| 5 | Consumer Discretionary | 10.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
801
Acuity Brands
AYI
$10.4B
| $20.9M | 0.02% |
126,136
-1,449
| -1% | -$240K |
|
802
Zebra Technologies
ZBRA
$16.1B
| $20.9M | 0.02% |
81,379
+6,575
| +9% | +$1.69M |
|
803
Toll Brothers
TOL
$14.2B
| $20.8M | 0.02% |
416,690
-1,963
| -0.5% | -$98K |
|
804
Selective Insurance
SIGI
$4.85B
| $20.8M | 0.02% |
234,517
-13,691
| -6% | -$1.21M |
|
805
Procore
PCOR
$10.6B
| $20.7M | 0.02% |
439,721
+426,654
| +3,265% | +$20.1M |
|
|
LHCG
806
DELISTED
LHC Group LLC
LHCG
| $20.7M | 0.02% |
128,193
+5,092
| +4% | +$823K |
|
807
Darden Restaurants
DRI
$24.9B
| $20.7M | 0.02% |
149,819
-12,066
| -7% | -$1.67M |
|
808
Tenet Healthcare
THC
$17.1B
| $20.7M | 0.02% |
423,858
+3,379
| +0.8% | +$165K |
|
809
Community Bank
CBU
$3.15B
| $20.7M | 0.02% |
328,183
-2,956
| -0.9% | -$186K |
|
|
MRO
810
DELISTED
Marathon Oil Corporation
MRO
| $20.6M | 0.02% |
762,776
-80,761
| -10% | -$2.19M |
|
811
Sanmina
SANM
$6.27B
| $20.6M | 0.02% |
360,297
-12,377
| -3% | -$709K |
|
812
SPDR S&P 500 ETF Trust
SPY
$670B
| $20.6M | 0.02% |
53,948
+6,756
| +14% | +$2.58M |
|
813
Doximity
DOCS
$13.2B
| $20.6M | 0.02% |
614,637
-68,602
| -10% | -$2.3M |
|
814
Old National Bancorp
ONB
$8.78B
| $20.5M | 0.02% |
1,139,868
-4
| -0% | -$72 |
|
815
Exelixis
EXEL
$10.5B
| $20.4M | 0.02% |
1,273,217
+17,392
| +1% | +$279K |
|
816
First Hawaiian
FHB
$3.21B
| $20.4M | 0.02% |
783,770
-4,284
| -0.5% | -$112K |
|
817
California Water Service
CWT
$2.76B
| $20.4M | 0.02% |
335,614
+43
| +0% | +$2.61K |
|
|
UNVR
818
DELISTED
Univar Solutions Inc.
UNVR
| $20.3M | 0.02% |
639,849
-43,199
| -6% | -$1.37M |
|
819
Factset
FDS
$14B
| $20.3M | 0.02% |
50,539
-1,331
| -3% | -$534K |
|
820
Take-Two Interactive
TTWO
$45.5B
| $20.2M | 0.02% |
194,333
-12,960
| -6% | -$1.35M |
|
821
RH
RH
$4.27B
| $20.2M | 0.02% |
75,634
-2,353
| -3% | -$629K |
|
822
Portillo's
PTLO
$442M
| $20.2M | 0.02% |
1,235,119
-42,796
| -3% | -$698K |
|
823
Jack Henry & Associates
JKHY
$11.8B
| $20.1M | 0.02% |
114,600
-2,635
| -2% | -$463K |
|
824
Schwab US TIPS ETF
SCHP
$14.1B
| $20.1M | 0.02% |
775,988
-649,512
| -46% | -$16.8M |
|
825
Sunrun
RUN
$3.69B
| $20.1M | 0.02% |
835,336
+9,055
| +1% | +$218K |
|