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 |
Digital Realty Trust
DLR
|
+$398M |
| 2 |
Brookfield Asset Management
BAM
|
+$357M |
| 3 |
Gaming and Leisure Properties
GLPI
|
+$250M |
| 4 |
Welltower
WELL
|
+$222M |
| 5 |
Yum China
YUMC
|
+$182M |
Top Sells
| 1 |
STOR
STORE Capital Corporation
STOR
|
+$368M |
| 2 |
Equinix
EQIX
|
+$246M |
| 3 |
Brookfield
BN
|
+$220M |
| 4 |
Guidewire Software
GWRE
|
+$202M |
| 5 |
Lennar Class A
LEN
|
+$150M |
Sector Composition
| 1 | Real Estate | 16.55% |
| 2 | Technology | 15.81% |
| 3 | Financials | 15.77% |
| 4 | Industrials | 10.77% |
| 5 | Consumer Discretionary | 10.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1126
Columbia Sportswear
COLM
$2.99B
| $12.2M | 0.01% |
139,625
+929
| +0.7% | +$81.4K |
|
1127
COPT Defense Properties
CDP
$3.46B
| $12.2M | 0.01% |
471,082
+2,600
| +0.6% | +$67.4K |
|
1128
Corcept Therapeutics
CORT
$7.68B
| $12.2M | 0.01% |
600,851
-10,864
| -2% | -$221K |
|
1129
Kontoor Brands
KTB
$4.5B
| $12.2M | 0.01% |
304,997
-8,448
| -3% | -$338K |
|
1130
Boot Barn
BOOT
$5.4B
| $12.2M | 0.01% |
195,033
+2,102
| +1% | +$131K |
|
1131
Bank of Hawaii
BOH
$2.7B
| $12.2M | 0.01% |
156,866
+276
| +0.2% | +$21.4K |
|
1132
Semtech
SMTC
$5.23B
| $12.2M | 0.01% |
423,886
+163,155
| +63% | +$4.68M |
|
1133
Molson Coors Class B
TAP
$9.57B
| $12.1M | 0.01% |
235,470
-16,355
| -6% | -$843K |
|
1134
Federated Hermes
FHI
$4.16B
| $12.1M | 0.01% |
333,740
+648
| +0.2% | +$23.5K |
|
1135
Invesco Preferred ETF
PGX
$3.99B
| $12.1M | 0.01% |
1,083,869
+824,967
| +319% | +$9.22M |
|
1136
Supernus Pharmaceuticals
SUPN
$2.55B
| $12.1M | 0.01% |
339,636
-3,224
| -0.9% | -$115K |
|
1137
Sensient Technologies
SXT
$4.52B
| $12.1M | 0.01% |
165,768
-10,245
| -6% | -$747K |
|
1138
Terex
TEX
$3.46B
| $12.1M | 0.01% |
282,571
-1,871
| -0.7% | -$79.9K |
|
1139
Minerals Technologies
MTX
$1.99B
| $12M | 0.01% |
198,361
-7,610
| -4% | -$462K |
|
1140
Western Digital
WDC
$33.9B
| $12M | 0.01% |
504,877
-10,835
| -2% | -$258K |
|
1141
Vontier
VNT
$6.29B
| $12M | 0.01% |
622,587
+6,294
| +1% | +$122K |
|
1142
BorgWarner
BWA
$9.46B
| $12M | 0.01% |
337,969
-29,392
| -8% | -$1.04M |
|
1143
LGI Homes
LGIH
$1.39B
| $11.9M | 0.01% |
129,028
+2,813
| +2% | +$260K |
|
1144
IPG Photonics
IPGP
$3.38B
| $11.9M | 0.01% |
126,197
-3,105
| -2% | -$294K |
|
1145
Rollins
ROL
$27.8B
| $11.9M | 0.01% |
325,278
-4,555
| -1% | -$166K |
|
1146
NBT Bancorp
NBTB
$2.27B
| $11.9M | 0.01% |
273,123
+8,959
| +3% | +$389K |
|
1147
CNX Resources
CNX
$4.25B
| $11.8M | 0.01% |
702,786
-34,687
| -5% | -$584K |
|
1148
Cavco Industries
CVCO
$4.32B
| $11.8M | 0.01% |
52,265
-289
| -0.5% | -$65.4K |
|
1149
Federal Realty Investment Trust
FRT
$8.77B
| $11.8M | 0.01% |
116,996
-140,134
| -54% | -$14.2M |
|
1150
Tri Pointe Homes
TPH
$3.09B
| $11.8M | 0.01% |
635,868
-20,240
| -3% | -$376K |
|