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 | |
|---|---|---|---|---|---|---|
1151
Hormel Foods
HRL
$13.8B
| $12.7M | 0.01% |
404,268
-5,504
| -1% | -$173K |
|
|
ALTM
1152
DELISTED
Arcadium Lithium plc
ALTM
| $12.7M | 0.01% |
2,470,479
-4,732,625
| -66% | -$24.3M |
|
1153
Arbor Realty Trust
ABR
$2.25B
| $12.7M | 0.01% |
914,483
+25,911
| +3% | +$359K |
|
|
AMTM
1154
Amentum Holdings, Inc.
AMTM
$5.83B
| $12.7M | 0.01% |
602,049
+456,475
| +314% | +$9.6M |
|
1155
GATX Corp
GATX
$6.07B
| $12.6M | 0.01% |
81,622
-1,001
| -1% | -$155K |
|
|
CURB
1156
Curbline Properties Corp.
CURB
$2.37B
| $12.6M | 0.01% |
+542,896
| New | +$12.6M |
|
1157
HNI Corp
HNI
$2.07B
| $12.6M | 0.01% |
250,181
+11,716
| +5% | +$590K |
|
1158
Vontier
VNT
$6.29B
| $12.6M | 0.01% |
344,511
-11,592
| -3% | -$423K |
|
1159
Catalyst Pharmaceutical
CPRX
$2.45B
| $12.5M | 0.01% |
600,488
+24,535
| +4% | +$512K |
|
1160
Unifirst Corp
UNF
$3.21B
| $12.5M | 0.01% |
72,807
+1,981
| +3% | +$339K |
|
1161
Teleflex
TFX
$5.77B
| $12.4M | 0.01% |
69,876
-10,533
| -13% | -$1.87M |
|
1162
Post Holdings
POST
$5.7B
| $12.4M | 0.01% |
108,593
-1,077
| -1% | -$123K |
|
|
ARCH
1163
DELISTED
Arch Resources, Inc.
ARCH
| $12.4M | 0.01% |
87,794
+2,581
| +3% | +$364K |
|
1164
Crescent Energy
CRGY
$2.2B
| $12.4M | 0.01% |
847,549
+836,812
| +7,794% | +$12.2M |
|
1165
Maximus
MMS
$5.06B
| $12.4M | 0.01% |
165,781
+1,738
| +1% | +$130K |
|
1166
Black Hills Corp
BKH
$4.32B
| $12.4M | 0.01% |
211,325
+7,771
| +4% | +$455K |
|
1167
Travel + Leisure Co
TNL
$4.01B
| $12.4M | 0.01% |
244,816
-4,925
| -2% | -$248K |
|
1168
Peabody Energy
BTU
$2.22B
| $12.3M | 0.01% |
589,499
-4,071
| -0.7% | -$85.2K |
|
1169
BancFirst
BANF
$4.45B
| $12.3M | 0.01% |
105,248
+3,972
| +4% | +$465K |
|
1170
Sea Limited
SE
$117B
| $12.3M | 0.01% |
116,201
-35,411
| -23% | -$3.76M |
|
1171
Q2 Holdings
QTWO
$5.14B
| $12.3M | 0.01% |
122,284
-54,411
| -31% | -$5.48M |
|
1172
Albany International
AIN
$1.72B
| $12.3M | 0.01% |
153,540
-432,728
| -74% | -$34.6M |
|
1173
Kulicke & Soffa
KLIC
$2.01B
| $12.3M | 0.01% |
262,799
+4,613
| +2% | +$215K |
|
1174
Haemonetics
HAE
$2.5B
| $12.2M | 0.01% |
156,734
+1,475
| +1% | +$115K |
|
1175
TTM Technologies
TTMI
$4.82B
| $12.2M | 0.01% |
494,446
+13,918
| +3% | +$344K |
|