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 | |
|---|---|---|---|---|---|---|
1101
Bankunited
BKU
$2.9B
| $13.8M | 0.01% |
362,487
+10,064
| +3% | +$384K |
|
1102
Healthcare Realty
HR
$6.44B
| $13.8M | 0.01% |
815,150
-29,378
| -3% | -$498K |
|
1103
MGIC Investment
MTG
$6.54B
| $13.8M | 0.01% |
581,158
-19,124
| -3% | -$453K |
|
1104
First Financial Bancorp
FFBC
$2.48B
| $13.8M | 0.01% |
511,868
+20,636
| +4% | +$555K |
|
1105
Oceaneering
OII
$2.45B
| $13.7M | 0.01% |
527,149
+16,269
| +3% | +$424K |
|
1106
Bank of Hawaii
BOH
$2.7B
| $13.7M | 0.01% |
192,718
+5,451
| +3% | +$388K |
|
1107
Mattel
MAT
$5.78B
| $13.7M | 0.01% |
772,602
-14,420
| -2% | -$256K |
|
1108
Arrow Electronics
ARW
$6.54B
| $13.6M | 0.01% |
120,552
-2,045
| -2% | -$231K |
|
1109
Cabot Corp
CBT
$4.21B
| $13.6M | 0.01% |
149,344
+1,468
| +1% | +$134K |
|
1110
CVB Financial
CVBF
$2.8B
| $13.6M | 0.01% |
636,802
+17,734
| +3% | +$380K |
|
1111
KB Home
KBH
$4.59B
| $13.6M | 0.01% |
207,320
-346
| -0.2% | -$22.7K |
|
1112
Advance Auto Parts
AAP
$3.55B
| $13.6M | 0.01% |
287,732
+6,867
| +2% | +$325K |
|
1113
OSI Systems
OSIS
$3.97B
| $13.6M | 0.01% |
81,054
+1,261
| +2% | +$211K |
|
1114
RH
RH
$4.27B
| $13.5M | 0.01% |
34,403
-277
| -0.8% | -$109K |
|
1115
FirstCash
FCFS
$6.46B
| $13.5M | 0.01% |
130,607
+4,483
| +4% | +$464K |
|
1116
Clear Secure
YOU
$3.58B
| $13.5M | 0.01% |
507,631
+28,871
| +6% | +$769K |
|
1117
Bunge Global
BG
$16.5B
| $13.5M | 0.01% |
173,864
-3,354
| -2% | -$261K |
|
1118
AZZ Inc
AZZ
$3.46B
| $13.5M | 0.01% |
164,840
+7,422
| +5% | +$608K |
|
1119
SLM Corp
SLM
$6.05B
| $13.4M | 0.01% |
486,953
-16,958
| -3% | -$468K |
|
1120
EchoStar
SATS
$22.2B
| $13.4M | 0.01% |
585,990
+16,999
| +3% | +$389K |
|
1121
Five Below
FIVE
$8.05B
| $13.4M | 0.01% |
127,831
-729
| -0.6% | -$76.5K |
|
1122
Eastman Chemical
EMN
$7.47B
| $13.4M | 0.01% |
146,801
-1,375
| -0.9% | -$126K |
|
1123
Chesapeake Utilities
CPK
$2.91B
| $13.4M | 0.01% |
110,442
+4,632
| +4% | +$562K |
|
1124
Paycom
PAYC
$12.4B
| $13.4M | 0.01% |
65,337
-472
| -0.7% | -$96.7K |
|
1125
Independent Bank
INDB
$3.46B
| $13.2M | 0.01% |
206,079
+5,792
| +3% | +$372K |
|