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
|
+$742M |
| 2 |
Healthpeak Properties
DOC
|
+$351M |
| 3 |
Arthur J. Gallagher & Co
AJG
|
+$317M |
| 4 |
Equity Lifestyle Properties
ELS
|
+$256M |
| 5 |
TransDigm Group
TDG
|
+$235M |
Top Sells
| 1 |
Adobe
ADBE
|
+$508M |
| 2 |
SBA Communications
SBAC
|
+$445M |
| 3 |
Brookfield
BN
|
+$391M |
| 4 |
Alexandria Real Estate Equities
ARE
|
+$291M |
| 5 |
Sun Communities
SUI
|
+$288M |
Sector Composition
| 1 | Technology | 20.2% |
| 2 | Financials | 16.62% |
| 3 | Real Estate | 12.83% |
| 4 | Consumer Discretionary | 11.84% |
| 5 | Industrials | 10.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
826
Best Buy
BBY
$16.1B
| $20.9M | 0.01% |
244,118
-3,392
| -1% | -$291K |
|
827
Trustmark
TRMK
$2.42B
| $20.9M | 0.01% |
591,932
-7,037
| -1% | -$249K |
|
828
Cactus
WHD
$2.84B
| $20.9M | 0.01% |
357,313
+15,035
| +4% | +$877K |
|
829
Primerica
PRI
$8.74B
| $20.8M | 0.01% |
76,497
-1,918
| -2% | -$521K |
|
830
CACI
CACI
$10.7B
| $20.7M | 0.01% |
51,347
-273
| -0.5% | -$110K |
|
831
Norwegian Cruise Line
NCLH
$11.5B
| $20.7M | 0.01% |
803,630
+289,543
| +56% | +$7.45M |
|
832
Jabil
JBL
$23.2B
| $20.6M | 0.01% |
143,266
+5,993
| +4% | +$862K |
|
833
Loews
L
$19.9B
| $20.6M | 0.01% |
243,328
-5,337
| -2% | -$452K |
|
834
Vanguard FTSE Developed Markets ETF
VEA
$173B
| $20.6M | 0.01% |
430,156
-32,074
| -7% | -$1.53M |
|
835
Cinemark Holdings
CNK
$3.12B
| $20.5M | 0.01% |
662,790
+33,008
| +5% | +$1.02M |
|
836
Tanger
SKT
$3.86B
| $20.5M | 0.01% |
601,266
+30,618
| +5% | +$1.04M |
|
837
ICU Medical
ICUI
$3.3B
| $20.5M | 0.01% |
132,099
+5,162
| +4% | +$801K |
|
838
Acuity Brands
AYI
$10.1B
| $20.5M | 0.01% |
70,083
-1,147
| -2% | -$335K |
|
839
Molina Healthcare
MOH
$9.71B
| $20.4M | 0.01% |
70,229
-3,931
| -5% | -$1.14M |
|
840
ATS Corp
ATS
$2.58B
| $20.4M | 0.01% |
668,140
+7,100
| +1% | +$216K |
|
841
Skechers
SKX
$9.5B
| $20.3M | 0.01% |
302,131
-5,112
| -2% | -$344K |
|
842
CF Industries
CF
$14.1B
| $20.3M | 0.01% |
237,920
-8,719
| -4% | -$744K |
|
843
Fulton Financial
FULT
$3.51B
| $20.3M | 0.01% |
1,051,823
+44,237
| +4% | +$853K |
|
844
The Ensign Group
ENSG
$9.59B
| $20.2M | 0.01% |
152,355
+1,706
| +1% | +$227K |
|
845
Tapestry
TPR
$21.9B
| $20.2M | 0.01% |
309,119
+39,298
| +15% | +$2.57M |
|
846
Newell Brands
NWL
$2.54B
| $20.1M | 0.01% |
2,015,821
+56,180
| +3% | +$560K |
|
847
Genuine Parts
GPC
$19.4B
| $20.1M | 0.01% |
171,852
-11,681
| -6% | -$1.36M |
|
848
Prestige Consumer Healthcare
PBH
$3.2B
| $20M | 0.01% |
256,526
+7,890
| +3% | +$616K |
|
849
iShares MSCI India ETF
INDA
$9.38B
| $20M | 0.01% |
380,012
+2,555
| +0.7% | +$134K |
|
850
Franklin Electric
FELE
$4.2B
| $20M | 0.01% |
205,212
+7,628
| +4% | +$743K |
|