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 | |
|---|---|---|---|---|---|---|
1201
Bunge Global
BG
$16.3B
| $10.7M | 0.01% |
107,726
+21,374
| +25% | +$2.13M |
|
|
WRK
1202
DELISTED
WestRock Company
WRK
| $10.7M | 0.01% |
305,417
-10,906
| -3% | -$383K |
|
1203
Ollie's Bargain Outlet
OLLI
$8.06B
| $10.7M | 0.01% |
228,791
+1,683
| +0.7% | +$78.8K |
|
1204
ACI Worldwide
ACIW
$5.18B
| $10.7M | 0.01% |
465,399
+16,687
| +4% | +$384K |
|
1205
Frontdoor
FTDR
$4.83B
| $10.7M | 0.01% |
514,524
+12,380
| +2% | +$258K |
|
1206
Topgolf Callaway Brands
MODG
$1.76B
| $10.7M | 0.01% |
539,609
+187
| +0% | +$3.69K |
|
1207
Advance Auto Parts
AAP
$3.66B
| $10.6M | 0.01% |
72,410
-3,156
| -4% | -$464K |
|
1208
Interparfums
IPAR
$3.43B
| $10.6M | 0.01% |
110,142
-3,233
| -3% | -$312K |
|
1209
Sylvamo
SLVM
$1.75B
| $10.6M | 0.01% |
218,670
+13,092
| +6% | +$636K |
|
1210
Robert Half
RHI
$3.61B
| $10.6M | 0.01% |
143,890
-2,561
| -2% | -$189K |
|
1211
Constellium
CSTM
$2.08B
| $10.6M | 0.01% |
896,393
+373,339
| +71% | +$4.42M |
|
|
PACW
1212
DELISTED
PacWest Bancorp
PACW
| $10.6M | 0.01% |
461,854
+2,832
| +0.6% | +$65K |
|
1213
Harmony Biosciences
HRMY
$1.86B
| $10.6M | 0.01% |
192,354
-5,622
| -3% | -$310K |
|
|
SIX
1214
DELISTED
Six Flags Entertainment Corp.
SIX
| $10.6M | 0.01% |
455,659
-833
| -0.2% | -$19.4K |
|
1215
Northwest Natural Holdings
NWN
$1.73B
| $10.6M | 0.01% |
222,604
+7,840
| +4% | +$373K |
|
|
PARA
1216
DELISTED
Paramount Global Class B
PARA
| $10.6M | 0.01% |
626,089
-22,253
| -3% | -$376K |
|
1217
Comerica
CMA
$9.06B
| $10.5M | 0.01% |
157,233
-5,607
| -3% | -$375K |
|
1218
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.51B
| $10.5M | 0.01% |
710,645
-660,105
| -48% | -$9.76M |
|
1219
WillScot Mobile Mini Holdings
WSC
$4.19B
| $10.5M | 0.01% |
231,930
+207,895
| +865% | +$9.39M |
|
1220
Vanguard S&P 500 ETF
VOO
$740B
| $10.5M | 0.01% |
29,776
+12,095
| +68% | +$4.25M |
|
1221
Griffon
GFF
$3.61B
| $10.4M | 0.01% |
290,898
-1,927
| -0.7% | -$69K |
|
1222
Blackbaud
BLKB
$3.38B
| $10.4M | 0.01% |
176,110
-9,945
| -5% | -$585K |
|
1223
Winnebago Industries
WGO
$949M
| $10.3M | 0.01% |
196,023
-13,024
| -6% | -$686K |
|
1224
Pinnacle West Capital
PNW
$10.5B
| $10.3M | 0.01% |
135,850
-4,868
| -3% | -$370K |
|
1225
Trupanion
TRUP
$1.87B
| $10.3M | 0.01% |
217,068
-742
| -0.3% | -$35.3K |
|