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 | |
|---|---|---|---|---|---|---|
926
Alarm.com
ALRM
$2.76B
| $19.8M | 0.01% |
272,963
+2,059
| +0.8% | +$149K |
|
927
ArcBest
ARCB
$1.61B
| $19.8M | 0.01% |
138,764
+3,918
| +3% | +$558K |
|
928
Moelis & Co
MC
$5.41B
| $19.7M | 0.01% |
346,907
-449,849
| -56% | -$25.5M |
|
929
iShares Russell 1000 Value ETF
IWD
$63.3B
| $19.6M | 0.01% |
109,302
+22,123
| +25% | +$3.96M |
|
930
Prestige Consumer Healthcare
PBH
$3.21B
| $19.5M | 0.01% |
269,424
-440
| -0.2% | -$31.9K |
|
931
Maximus
MMS
$4.96B
| $19.5M | 0.01% |
232,879
-12,472
| -5% | -$1.05M |
|
932
Lantheus
LNTH
$3.56B
| $19.4M | 0.01% |
311,303
+19,838
| +7% | +$1.23M |
|
933
Fortrea Holdings
FTRE
$907M
| $19.4M | 0.01% |
482,680
+25,469
| +6% | +$1.02M |
|
934
UGI
UGI
$7.4B
| $19.4M | 0.01% |
788,995
+19,941
| +3% | +$489K |
|
935
Macerich
MAC
$4.54B
| $19.3M | 0.01% |
1,121,272
-1,734
| -0.2% | -$29.9K |
|
936
MDU Resources
MDU
$3.35B
| $19.3M | 0.01% |
1,383,794
+34,437
| +3% | +$481K |
|
937
Seagate
STX
$40.9B
| $19.2M | 0.01% |
206,429
-624
| -0.3% | -$58.1K |
|
938
Tyson Foods
TSN
$19.8B
| $19.2M | 0.01% |
326,899
+5,803
| +2% | +$341K |
|
939
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
| $19.1M | 0.01% |
246,000
+11,025
| +5% | +$857K |
|
940
Sanmina
SANM
$6.49B
| $19.1M | 0.01% |
307,288
-9,592
| -3% | -$596K |
|
941
Terex
TEX
$3.44B
| $19.1M | 0.01% |
296,009
-3,172
| -1% | -$204K |
|
|
MRO
942
DELISTED
Marathon Oil Corporation
MRO
| $19M | 0.01% |
669,594
+2,723
| +0.4% | +$77.2K |
|
943
Kyndryl
KD
$7.47B
| $18.8M | 0.01% |
866,156
+23,841
| +3% | +$519K |
|
944
Immunovant
IMVT
$2.84B
| $18.8M | 0.01% |
582,721
+142,606
| +32% | +$4.61M |
|
945
Cirrus Logic
CRUS
$5.74B
| $18.8M | 0.01% |
203,163
+5,203
| +3% | +$482K |
|
946
Albemarle
ALB
$8.67B
| $18.8M | 0.01% |
142,671
-22,153
| -13% | -$2.92M |
|
947
Dolby
DLB
$6.82B
| $18.8M | 0.01% |
223,959
+5,342
| +2% | +$447K |
|
948
EQT Corp
EQT
$31.9B
| $18.7M | 0.01% |
504,013
-10,620
| -2% | -$394K |
|
949
Bio-Techne
TECH
$7.95B
| $18.6M | 0.01% |
264,522
-865
| -0.3% | -$60.9K |
|
950
National Fuel Gas
NFG
$7.86B
| $18.6M | 0.01% |
346,541
+9,671
| +3% | +$520K |
|