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 | |
|---|---|---|---|---|---|---|
851
Range Resources
RRC
$8.38B
| $19.9M | 0.01% |
553,103
-6,990
| -1% | -$252K |
|
|
JBTM
852
JBT Marel Corporation
JBTM
$7.28B
| $19.9M | 0.01% |
156,441
+5,198
| +3% | +$661K |
|
853
Royal Gold
RGLD
$12.5B
| $19.9M | 0.01% |
150,722
-1,518
| -1% | -$200K |
|
854
Builders FirstSource
BLDR
$16.2B
| $19.9M | 0.01% |
139,007
-62,299
| -31% | -$8.9M |
|
855
Steel Dynamics
STLD
$19.7B
| $19.8M | 0.01% |
173,597
-3,215
| -2% | -$367K |
|
856
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$55.1B
| $19.7M | 0.01% |
245,674
-78,731
| -24% | -$6.32M |
|
857
Medpace
MEDP
$14B
| $19.7M | 0.01% |
59,258
-181
| -0.3% | -$60.1K |
|
858
RLI Corp
RLI
$6.15B
| $19.7M | 0.01% |
238,842
+392
| +0.2% | +$32.3K |
|
859
Estee Lauder
EL
$31.2B
| $19.7M | 0.01% |
262,071
-945
| -0.4% | -$70.9K |
|
860
Academy Sports + Outdoors
ASO
$3.2B
| $19.6M | 0.01% |
341,439
+1,100
| +0.3% | +$63.3K |
|
861
Immunovant
IMVT
$2.93B
| $19.6M | 0.01% |
791,863
-159,261
| -17% | -$3.94M |
|
862
Hologic
HOLX
$14.8B
| $19.5M | 0.01% |
271,152
+1,606
| +0.6% | +$116K |
|
863
EXL Service
EXLS
$7.13B
| $19.5M | 0.01% |
440,393
+3,508
| +0.8% | +$156K |
|
864
California Resources
CRC
$4.39B
| $19.5M | 0.01% |
376,153
+15,981
| +4% | +$829K |
|
865
Toro Company
TTC
$7.82B
| $19.5M | 0.01% |
243,179
-5,942
| -2% | -$476K |
|
866
New York Times
NYT
$9.53B
| $19.5M | 0.01% |
373,943
-4,410
| -1% | -$230K |
|
867
Fortune Brands Innovations
FBIN
$7.29B
| $19.5M | 0.01% |
284,698
-2,720
| -0.9% | -$186K |
|
868
Old Republic International
ORI
$10.1B
| $19.4M | 0.01% |
534,929
-16,366
| -3% | -$592K |
|
869
Krystal Biotech
KRYS
$4.18B
| $19.3M | 0.01% |
123,453
+3,727
| +3% | +$584K |
|
870
Planet Fitness
PLNT
$8.68B
| $19.3M | 0.01% |
195,383
-2,430
| -1% | -$240K |
|
871
SEI Investments
SEIC
$10.9B
| $19.3M | 0.01% |
234,072
-4,156
| -2% | -$343K |
|
872
Wingstop
WING
$7.67B
| $19.3M | 0.01% |
67,896
-590
| -0.9% | -$168K |
|
873
H.B. Fuller
FUL
$3.44B
| $19.3M | 0.01% |
285,762
-358,552
| -56% | -$24.2M |
|
874
Brixmor Property Group
BRX
$8.6B
| $19.3M | 0.01% |
692,519
-4,963
| -0.7% | -$138K |
|
875
Eagle Materials
EXP
$7.7B
| $19.2M | 0.01% |
77,748
-687
| -0.9% | -$170K |
|