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 |
Digital Realty Trust
DLR
|
+$398M |
| 2 |
Brookfield Asset Management
BAM
|
+$357M |
| 3 |
Gaming and Leisure Properties
GLPI
|
+$250M |
| 4 |
Welltower
WELL
|
+$222M |
| 5 |
Yum China
YUMC
|
+$182M |
Top Sells
| 1 |
STOR
STORE Capital Corporation
STOR
|
+$368M |
| 2 |
Equinix
EQIX
|
+$246M |
| 3 |
Brookfield
BN
|
+$220M |
| 4 |
Guidewire Software
GWRE
|
+$202M |
| 5 |
Lennar Class A
LEN
|
+$150M |
Sector Composition
| 1 | Real Estate | 16.55% |
| 2 | Technology | 15.81% |
| 3 | Financials | 15.77% |
| 4 | Industrials | 10.77% |
| 5 | Consumer Discretionary | 10.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1076
NorthWestern Energy
NWE
$3.51B
| $13.3M | 0.01% |
224,849
+6,333
| +3% | +$376K |
|
1077
Evertec
EVTC
$2.14B
| $13.3M | 0.01% |
411,635
-10,175
| -2% | -$329K |
|
|
FL
1078
DELISTED
Foot Locker
FL
| $13.3M | 0.01% |
352,188
-5,178
| -1% | -$196K |
|
1079
WaFd
WAFD
$2.46B
| $13.3M | 0.01% |
396,309
+17,278
| +5% | +$580K |
|
|
HTO
1080
H2O America Common Stock
HTO
$1.75B
| $13.2M | 0.01% |
162,886
+153,826
| +1,698% | +$12.5M |
|
1081
Banner Corp
BANR
$2.29B
| $13.2M | 0.01% |
208,965
-1,917
| -0.9% | -$121K |
|
1082
Celanese
CE
$4.99B
| $13.2M | 0.01% |
129,028
-5,003
| -4% | -$512K |
|
1083
AeroVironment
AVAV
$12.1B
| $13.2M | 0.01% |
153,985
-927
| -0.6% | -$79.4K |
|
1084
Nu Skin
NUS
$596M
| $13.2M | 0.01% |
312,815
+104,419
| +50% | +$4.4M |
|
1085
Cushman & Wakefield
CWK
$3.85B
| $13.2M | 0.01% |
1,056,871
+1,033,728
| +4,467% | +$12.9M |
|
|
DOC
1086
DELISTED
PHYSICIANS REALTY TRUST
DOC
| $13.1M | 0.01% |
906,952
+7,637
| +0.8% | +$111K |
|
|
ARNC
1087
DELISTED
Arconic Corporation
ARNC
| $13.1M | 0.01% |
619,852
-12,244
| -2% | -$259K |
|
1088
Globe Life
GL
$11.5B
| $13.1M | 0.01% |
108,643
-4,163
| -4% | -$502K |
|
1089
iShares Russell Mid-Cap ETF
IWR
$44.8B
| $13M | 0.01% |
193,223
+97,760
| +102% | +$6.59M |
|
1090
Royal Caribbean
RCL
$91.4B
| $13M | 0.01% |
263,557
-9,557
| -3% | -$472K |
|
1091
Pinterest
PINS
$23.8B
| $13M | 0.01% |
536,417
+458,749
| +591% | +$11.1M |
|
|
IBTX
1092
DELISTED
Independent Bank Group, Inc.
IBTX
| $13M | 0.01% |
216,545
-1,843
| -0.8% | -$111K |
|
1093
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$30.8B
| $13M | 0.01% |
123,190
-120,000
| -49% | -$12.7M |
|
1094
Dayforce
DAY
$10.9B
| $12.9M | 0.01% |
201,525
+9,606
| +5% | +$616K |
|
|
B
1095
DELISTED
Barnes Group Inc.
B
| $12.9M | 0.01% |
315,792
-4,867
| -2% | -$199K |
|
1096
Chesapeake Utilities
CPK
$2.95B
| $12.9M | 0.01% |
108,892
-3,661
| -3% | -$433K |
|
1097
MGM Resorts International
MGM
$9.4B
| $12.8M | 0.01% |
383,080
-23,351
| -6% | -$783K |
|
1098
National Storage Affiliates Trust
NSA
$2.45B
| $12.8M | 0.01% |
355,492
-1,233
| -0.3% | -$44.5K |
|
1099
Adient
ADNT
$1.95B
| $12.8M | 0.01% |
368,992
+14
| +0% | +$486 |
|
1100
AdaptHealth
AHCO
$1.26B
| $12.8M | 0.01% |
665,908
+194,055
| +41% | +$3.73M |
|