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 | |
|---|---|---|---|---|---|---|
1101
Cathay General Bancorp
CATY
$3.4B
| $14.8M | 0.01% |
390,170
-1,099,344
| -74% | -$41.6M |
|
1102
Kulicke & Soffa
KLIC
$1.98B
| $14.8M | 0.01% |
293,222
-21,599
| -7% | -$1.09M |
|
1103
Skywest
SKYW
$4.37B
| $14.7M | 0.01% |
212,513
-823
| -0.4% | -$56.9K |
|
1104
Chemours
CC
$2.44B
| $14.7M | 0.01% |
558,979
+13,970
| +3% | +$367K |
|
1105
Materion
MTRN
$2.29B
| $14.6M | 0.01% |
111,189
-2,326
| -2% | -$306K |
|
1106
Pinterest
PINS
$24B
| $14.6M | 0.01% |
421,162
+57,375
| +16% | +$1.99M |
|
1107
Stride
LRN
$6.89B
| $14.6M | 0.01% |
231,274
+11,495
| +5% | +$725K |
|
1108
Synaptics
SYNA
$2.67B
| $14.6M | 0.01% |
149,281
+2,888
| +2% | +$282K |
|
1109
ABM Industries
ABM
$2.82B
| $14.6M | 0.01% |
326,358
-15,295
| -4% | -$682K |
|
1110
Medical Properties Trust
MPW
$2.77B
| $14.5M | 0.01% |
3,090,890
+891,957
| +41% | +$4.19M |
|
1111
First Hawaiian
FHB
$3.19B
| $14.5M | 0.01% |
658,599
+1,555
| +0.2% | +$34.1K |
|
1112
Evertec
EVTC
$2.14B
| $14.5M | 0.01% |
362,410
-41,242
| -10% | -$1.65M |
|
1113
Incyte
INCY
$16.8B
| $14.4M | 0.01% |
253,352
-286
| -0.1% | -$16.3K |
|
1114
Amkor Technology
AMKR
$6.13B
| $14.4M | 0.01% |
447,168
+8,470
| +2% | +$273K |
|
1115
Frontdoor
FTDR
$4.62B
| $14.4M | 0.01% |
441,726
+6,931
| +2% | +$226K |
|
1116
Molson Coors Class B
TAP
$9.7B
| $14.4M | 0.01% |
213,490
+398
| +0.2% | +$26.8K |
|
1117
Plexus
PLXS
$3.71B
| $14.3M | 0.01% |
151,190
+387
| +0.3% | +$36.7K |
|
1118
Teradata
TDC
$1.99B
| $14.3M | 0.01% |
369,976
+6,729
| +2% | +$260K |
|
1119
Cogent Communications
CCOI
$1.74B
| $14.3M | 0.01% |
218,988
-6,317
| -3% | -$413K |
|
1120
Highwoods Properties
HIW
$3.44B
| $14.3M | 0.01% |
545,426
+1,004
| +0.2% | +$26.3K |
|
1121
ManpowerGroup
MAN
$1.75B
| $14.3M | 0.01% |
183,848
+4,568
| +3% | +$355K |
|
1122
Axos Financial
AX
$5.19B
| $14.2M | 0.01% |
263,499
-4,737
| -2% | -$256K |
|
1123
Dorman Products
DORM
$4.86B
| $14.2M | 0.01% |
147,427
-2,860
| -2% | -$276K |
|
1124
Chesapeake Utilities
CPK
$2.91B
| $14.2M | 0.01% |
132,181
+19,514
| +17% | +$2.09M |
|
1125
PotlatchDeltic
PCH
$3.21B
| $14.2M | 0.01% |
301,239
-30,623
| -9% | -$1.44M |
|