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 |
TransDigm Group
TDG
|
+$406M |
| 2 |
Welltower
WELL
|
+$262M |
| 3 |
Camden Property Trust
CPT
|
+$199M |
| 4 |
Autodesk
ADSK
|
+$198M |
| 5 |
CONE
CyrusOne Inc Common Stock
CONE
|
+$193M |
Top Sells
| 1 |
Alibaba
BABA
|
+$419M |
| 2 |
Digital Realty Trust
DLR
|
+$252M |
| 3 |
DRE
Duke Realty Corp.
DRE
|
+$207M |
| 4 |
iShares MBS ETF
MBB
|
+$192M |
| 5 |
Americold
COLD
|
+$173M |
Sector Composition
| 1 | Technology | 19.05% |
| 2 | Real Estate | 15.53% |
| 3 | Financials | 15% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Healthcare | 9.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1251
NOV
NOV
$4.79B
| $7.15M | 0.01% |
583,426
+21,591
| +4% | +$264K |
|
1252
Usana Health Sciences
USNA
$557M
| $7.13M | 0.01% |
97,069
-7,225
| -7% | -$531K |
|
1253
Virtus Investment Partners
VRTS
$1.34B
| $7.12M | 0.01% |
61,221
+5,669
| +10% | +$659K |
|
1254
Ralph Lauren
RL
$19.1B
| $7.11M | 0.01% |
98,083
+5,158
| +6% | +$374K |
|
1255
WNS Holdings
WNS
$3.25B
| $7.11M | 0.01% |
129,375
-4,353
| -3% | -$239K |
|
|
FARO
1256
DELISTED
Faro Technologies
FARO
| $7.09M | 0.01% |
132,341
+303
| +0.2% | +$16.2K |
|
1257
News Corp Class A
NWSA
$16.5B
| $7.09M | 0.01% |
597,393
+25,706
| +4% | +$305K |
|
1258
Matador Resources
MTDR
$5.93B
| $7.07M | 0.01% |
832,231
+496,182
| +148% | +$4.22M |
|
1259
AZZ Inc
AZZ
$3.52B
| $7.07M | 0.01% |
205,846
-4,966
| -2% | -$170K |
|
1260
S&T Bancorp
STBA
$1.5B
| $7.06M | 0.01% |
301,129
-5,929
| -2% | -$139K |
|
1261
Alcoa
AA
$8.61B
| $7.06M | 0.01% |
627,923
+392,659
| +167% | +$4.41M |
|
1262
Teradata
TDC
$2B
| $7.05M | 0.01% |
338,832
-12,252
| -3% | -$255K |
|
1263
Moderna
MRNA
$9.15B
| $7.04M | 0.01% |
109,668
+34,291
| +45% | +$2.2M |
|
1264
Century Communities
CCS
$2B
| $7.04M | 0.01% |
229,633
+1,320
| +0.6% | +$40.5K |
|
|
NXRT
1265
NexPoint Residential Trust
NXRT
$858M
| $7.04M | 0.01% |
199,053
-1,289
| -0.6% | -$45.6K |
|
|
ALEX
1266
Alexander & Baldwin
ALEX
$1.34B
| $7.03M | 0.01% |
576,585
+32,129
| +6% | +$392K |
|
1267
LendingTree
TREE
$978M
| $7M | 0.01% |
24,177
+1,501
| +7% | +$435K |
|
1268
Enerpac Tool Group
EPAC
$2.3B
| $6.99M | 0.01% |
+397,167
| New | +$6.99M |
|
1269
Leggett & Platt
LEG
$1.3B
| $6.98M | 0.01% |
198,492
+6,681
| +3% | +$235K |
|
1270
Navient
NAVI
$1.28B
| $6.97M | 0.01% |
991,606
+180,935
| +22% | +$1.27M |
|
1271
Veritex Holdings
VBTX
$1.88B
| $6.9M | 0.01% |
389,589
+2,932
| +0.8% | +$51.9K |
|
1272
Koppers
KOP
$567M
| $6.89M | 0.01% |
365,941
+198,337
| +118% | +$3.74M |
|
1273
Kontoor Brands
KTB
$4.5B
| $6.89M | 0.01% |
386,830
+32,568
| +9% | +$580K |
|
|
BLUE
1274
DELISTED
bluebird bio
BLUE
| $6.88M | 0.01% |
8,705
+4,515
| +108% | +$3.57M |
|
1275
Employers Holdings
EIG
$983M
| $6.85M | 0.01% |
227,187
-14,514
| -6% | -$438K |
|