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 | |
|---|---|---|---|---|---|---|
826
Advanced Drainage Systems
WMS
$11B
| $20.9M | 0.01% |
248,032
+239,905
| +2,952% | +$20.2M |
|
827
Coherent
COHR
$16.1B
| $20.9M | 0.01% |
548,318
+5,455
| +1% | +$208K |
|
828
Flowers Foods
FLO
$3.02B
| $20.8M | 0.01% |
760,011
+7,061
| +0.9% | +$194K |
|
829
Factset
FDS
$13.7B
| $20.7M | 0.01% |
49,863
-676
| -1% | -$281K |
|
830
Pultegroup
PHM
$26.7B
| $20.7M | 0.01% |
354,817
+60,779
| +21% | +$3.54M |
|
831
Revvity
RVTY
$9.58B
| $20.6M | 0.01% |
154,696
+3,129
| +2% | +$417K |
|
832
Exponent
EXPO
$3.5B
| $20.6M | 0.01% |
206,522
-112,458
| -35% | -$11.2M |
|
833
Doximity
DOCS
$12.9B
| $20.6M | 0.01% |
635,768
+21,131
| +3% | +$684K |
|
834
Cboe Global Markets
CBOE
$24.5B
| $20.6M | 0.01% |
153,097
+2,776
| +2% | +$373K |
|
835
Group 1 Automotive
GPI
$6.09B
| $20.5M | 0.01% |
90,737
-1,624
| -2% | -$368K |
|
836
Cytokinetics
CYTK
$6.22B
| $20.5M | 0.01% |
582,904
-82,480
| -12% | -$2.9M |
|
837
New Jersey Resources
NJR
$4.71B
| $20.5M | 0.01% |
384,732
+9,812
| +3% | +$522K |
|
838
HealthEquity
HQY
$7.88B
| $20.5M | 0.01% |
348,512
-32,096
| -8% | -$1.88M |
|
839
Principal Financial Group
PFG
$17.8B
| $20.4M | 0.01% |
274,837
+4,541
| +2% | +$337K |
|
840
Best Buy
BBY
$16.1B
| $20.4M | 0.01% |
260,783
-791
| -0.3% | -$61.9K |
|
841
Fox Factory Holding Corp
FOXF
$1.17B
| $20.4M | 0.01% |
167,735
+903
| +0.5% | +$110K |
|
842
Ashland
ASH
$2.42B
| $20.3M | 0.01% |
197,666
+2,259
| +1% | +$232K |
|
843
The Mosaic Company
MOS
$10.6B
| $20.2M | 0.01% |
441,251
+6,968
| +2% | +$320K |
|
844
Frontier Communications
FYBR
$9.35B
| $20.1M | 0.01% |
884,552
+8,090
| +0.9% | +$184K |
|
|
TWNK
845
DELISTED
Hostess Brands, Inc. Class A Common Stock
TWNK
| $20.1M | 0.01% |
808,919
-244,317
| -23% | -$6.08M |
|
846
UFP Industries
UFPI
$5.84B
| $20.1M | 0.01% |
253,191
-136,892
| -35% | -$10.9M |
|
847
Boyd Gaming
BYD
$6.84B
| $20.1M | 0.01% |
313,719
+2,787
| +0.9% | +$179K |
|
848
Power Integrations
POWI
$2.5B
| $20.1M | 0.01% |
237,041
-1,918
| -0.8% | -$162K |
|
849
Garmin
GRMN
$45.4B
| $20.1M | 0.01% |
198,738
+3,711
| +2% | +$375K |
|
850
Medpace
MEDP
$13.4B
| $20M | 0.01% |
106,451
-745
| -0.7% | -$140K |
|