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 | |
|---|---|---|---|---|---|---|
826
Avista
AVA
$2.96B
| $20M | 0.02% |
450,619
-24,890
| -5% | -$1.1M |
|
827
Badger Meter
BMI
$5.34B
| $20M | 0.02% |
183,201
-2,517
| -1% | -$274K |
|
|
VRN
828
DELISTED
Veren
VRN
| $19.9M | 0.02% |
2,789,050
+47,000
| +2% | +$335K |
|
829
Paycom
PAYC
$12.7B
| $19.9M | 0.02% |
63,989
-808
| -1% | -$251K |
|
830
GXO Logistics
GXO
$5.9B
| $19.8M | 0.01% |
464,404
+3,313
| +0.7% | +$141K |
|
831
Cincinnati Financial
CINF
$24.5B
| $19.8M | 0.01% |
193,374
-13,022
| -6% | -$1.33M |
|
832
argenx
ARGX
$46.7B
| $19.8M | 0.01% |
52,243
+51,033
| +4,218% | +$19.3M |
|
833
John Wiley & Sons Class A
WLY
$2.24B
| $19.8M | 0.01% |
493,456
-2,675
| -0.5% | -$107K |
|
834
TopBuild
BLD
$12B
| $19.8M | 0.01% |
126,304
-152
| -0.1% | -$23.8K |
|
835
Signet Jewelers
SIG
$3.8B
| $19.8M | 0.01% |
290,631
-22,028
| -7% | -$1.5M |
|
836
MasTec
MTZ
$14.9B
| $19.7M | 0.01% |
231,421
+8,383
| +4% | +$715K |
|
837
PBF Energy
PBF
$3.31B
| $19.7M | 0.01% |
482,758
-178,012
| -27% | -$7.26M |
|
838
Kimco Realty
KIM
$15.2B
| $19.5M | 0.01% |
922,426
+102,450
| +12% | +$2.17M |
|
839
Aaon
AAON
$6.72B
| $19.5M | 0.01% |
388,886
-2,494
| -0.6% | -$125K |
|
840
KeyCorp
KEY
$21B
| $19.5M | 0.01% |
1,120,235
-40,404
| -3% | -$704K |
|
841
Floor & Decor
FND
$9.74B
| $19.5M | 0.01% |
279,469
+265,370
| +1,882% | +$18.5M |
|
842
Ball Corp
BALL
$13.9B
| $19.5M | 0.01% |
380,503
-10,954
| -3% | -$560K |
|
843
Insight Enterprises
NSIT
$4.07B
| $19.4M | 0.01% |
193,761
-7,149
| -4% | -$717K |
|
844
Hexcel
HXL
$4.98B
| $19.4M | 0.01% |
330,019
+2,187
| +0.7% | +$129K |
|
845
Fluor
FLR
$6.68B
| $19.4M | 0.01% |
560,124
+1,832
| +0.3% | +$63.5K |
|
846
Prestige Consumer Healthcare
PBH
$3.2B
| $19.3M | 0.01% |
308,965
-9,667
| -3% | -$605K |
|
847
Eagle Materials
EXP
$7.7B
| $19.3M | 0.01% |
145,475
-1,718
| -1% | -$228K |
|
848
Post Holdings
POST
$5.76B
| $19.3M | 0.01% |
213,315
+1,165
| +0.5% | +$105K |
|
849
Hawaiian Electric Industries
HE
$2.1B
| $19.2M | 0.01% |
459,085
+2,513
| +0.6% | +$105K |
|
850
Franklin Electric
FELE
$4.31B
| $19.2M | 0.01% |
240,659
-8,781
| -4% | -$700K |
|