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 | |
|---|---|---|---|---|---|---|
901
Jacobs Solutions
J
$17.3B
| $18.2M | 0.01% |
187,679
+2,426
| +1% | +$236K |
|
902
PENN Entertainment
PENN
$2.93B
| $18.2M | 0.01% |
613,947
+5,474
| +0.9% | +$162K |
|
903
Kite Realty
KRG
$4.97B
| $18.2M | 0.01% |
870,077
+17,488
| +2% | +$366K |
|
904
AutoNation
AN
$8.42B
| $18.2M | 0.01% |
135,326
+1,198
| +0.9% | +$161K |
|
905
Neogen
NEOG
$1.21B
| $18.1M | 0.01% |
979,657
-18,238
| -2% | -$338K |
|
906
Celsius Holdings
CELH
$14.5B
| $18.1M | 0.01% |
585,597
-676,293
| -54% | -$21M |
|
907
Textron
TXT
$14.4B
| $18.1M | 0.01% |
255,836
+5,020
| +2% | +$355K |
|
908
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.4B
| $18M | 0.01% |
236,396
+44,429
| +23% | +$3.39M |
|
909
RH
RH
$4.29B
| $18M | 0.01% |
73,980
-1,654
| -2% | -$403K |
|
910
iShares MSCI India ETF
INDA
$9.38B
| $18M | 0.01% |
457,435
+98,450
| +27% | +$3.87M |
|
911
LKQ Corp
LKQ
$8.26B
| $18M | 0.01% |
316,705
+12,043
| +4% | +$684K |
|
|
RXDX
912
DELISTED
Prometheus Biosciences, Inc. Common Stock
RXDX
| $18M | 0.01% |
167,475
+157,166
| +1,525% | +$16.9M |
|
913
Hawaiian Electric Industries
HE
$2.08B
| $17.8M | 0.01% |
463,962
+4,877
| +1% | +$187K |
|
914
Moog
MOG.A
$6.24B
| $17.8M | 0.01% |
176,821
-4,376
| -2% | -$441K |
|
915
Forward Air
FWRD
$913M
| $17.8M | 0.01% |
165,318
-4,614
| -3% | -$497K |
|
916
Silgan Holdings
SLGN
$4.71B
| $17.8M | 0.01% |
331,176
+3,101
| +0.9% | +$166K |
|
917
Synovus
SNV
$7.13B
| $17.7M | 0.01% |
575,585
+5,323
| +0.9% | +$164K |
|
918
Insperity
NSP
$1.93B
| $17.7M | 0.01% |
145,959
-739
| -0.5% | -$89.8K |
|
919
Ryder
R
$7.61B
| $17.7M | 0.01% |
198,728
+1,769
| +0.9% | +$158K |
|
920
United Airlines
UAL
$34.8B
| $17.7M | 0.01% |
400,542
+7,902
| +2% | +$350K |
|
921
ONE Gas
OGS
$4.5B
| $17.7M | 0.01% |
223,635
+2,574
| +1% | +$204K |
|
922
Ormat Technologies
ORA
$5.51B
| $17.7M | 0.01% |
208,285
+16,994
| +9% | +$1.44M |
|
923
Columbia Banking Systems
COLB
$7.84B
| $17.6M | 0.01% |
822,982
+342,044
| +71% | +$7.33M |
|
924
Chemours
CC
$2.44B
| $17.6M | 0.01% |
587,867
-7,045
| -1% | -$211K |
|
925
Flowserve
FLS
$7.35B
| $17.6M | 0.01% |
517,149
+4,686
| +0.9% | +$159K |
|