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 | |
|---|---|---|---|---|---|---|
876
Wynn Resorts
WYNN
$12.8B
| $19.2M | 0.01% |
171,244
+46,770
| +38% | +$5.23M |
|
877
Qualys
QLYS
$4.75B
| $19.1M | 0.01% |
147,250
-1,179
| -0.8% | -$153K |
|
878
Prestige Consumer Healthcare
PBH
$3.2B
| $19.1M | 0.01% |
305,618
-3,347
| -1% | -$210K |
|
879
Howmet Aerospace
HWM
$74.1B
| $19.1M | 0.01% |
451,721
+7,974
| +2% | +$338K |
|
880
Corpay
CPAY
$21.5B
| $19.1M | 0.01% |
90,718
-46
| -0.1% | -$9.7K |
|
881
SolarEdge
SEDG
$1.75B
| $19.1M | 0.01% |
62,881
+1,113
| +2% | +$338K |
|
882
Post Holdings
POST
$5.69B
| $19.1M | 0.01% |
212,260
-1,055
| -0.5% | -$94.8K |
|
883
JB Hunt Transport Services
JBHT
$13.3B
| $19M | 0.01% |
108,372
+327
| +0.3% | +$57.4K |
|
884
Kulicke & Soffa
KLIC
$1.98B
| $18.9M | 0.01% |
359,297
-19,011
| -5% | -$1M |
|
885
Avista
AVA
$2.94B
| $18.9M | 0.01% |
445,578
-5,041
| -1% | -$214K |
|
886
Iron Mountain
IRM
$28.8B
| $18.9M | 0.01% |
357,407
+1,651
| +0.5% | +$87.4K |
|
887
SSR Mining
SSRM
$4.46B
| $18.9M | 0.01% |
1,249,970
-276,559
| -18% | -$4.18M |
|
888
QuidelOrtho
QDEL
$1.88B
| $18.8M | 0.01% |
211,263
+1,874
| +0.9% | +$167K |
|
889
Kimco Realty
KIM
$15.1B
| $18.8M | 0.01% |
963,594
+41,168
| +4% | +$804K |
|
890
Arcosa
ACA
$4.72B
| $18.8M | 0.01% |
297,774
-4,208
| -1% | -$266K |
|
891
Macy's
M
$4.56B
| $18.8M | 0.01% |
1,072,851
+10,164
| +1% | +$178K |
|
|
MRO
892
DELISTED
Marathon Oil Corporation
MRO
| $18.6M | 0.01% |
778,101
+15,325
| +2% | +$367K |
|
893
Otter Tail
OTTR
$3.48B
| $18.6M | 0.01% |
257,031
+246,909
| +2,439% | +$17.8M |
|
894
Rogers Corp
ROG
$1.44B
| $18.6M | 0.01% |
113,523
-2,423
| -2% | -$396K |
|
895
Simpson Manufacturing
SSD
$7.97B
| $18.5M | 0.01% |
169,052
+907
| +0.5% | +$99.4K |
|
896
Glacier Bancorp
GBCI
$5.76B
| $18.5M | 0.01% |
439,996
+8,095
| +2% | +$340K |
|
897
Evergy
EVRG
$16.5B
| $18.4M | 0.01% |
300,626
+5,566
| +2% | +$340K |
|
898
Pool Corp
POOL
$11.9B
| $18.4M | 0.01% |
53,640
+943
| +2% | +$323K |
|
899
Citizens Financial Group
CFG
$22.3B
| $18.3M | 0.01% |
602,938
+11,934
| +2% | +$362K |
|
900
Watts Water Technologies
WTS
$9.29B
| $18.2M | 0.01% |
108,393
+701
| +0.7% | +$118K |
|