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 | |
|---|---|---|---|---|---|---|
901
Textron
TXT
$14.7B
| $17.8M | 0.01% |
250,816
-12,632
| -5% | -$894K |
|
902
Iron Mountain
IRM
$29.2B
| $17.7M | 0.01% |
355,756
-6,915
| -2% | -$345K |
|
903
CyberArk
CYBR
$23.8B
| $17.7M | 0.01% |
136,522
-28,880
| -17% | -$3.74M |
|
904
Simmons First National
SFNC
$2.99B
| $17.7M | 0.01% |
820,070
+29,738
| +4% | +$642K |
|
905
Expedia Group
EXPE
$27.4B
| $17.7M | 0.01% |
201,893
+9,737
| +5% | +$853K |
|
906
iShares MSCI World ETF
URTH
$5.73B
| $17.6M | 0.01% |
161,522
-53,735
| -25% | -$5.87M |
|
907
First Financial Bankshares
FFIN
$5.13B
| $17.6M | 0.01% |
512,321
+2,127
| +0.4% | +$73.2K |
|
908
Arrowhead Research
ARWR
$4.11B
| $17.6M | 0.01% |
432,957
+4,739
| +1% | +$192K |
|
909
Euronet Worldwide
EEFT
$3.62B
| $17.6M | 0.01% |
185,965
+2,054
| +1% | +$194K |
|
910
Plexus
PLXS
$3.8B
| $17.5M | 0.01% |
170,344
-1,440
| -0.8% | -$148K |
|
911
SolarEdge
SEDG
$1.75B
| $17.5M | 0.01% |
61,768
-1,312
| -2% | -$372K |
|
912
Howmet Aerospace
HWM
$74.3B
| $17.5M | 0.01% |
443,747
-17,261
| -4% | -$680K |
|
913
Washington Trust Bancorp
WASH
$571M
| $17.5M | 0.01% |
370,415
-9,562
| -3% | -$451K |
|
914
EQT Corp
EQT
$31.8B
| $17.4M | 0.01% |
514,717
-6,083
| -1% | -$206K |
|
915
Insulet
PODD
$23.8B
| $17.4M | 0.01% |
59,139
+50,194
| +561% | +$14.8M |
|
916
MACOM Technology Solutions
MTSI
$9.76B
| $17.4M | 0.01% |
275,778
+63,400
| +30% | +$3.99M |
|
917
Federal Signal
FSS
$7.77B
| $17.4M | 0.01% |
373,631
-2,519
| -0.7% | -$117K |
|
918
Mr. Cooper
COOP
$14.1B
| $17.3M | 0.01% |
431,148
-40,722
| -9% | -$1.63M |
|
919
Boise Cascade
BCC
$3.32B
| $17.3M | 0.01% |
251,684
-418
| -0.2% | -$28.7K |
|
920
Korn Ferry
KFY
$3.93B
| $17.3M | 0.01% |
341,286
-10,472
| -3% | -$530K |
|
|
OLK
921
DELISTED
Olink Holding AB (publ) American Depositary Shares
OLK
| $17.3M | 0.01% |
679,975
-16,207
| -2% | -$411K |
|
922
Vanguard Real Estate ETF
VNQ
$35B
| $17.1M | 0.01% |
207,840
-103,917
| -33% | -$8.57M |
|
923
Power Integrations
POWI
$2.56B
| $17.1M | 0.01% |
238,959
+14,166
| +6% | +$1.02M |
|
924
Azenta
AZTA
$1.43B
| $17.1M | 0.01% |
294,116
+1,724
| +0.6% | +$100K |
|
925
Sun Country Airlines
SNCY
$728M
| $17.1M | 0.01% |
1,079,261
-51,100
| -5% | -$810K |
|