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 | |
|---|---|---|---|---|---|---|
951
Haemonetics
HAE
$2.58B
| $16.4M | 0.01% |
208,805
-4,566
| -2% | -$359K |
|
952
Arcosa
ACA
$4.72B
| $16.4M | 0.01% |
301,982
-2,065
| -0.7% | -$112K |
|
953
O-I Glass
OI
$1.95B
| $16.4M | 0.01% |
988,727
+24,119
| +3% | +$400K |
|
954
First Interstate BancSystem
FIBK
$3.37B
| $16.3M | 0.01% |
422,594
-4,329
| -1% | -$167K |
|
|
TXNM
955
TXNM Energy, Inc.
TXNM
$5.99B
| $16.3M | 0.01% |
334,026
+6
| +0% | +$293 |
|
956
SLM Corp
SLM
$6.05B
| $16.3M | 0.01% |
981,291
+1,094
| +0.1% | +$18.2K |
|
957
LKQ Corp
LKQ
$8.26B
| $16.3M | 0.01% |
304,662
-115,300
| -27% | -$6.16M |
|
958
Healthpeak Properties
DOC
$12.6B
| $16.2M | 0.01% |
645,782
-26,167
| -4% | -$656K |
|
959
Hancock Whitney
HWC
$5.38B
| $16.1M | 0.01% |
333,519
-22,235
| -6% | -$1.08M |
|
960
NetApp
NTAP
$25B
| $16.1M | 0.01% |
267,989
-6,734
| -2% | -$404K |
|
961
Cirrus Logic
CRUS
$5.91B
| $16.1M | 0.01% |
215,994
-2,148
| -1% | -$160K |
|
962
Genworth Financial
GNW
$3.51B
| $16M | 0.01% |
3,033,876
-71,024
| -2% | -$376K |
|
963
Bankunited
BKU
$2.9B
| $16M | 0.01% |
472,040
-8,012
| -2% | -$272K |
|
964
Avis
CAR
$5.48B
| $16M | 0.01% |
97,659
-14,882
| -13% | -$2.44M |
|
965
iShares Core S&P Mid-Cap ETF
IJH
$102B
| $16M | 0.01% |
330,830
+40,235
| +14% | +$1.95M |
|
966
Integra LifeSciences
IART
$1.21B
| $16M | 0.01% |
284,880
+1,710
| +0.6% | +$95.9K |
|
967
Pool Corp
POOL
$11.9B
| $15.9M | 0.01% |
52,697
-1,560
| -3% | -$472K |
|
968
Moog
MOG.A
$6.24B
| $15.9M | 0.01% |
181,197
-2,975
| -2% | -$261K |
|
969
Thor Industries
THO
$5.83B
| $15.9M | 0.01% |
210,388
-2,048
| -1% | -$155K |
|
970
Travel + Leisure Co
TNL
$4.11B
| $15.9M | 0.01% |
435,704
-1,545,289
| -78% | -$56.2M |
|
971
Allete
ALE
$3.7B
| $15.8M | 0.01% |
245,193
-590,632
| -71% | -$38.1M |
|
972
MaxLinear
MXL
$1.37B
| $15.8M | 0.01% |
464,790
+7,588
| +2% | +$258K |
|
973
Watts Water Technologies
WTS
$9.29B
| $15.7M | 0.01% |
107,692
+300
| +0.3% | +$43.9K |
|
974
Flowserve
FLS
$7.41B
| $15.7M | 0.01% |
512,463
+2,999
| +0.6% | +$92K |
|
975
Everest Group
EG
$14.3B
| $15.7M | 0.01% |
47,411
-1,665
| -3% | -$552K |
|