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 |
Alibaba
BABA
|
+$205M |
| 2 |
Boston Properties
BXP
|
+$179M |
| 3 |
Domino's
DPZ
|
+$178M |
| 4 |
VICI Properties
VICI
|
+$124M |
| 5 |
Vail Resorts
MTN
|
+$115M |
Top Sells
| 1 |
O'Reilly Automotive
ORLY
|
+$127M |
| 2 |
CDK
CDK Global, Inc.
CDK
|
+$124M |
| 3 |
SBA Communications
SBAC
|
+$118M |
| 4 |
Steris
STE
|
+$116M |
| 5 |
Equinix
EQIX
|
+$111M |
Sector Composition
| 1 | Real Estate | 16.13% |
| 2 | Financials | 15.66% |
| 3 | Technology | 14.58% |
| 4 | Consumer Discretionary | 11.38% |
| 5 | Industrials | 9.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1101
Itron
ITRI
$5.41B
| $12.6M | 0.01% |
270,043
-1,960
| -0.7% | -$91.4K |
|
|
MINI
1102
DELISTED
Mobile Mini Inc
MINI
| $12.6M | 0.01% |
370,503
-3,809
| -1% | -$129K |
|
1103
Adtalem Global Education
ATGE
$4.79B
| $12.6M | 0.01% |
271,381
-2,503
| -0.9% | -$116K |
|
1104
Walker & Dunlop
WD
$2.93B
| $12.6M | 0.01% |
246,576
-9,073
| -4% | -$462K |
|
1105
Globe Life
GL
$11.3B
| $12.5M | 0.01% |
152,916
-4,566
| -3% | -$374K |
|
1106
Dana Inc
DAN
$2.73B
| $12.5M | 0.01% |
705,928
+3,690
| +0.5% | +$65.5K |
|
|
DHC
1107
Diversified Healthcare Trust
DHC
$1.05B
| $12.5M | 0.01% |
1,059,011
+8,176
| +0.8% | +$96.3K |
|
1108
Pultegroup
PHM
$26.7B
| $12.5M | 0.01% |
445,316
-8,010
| -2% | -$224K |
|
1109
UMB Financial
UMBF
$9.26B
| $12.4M | 0.01% |
194,083
-3,035
| -2% | -$194K |
|
1110
SPX Corp
SPXC
$9.29B
| $12.4M | 0.01% |
357,012
-3,330
| -0.9% | -$116K |
|
|
NLSN
1111
DELISTED
Nielsen Holdings plc
NLSN
| $12.4M | 0.01% |
523,362
-1,909
| -0.4% | -$45.2K |
|
1112
Shake Shack
SHAK
$3.92B
| $12.4M | 0.01% |
208,872
-965
| -0.5% | -$57.1K |
|
|
MANT
1113
DELISTED
Mantech International Corp
MANT
| $12.3M | 0.01% |
227,460
-1,938
| -0.8% | -$105K |
|
1114
SPDR S&P Global Natural Resources ETF
GNR
$3.31B
| $12.2M | 0.01% |
264,768
-86,359
| -25% | -$3.99M |
|
|
BIG
1115
DELISTED
Big Lots, Inc.
BIG
| $12.2M | 0.01% |
321,827
+148,272
| +85% | +$5.64M |
|
1116
Interpublic Group of Companies
IPG
$9.51B
| $12.2M | 0.01% |
582,331
-6,317
| -1% | -$133K |
|
1117
Texas Capital Bancshares
TCBI
$3.99B
| $12.2M | 0.01% |
223,882
+1,677
| +0.8% | +$91.6K |
|
|
ILPT
1118
Industrial Logistics Properties Trust
ILPT
$415M
| $12.2M | 0.01% |
605,854
+68,384
| +13% | +$1.38M |
|
1119
Horace Mann Educators
HMN
$1.89B
| $12.2M | 0.01% |
346,125
-8,683
| -2% | -$306K |
|
1120
CSG Systems International
CSGS
$1.82B
| $12.2M | 0.01% |
287,884
+731
| +0.3% | +$30.9K |
|
1121
Home BancShares
HOMB
$5.82B
| $12.1M | 0.01% |
690,821
-7,924
| -1% | -$139K |
|
|
MNTA
1122
DELISTED
Momenta Pharmaceuticals, Inc.
MNTA
| $12.1M | 0.01% |
830,583
+13,591
| +2% | +$197K |
|
1123
OSI Systems
OSIS
$3.97B
| $12.1M | 0.01% |
137,720
+660
| +0.5% | +$57.8K |
|
1124
Western Union
WU
$2.73B
| $12M | 0.01% |
652,356
-17,849
| -3% | -$330K |
|
|
TWO
1125
Two Harbors Investment
TWO
$1.06B
| $12M | 0.01% |
222,627
-2,447
| -1% | -$132K |
|