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
|
+$158M |
| 2 |
Gaming and Leisure Properties
GLPI
|
+$122M |
| 3 |
Boston Properties
BXP
|
+$92.5M |
| 4 |
iShares MBS ETF
MBB
|
+$90.6M |
| 5 |
Extra Space Storage
EXR
|
+$77.3M |
Top Sells
| 1 |
TransDigm Group
TDG
|
+$214M |
| 2 |
Toronto Dominion Bank
TD
|
+$142M |
| 3 |
Credit Acceptance
CACC
|
+$122M |
| 4 |
Medical Properties Trust
MPW
|
+$101M |
| 5 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
+$87.4M |
Sector Composition
| 1 | Technology | 17.6% |
| 2 | Real Estate | 15.87% |
| 3 | Financials | 14.95% |
| 4 | Consumer Discretionary | 11.17% |
| 5 | Industrials | 10.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
801
Starwood Property Trust
STWD
$7.6B
| $21.6M | 0.02% |
1,223,458
+1,195,652
| +4,300% | +$21.2M |
|
802
Teleflex
TFX
$5.76B
| $21.6M | 0.02% |
85,301
-349
| -0.4% | -$88.4K |
|
803
Civitas Resources
CIVI
$3.13B
| $21.6M | 0.02% |
316,144
-2,651
| -0.8% | -$181K |
|
804
Independent Bank
INDB
$3.46B
| $21.6M | 0.02% |
329,158
-2,577
| -0.8% | -$169K |
|
805
Murphy USA
MUSA
$7.26B
| $21.6M | 0.02% |
83,562
-3,523
| -4% | -$909K |
|
806
Oshkosh
OSK
$8.75B
| $21.5M | 0.02% |
258,847
+2,343
| +0.9% | +$195K |
|
807
Murphy Oil
MUR
$3.72B
| $21.5M | 0.02% |
580,298
+7,993
| +1% | +$296K |
|
808
Insmed
INSM
$30.8B
| $21.4M | 0.02% |
1,253,032
-47,497
| -4% | -$810K |
|
809
Mid-America Apartment Communities
MAA
$16.6B
| $21.4M | 0.02% |
141,435
+2,831
| +2% | +$428K |
|
810
Encompass Health
EHC
$12.6B
| $21.4M | 0.02% |
394,732
+3,565
| +0.9% | +$193K |
|
811
RLI Corp
RLI
$6.08B
| $21.3M | 0.02% |
320,850
+2,390
| +0.8% | +$159K |
|
812
H&R Block
HRB
$6.73B
| $21.3M | 0.02% |
603,591
-10,562
| -2% | -$372K |
|
813
Bio-Techne
TECH
$7.93B
| $21.3M | 0.02% |
286,660
+5,652
| +2% | +$419K |
|
814
Regions Financial
RF
$24.1B
| $21.2M | 0.02% |
1,144,355
+22,011
| +2% | +$409K |
|
815
Affiliated Managers Group
AMG
$6.6B
| $21.2M | 0.02% |
149,069
+1,324
| +0.9% | +$189K |
|
816
Halozyme
HALO
$8.87B
| $21.2M | 0.02% |
555,824
-125,410
| -18% | -$4.79M |
|
817
Ball Corp
BALL
$13.6B
| $21.2M | 0.02% |
384,947
+4,444
| +1% | +$245K |
|
|
OLK
818
DELISTED
Olink Holding AB (publ) American Depositary Shares
OLK
| $21.2M | 0.02% |
940,888
+260,913
| +38% | +$5.88M |
|
819
PBF Energy
PBF
$3.26B
| $21M | 0.02% |
485,310
+2,552
| +0.5% | +$111K |
|
|
JBTM
820
JBT Marel Corporation
JBTM
$7.09B
| $21M | 0.02% |
192,345
-3,945
| -2% | -$431K |
|
821
Grand Canyon Education
LOPE
$5.69B
| $21M | 0.02% |
184,259
+25,858
| +16% | +$2.95M |
|
822
Radian Group
RDN
$4.73B
| $21M | 0.02% |
949,446
+939,226
| +9,190% | +$20.8M |
|
823
Eagle Materials
EXP
$7.49B
| $21M | 0.02% |
142,916
-2,559
| -2% | -$376K |
|
824
National Fuel Gas
NFG
$7.87B
| $21M | 0.02% |
362,979
+4,361
| +1% | +$252K |
|
825
Euronet Worldwide
EEFT
$3.57B
| $20.9M | 0.01% |
186,743
+778
| +0.4% | +$87.1K |
|