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 |
iShares Core S&P 500 ETF
IVV
|
+$158M |
| 2 |
Gaming and Leisure Properties
GLPI
|
+$122M |
| 3 |
Boston Properties
BXP
|
+$92.5M |
| 4 |
iShares MBS ETF
MBB
|
+$90.6M |
| 5 |
Extra Space Storage
EXR
|
+$77.3M |
Top Sells
| 1 |
TransDigm Group
TDG
|
+$214M |
| 2 |
Toronto Dominion Bank
TD
|
+$142M |
| 3 |
Credit Acceptance
CACC
|
+$122M |
| 4 |
Medical Properties Trust
MPW
|
+$101M |
| 5 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
+$87.4M |
Sector Composition
| 1 | Technology | 17.6% |
| 2 | Real Estate | 15.87% |
| 3 | Financials | 14.95% |
| 4 | Consumer Discretionary | 11.17% |
| 5 | Industrials | 10.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1201
Winnebago Industries
WGO
$988M
| $11.1M | 0.01% |
192,441
-3,582
| -2% | -$207K |
|
1202
Green Plains
GPRE
$641M
| $11.1M | 0.01% |
357,254
-4,332
| -1% | -$134K |
|
1203
Hanesbrands
HBI
$2.25B
| $11.1M | 0.01% |
2,103,465
+735,007
| +54% | +$3.87M |
|
1204
Cohu
COHU
$992M
| $11M | 0.01% |
287,648
-3,268
| -1% | -$125K |
|
1205
Pricesmart
PSMT
$3.63B
| $11M | 0.01% |
154,114
-2,262
| -1% | -$162K |
|
1206
Adaptive Biotechnologies
ADPT
$2.05B
| $11M | 0.01% |
1,247,131
-9,780
| -0.8% | -$86.4K |
|
1207
Omnicell
OMCL
$1.53B
| $11M | 0.01% |
187,391
-554
| -0.3% | -$32.5K |
|
|
VRTV
1208
DELISTED
VERITIV CORPORATION
VRTV
| $11M | 0.01% |
81,337
-1,770
| -2% | -$239K |
|
1209
Victoria's Secret
VSCO
$2.17B
| $11M | 0.01% |
321,658
-127
| -0% | -$4.34K |
|
1210
Pinnacle West Capital
PNW
$10.6B
| $11M | 0.01% |
138,585
+2,735
| +2% | +$217K |
|
|
CPE
1211
DELISTED
Callon Petroleum Company
CPE
| $11M | 0.01% |
328,223
-10,026
| -3% | -$335K |
|
1212
ODP
ODP
$641M
| $11M | 0.01% |
243,639
-2,594
| -1% | -$117K |
|
1213
Carter's
CRI
$1.1B
| $10.9M | 0.01% |
151,679
+1,389
| +0.9% | +$99.9K |
|
1214
Granite Construction
GVA
$4.8B
| $10.9M | 0.01% |
264,218
-2,826
| -1% | -$116K |
|
1215
Amkor Technology
AMKR
$6.27B
| $10.8M | 0.01% |
416,307
+2,727
| +0.7% | +$71K |
|
1216
Cushman & Wakefield
CWK
$3.84B
| $10.8M | 0.01% |
1,027,449
-29,422
| -3% | -$310K |
|
1217
CNX Resources
CNX
$4.23B
| $10.8M | 0.01% |
675,450
-27,336
| -4% | -$438K |
|
1218
Renasant Corp
RNST
$3.63B
| $10.8M | 0.01% |
353,143
-7,441
| -2% | -$228K |
|
1219
Floor & Decor
FND
$9.74B
| $10.8M | 0.01% |
109,693
-169,776
| -61% | -$16.7M |
|
1220
Urban Edge Properties
UE
$2.67B
| $10.7M | 0.01% |
708,628
-9,013
| -1% | -$136K |
|
1221
Oceaneering
OII
$2.48B
| $10.7M | 0.01% |
605,167
-11,926
| -2% | -$210K |
|
1222
Werner Enterprises
WERN
$1.72B
| $10.6M | 0.01% |
234,033
+4,563
| +2% | +$208K |
|
1223
Confluent
CFLT
$6.71B
| $10.6M | 0.01% |
442,024
+426,251
| +2,702% | +$10.3M |
|
1224
Adtalem Global Education
ATGE
$4.98B
| $10.6M | 0.01% |
274,653
-2,703
| -1% | -$104K |
|
1225
CorVel
CRVL
$4.53B
| $10.6M | 0.01% |
167,223
-5,184
| -3% | -$329K |
|