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 | |
|---|---|---|---|---|---|---|
1001
Home BancShares
HOMB
$5.82B
| $17.5M | 0.01% |
711,604
+10,391
| +1% | +$255K |
|
1002
Knife River
KNF
$4.45B
| $17.4M | 0.01% |
214,725
+3,460
| +2% | +$281K |
|
1003
Vornado Realty Trust
VNO
$7.77B
| $17.4M | 0.01% |
603,381
+15,345
| +3% | +$441K |
|
1004
Seadrill
SDRL
$2.02B
| $17.4M | 0.01% |
345,003
-5,743
| -2% | -$289K |
|
1005
Veeva Systems
VEEV
$45B
| $17.3M | 0.01% |
74,630
+6,276
| +9% | +$1.45M |
|
1006
Marvell Technology
MRVL
$57.8B
| $17.3M | 0.01% |
243,817
-111,800
| -31% | -$7.92M |
|
1007
Brink's
BCO
$4.76B
| $17.3M | 0.01% |
186,882
+9,450
| +5% | +$873K |
|
1008
First Bancorp
FBP
$3.52B
| $17.2M | 0.01% |
982,418
-10,347
| -1% | -$181K |
|
1009
Cavco Industries
CVCO
$4.28B
| $17.2M | 0.01% |
43,090
+1,111
| +3% | +$443K |
|
1010
Stanley Black & Decker
SWK
$11.9B
| $17.2M | 0.01% |
175,401
-173,228
| -50% | -$17M |
|
1011
Flowers Foods
FLO
$3.02B
| $17.2M | 0.01% |
723,048
+17,939
| +3% | +$426K |
|
1012
BlackLine
BL
$3.32B
| $17.2M | 0.01% |
265,845
+259,274
| +3,946% | +$16.7M |
|
1013
Innospec
IOSP
$2.06B
| $17.2M | 0.01% |
133,106
-2,083
| -2% | -$269K |
|
1014
Gen Digital
GEN
$18B
| $17.1M | 0.01% |
764,211
+4,168
| +0.5% | +$93.4K |
|
|
GRP.U
1015
Granite Real Estate Investment Trust
GRP.U
$3.47B
| $17.1M | 0.01% |
299,460
-28,205
| -9% | -$1.61M |
|
1016
Rayonier
RYN
$4.04B
| $17.1M | 0.01% |
540,708
+13,631
| +3% | +$431K |
|
1017
F5
FFIV
$18.8B
| $17.1M | 0.01% |
89,991
+2,666
| +3% | +$505K |
|
1018
Conagra Brands
CAG
$9.27B
| $17M | 0.01% |
575,041
+2,580
| +0.5% | +$76.5K |
|
1019
Resideo Technologies
REZI
$5.39B
| $17M | 0.01% |
758,466
-2,611
| -0.3% | -$58.5K |
|
1020
iShares Core S&P Mid-Cap ETF
IJH
$100B
| $17M | 0.01% |
279,842
-33,673
| -11% | -$2.05M |
|
1021
Jack Henry & Associates
JKHY
$11.6B
| $17M | 0.01% |
97,800
+3,620
| +4% | +$629K |
|
1022
Glacier Bancorp
GBCI
$5.76B
| $17M | 0.01% |
420,985
+6,793
| +2% | +$274K |
|
1023
Coty
COTY
$3.51B
| $16.9M | 0.01% |
1,415,747
-960,489
| -40% | -$11.5M |
|
1024
Perrigo
PRGO
$3.04B
| $16.9M | 0.01% |
525,236
+11,474
| +2% | +$369K |
|
1025
Cloudflare
NET
$77.7B
| $16.9M | 0.01% |
174,459
+98,442
| +129% | +$9.53M |
|