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 | |
|---|---|---|---|---|---|---|
1026
Ziff Davis
ZD
$1.52B
| $15.3M | 0.01% |
196,028
+1,440
| +0.7% | +$112K |
|
|
JNPR
1027
DELISTED
Juniper Networks
JNPR
| $15.3M | 0.01% |
444,193
-995
| -0.2% | -$34.2K |
|
1028
Spire
SR
$4.52B
| $15.2M | 0.01% |
217,398
+2,213
| +1% | +$155K |
|
1029
Cracker Barrel
CBRL
$1.13B
| $15.2M | 0.01% |
133,992
+46,507
| +53% | +$5.28M |
|
1030
FormFactor
FORM
$2.36B
| $15.2M | 0.01% |
476,641
-12,191
| -2% | -$388K |
|
1031
Glaukos
GKOS
$5.06B
| $15.1M | 0.01% |
302,234
-7,865
| -3% | -$394K |
|
1032
Alarm.com
ALRM
$2.78B
| $15.1M | 0.01% |
301,060
-6,325
| -2% | -$318K |
|
1033
Campbell Soup
CPB
$9.97B
| $15.1M | 0.01% |
274,524
+5,959
| +2% | +$328K |
|
1034
Dayforce
DAY
$10.9B
| $15.1M | 0.01% |
206,126
+4,601
| +2% | +$337K |
|
1035
Cloudflare
NET
$80B
| $15.1M | 0.01% |
244,099
+166,122
| +213% | +$10.2M |
|
1036
Genworth Financial
GNW
$3.57B
| $15M | 0.01% |
2,993,776
-40,100
| -1% | -$201K |
|
1037
Brady Corp
BRC
$3.74B
| $15M | 0.01% |
278,925
-6,323
| -2% | -$340K |
|
1038
TEGNA Inc
TGNA
$3.39B
| $15M | 0.01% |
886,114
+17,852
| +2% | +$302K |
|
1039
National Storage Affiliates Trust
NSA
$2.49B
| $15M | 0.01% |
358,519
+3,027
| +0.9% | +$126K |
|
1040
Parsons
PSN
$8.04B
| $15M | 0.01% |
334,790
+321,688
| +2,455% | +$14.4M |
|
|
GMS
1041
DELISTED
GMS Inc
GMS
| $15M | 0.01% |
258,354
-11,361
| -4% | -$658K |
|
1042
ESCO Technologies
ESE
$5.42B
| $14.9M | 0.01% |
155,920
-2,135
| -1% | -$204K |
|
1043
Cal-Maine
CALM
$5.41B
| $14.9M | 0.01% |
244,128
-7,530
| -3% | -$459K |
|
1044
Dorman Products
DORM
$4.97B
| $14.8M | 0.01% |
171,963
-4,014
| -2% | -$346K |
|
1045
Credo Technology Group
CRDO
$28.1B
| $14.8M | 0.01% |
1,571,729
-21,806
| -1% | -$205K |
|
1046
Lumen
LUMN
$6.54B
| $14.7M | 0.01% |
5,562,341
+4,412,265
| +384% | +$11.7M |
|
1047
Western Digital
WDC
$33.1B
| $14.7M | 0.01% |
517,354
+12,477
| +2% | +$355K |
|
1048
Wendy's
WEN
$1.88B
| $14.7M | 0.01% |
675,681
+1,761
| +0.3% | +$38.4K |
|
1049
Healthpeak Properties
DOC
$12.5B
| $14.7M | 0.01% |
669,820
+24,038
| +4% | +$528K |
|
1050
Viavi Solutions
VIAV
$2.7B
| $14.7M | 0.01% |
1,356,042
-38,566
| -3% | -$418K |
|