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 | |
|---|---|---|---|---|---|---|
1176
Carter's
CRI
$1.08B
| $11.2M | 0.01% |
150,290
-13,219
| -8% | -$986K |
|
1177
KB Home
KBH
$4.48B
| $11.2M | 0.01% |
351,200
+22,400
| +7% | +$713K |
|
1178
Leslie's
LESL
$62M
| $11.2M | 0.01% |
915,340
+45
| +0% | +$549 |
|
1179
MGP Ingredients
MGPI
$596M
| $11.2M | 0.01% |
105,054
+7,682
| +8% | +$817K |
|
1180
Goodyear
GT
$2.43B
| $11.2M | 0.01% |
1,100,665
+328
| +0% | +$3.33K |
|
1181
Seagate
STX
$41.7B
| $11.2M | 0.01% |
212,248
-9,201
| -4% | -$484K |
|
1182
EPR Properties
EPR
$4.45B
| $11.1M | 0.01% |
294,125
-17,894
| -6% | -$675K |
|
1183
Zurn Elkay Water Solutions
ZWS
$7.82B
| $11.1M | 0.01% |
524,088
+47,545
| +10% | +$1.01M |
|
1184
Cheniere Energy
LNG
$51.9B
| $11.1M | 0.01% |
73,902
+43,546
| +143% | +$6.53M |
|
1185
Materion
MTRN
$2.31B
| $11.1M | 0.01% |
126,548
-873
| -0.7% | -$76.4K |
|
1186
Helen of Troy
HELE
$554M
| $11.1M | 0.01% |
99,723
+5,465
| +6% | +$606K |
|
1187
VF Corp
VFC
$5.8B
| $11.1M | 0.01% |
400,506
-14,658
| -4% | -$405K |
|
1188
ArcBest
ARCB
$1.6B
| $11M | 0.01% |
157,729
-2,939
| -2% | -$206K |
|
1189
Qorvo
QRVO
$8.04B
| $11M | 0.01% |
121,827
-6,653
| -5% | -$603K |
|
1190
Green Plains
GPRE
$631M
| $11M | 0.01% |
361,586
+4,465
| +1% | +$136K |
|
1191
Fulton Financial
FULT
$3.54B
| $11M | 0.01% |
651,493
+733
| +0.1% | +$12.3K |
|
1192
CSG Systems International
CSGS
$1.86B
| $11M | 0.01% |
191,579
-20,948
| -10% | -$1.2M |
|
1193
F5
FFIV
$18.5B
| $10.9M | 0.01% |
76,243
-6,589
| -8% | -$946K |
|
1194
Carpenter Technology
CRS
$12B
| $10.9M | 0.01% |
295,858
-1,525
| -0.5% | -$56.3K |
|
1195
FormFactor
FORM
$2.32B
| $10.9M | 0.01% |
488,832
+10,524
| +2% | +$234K |
|
1196
Northwest Bancshares
NWBI
$1.83B
| $10.8M | 0.01% |
775,855
-6,268
| -0.8% | -$87.6K |
|
1197
Ironwood Pharmaceuticals
IRWD
$213M
| $10.8M | 0.01% |
873,442
-51,001
| -6% | -$632K |
|
1198
Douglas Emmett
DEI
$2.79B
| $10.8M | 0.01% |
688,638
+4,138
| +0.6% | +$64.9K |
|
1199
Oceaneering
OII
$2.43B
| $10.8M | 0.01% |
617,093
-4,046
| -0.7% | -$70.8K |
|
1200
Strategic Education
STRA
$1.98B
| $10.8M | 0.01% |
137,493
-3,061
| -2% | -$240K |
|