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 |
American Tower
AMT
|
+$462M |
| 2 |
SBA Communications
SBAC
|
+$330M |
| 3 |
CCC Intelligent Solutions
CCCS
|
+$219M |
| 4 |
Equinix
EQIX
|
+$176M |
| 5 |
Teck Resources
TECK
|
+$140M |
Top Sells
| 1 |
First Industrial Realty Trust
FR
|
+$216M |
| 2 |
Digital Realty Trust
DLR
|
+$213M |
| 3 |
TransDigm Group
TDG
|
+$207M |
| 4 |
Public Storage
PSA
|
+$174M |
| 5 |
Realty Income
O
|
+$149M |
Sector Composition
| 1 | Technology | 18.87% |
| 2 | Financials | 15.58% |
| 3 | Real Estate | 14.17% |
| 4 | Consumer Discretionary | 11.56% |
| 5 | Industrials | 11.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
826
CMS Energy
CMS
$21.2B
| $23.1M | 0.01% |
382,597
+10,233
| +3% | +$617K |
|
827
Arcosa
ACA
$4.76B
| $23.1M | 0.01% |
268,673
+5,098
| +2% | +$438K |
|
828
Denali Therapeutics
DNLI
$2.25B
| $23M | 0.01% |
1,122,536
+48,832
| +5% | +$1M |
|
829
Box
BOX
$4.86B
| $23M | 0.01% |
813,234
+796,934
| +4,889% | +$22.6M |
|
830
MGIC Investment
MTG
$6.55B
| $22.9M | 0.01% |
1,026,276
+8,235
| +0.8% | +$184K |
|
831
Alpha Metallurgical Resources
AMR
$1.84B
| $22.9M | 0.01% |
69,225
-6,741
| -9% | -$2.23M |
|
832
FirstEnergy
FE
$25B
| $22.9M | 0.01% |
593,289
+9,287
| +2% | +$359K |
|
833
Golden Entertainment
GDEN
$643M
| $22.9M | 0.01% |
620,654
+5,446
| +0.9% | +$201K |
|
834
Regions Financial
RF
$24.1B
| $22.8M | 0.01% |
1,085,229
+7,605
| +0.7% | +$160K |
|
835
Starwood Property Trust
STWD
$7.53B
| $22.8M | 0.01% |
1,120,227
+27,911
| +3% | +$567K |
|
836
AeroVironment
AVAV
$11.5B
| $22.8M | 0.01% |
148,440
+5,433
| +4% | +$833K |
|
837
Phillips Edison & Co
PECO
$4.49B
| $22.7M | 0.01% |
633,707
+10,767
| +2% | +$386K |
|
|
LADR
838
Ladder Capital
LADR
$1.5B
| $22.7M | 0.01% |
2,040,278
+1,179,494
| +137% | +$13.1M |
|
839
Alcoa
AA
$8.1B
| $22.7M | 0.01% |
671,954
+16,752
| +3% | +$566K |
|
840
Helmerich & Payne
HP
$1.99B
| $22.7M | 0.01% |
539,772
-5,486
| -1% | -$231K |
|
841
KB Home
KBH
$4.62B
| $22.7M | 0.01% |
320,021
-66
| -0% | -$4.68K |
|
842
Concentrix
CNXC
$3.31B
| $22.7M | 0.01% |
342,433
-296,872
| -46% | -$19.7M |
|
843
DoorDash
DASH
$110B
| $22.7M | 0.01% |
164,619
+16,444
| +11% | +$2.26M |
|
844
Celestica
CLS
$28.1B
| $22.7M | 0.01% |
+504,060
| New | +$22.7M |
|
845
Factset
FDS
$14.2B
| $22.7M | 0.01% |
49,850
+928
| +2% | +$422K |
|
846
McCormick & Company Non-Voting
MKC
$18.8B
| $22.6M | 0.01% |
294,543
+4,635
| +2% | +$356K |
|
847
CenterPoint Energy
CNP
$24.4B
| $22.6M | 0.01% |
793,806
+11,046
| +1% | +$315K |
|
848
Old National Bancorp
ONB
$8.96B
| $22.6M | 0.01% |
1,296,885
+203,963
| +19% | +$3.55M |
|
849
Flowserve
FLS
$7.28B
| $22.6M | 0.01% |
493,996
+12,301
| +3% | +$562K |
|
850
Descartes Systems
DSGX
$9.19B
| $22.3M | 0.01% |
243,800
-37,410
| -13% | -$3.43M |
|