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 | |
|---|---|---|---|---|---|---|
926
Royal Caribbean
RCL
$92.8B
| $17.6M | 0.01% |
268,986
+5,429
| +2% | +$355K |
|
927
Wintrust Financial
WTFC
$9.17B
| $17.5M | 0.01% |
240,411
-19,271
| -7% | -$1.41M |
|
928
Coty
COTY
$3.51B
| $17.5M | 0.01% |
1,449,406
+17,116
| +1% | +$206K |
|
929
Globus Medical
GMED
$7.89B
| $17.5M | 0.01% |
308,104
+4,507
| +1% | +$255K |
|
930
Fluor
FLR
$6.69B
| $17.4M | 0.01% |
563,870
+3,746
| +0.7% | +$116K |
|
931
Synaptics
SYNA
$2.67B
| $17.4M | 0.01% |
156,357
-975
| -0.6% | -$108K |
|
932
Etsy
ETSY
$5.73B
| $17.3M | 0.01% |
155,303
-207,913
| -57% | -$23.1M |
|
933
Liberty Broadband Class A
LBRDA
$8.61B
| $17.3M | 0.01% |
210,277
-102,558
| -33% | -$8.42M |
|
934
Everest Group
EG
$14.3B
| $17.2M | 0.01% |
48,043
+632
| +1% | +$226K |
|
935
Travel + Leisure Co
TNL
$4B
| $17.2M | 0.01% |
438,098
+2,394
| +0.5% | +$93.8K |
|
936
PTC
PTC
$24.5B
| $17.2M | 0.01% |
133,887
+3,656
| +3% | +$469K |
|
937
Haemonetics
HAE
$2.59B
| $17.2M | 0.01% |
207,444
-1,361
| -0.7% | -$113K |
|
938
Mr. Cooper
COOP
$14B
| $17.2M | 0.01% |
418,771
-12,377
| -3% | -$507K |
|
939
LXP Industrial Trust
LXP
$2.67B
| $17.2M | 0.01% |
1,664,047
-19,079
| -1% | -$197K |
|
940
MGM Resorts International
MGM
$9.79B
| $17.1M | 0.01% |
385,918
+2,838
| +0.7% | +$126K |
|
941
Cabot Corp
CBT
$4.21B
| $17.1M | 0.01% |
223,418
+1,498
| +0.7% | +$115K |
|
942
Vontier
VNT
$6.29B
| $17.1M | 0.01% |
625,771
+3,184
| +0.5% | +$87.1K |
|
943
Jack Henry & Associates
JKHY
$11.6B
| $17.1M | 0.01% |
113,334
-1,266
| -1% | -$191K |
|
944
Community Bank
CBU
$3.13B
| $17M | 0.01% |
324,513
-3,670
| -1% | -$193K |
|
945
C.H. Robinson
CHRW
$15.1B
| $17M | 0.01% |
170,999
+2,133
| +1% | +$212K |
|
946
Sunrun
RUN
$3.74B
| $17M | 0.01% |
842,867
+7,531
| +0.9% | +$152K |
|
947
PotlatchDeltic
PCH
$3.21B
| $17M | 0.01% |
342,969
+1,227
| +0.4% | +$60.7K |
|
948
Korn Ferry
KFY
$3.81B
| $17M | 0.01% |
328,082
-13,204
| -4% | -$683K |
|
949
NetApp
NTAP
$24.7B
| $17M | 0.01% |
265,809
-2,180
| -0.8% | -$139K |
|
950
OR Royalties Inc.
OR
$6.69B
| $16.9M | 0.01% |
+1,071,900
| New | +$16.9M |
|