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 |
TransDigm Group
TDG
|
+$406M |
| 2 |
Welltower
WELL
|
+$262M |
| 3 |
Camden Property Trust
CPT
|
+$199M |
| 4 |
Autodesk
ADSK
|
+$198M |
| 5 |
CONE
CyrusOne Inc Common Stock
CONE
|
+$193M |
Top Sells
| 1 |
Alibaba
BABA
|
+$419M |
| 2 |
Digital Realty Trust
DLR
|
+$252M |
| 3 |
DRE
Duke Realty Corp.
DRE
|
+$207M |
| 4 |
iShares MBS ETF
MBB
|
+$192M |
| 5 |
Americold
COLD
|
+$173M |
Sector Composition
| 1 | Technology | 19.05% |
| 2 | Real Estate | 15.53% |
| 3 | Financials | 15% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Healthcare | 9.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
901
Select Medical
SEM
$1.59B
| $12.9M | 0.01% |
1,626,502
-14,226
| -0.9% | -$113K |
|
902
ASGN Inc
ASGN
$2.33B
| $12.9M | 0.01% |
193,104
+28,706
| +17% | +$1.91M |
|
903
First Financial Bankshares
FFIN
$5.13B
| $12.9M | 0.01% |
445,724
+31,697
| +8% | +$916K |
|
904
F5
FFIV
$19.2B
| $12.9M | 0.01% |
92,256
-1,142
| -1% | -$159K |
|
905
Bilibili
BILI
$10.1B
| $12.9M | 0.01% |
277,761
+259,992
| +1,463% | +$12M |
|
906
Ashland
ASH
$2.5B
| $12.8M | 0.01% |
185,434
+7,428
| +4% | +$513K |
|
907
Sanmina
SANM
$6.27B
| $12.8M | 0.01% |
510,156
-31,903
| -6% | -$799K |
|
|
LM
908
DELISTED
Legg Mason, Inc.
LM
| $12.8M | 0.01% |
256,733
-60,551
| -19% | -$3.01M |
|
909
B&G Foods
BGS
$369M
| $12.8M | 0.01% |
523,003
-11,443
| -2% | -$279K |
|
910
Cavco Industries
CVCO
$4.39B
| $12.8M | 0.01% |
66,113
+690
| +1% | +$133K |
|
|
LOGM
911
DELISTED
LogMein, Inc.
LOGM
| $12.7M | 0.01% |
150,087
+752
| +0.5% | +$63.7K |
|
912
BrightView Holdings
BV
$1.34B
| $12.7M | 0.01% |
1,133,484
+348,297
| +44% | +$3.9M |
|
913
Xencor
XNCR
$606M
| $12.7M | 0.01% |
391,835
+8,900
| +2% | +$288K |
|
914
Coterra Energy
CTRA
$18.6B
| $12.7M | 0.01% |
738,342
+66,180
| +10% | +$1.14M |
|
915
8x8 Inc
EGHT
$303M
| $12.7M | 0.01% |
790,879
+30,482
| +4% | +$488K |
|
916
Enphase Energy
ENPH
$4.88B
| $12.6M | 0.01% |
265,261
+133,137
| +101% | +$6.33M |
|
917
MSC Industrial Direct
MSM
$5.14B
| $12.6M | 0.01% |
172,703
+34,715
| +25% | +$2.53M |
|
918
Topgolf Callaway Brands
MODG
$1.78B
| $12.5M | 0.01% |
714,501
-430
| -0.1% | -$7.53K |
|
919
Viatris
VTRS
$11.9B
| $12.5M | 0.01% |
775,432
-60,309
| -7% | -$970K |
|
920
Ameris Bancorp
ABCB
$5.12B
| $12.5M | 0.01% |
528,516
+31,441
| +6% | +$742K |
|
921
Henry Schein
HSIC
$8.43B
| $12.5M | 0.01% |
213,499
-5,850
| -3% | -$342K |
|
922
Everest Group
EG
$14.6B
| $12.5M | 0.01% |
60,452
+382
| +0.6% | +$78.8K |
|
923
Highwoods Properties
HIW
$3.49B
| $12.4M | 0.01% |
332,954
+3,969
| +1% | +$148K |
|
924
Pinnacle West Capital
PNW
$10.6B
| $12.4M | 0.01% |
169,557
+5,666
| +3% | +$415K |
|
925
MGM Resorts International
MGM
$9.62B
| $12.4M | 0.01% |
737,815
-17,719
| -2% | -$298K |
|