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 | |
|---|---|---|---|---|---|---|
1226
Sunstone Hotel Investors
SHO
$1.79B
| $11.9M | 0.01% |
1,066,583
-4,562
| -0.4% | -$50.8K |
|
1227
Choice Hotels
CHH
$5.26B
| $11.9M | 0.01% |
93,972
+953
| +1% | +$120K |
|
1228
Trinity Industries
TRN
$2.32B
| $11.8M | 0.01% |
425,293
-1,141
| -0.3% | -$31.8K |
|
1229
Dayforce
DAY
$10.9B
| $11.8M | 0.01% |
178,318
+2,436
| +1% | +$161K |
|
1230
Strategic Education
STRA
$1.98B
| $11.8M | 0.01% |
113,036
-4,611
| -4% | -$480K |
|
1231
Carter's
CRI
$1.07B
| $11.7M | 0.01% |
138,588
+3,403
| +3% | +$288K |
|
1232
Campbell Soup
CPB
$9.97B
| $11.7M | 0.01% |
263,867
+3,522
| +1% | +$157K |
|
1233
J&J Snack Foods
JJSF
$2.09B
| $11.7M | 0.01% |
80,745
+522
| +0.7% | +$75.5K |
|
|
CTLT
1234
DELISTED
CATALENT, INC.
CTLT
| $11.7M | 0.01% |
206,694
+3,499
| +2% | +$198K |
|
1235
STAAR Surgical
STAA
$1.38B
| $11.6M | 0.01% |
302,669
+21,662
| +8% | +$829K |
|
1236
American Airlines Group
AAL
$8.37B
| $11.5M | 0.01% |
751,621
+5,273
| +0.7% | +$80.9K |
|
1237
ePlus
PLUS
$1.95B
| $11.5M | 0.01% |
146,788
+6,468
| +5% | +$508K |
|
1238
iShares ESG MSCI USA Leaders ETF
SUSL
$905M
| $11.5M | 0.01% |
122,789
| – | – |
|
1239
ICU Medical
ICUI
$3.32B
| $11.5M | 0.01% |
107,344
+9
| +0% | +$966 |
|
1240
Par Pacific Holdings
PARR
$1.71B
| $11.5M | 0.01% |
309,939
+1,673
| +0.5% | +$62K |
|
1241
Brinker International
EAT
$6.99B
| $11.4M | 0.01% |
230,397
+577
| +0.3% | +$28.7K |
|
1242
Match Group
MTCH
$9.05B
| $11.4M | 0.01% |
315,043
-2,305
| -0.7% | -$83.6K |
|
1243
Adtalem Global Education
ATGE
$4.93B
| $11.4M | 0.01% |
222,139
+8,505
| +4% | +$437K |
|
1244
Adient
ADNT
$1.98B
| $11.4M | 0.01% |
346,389
-3,385
| -1% | -$111K |
|
1245
Helen of Troy
HELE
$553M
| $11.4M | 0.01% |
98,942
-1,811
| -2% | -$209K |
|
1246
National Storage Affiliates Trust
NSA
$2.49B
| $11.4M | 0.01% |
290,850
+6,995
| +2% | +$274K |
|
1247
News Corp Class A
NWSA
$16.3B
| $11.4M | 0.01% |
434,869
+5,808
| +1% | +$152K |
|
1248
Pricesmart
PSMT
$3.63B
| $11.4M | 0.01% |
135,328
+1,181
| +0.9% | +$99.2K |
|
1249
St. Joe Company
JOE
$2.99B
| $11.4M | 0.01% |
196,017
+10,943
| +6% | +$634K |
|
1250
CarGurus
CARG
$3.58B
| $11.3M | 0.01% |
491,468
-6,220
| -1% | -$144K |
|