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 |
American Tower
AMT
|
+$462M |
| 2 |
SBA Communications
SBAC
|
+$330M |
| 3 |
CCC Intelligent Solutions
CCCS
|
+$219M |
| 4 |
Equinix
EQIX
|
+$176M |
| 5 |
Teck Resources
TECK
|
+$140M |
Top Sells
| 1 |
First Industrial Realty Trust
FR
|
+$216M |
| 2 |
Digital Realty Trust
DLR
|
+$213M |
| 3 |
TransDigm Group
TDG
|
+$207M |
| 4 |
Public Storage
PSA
|
+$174M |
| 5 |
Realty Income
O
|
+$149M |
Sector Composition
| 1 | Technology | 18.87% |
| 2 | Financials | 15.58% |
| 3 | Real Estate | 14.17% |
| 4 | Consumer Discretionary | 11.56% |
| 5 | Industrials | 11.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1201
LGI Homes
LGIH
$1.45B
| $12.4M | 0.01% |
106,501
-5,974
| -5% | -$695K |
|
1202
Doximity
DOCS
$13B
| $12.4M | 0.01% |
460,444
+23,993
| +5% | +$646K |
|
1203
Sonos
SONO
$1.82B
| $12.3M | 0.01% |
645,444
-21,560
| -3% | -$411K |
|
1204
Oceaneering
OII
$2.45B
| $12.3M | 0.01% |
524,906
+1,023
| +0.2% | +$23.9K |
|
|
TXNM
1205
TXNM Energy, Inc.
TXNM
$6B
| $12.3M | 0.01% |
326,000
-44,180
| -12% | -$1.66M |
|
1206
Iridium Communications
IRDM
$1.9B
| $12.2M | 0.01% |
468,114
-24,067
| -5% | -$630K |
|
1207
Principal Exchange-Traded Funds Principal Value ETF
PY
$142M
| $12.2M | 0.01% |
260,919
+22,568
| +9% | +$1.06M |
|
1208
Paycom
PAYC
$12.6B
| $12.2M | 0.01% |
61,417
-3,614
| -6% | -$719K |
|
1209
Ralph Lauren
RL
$19B
| $12.2M | 0.01% |
65,052
-1,031
| -2% | -$194K |
|
1210
Associated Banc-Corp
ASB
$4.37B
| $12.2M | 0.01% |
564,916
-125,032
| -18% | -$2.69M |
|
|
FL
1211
DELISTED
Foot Locker
FL
| $12.1M | 0.01% |
425,375
-63,488
| -13% | -$1.81M |
|
1212
ATS Corp
ATS
$2.62B
| $12.1M | 0.01% |
359,660
-69,320
| -16% | -$2.33M |
|
1213
Sylvamo
SLVM
$1.77B
| $12.1M | 0.01% |
195,853
-11,584
| -6% | -$715K |
|
1214
EPR Properties
EPR
$4.27B
| $12M | 0.01% |
283,575
+7,074
| +3% | +$300K |
|
1215
Globe Life
GL
$11.4B
| $12M | 0.01% |
103,353
+1,823
| +2% | +$212K |
|
1216
Lumentum
LITE
$11.6B
| $12M | 0.01% |
253,789
+7,739
| +3% | +$366K |
|
1217
ScottsMiracle-Gro
SMG
$3.54B
| $12M | 0.01% |
161,053
+6,829
| +4% | +$509K |
|
1218
Douglas Emmett
DEI
$2.82B
| $12M | 0.01% |
865,003
-3,347
| -0.4% | -$46.4K |
|
|
PPBI
1219
DELISTED
Pacific Premier Bancorp
PPBI
| $11.9M | 0.01% |
497,755
-1,966
| -0.4% | -$47.2K |
|
1220
Topgolf Callaway Brands
MODG
$1.73B
| $11.9M | 0.01% |
737,904
-2,832
| -0.4% | -$45.8K |
|
1221
Henry Schein
HSIC
$8.25B
| $11.9M | 0.01% |
157,818
+1,501
| +1% | +$113K |
|
1222
Wendy's
WEN
$1.88B
| $11.9M | 0.01% |
632,121
+11,710
| +2% | +$221K |
|
1223
Standex International
SXI
$2.49B
| $11.9M | 0.01% |
65,313
+247
| +0.4% | +$45K |
|
1224
Palomar
PLMR
$3.18B
| $11.9M | 0.01% |
141,883
+3,963
| +3% | +$332K |
|
1225
Penske Automotive Group
PAG
$12.4B
| $11.9M | 0.01% |
73,415
+1,823
| +3% | +$295K |
|