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 |
Equinix
EQIX
|
+$313M |
| 2 |
Welltower
WELL
|
+$213M |
| 3 |
Brookfield
BN
|
+$162M |
| 4 |
MSCI
MSCI
|
+$146M |
| 5 |
Extra Space Storage
EXR
|
+$143M |
Top Sells
| 1 |
BKI
Black Knight, Inc. Common Stock
BKI
|
+$373M |
| 2 |
Moody's
MCO
|
+$178M |
| 3 |
Dollar General
DG
|
+$169M |
| 4 |
CubeSmart
CUBE
|
+$166M |
| 5 |
Equity Lifestyle Properties
ELS
|
+$156M |
Sector Composition
| 1 | Technology | 17.98% |
| 2 | Financials | 15.34% |
| 3 | Real Estate | 15.22% |
| 4 | Consumer Discretionary | 11.31% |
| 5 | Industrials | 11.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1076
M/I Homes
MHO
$4B
| $13M | 0.01% |
154,949
-6,549
| -4% | -$550K |
|
1077
Boot Barn
BOOT
$5.61B
| $13M | 0.01% |
160,334
-9,431
| -6% | -$766K |
|
1078
Mobileye
MBLY
$11.3B
| $13M | 0.01% |
313,132
-301,425
| -49% | -$12.5M |
|
1079
Brink's
BCO
$4.76B
| $13M | 0.01% |
179,003
-1,541
| -0.9% | -$112K |
|
1080
SL Green Realty
SLG
$4.29B
| $12.9M | 0.01% |
346,901
-18,855
| -5% | -$703K |
|
1081
Adient
ADNT
$1.92B
| $12.9M | 0.01% |
352,206
-6,493
| -2% | -$238K |
|
1082
Grand Canyon Education
LOPE
$5.69B
| $12.9M | 0.01% |
110,490
-5,225
| -5% | -$611K |
|
1083
Wendy's
WEN
$1.87B
| $12.9M | 0.01% |
632,590
-7,577
| -1% | -$155K |
|
1084
Innovative Industrial Properties
IIPR
$1.58B
| $12.9M | 0.01% |
170,509
-1,056
| -0.6% | -$79.9K |
|
1085
UDR
UDR
$12.7B
| $12.9M | 0.01% |
361,235
+3,922
| +1% | +$140K |
|
|
CPE
1086
DELISTED
Callon Petroleum Company
CPE
| $12.9M | 0.01% |
329,136
+19,203
| +6% | +$751K |
|
1087
Frontier Communications
FYBR
$9.35B
| $12.8M | 0.01% |
817,769
-22,208
| -3% | -$348K |
|
1088
PENN Entertainment
PENN
$2.93B
| $12.8M | 0.01% |
557,331
-21,299
| -4% | -$489K |
|
1089
Kyndryl
KD
$7.49B
| $12.7M | 0.01% |
844,197
+75,336
| +10% | +$1.14M |
|
1090
Snowflake
SNOW
$76.5B
| $12.7M | 0.01% |
83,246
-31,423
| -27% | -$4.8M |
|
1091
Macerich
MAC
$4.53B
| $12.7M | 0.01% |
1,159,729
-61,931
| -5% | -$676K |
|
1092
Resideo Technologies
REZI
$5.39B
| $12.6M | 0.01% |
796,240
-40,110
| -5% | -$634K |
|
1093
Immunovant
IMVT
$2.82B
| $12.6M | 0.01% |
327,075
+303,707
| +1,300% | +$11.7M |
|
1094
Piper Sandler
PIPR
$5.95B
| $12.5M | 0.01% |
86,240
-1,592
| -2% | -$231K |
|
1095
Shopify
SHOP
$185B
| $12.5M | 0.01% |
229,177
+18,302
| +9% | +$1,000K |
|
1096
NMI Holdings
NMIH
$3.07B
| $12.5M | 0.01% |
461,389
-23,791
| -5% | -$644K |
|
1097
Steven Madden
SHOO
$2.22B
| $12.5M | 0.01% |
393,229
-23,442
| -6% | -$745K |
|
1098
Leggett & Platt
LEG
$1.35B
| $12.5M | 0.01% |
491,278
-8,502
| -2% | -$216K |
|
1099
Allegion
ALLE
$14.6B
| $12.4M | 0.01% |
119,470
+2,374
| +2% | +$247K |
|
1100
Quaker Houghton
KWR
$2.42B
| $12.4M | 0.01% |
77,695
-2,400
| -3% | -$384K |
|