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 | |
|---|---|---|---|---|---|---|
851
Las Vegas Sands
LVS
$37.6B
| $19.2M | 0.01% |
398,671
-11,193
| -3% | -$538K |
|
852
National Vision
EYE
$1.84B
| $19.2M | 0.01% |
494,101
-6,464
| -1% | -$251K |
|
853
BancFirst
BANF
$4.48B
| $19.1M | 0.01% |
217,089
-9,561
| -4% | -$843K |
|
854
Novanta
NOVT
$4.24B
| $19.1M | 0.01% |
140,835
+672
| +0.5% | +$91.3K |
|
855
Coherent
COHR
$16.1B
| $19.1M | 0.01% |
542,863
+37,703
| +7% | +$1.32M |
|
856
The Mosaic Company
MOS
$10.7B
| $19.1M | 0.01% |
434,283
-100
| -0% | -$4.39K |
|
857
Cadence Bank
CADE
$6.96B
| $19M | 0.01% |
770,294
+40,847
| +6% | +$1.01M |
|
858
Universal Health Services
UHS
$12.1B
| $18.9M | 0.01% |
134,448
-17,515
| -12% | -$2.47M |
|
859
Innovative Industrial Properties
IIPR
$1.6B
| $18.9M | 0.01% |
186,769
+13,297
| +8% | +$1.35M |
|
860
Rayonier
RYN
$4.13B
| $18.9M | 0.01% |
603,356
+3,530
| +0.6% | +$111K |
|
|
NATI
861
DELISTED
National Instruments Corp
NATI
| $18.9M | 0.01% |
512,629
-3,177
| -0.6% | -$117K |
|
862
Align Technology
ALGN
$9.85B
| $18.9M | 0.01% |
89,629
-1,711
| -2% | -$361K |
|
863
Cboe Global Markets
CBOE
$24.7B
| $18.9M | 0.01% |
150,321
-2,036
| -1% | -$255K |
|
864
JB Hunt Transport Services
JBHT
$13.7B
| $18.8M | 0.01% |
108,045
-1,798
| -2% | -$313K |
|
865
Perrigo
PRGO
$3.1B
| $18.7M | 0.01% |
547,838
+7,225
| +1% | +$246K |
|
866
Sally Beauty Holdings
SBH
$1.51B
| $18.7M | 0.01% |
1,491,565
-5,780
| -0.4% | -$72.4K |
|
867
New Jersey Resources
NJR
$4.76B
| $18.6M | 0.01% |
374,920
+107
| +0% | +$5.31K |
|
868
Evergy
EVRG
$16.6B
| $18.6M | 0.01% |
295,060
-9,721
| -3% | -$612K |
|
869
Skyworks Solutions
SWKS
$11.1B
| $18.6M | 0.01% |
203,687
-8,111
| -4% | -$739K |
|
870
Universal Display
OLED
$6.57B
| $18.6M | 0.01% |
171,804
+2,192
| +1% | +$237K |
|
871
Valley National Bancorp
VLY
$6.03B
| $18.5M | 0.01% |
1,636,285
-279
| -0% | -$3.16K |
|
872
Civitas Resources
CIVI
$3.04B
| $18.5M | 0.01% |
318,795
-18,778
| -6% | -$1.09M |
|
873
SPDR S&P Global Natural Resources ETF
GNR
$3.34B
| $18.4M | 0.01% |
323,214
-226,003
| -41% | -$12.9M |
|
874
Jacobs Solutions
J
$17.8B
| $18.4M | 0.01% |
185,253
-9,297
| -5% | -$923K |
|
875
TEGNA Inc
TGNA
$3.38B
| $18.4M | 0.01% |
868,262
+30
| +0% | +$636 |
|