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 |
American Tower
AMT
|
+$462M |
| 2 |
SBA Communications
SBAC
|
+$330M |
| 3 |
CCC Intelligent Solutions
CCCS
|
+$219M |
| 4 |
Equinix
EQIX
|
+$176M |
| 5 |
Teck Resources
TECK
|
+$140M |
Top Sells
| 1 |
First Industrial Realty Trust
FR
|
+$216M |
| 2 |
Digital Realty Trust
DLR
|
+$213M |
| 3 |
TransDigm Group
TDG
|
+$207M |
| 4 |
Public Storage
PSA
|
+$174M |
| 5 |
Realty Income
O
|
+$149M |
Sector Composition
| 1 | Technology | 18.87% |
| 2 | Financials | 15.58% |
| 3 | Real Estate | 14.17% |
| 4 | Consumer Discretionary | 11.56% |
| 5 | Industrials | 11.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
901
Tri Pointe Homes
TPH
$3.08B
| $20.5M | 0.01% |
530,036
+2,211
| +0.4% | +$85.5K |
|
902
SolarEdge
SEDG
$1.78B
| $20.5M | 0.01% |
288,446
-489
| -0.2% | -$34.7K |
|
903
Celanese
CE
$4.89B
| $20.5M | 0.01% |
119,078
+5,026
| +4% | +$864K |
|
904
Frontier Communications
FYBR
$9.33B
| $20.5M | 0.01% |
834,908
+21,358
| +3% | +$523K |
|
905
Kellanova
K
$27.5B
| $20.4M | 0.01% |
356,898
+4,344
| +1% | +$249K |
|
906
Universal Health Services
UHS
$11.8B
| $20.4M | 0.01% |
111,655
+755
| +0.7% | +$138K |
|
907
FirstCash
FCFS
$6.45B
| $20.3M | 0.01% |
159,536
+9,254
| +6% | +$1.18M |
|
908
EPAM Systems
EPAM
$8.66B
| $20.3M | 0.01% |
73,679
-574
| -0.8% | -$159K |
|
909
Otter Tail
OTTR
$3.47B
| $20.3M | 0.01% |
235,102
+4,358
| +2% | +$377K |
|
910
Louisiana-Pacific
LPX
$6.66B
| $20.3M | 0.01% |
241,648
+6,023
| +3% | +$505K |
|
911
The Bancorp
TBBK
$3.53B
| $20.2M | 0.01% |
605,017
-431,905
| -42% | -$14.5M |
|
912
Post Holdings
POST
$5.7B
| $20.2M | 0.01% |
189,704
+3,110
| +2% | +$331K |
|
913
Carpenter Technology
CRS
$12.3B
| $20.1M | 0.01% |
281,855
-95,642
| -25% | -$6.83M |
|
914
RH
RH
$4.39B
| $20.1M | 0.01% |
57,712
+851
| +1% | +$296K |
|
915
JB Hunt Transport Services
JBHT
$13.3B
| $20.1M | 0.01% |
100,773
+1,123
| +1% | +$224K |
|
916
Best Buy
BBY
$16B
| $20.1M | 0.01% |
244,702
+209
| +0.1% | +$17.1K |
|
917
Principal Financial Group
PFG
$17.7B
| $20.1M | 0.01% |
232,379
-1,076
| -0.5% | -$92.9K |
|
918
Ryder
R
$7.6B
| $20M | 0.01% |
166,812
+4,115
| +3% | +$495K |
|
919
DXC Technology
DXC
$2.54B
| $20M | 0.01% |
945,022
-52,747
| -5% | -$1.12M |
|
920
Polaris
PII
$3.27B
| $20M | 0.01% |
200,017
+4,752
| +2% | +$476K |
|
921
Qfin Holdings, Inc. American Depositary Shares
QFIN
$3.73B
| $20M | 0.01% |
+1,084,914
| New | +$20M |
|
922
Citizens Financial Group
CFG
$22.3B
| $20M | 0.01% |
550,753
-11,315
| -2% | -$411K |
|
923
ACI Worldwide
ACIW
$5.19B
| $20M | 0.01% |
601,743
+111
| +0% | +$3.69K |
|
924
Southwest Airlines
LUV
$16.2B
| $19.9M | 0.01% |
682,512
+10,562
| +2% | +$308K |
|
925
Capri Holdings
CPRI
$2.55B
| $19.9M | 0.01% |
438,654
+12,084
| +3% | +$547K |
|