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 |
CoStar Group
CSGP
|
+$317M |
| 2 |
Digital Realty Trust
DLR
|
+$256M |
| 3 |
American Tower
AMT
|
+$201M |
| 4 |
COR
Coresite Realty Corporation
COR
|
+$158M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$136M |
Top Sells
| 1 |
INXN
Interxion Holding N.V.
INXN
|
+$358M |
| 2 |
Wayfair
W
|
+$187M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$146M |
| 4 |
Welltower
WELL
|
+$145M |
| 5 |
Host Hotels & Resorts
HST
|
+$125M |
Sector Composition
| 1 | Technology | 17.28% |
| 2 | Real Estate | 16.9% |
| 3 | Financials | 15.46% |
| 4 | Consumer Discretionary | 10.43% |
| 5 | Healthcare | 9.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
976
Pricesmart
PSMT
$3.41B
| $8.9M | 0.01% |
169,360
-6,763
| -4% | -$355K |
|
977
Knowles
KN
$1.85B
| $8.89M | 0.01% |
664,086
-15,775
| -2% | -$211K |
|
978
Treehouse Foods
THS
$886M
| $8.82M | 0.01% |
199,835
-69,600
| -26% | -$3.07M |
|
979
Walker & Dunlop
WD
$2.93B
| $8.81M | 0.01% |
218,663
-8,988
| -4% | -$362K |
|
|
MINI
980
DELISTED
Mobile Mini Inc
MINI
| $8.81M | 0.01% |
335,722
-20,013
| -6% | -$525K |
|
981
Valley National Bancorp
VLY
$5.99B
| $8.8M | 0.01% |
1,203,359
-492,380
| -29% | -$3.6M |
|
982
iRobot
IRBT
$107M
| $8.77M | 0.01% |
214,485
-8,872
| -4% | -$363K |
|
983
City Holding Co
CHCO
$1.83B
| $8.77M | 0.01% |
131,761
-4,912
| -4% | -$327K |
|
|
GWB
984
DELISTED
Great Western Bancorp, Inc.
GWB
| $8.76M | 0.01% |
427,657
-17,660
| -4% | -$362K |
|
985
Murphy USA
MUSA
$7.26B
| $8.74M | 0.01% |
103,647
-38,155
| -27% | -$3.22M |
|
|
MZTI
986
The Marzetti Company Common Stock
MZTI
$4.97B
| $8.74M | 0.01% |
60,402
-25,510
| -30% | -$3.69M |
|
987
ACI Worldwide
ACIW
$5.17B
| $8.73M | 0.01% |
361,256
-149,366
| -29% | -$3.61M |
|
988
Brixmor Property Group
BRX
$8.51B
| $8.72M | 0.01% |
917,576
-377,435
| -29% | -$3.59M |
|
989
Pinnacle Financial Partners
PNFP
$7.58B
| $8.71M | 0.01% |
232,093
-94,328
| -29% | -$3.54M |
|
990
NewMarket
NEU
$7.86B
| $8.7M | 0.01% |
22,710
-9,653
| -30% | -$3.7M |
|
991
BrightView Holdings
BV
$1.31B
| $8.68M | 0.01% |
785,187
-18,217
| -2% | -$201K |
|
992
Carvana
CVNA
$50.4B
| $8.68M | 0.01% |
157,467
-7,285
| -4% | -$401K |
|
993
Cloudflare
NET
$77.7B
| $8.66M | 0.01% |
368,798
-40,116
| -10% | -$942K |
|
994
iShares Short-Term National Muni Bond ETF
SUB
$10.3B
| $8.64M | 0.01% |
81,302
+23,000
| +39% | +$2.44M |
|
|
DISCK
995
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
| $8.62M | 0.01% |
491,517
+6,644
| +1% | +$117K |
|
996
Synovus
SNV
$7.13B
| $8.61M | 0.01% |
490,504
-316,688
| -39% | -$5.56M |
|
997
Associated Banc-Corp
ASB
$4.36B
| $8.61M | 0.01% |
673,165
-204,211
| -23% | -$2.61M |
|
998
Silgan Holdings
SLGN
$4.71B
| $8.59M | 0.01% |
295,878
-99,016
| -25% | -$2.87M |
|
999
Polaris
PII
$3.29B
| $8.57M | 0.01% |
177,977
-73,842
| -29% | -$3.56M |
|
1000
Sealed Air
SEE
$4.83B
| $8.57M | 0.01% |
346,801
+14,234
| +4% | +$352K |
|