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 | |
|---|---|---|---|---|---|---|
976
CrowdStrike
CRWD
$107B
| $18.1M | 0.01% |
56,391
+34,233
| +154% | +$11M |
|
977
GATX Corp
GATX
$6B
| $18.1M | 0.01% |
134,804
+2,231
| +2% | +$299K |
|
978
Haemonetics
HAE
$2.59B
| $18.1M | 0.01% |
211,677
+7,713
| +4% | +$658K |
|
979
Antero Midstream
AM
$8.79B
| $18.1M | 0.01% |
1,284,550
+29,541
| +2% | +$415K |
|
980
Travel + Leisure Co
TNL
$4B
| $18M | 0.01% |
368,324
+6,968
| +2% | +$341K |
|
981
Commault Systems
CVLT
$7.84B
| $18M | 0.01% |
177,773
-108
| -0.1% | -$11K |
|
982
Lamb Weston
LW
$7.79B
| $18M | 0.01% |
169,061
-1,561
| -0.9% | -$166K |
|
983
United Airlines
UAL
$34.8B
| $18M | 0.01% |
375,217
+5,544
| +1% | +$265K |
|
984
Tanger
SKT
$3.86B
| $18M | 0.01% |
608,154
-4,736
| -0.8% | -$140K |
|
985
Warrior Met Coal
HCC
$3.08B
| $18M | 0.01% |
295,829
-8,251
| -3% | -$501K |
|
986
Rollins
ROL
$27.3B
| $17.9M | 0.01% |
387,745
-2,391
| -0.6% | -$111K |
|
987
Korn Ferry
KFY
$3.81B
| $17.9M | 0.01% |
272,728
-16,363
| -6% | -$1.08M |
|
|
GTM
988
ZoomInfo Technologies
GTM
$3.63B
| $17.9M | 0.01% |
1,118,352
+23,840
| +2% | +$382K |
|
989
Liberty Energy
LBRT
$1.76B
| $17.9M | 0.01% |
863,232
+62,198
| +8% | +$1.29M |
|
990
Sally Beauty Holdings
SBH
$1.45B
| $17.8M | 0.01% |
1,436,185
+67,563
| +5% | +$839K |
|
991
Blackstone Mortgage Trust
BXMT
$3.41B
| $17.8M | 0.01% |
894,497
-3,563
| -0.4% | -$70.9K |
|
|
WBA
992
DELISTED
Walgreens Boots Alliance
WBA
| $17.8M | 0.01% |
819,042
+10,683
| +1% | +$232K |
|
993
J.M. Smucker
SJM
$11.7B
| $17.7M | 0.01% |
140,717
+370
| +0.3% | +$46.6K |
|
994
Teleflex
TFX
$5.76B
| $17.7M | 0.01% |
78,174
+1,955
| +3% | +$442K |
|
995
KeyCorp
KEY
$21.1B
| $17.6M | 0.01% |
1,115,422
+13,841
| +1% | +$219K |
|
996
Boyd Gaming
BYD
$6.84B
| $17.6M | 0.01% |
261,786
+6,442
| +3% | +$434K |
|
|
JBTM
997
JBT Marel Corporation
JBTM
$7.09B
| $17.5M | 0.01% |
167,180
+337
| +0.2% | +$35.3K |
|
998
Walker & Dunlop
WD
$2.93B
| $17.5M | 0.01% |
173,471
-670
| -0.4% | -$67.7K |
|
|
ARCH
999
DELISTED
Arch Resources, Inc.
ARCH
| $17.5M | 0.01% |
108,929
+94,989
| +681% | +$15.3M |
|
1000
Silicon Laboratories
SLAB
$4.34B
| $17.5M | 0.01% |
121,706
+3,374
| +3% | +$485K |
|