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 | |
|---|---|---|---|---|---|---|
|
AMED
1251
DELISTED
Amedisys
AMED
| $11.3M | 0.01% |
122,845
+3,074
| +3% | +$283K |
|
1252
Rogers Corp
ROG
$1.46B
| $11.1M | 0.01% |
93,895
+6,641
| +8% | +$788K |
|
1253
Seacoast Banking Corp of Florida
SBCF
$2.71B
| $11.1M | 0.01% |
437,809
-5,874
| -1% | -$149K |
|
1254
Vital Farms
VITL
$2.15B
| $11.1M | 0.01% |
477,826
+77,710
| +19% | +$1.81M |
|
1255
Veeco
VECO
$1.55B
| $11.1M | 0.01% |
315,293
+22,339
| +8% | +$786K |
|
1256
First Financial Bancorp
FFBC
$2.47B
| $11.1M | 0.01% |
493,823
-22,990
| -4% | -$515K |
|
1257
Xtrackers S&P 500 ESG ETF
SNPE
$2.09B
| $11.1M | 0.01% |
231,239
-21,436
| -8% | -$1.03M |
|
1258
Texas Capital Bancshares
TCBI
$3.96B
| $11M | 0.01% |
179,317
-18
| -0% | -$1.11K |
|
1259
Ziff Davis
ZD
$1.53B
| $11M | 0.01% |
174,746
-11,042
| -6% | -$696K |
|
1260
Owens & Minor
OMI
$412M
| $11M | 0.01% |
396,917
-1,516
| -0.4% | -$42K |
|
1261
Banc of California
BANC
$2.64B
| $10.9M | 0.01% |
719,383
+37,589
| +6% | +$572K |
|
1262
HNI Corp
HNI
$2.09B
| $10.9M | 0.01% |
241,874
-850
| -0.4% | -$38.4K |
|
1263
Enova International
ENVA
$2.9B
| $10.9M | 0.01% |
173,066
+1,402
| +0.8% | +$88.1K |
|
1264
Federated Hermes
FHI
$4.15B
| $10.9M | 0.01% |
300,831
-56,034
| -16% | -$2.02M |
|
1265
Boston Beer
SAM
$2.4B
| $10.8M | 0.01% |
35,580
+645
| +2% | +$196K |
|
1266
Bankunited
BKU
$2.94B
| $10.8M | 0.01% |
386,152
-1,682
| -0.4% | -$47.1K |
|
|
PRFT
1267
DELISTED
Perficient Inc
PRFT
| $10.8M | 0.01% |
191,076
-88
| -0% | -$4.95K |
|
1268
Lennar Class B
LEN.B
$34.8B
| $10.8M | 0.01% |
73,376
+772
| +1% | +$113K |
|
1269
Grocery Outlet
GO
$1.74B
| $10.7M | 0.01% |
373,424
+9,236
| +3% | +$266K |
|
1270
Ultra Clean Holdings
UCTT
$1.16B
| $10.7M | 0.01% |
232,703
-904
| -0.4% | -$41.5K |
|
1271
Central Garden & Pet Class A
CENTA
$2.07B
| $10.7M | 0.01% |
288,659
-258,051
| -47% | -$9.53M |
|
1272
Nutrien
NTR
$28B
| $10.6M | 0.01% |
194,880
+180,380
| +1,244% | +$9.81M |
|
1273
Worthington Enterprises
WOR
$3.26B
| $10.6M | 0.01% |
170,214
+11,302
| +7% | +$703K |
|
1274
Hanesbrands
HBI
$2.23B
| $10.6M | 0.01% |
1,822,371
-101
| -0% | -$586 |
|
1275
Robert Half
RHI
$3.62B
| $10.6M | 0.01% |
133,220
-7,134
| -5% | -$566K |
|