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 | |
|---|---|---|---|---|---|---|
926
WSFS Financial
WSFS
$3.15B
| $17.1M | 0.01% |
376,160
-15,266
| -4% | -$692K |
|
927
iShares Russell 1000 Value ETF
IWD
$64.2B
| $17.1M | 0.01% |
112,460
+6,378
| +6% | +$967K |
|
928
Axcelis
ACLS
$2.62B
| $17M | 0.01% |
214,594
+2,718
| +1% | +$216K |
|
929
Silgan Holdings
SLGN
$4.71B
| $17M | 0.01% |
328,075
+1,509
| +0.5% | +$78.2K |
|
930
Boyd Gaming
BYD
$6.84B
| $17M | 0.01% |
310,932
-5,400
| -2% | -$294K |
|
|
SIVB
931
DELISTED
SVB Financial Group
SIVB
| $16.9M | 0.01% |
73,330
-5,845
| -7% | -$1.35M |
|
932
LXP Industrial Trust
LXP
$2.67B
| $16.9M | 0.01% |
1,683,126
-153,024
| -8% | -$1.53M |
|
933
Gen Digital
GEN
$18B
| $16.9M | 0.01% |
786,425
+21,558
| +3% | +$462K |
|
934
Home BancShares
HOMB
$5.82B
| $16.8M | 0.01% |
738,080
-4,037
| -0.5% | -$92K |
|
935
Belden
BDC
$5.15B
| $16.8M | 0.01% |
233,870
+53,747
| +30% | +$3.86M |
|
936
Viatris
VTRS
$11.9B
| $16.8M | 0.01% |
1,508,993
-234,707
| -13% | -$2.61M |
|
937
Leggett & Platt
LEG
$1.34B
| $16.8M | 0.01% |
519,909
+2,859
| +0.6% | +$92.1K |
|
938
Kulicke & Soffa
KLIC
$1.98B
| $16.7M | 0.01% |
378,308
+17,050
| +5% | +$755K |
|
939
ONE Gas
OGS
$4.5B
| $16.7M | 0.01% |
221,061
-3,330
| -1% | -$252K |
|
940
Grand Canyon Education
LOPE
$5.69B
| $16.7M | 0.01% |
158,401
+25,178
| +19% | +$2.66M |
|
941
Corpay
CPAY
$21.5B
| $16.7M | 0.01% |
90,764
-2,747
| -3% | -$505K |
|
942
Insperity
NSP
$1.93B
| $16.7M | 0.01% |
146,698
+138
| +0.1% | +$15.7K |
|
943
Louisiana-Pacific
LPX
$6.64B
| $16.7M | 0.01% |
281,430
-6,601
| -2% | -$391K |
|
944
Group 1 Automotive
GPI
$6.09B
| $16.7M | 0.01% |
92,361
-8,763
| -9% | -$1.58M |
|
945
Qualys
QLYS
$4.75B
| $16.7M | 0.01% |
148,429
+10,603
| +8% | +$1.19M |
|
946
ASGN Inc
ASGN
$2.23B
| $16.7M | 0.01% |
204,396
+7,130
| +4% | +$581K |
|
|
WIRE
947
DELISTED
Encore Wire Corp
WIRE
| $16.6M | 0.01% |
120,831
-3,093
| -2% | -$425K |
|
948
Ormat Technologies
ORA
$5.56B
| $16.5M | 0.01% |
191,291
+16,023
| +9% | +$1.39M |
|
949
ManpowerGroup
MAN
$1.75B
| $16.5M | 0.01% |
198,329
-3,512
| -2% | -$292K |
|
950
Ryder
R
$7.61B
| $16.5M | 0.01% |
196,959
-21,871
| -10% | -$1.83M |
|