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 | |
|---|---|---|---|---|---|---|
926
Whirlpool
WHR
$5.24B
| $12.4M | 0.01% |
95,670
+1,545
| +2% | +$200K |
|
927
PENN Entertainment
PENN
$2.93B
| $12.4M | 0.01% |
405,216
+70,499
| +21% | +$2.15M |
|
928
Regal Rexnord
RRX
$9.39B
| $12.4M | 0.01% |
141,647
-11,928
| -8% | -$1.04M |
|
929
Loews
L
$19.9B
| $12.4M | 0.01% |
360,511
-6,688
| -2% | -$229K |
|
930
Autoliv
ALV
$9.63B
| $12.4M | 0.01% |
191,510
-805,797
| -81% | -$52M |
|
|
EGOV
931
DELISTED
NIC Inc
EGOV
| $12.3M | 0.01% |
537,306
-1,138
| -0.2% | -$26.1K |
|
932
NRG Energy
NRG
$31.2B
| $12.3M | 0.01% |
378,613
-5,648
| -1% | -$184K |
|
933
Onto Innovation
ONTO
$5.2B
| $12.3M | 0.01% |
361,894
-10,822
| -3% | -$368K |
|
|
HR
934
DELISTED
Healthcare Realty Trust Incorporated
HR
| $12.3M | 0.01% |
419,032
-4,336,522
| -91% | -$127M |
|
935
Skywest
SKYW
$4.37B
| $12.3M | 0.01% |
375,604
-8,046
| -2% | -$262K |
|
936
Innovative Industrial Properties
IIPR
$1.58B
| $12.3M | 0.01% |
139,170
+9,822
| +8% | +$865K |
|
937
Albemarle
ALB
$8.63B
| $12.2M | 0.01% |
158,401
+9,063
| +6% | +$700K |
|
938
Installed Building Products
IBP
$7.21B
| $12.2M | 0.01% |
177,669
+3,353
| +2% | +$231K |
|
939
Wyndham Hotels & Resorts
WH
$6.43B
| $12.2M | 0.01% |
286,030
-8,429
| -3% | -$359K |
|
940
Bloomin' Brands
BLMN
$589M
| $12.2M | 0.01% |
1,143,426
+417,712
| +58% | +$4.45M |
|
941
Wendy's
WEN
$1.87B
| $12.2M | 0.01% |
558,949
-12,684
| -2% | -$276K |
|
942
Jefferies Financial Group
JEF
$13.5B
| $12.1M | 0.01% |
817,222
+9,343
| +1% | +$139K |
|
943
Hawaiian Electric Industries
HE
$2.08B
| $12.1M | 0.01% |
335,608
+446
| +0.1% | +$16.1K |
|
944
Carter's
CRI
$1.04B
| $12.1M | 0.01% |
149,825
+4,329
| +3% | +$349K |
|
945
Sunrun
RUN
$3.69B
| $12.1M | 0.01% |
612,359
+10,179
| +2% | +$201K |
|
|
LTC
946
LTC Properties
LTC
$1.68B
| $12M | 0.01% |
319,793
-13,915
| -4% | -$524K |
|
947
W.R. Berkley
WRB
$27.4B
| $12M | 0.01% |
472,921
+3,674
| +0.8% | +$93.6K |
|
948
Saic
SAIC
$4.75B
| $12M | 0.01% |
154,773
-442
| -0.3% | -$34.3K |
|
949
Acuity Brands
AYI
$10.1B
| $12M | 0.01% |
125,285
+2,931
| +2% | +$281K |
|
950
HUB Group
HUBG
$2.21B
| $12M | 0.01% |
500,834
-5,578
| -1% | -$133K |
|