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 | |
|---|---|---|---|---|---|---|
976
Home BancShares
HOMB
$5.82B
| $16.3M | 0.01% |
751,303
+13,223
| +2% | +$287K |
|
977
Black Hills Corp
BKH
$4.28B
| $16.3M | 0.01% |
258,474
+5,219
| +2% | +$329K |
|
978
Universal Health Services
UHS
$11.8B
| $16.3M | 0.01% |
128,313
-6,135
| -5% | -$780K |
|
|
AZEK
979
DELISTED
The AZEK Co
AZEK
| $16.3M | 0.01% |
691,743
+111,886
| +19% | +$2.63M |
|
980
Lindblad Expeditions
LIND
$717M
| $16.3M | 0.01% |
1,701,567
+384,359
| +29% | +$3.67M |
|
981
Teradata
TDC
$1.99B
| $16.2M | 0.01% |
403,381
+2,231
| +0.6% | +$89.9K |
|
982
Vanguard Long-Term Corporate Bond ETF
VCLT
$6.91B
| $16.2M | 0.01% |
203,609
+36,225
| +22% | +$2.89M |
|
983
BorgWarner
BWA
$9.34B
| $16.2M | 0.01% |
374,248
+36,279
| +11% | +$1.57M |
|
984
Moelis & Co
MC
$5.44B
| $16.2M | 0.01% |
420,500
-54,440
| -11% | -$2.09M |
|
985
Trimble
TRMB
$19.1B
| $16.1M | 0.01% |
307,986
+8,478
| +3% | +$444K |
|
986
Koppers
KOP
$543M
| $16.1M | 0.01% |
461,186
+115,565
| +33% | +$4.04M |
|
987
A.O. Smith
AOS
$10.2B
| $16.1M | 0.01% |
232,958
+69,375
| +42% | +$4.8M |
|
988
Resideo Technologies
REZI
$5.39B
| $16.1M | 0.01% |
881,048
-10,022
| -1% | -$183K |
|
989
Cadence Bank
CADE
$6.94B
| $16.1M | 0.01% |
774,521
+4,227
| +0.5% | +$87.8K |
|
|
ARNC
990
DELISTED
Arconic Corporation
ARNC
| $16.1M | 0.01% |
612,846
-7,006
| -1% | -$184K |
|
991
WaFd
WAFD
$2.47B
| $16M | 0.01% |
532,358
+136,049
| +34% | +$4.1M |
|
992
Allete
ALE
$3.7B
| $16M | 0.01% |
248,943
+3,750
| +2% | +$241K |
|
|
MZTI
993
The Marzetti Company Common Stock
MZTI
$4.97B
| $16M | 0.01% |
78,745
+672
| +0.9% | +$136K |
|
994
MaxLinear
MXL
$1.37B
| $15.9M | 0.01% |
452,825
-11,965
| -3% | -$421K |
|
|
SRCL
995
DELISTED
Stericycle Inc
SRCL
| $15.9M | 0.01% |
364,733
+3,306
| +0.9% | +$144K |
|
996
Sprouts Farmers Market
SFM
$13.1B
| $15.9M | 0.01% |
453,925
-4,432
| -1% | -$155K |
|
997
Tri Pointe Homes
TPH
$3.07B
| $15.9M | 0.01% |
626,036
-9,832
| -2% | -$249K |
|
998
Cavco Industries
CVCO
$4.28B
| $15.8M | 0.01% |
49,834
-2,431
| -5% | -$772K |
|
999
First Hawaiian
FHB
$3.19B
| $15.8M | 0.01% |
767,511
-16,259
| -2% | -$335K |
|
1000
Atlantic Union Bankshares
AUB
$5.02B
| $15.8M | 0.01% |
+451,506
| New | +$15.8M |
|