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
|
+$742M |
| 2 |
Healthpeak Properties
DOC
|
+$351M |
| 3 |
Arthur J. Gallagher & Co
AJG
|
+$317M |
| 4 |
Equity Lifestyle Properties
ELS
|
+$256M |
| 5 |
TransDigm Group
TDG
|
+$235M |
Top Sells
| 1 |
Adobe
ADBE
|
+$508M |
| 2 |
SBA Communications
SBAC
|
+$445M |
| 3 |
Brookfield
BN
|
+$391M |
| 4 |
Alexandria Real Estate Equities
ARE
|
+$291M |
| 5 |
Sun Communities
SUI
|
+$288M |
Sector Composition
| 1 | Technology | 20.2% |
| 2 | Financials | 16.62% |
| 3 | Real Estate | 12.83% |
| 4 | Consumer Discretionary | 11.84% |
| 5 | Industrials | 10.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1251
Grand Canyon Education
LOPE
$5.69B
| $10.8M | 0.01% |
66,224
-1,317
| -2% | -$216K |
|
1252
Hancock Whitney
HWC
$5.38B
| $10.8M | 0.01% |
197,650
-2,778
| -1% | -$152K |
|
1253
First Financial Bankshares
FFIN
$5.13B
| $10.8M | 0.01% |
299,327
-2,167
| -0.7% | -$78.1K |
|
1254
Werner Enterprises
WERN
$1.66B
| $10.8M | 0.01% |
299,987
+8,385
| +3% | +$301K |
|
1255
Enphase Energy
ENPH
$4.88B
| $10.8M | 0.01% |
156,817
-96,299
| -38% | -$6.61M |
|
1256
Macy's
M
$4.67B
| $10.8M | 0.01% |
635,728
-4,414
| -0.7% | -$74.7K |
|
1257
Extreme Networks
EXTR
$3.02B
| $10.8M | 0.01% |
642,531
+26,853
| +4% | +$450K |
|
1258
Supernus Pharmaceuticals
SUPN
$2.59B
| $10.7M | 0.01% |
296,732
+11,321
| +4% | +$409K |
|
1259
Evertec
EVTC
$2.14B
| $10.7M | 0.01% |
310,524
+7,342
| +2% | +$254K |
|
1260
Alpha Metallurgical Resources
AMR
$1.85B
| $10.7M | 0.01% |
53,358
+1,561
| +3% | +$312K |
|
1261
Dolby
DLB
$6.8B
| $10.7M | 0.01% |
136,685
-1,524
| -1% | -$119K |
|
1262
Ligand Pharmaceuticals
LGND
$3.24B
| $10.7M | 0.01% |
99,590
+6,382
| +7% | +$684K |
|
1263
ArcBest
ARCB
$1.61B
| $10.7M | 0.01% |
114,189
+2,169
| +2% | +$202K |
|
1264
OFG Bancorp
OFG
$1.96B
| $10.7M | 0.01% |
251,774
+6,392
| +3% | +$271K |
|
1265
Nexstar Media Group
NXST
$5.98B
| $10.6M | 0.01% |
67,380
-3,132
| -4% | -$495K |
|
1266
New Jersey Resources
NJR
$4.76B
| $10.6M | 0.01% |
227,657
-2,439
| -1% | -$114K |
|
1267
Omnicell
OMCL
$1.53B
| $10.6M | 0.01% |
238,356
+9,267
| +4% | +$413K |
|
|
IBTX
1268
DELISTED
Independent Bank Group, Inc.
IBTX
| $10.6M | 0.01% |
174,822
+4,839
| +3% | +$294K |
|
1269
Alamo Group
ALG
$2.5B
| $10.6M | 0.01% |
56,936
+2,200
| +4% | +$409K |
|
1270
MarketAxess Holdings
MKTX
$7.04B
| $10.6M | 0.01% |
46,702
-8,977
| -16% | -$2.03M |
|
1271
Hayward Holdings
HAYW
$3.4B
| $10.5M | 0.01% |
689,480
+21,084
| +3% | +$322K |
|
|
B
1272
DELISTED
Barnes Group Inc.
B
| $10.5M | 0.01% |
222,351
+6,906
| +3% | +$326K |
|
1273
Hillenbrand
HI
$1.75B
| $10.5M | 0.01% |
341,358
+9,755
| +3% | +$300K |
|
1274
Cleveland-Cliffs
CLF
$5.83B
| $10.5M | 0.01% |
1,114,888
+28,184
| +3% | +$265K |
|
1275
Clearway Energy Class C
CWEN
$3.35B
| $10.4M | 0.01% |
401,780
+11,767
| +3% | +$306K |
|