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 | |
|---|---|---|---|---|---|---|
1201
FibroGen
FGEN
$49.8M
| $5.86M | 0.01% |
6,749
+241
| +4% | +$209K |
|
1202
Matthews International
MATW
$769M
| $5.84M | 0.01% |
241,307
-9,820
| -4% | -$238K |
|
1203
Commercial Metals
CMC
$6.62B
| $5.84M | 0.01% |
369,603
-143,855
| -28% | -$2.27M |
|
1204
Goodyear
GT
$2.44B
| $5.83M | 0.01% |
1,000,983
-146,550
| -13% | -$853K |
|
1205
Fox Class B
FOX
$25.8B
| $5.82M | 0.01% |
254,418
+16,018
| +7% | +$366K |
|
|
FOE
1206
DELISTED
Ferro Corporation
FOE
| $5.82M | 0.01% |
621,874
-25,719
| -4% | -$241K |
|
1207
Altice USA
ATUS
$1.15B
| $5.82M | 0.01% |
261,073
+9,964
| +4% | +$222K |
|
1208
ASGN Inc
ASGN
$2.31B
| $5.81M | 0.01% |
164,398
-67,489
| -29% | -$2.38M |
|
1209
Tactile Systems Technology
TCMD
$305M
| $5.8M | 0.01% |
144,362
-5,969
| -4% | -$240K |
|
1210
MaxLinear
MXL
$1.38B
| $5.77M | 0.01% |
494,090
-20,434
| -4% | -$238K |
|
|
RAVN
1211
DELISTED
Raven Industries Inc
RAVN
| $5.76M | 0.01% |
271,306
-11,221
| -4% | -$238K |
|
1212
CNO Financial Group
CNO
$3.81B
| $5.76M | 0.01% |
464,528
-177,196
| -28% | -$2.2M |
|
1213
Wintrust Financial
WTFC
$9.1B
| $5.75M | 0.01% |
175,064
-72,381
| -29% | -$2.38M |
|
1214
WNS Holdings
WNS
$3.25B
| $5.75M | 0.01% |
133,728
+8,151
| +6% | +$350K |
|
1215
Upbound Group
UPBD
$1.47B
| $5.75M | 0.01% |
406,447
-23,430
| -5% | -$331K |
|
|
CATM
1216
DELISTED
Cardtronics plc Class A Ordinary Shares (UK)
CATM
| $5.74M | 0.01% |
274,475
-16,930
| -6% | -$354K |
|
1217
Fulton Financial
FULT
$3.5B
| $5.73M | 0.01% |
498,348
-199,133
| -29% | -$2.29M |
|
1218
Iovance Biotherapeutics
IOVA
$876M
| $5.72M | 0.01% |
191,108
+88,858
| +87% | +$2.66M |
|
1219
Tenet Healthcare
THC
$17.1B
| $5.72M | 0.01% |
396,927
-124,775
| -24% | -$1.8M |
|
1220
Benchmark Electronics
BHE
$1.43B
| $5.71M | 0.01% |
285,849
-11,425
| -4% | -$228K |
|
1221
Pathward Financial
CASH
$1.73B
| $5.71M | 0.01% |
262,683
-10,500
| -4% | -$228K |
|
1222
TripAdvisor
TRIP
$2.09B
| $5.7M | 0.01% |
327,942
-134,871
| -29% | -$2.35M |
|
1223
IPG Photonics
IPGP
$3.5B
| $5.69M | 0.01% |
51,576
+1,285
| +3% | +$142K |
|
1224
Vanguard FTSE Developed Markets ETF
VEA
$174B
| $5.68M | 0.01% |
170,482
+27,209
| +19% | +$907K |
|
1225
Acadia Healthcare
ACHC
$2.06B
| $5.68M | 0.01% |
309,701
-120,276
| -28% | -$2.21M |
|