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 |
Digital Realty Trust
DLR
|
+$398M |
| 2 |
Brookfield Asset Management
BAM
|
+$357M |
| 3 |
Gaming and Leisure Properties
GLPI
|
+$250M |
| 4 |
Welltower
WELL
|
+$222M |
| 5 |
Yum China
YUMC
|
+$182M |
Top Sells
| 1 |
STOR
STORE Capital Corporation
STOR
|
+$368M |
| 2 |
Equinix
EQIX
|
+$246M |
| 3 |
Brookfield
BN
|
+$220M |
| 4 |
Guidewire Software
GWRE
|
+$202M |
| 5 |
Lennar Class A
LEN
|
+$150M |
Sector Composition
| 1 | Real Estate | 16.55% |
| 2 | Technology | 15.81% |
| 3 | Financials | 15.77% |
| 4 | Industrials | 10.77% |
| 5 | Consumer Discretionary | 10.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1276
Zions Bancorporation
ZION
$8.62B
| $9.34M | 0.01% |
190,008
-15,430
| -8% | -$759K |
|
1277
Cohu
COHU
$964M
| $9.32M | 0.01% |
290,916
-6,002
| -2% | -$192K |
|
|
GAP
1278
The Gap, Inc.
GAP
$8.5B
| $9.32M | 0.01% |
826,277
-4,133
| -0.5% | -$46.6K |
|
1279
Coca-Cola Consolidated
COKE
$10.6B
| $9.31M | 0.01% |
181,800
-4,890
| -3% | -$251K |
|
1280
Veritex Holdings
VBTX
$1.88B
| $9.28M | 0.01% |
330,463
-19,057
| -5% | -$535K |
|
|
BNT
1281
Brookfield Wealth Solutions Ltd.
BNT
$19.3B
| $9.27M | 0.01% |
296,271
+7,502
| +3% | +$235K |
|
|
LTC
1282
LTC Properties
LTC
$1.67B
| $9.27M | 0.01% |
260,864
-236
| -0.1% | -$8.39K |
|
|
LADR
1283
Ladder Capital
LADR
$1.48B
| $9.25M | 0.01% |
921,797
-9,644
| -1% | -$96.8K |
|
1284
Embecta
EMBC
$878M
| $9.25M | 0.01% |
365,689
+7,563
| +2% | +$191K |
|
1285
Ultra Clean Holdings
UCTT
$1.14B
| $9.25M | 0.01% |
278,961
-1,566
| -0.6% | -$51.9K |
|
1286
Werner Enterprises
WERN
$1.68B
| $9.24M | 0.01% |
229,470
-847
| -0.4% | -$34.1K |
|
|
VIVO
1287
DELISTED
Meridian Bioscience Inc
VIVO
| $9.23M | 0.01% |
277,881
-7,310
| -3% | -$243K |
|
1288
Canadian Natural Resources
CNQ
$64.9B
| $9.22M | 0.01% |
332,412
-4,340
| -1% | -$120K |
|
1289
Eagle Bancorp
EGBN
$615M
| $9.2M | 0.01% |
208,853
+2,738
| +1% | +$121K |
|
|
GTY
1290
Getty Realty Corp
GTY
$1.6B
| $9.19M | 0.01% |
271,556
-4,348
| -2% | -$147K |
|
1291
Jack in the Box
JACK
$350M
| $9.19M | 0.01% |
134,688
-6,586
| -5% | -$449K |
|
1292
Dave & Buster's
PLAY
$817M
| $9.18M | 0.01% |
259,135
-17,956
| -6% | -$636K |
|
1293
The Beauty Health Co
SKIN
$321M
| $9.18M | 0.01% |
1,009,045
-3,212
| -0.3% | -$29.2K |
|
|
XHR
1294
Xenia Hotels & Resorts
XHR
$1.41B
| $9.17M | 0.01% |
695,418
-9,075
| -1% | -$120K |
|
1295
Owens & Minor
OMI
$412M
| $9.1M | 0.01% |
465,966
-23,067
| -5% | -$450K |
|
1296
SPDR Portfolio S&P 500 ETF
SPLG
$85.8B
| $9.08M | 0.01% |
201,846
+82,101
| +69% | +$3.69M |
|
1297
Harmonic Inc
HLIT
$1.13B
| $9.05M | 0.01% |
691,025
+13,450
| +2% | +$176K |
|
1298
Graham Holdings Company
GHC
$5.12B
| $9.02M | 0.01% |
14,925
-786
| -5% | -$475K |
|
1299
The GEO Group
GEO
$3.12B
| $8.99M | 0.01% |
820,837
+1,858
| +0.2% | +$20.3K |
|
1300
Alamo Group
ALG
$2.49B
| $8.97M | 0.01% |
63,335
-455
| -0.7% | -$64.4K |
|