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
|
+$742M |
| 2 |
Healthpeak Properties
DOC
|
+$351M |
| 3 |
Arthur J. Gallagher & Co
AJG
|
+$317M |
| 4 |
Equity Lifestyle Properties
ELS
|
+$256M |
| 5 |
TransDigm Group
TDG
|
+$235M |
Top Sells
| 1 |
Adobe
ADBE
|
+$508M |
| 2 |
SBA Communications
SBAC
|
+$445M |
| 3 |
Brookfield
BN
|
+$391M |
| 4 |
Alexandria Real Estate Equities
ARE
|
+$291M |
| 5 |
Sun Communities
SUI
|
+$288M |
Sector Composition
| 1 | Technology | 20.2% |
| 2 | Financials | 16.62% |
| 3 | Real Estate | 12.83% |
| 4 | Consumer Discretionary | 11.84% |
| 5 | Industrials | 10.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1076
Independence Realty Trust
IRT
$4.14B
| $14.3M | 0.01% |
722,128
+20,826
| +3% | +$413K |
|
1077
Innospec
IOSP
$2.08B
| $14.2M | 0.01% |
129,448
+4,376
| +3% | +$482K |
|
1078
Tradeweb Markets
TW
$25.5B
| $14.2M | 0.01% |
108,675
-2,888
| -3% | -$378K |
|
1079
Valmont Industries
VMI
$7.63B
| $14.2M | 0.01% |
46,394
-730
| -2% | -$224K |
|
1080
QuidelOrtho
QDEL
$2.03B
| $14.2M | 0.01% |
319,208
+47,171
| +17% | +$2.1M |
|
1081
Vanguard Mid-Cap ETF
VO
$88.6B
| $14.2M | 0.01% |
53,712
+25,175
| +88% | +$6.65M |
|
1082
Oshkosh
OSK
$8.88B
| $14.2M | 0.01% |
149,163
-1,499
| -1% | -$143K |
|
1083
Yelp
YELP
$2B
| $14.2M | 0.01% |
366,297
+10,995
| +3% | +$426K |
|
1084
STAG Industrial
STAG
$6.8B
| $14.1M | 0.01% |
417,637
-3,854
| -0.9% | -$130K |
|
1085
Cognex
CGNX
$7.55B
| $14.1M | 0.01% |
393,462
-6,729
| -2% | -$241K |
|
1086
Trinity Industries
TRN
$2.31B
| $14.1M | 0.01% |
400,727
+10,293
| +3% | +$361K |
|
1087
iShares MSCI Taiwan ETF
EWT
$6.51B
| $14M | 0.01% |
271,168
| – | – |
|
1088
MP Materials
MP
$11.2B
| $14M | 0.01% |
899,698
+294,806
| +49% | +$4.6M |
|
1089
Erie Indemnity
ERIE
$17.7B
| $14M | 0.01% |
34,047
-309
| -0.9% | -$127K |
|
1090
Hanesbrands
HBI
$2.25B
| $14M | 0.01% |
1,720,247
+53,995
| +3% | +$440K |
|
1091
Stanley Black & Decker
SWK
$12.3B
| $14M | 0.01% |
174,223
-2,877
| -2% | -$231K |
|
1092
Tandem Diabetes Care
TNDM
$864M
| $14M | 0.01% |
388,347
+18,025
| +5% | +$649K |
|
1093
Virtu Financial
VIRT
$3.14B
| $14M | 0.01% |
391,548
+5,371
| +1% | +$192K |
|
1094
Landstar System
LSTR
$4.59B
| $13.9M | 0.01% |
81,031
-1,060
| -1% | -$182K |
|
1095
Kirby Corp
KEX
$4.91B
| $13.9M | 0.01% |
131,619
-2,403
| -2% | -$254K |
|
1096
Starwood Property Trust
STWD
$7.56B
| $13.9M | 0.01% |
734,054
-610
| -0.1% | -$11.6K |
|
1097
UGI
UGI
$7.49B
| $13.9M | 0.01% |
492,164
-5,030
| -1% | -$142K |
|
1098
Novanta
NOVT
$4.24B
| $13.9M | 0.01% |
90,781
+216
| +0.2% | +$33K |
|
1099
Diodes
DIOD
$2.52B
| $13.9M | 0.01% |
224,797
+6,307
| +3% | +$389K |
|
1100
Fox Class A
FOXA
$28.7B
| $13.9M | 0.01% |
285,242
-5,809
| -2% | -$282K |
|