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 | |
|---|---|---|---|---|---|---|
951
ASGN Inc
ASGN
$2.23B
| $16.9M | 0.01% |
203,997
-399
| -0.2% | -$33K |
|
952
Thor Industries
THO
$5.66B
| $16.9M | 0.01% |
211,649
+1,261
| +0.6% | +$100K |
|
953
Akamai
AKAM
$11B
| $16.8M | 0.01% |
215,133
+3,882
| +2% | +$304K |
|
954
Old National Bancorp
ONB
$8.81B
| $16.8M | 0.01% |
1,163,389
+23,521
| +2% | +$339K |
|
955
Quaker Houghton
KWR
$2.42B
| $16.8M | 0.01% |
84,624
-1,852
| -2% | -$367K |
|
956
Leggett & Platt
LEG
$1.35B
| $16.7M | 0.01% |
524,759
+4,850
| +0.9% | +$155K |
|
957
Pinnacle Financial Partners
PNFP
$7.58B
| $16.7M | 0.01% |
302,619
+2,904
| +1% | +$160K |
|
|
TXNM
958
TXNM Energy, Inc.
TXNM
$5.99B
| $16.6M | 0.01% |
340,884
+6,858
| +2% | +$334K |
|
959
iShares Core S&P Mid-Cap ETF
IJH
$100B
| $16.6M | 0.01% |
330,810
-20
| -0% | -$1K |
|
960
Kirby Corp
KEX
$4.85B
| $16.5M | 0.01% |
237,015
+2,148
| +0.9% | +$150K |
|
961
ManpowerGroup
MAN
$1.75B
| $16.5M | 0.01% |
200,113
+1,784
| +0.9% | +$147K |
|
962
Integra LifeSciences
IART
$1.2B
| $16.5M | 0.01% |
287,584
+2,704
| +0.9% | +$155K |
|
963
Western Union
WU
$2.73B
| $16.5M | 0.01% |
1,479,361
-120,723
| -8% | -$1.35M |
|
964
Cogent Communications
CCOI
$1.74B
| $16.4M | 0.01% |
258,023
-4,312
| -2% | -$275K |
|
965
Park Hotels & Resorts
PK
$2.36B
| $16.4M | 0.01% |
1,330,061
+7,980
| +0.6% | +$98.6K |
|
966
Ero Copper
ERO
$1.68B
| $16.4M | 0.01% |
930,200
+546,400
| +142% | +$9.65M |
|
967
First Financial Bankshares
FFIN
$5.13B
| $16.4M | 0.01% |
515,094
+2,773
| +0.5% | +$88.5K |
|
968
Integer Holdings
ITGR
$3.59B
| $16.4M | 0.01% |
211,816
+4,824
| +2% | +$374K |
|
|
AEL
969
DELISTED
American Equity Investment Life Holding Company
AEL
| $16.4M | 0.01% |
449,684
-10,739
| -2% | -$392K |
|
970
Installed Building Products
IBP
$7.21B
| $16.4M | 0.01% |
143,868
-3,268
| -2% | -$373K |
|
971
Unifirst Corp
UNF
$3.17B
| $16.4M | 0.01% |
92,936
-1,150
| -1% | -$203K |
|
972
Avnet
AVT
$4.5B
| $16.3M | 0.01% |
361,617
+2,701
| +0.8% | +$122K |
|
973
Steven Madden
SHOO
$2.22B
| $16.3M | 0.01% |
453,620
-10,967
| -2% | -$395K |
|
974
Evercore
EVR
$12.8B
| $16.3M | 0.01% |
141,524
+1,274
| +0.9% | +$147K |
|
975
Plexus
PLXS
$3.71B
| $16.3M | 0.01% |
167,273
-3,071
| -2% | -$300K |
|