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 | |
|---|---|---|---|---|---|---|
1051
UMB Financial
UMBF
$9.26B
| $16.3M | 0.01% |
187,588
+24,379
| +15% | +$2.12M |
|
1052
Coca-Cola Consolidated
COKE
$10.5B
| $16.3M | 0.01% |
192,770
+3,490
| +2% | +$295K |
|
1053
Artisan Partners
APAM
$3.27B
| $16.3M | 0.01% |
356,254
+680
| +0.2% | +$31.1K |
|
1054
Allegion
ALLE
$14.6B
| $16.3M | 0.01% |
120,943
+2,940
| +2% | +$396K |
|
|
UCB
1055
United Community Banks, Inc.
UCB
$3.95B
| $16.2M | 0.01% |
617,305
-1,565,279
| -72% | -$41.2M |
|
1056
International Paper
IP
$24.5B
| $16.2M | 0.01% |
416,097
+25,985
| +7% | +$1.01M |
|
|
JNPR
1057
DELISTED
Juniper Networks
JNPR
| $16.2M | 0.01% |
437,732
+13,203
| +3% | +$489K |
|
1058
AutoNation
AN
$8.42B
| $16.2M | 0.01% |
97,885
+2,497
| +3% | +$413K |
|
1059
Trustmark
TRMK
$2.42B
| $16.2M | 0.01% |
576,057
+31,951
| +6% | +$898K |
|
1060
InterDigital
IDCC
$7.7B
| $16.1M | 0.01% |
151,173
+1,758
| +1% | +$187K |
|
1061
First Financial Bankshares
FFIN
$5.13B
| $16.1M | 0.01% |
490,412
+11,880
| +2% | +$390K |
|
1062
MGE Energy Inc
MGEE
$3.05B
| $16.1M | 0.01% |
204,066
+199,673
| +4,545% | +$15.7M |
|
1063
New Jersey Resources
NJR
$4.71B
| $16.1M | 0.01% |
374,087
-21,713
| -5% | -$932K |
|
|
WRK
1064
DELISTED
WestRock Company
WRK
| $16M | 0.01% |
323,141
+23,093
| +8% | +$1.14M |
|
1065
Exponent
EXPO
$3.5B
| $16M | 0.01% |
193,189
-4,000
| -2% | -$331K |
|
1066
Schwab US TIPS ETF
SCHP
$14.1B
| $16M | 0.01% |
612,430
+59,500
| +11% | +$1.55M |
|
1067
Madison Square Garden
MSGS
$4.93B
| $15.9M | 0.01% |
86,351
+311
| +0.4% | +$57.4K |
|
1068
Belden
BDC
$5.15B
| $15.9M | 0.01% |
171,484
+3,386
| +2% | +$314K |
|
1069
Piper Sandler
PIPR
$5.95B
| $15.8M | 0.01% |
79,608
-6,510
| -8% | -$1.29M |
|
1070
Newell Brands
NWL
$2.54B
| $15.8M | 0.01% |
1,966,663
+4,595
| +0.2% | +$36.9K |
|
1071
iShares Core S&P Small-Cap ETF
IJR
$85.1B
| $15.7M | 0.01% |
141,994
+14,968
| +12% | +$1.65M |
|
1072
Peabody Energy
BTU
$2.25B
| $15.7M | 0.01% |
646,648
+632,235
| +4,387% | +$15.3M |
|
1073
CNX Resources
CNX
$4.14B
| $15.6M | 0.01% |
659,497
+66,528
| +11% | +$1.58M |
|
1074
SITE Centers
SITC
$468M
| $15.6M | 0.01% |
1,367,426
+163,139
| +14% | +$1.86M |
|
1075
Quaker Houghton
KWR
$2.42B
| $15.6M | 0.01% |
76,118
-797
| -1% | -$164K |
|