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 |
TransDigm Group
TDG
|
+$406M |
| 2 |
Welltower
WELL
|
+$262M |
| 3 |
Camden Property Trust
CPT
|
+$199M |
| 4 |
Autodesk
ADSK
|
+$198M |
| 5 |
CONE
CyrusOne Inc Common Stock
CONE
|
+$193M |
Top Sells
| 1 |
Alibaba
BABA
|
+$419M |
| 2 |
Digital Realty Trust
DLR
|
+$252M |
| 3 |
DRE
Duke Realty Corp.
DRE
|
+$207M |
| 4 |
iShares MBS ETF
MBB
|
+$192M |
| 5 |
Americold
COLD
|
+$173M |
Sector Composition
| 1 | Technology | 19.05% |
| 2 | Real Estate | 15.53% |
| 3 | Financials | 15% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Healthcare | 9.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1176
Mativ Holdings
MATV
$674M
| $8.17M | 0.01% |
244,547
-3,492
| -1% | -$117K |
|
1177
Sabre
SABR
$742M
| $8.16M | 0.01% |
1,011,938
+77,497
| +8% | +$625K |
|
1178
Tencent Music
TME
$38.5B
| $8.16M | 0.01% |
605,976
-47,223
| -7% | -$636K |
|
|
PDCO
1179
DELISTED
Patterson Companies, Inc.
PDCO
| $8.15M | 0.01% |
370,292
+18,881
| +5% | +$415K |
|
1180
SLM Corp
SLM
$5.86B
| $8.14M | 0.01% |
1,157,517
-134,949
| -10% | -$949K |
|
1181
Grocery Outlet
GO
$1.74B
| $8.08M | 0.01% |
+198,100
| New | +$8.08M |
|
|
VIVO
1182
DELISTED
Meridian Bioscience Inc
VIVO
| $8.08M | 0.01% |
346,706
+142
| +0% | +$3.31K |
|
1183
Brighthouse Financial
BHF
$2.8B
| $8.06M | 0.01% |
289,758
-45,538
| -14% | -$1.27M |
|
1184
Sensient Technologies
SXT
$4.52B
| $8.04M | 0.01% |
154,089
-1,043
| -0.7% | -$54.4K |
|
|
XHR
1185
Xenia Hotels & Resorts
XHR
$1.41B
| $8.04M | 0.01% |
861,472
-7,983
| -0.9% | -$74.5K |
|
1186
Seacoast Banking Corp of Florida
SBCF
$2.71B
| $8.03M | 0.01% |
393,679
+3,099
| +0.8% | +$63.2K |
|
|
DHC
1187
Diversified Healthcare Trust
DHC
$1.07B
| $7.98M | 0.01% |
+1,803,869
| New | +$7.98M |
|
1188
Cadence Bank
CADE
$7.02B
| $7.97M | 0.01% |
350,618
+66,721
| +24% | +$1.52M |
|
1189
Enviri
NVRI
$984M
| $7.96M | 0.01% |
589,186
-17,543
| -3% | -$237K |
|
1190
Webster Financial
WBS
$10.2B
| $7.96M | 0.01% |
278,230
+6,224
| +2% | +$178K |
|
1191
Coca-Cola Consolidated
COKE
$10.6B
| $7.96M | 0.01% |
347,160
-5,490
| -2% | -$126K |
|
1192
RingCentral
RNG
$2.75B
| $7.92M | 0.01% |
27,788
+15,593
| +128% | +$4.44M |
|
1193
Encore Capital Group
ECPG
$1.02B
| $7.91M | 0.01% |
231,537
+343
| +0.1% | +$11.7K |
|
1194
Werner Enterprises
WERN
$1.68B
| $7.9M | 0.01% |
181,381
-2,307
| -1% | -$100K |
|
1195
PotlatchDeltic
PCH
$3.19B
| $7.89M | 0.01% |
207,506
+8,833
| +4% | +$336K |
|
1196
Core Laboratories
CLB
$581M
| $7.87M | 0.01% |
387,313
+232,010
| +149% | +$4.71M |
|
1197
Lindsay Corp
LNN
$1.52B
| $7.85M | 0.01% |
85,122
-7,354
| -8% | -$678K |
|
1198
Astec Industries
ASTE
$1.06B
| $7.81M | 0.01% |
168,693
-2,356
| -1% | -$109K |
|
|
INVX
1199
Innovex International, Inc.
INVX
$1.14B
| $7.8M | 0.01% |
261,870
-12,626
| -5% | -$376K |
|
|
SYKE
1200
DELISTED
SYKES Enterprises Inc
SYKE
| $7.79M | 0.01% |
281,739
-11,002
| -4% | -$304K |
|