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 |
CoStar Group
CSGP
|
+$317M |
| 2 |
Digital Realty Trust
DLR
|
+$256M |
| 3 |
American Tower
AMT
|
+$201M |
| 4 |
COR
Coresite Realty Corporation
COR
|
+$158M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$136M |
Top Sells
| 1 |
INXN
Interxion Holding N.V.
INXN
|
+$358M |
| 2 |
Wayfair
W
|
+$187M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$146M |
| 4 |
Welltower
WELL
|
+$145M |
| 5 |
Host Hotels & Resorts
HST
|
+$125M |
Sector Composition
| 1 | Technology | 17.28% |
| 2 | Real Estate | 16.9% |
| 3 | Financials | 15.46% |
| 4 | Consumer Discretionary | 10.43% |
| 5 | Healthcare | 9.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1176
Kite Realty
KRG
$5B
| $6.14M | 0.01% |
648,636
-14,847
| -2% | -$141K |
|
1177
Columbus McKinnon
CMCO
$428M
| $6.13M | 0.01% |
245,200
-800
| -0.3% | -$20K |
|
|
UFS
1178
DELISTED
DOMTAR CORPORATION (New)
UFS
| $6.13M | 0.01% |
283,044
-84,471
| -23% | -$1.83M |
|
|
ALEX
1179
Alexander & Baldwin
ALEX
$1.37B
| $6.11M | 0.01% |
544,456
+227,032
| +72% | +$2.55M |
|
1180
Uber
UBER
$197B
| $6.1M | 0.01% |
218,535
+12,320
| +6% | +$344K |
|
1181
Choice Hotels
CHH
$5.33B
| $6.09M | 0.01% |
99,430
-40,418
| -29% | -$2.48M |
|
1182
Kimco Realty
KIM
$15.2B
| $6.09M | 0.01% |
629,739
+11,372
| +2% | +$110K |
|
1183
Marten Transport
MRTN
$975M
| $6.09M | 0.01% |
445,134
-18,278
| -4% | -$250K |
|
1184
Sunrun
RUN
$3.69B
| $6.08M | 0.01% |
602,180
+591,167
| +5,368% | +$5.97M |
|
|
REGI
1185
DELISTED
Renewable Energy Group, Inc.
REGI
| $6.08M | 0.01% |
296,006
-14,296
| -5% | -$293K |
|
|
IAA
1186
DELISTED
IAA, Inc. Common Stock
IAA
| $6.07M | 0.01% |
202,469
-165,037
| -45% | -$4.94M |
|
1187
Travel + Leisure Co
TNL
$4.11B
| $6.04M | 0.01% |
278,394
-114,638
| -29% | -$2.49M |
|
1188
Usana Health Sciences
USNA
$564M
| $6.02M | 0.01% |
104,294
-3,771
| -3% | -$218K |
|
1189
Astec Industries
ASTE
$1.09B
| $5.98M | 0.01% |
171,049
-7,076
| -4% | -$247K |
|
|
RVNC
1190
DELISTED
Revance Therapeutics, Inc.
RVNC
| $5.97M | 0.01% |
403,157
-13,409
| -3% | -$198K |
|
1191
Synaptics
SYNA
$2.76B
| $5.97M | 0.01% |
103,085
-38,997
| -27% | -$2.26M |
|
1192
Scholastic
SCHL
$687M
| $5.94M | 0.01% |
233,208
-9,646
| -4% | -$246K |
|
1193
AZZ Inc
AZZ
$3.59B
| $5.93M | 0.01% |
210,812
-8,155
| -4% | -$229K |
|
1194
Mercado Libre
MELI
$119B
| $5.92M | 0.01% |
12,108
-886
| -7% | -$433K |
|
|
CHCT
1195
Community Healthcare Trust
CHCT
$446M
| $5.91M | 0.01% |
154,424
+4,572
| +3% | +$175K |
|
1196
Helmerich & Payne
HP
$2.08B
| $5.89M | 0.01% |
376,091
+5,943
| +2% | +$93K |
|
|
FARO
1197
DELISTED
Faro Technologies
FARO
| $5.88M | 0.01% |
132,038
-5,462
| -4% | -$243K |
|
|
LTHM
1198
DELISTED
Livent Corporation
LTHM
| $5.88M | 0.01% |
1,119,106
-34,228
| -3% | -$180K |
|
|
ECOL
1199
DELISTED
US Ecology, Inc.
ECOL
| $5.87M | 0.01% |
193,071
-7,986
| -4% | -$243K |
|
1200
Openlane
KAR
$3.15B
| $5.87M | 0.01% |
488,942
-245,039
| -33% | -$2.94M |
|