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
|
+$158M |
| 2 |
Gaming and Leisure Properties
GLPI
|
+$122M |
| 3 |
Boston Properties
BXP
|
+$92.5M |
| 4 |
iShares MBS ETF
MBB
|
+$90.6M |
| 5 |
Extra Space Storage
EXR
|
+$77.3M |
Top Sells
| 1 |
TransDigm Group
TDG
|
+$214M |
| 2 |
Toronto Dominion Bank
TD
|
+$142M |
| 3 |
Credit Acceptance
CACC
|
+$122M |
| 4 |
Medical Properties Trust
MPW
|
+$101M |
| 5 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
+$87.4M |
Sector Composition
| 1 | Technology | 17.6% |
| 2 | Real Estate | 15.87% |
| 3 | Financials | 14.95% |
| 4 | Consumer Discretionary | 11.17% |
| 5 | Industrials | 10.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1276
Cinemark Holdings
CNK
$3.24B
| $9.57M | 0.01% |
646,783
-12,824
| -2% | -$190K |
|
|
VGR
1277
DELISTED
Vector Group Ltd.
VGR
| $9.56M | 0.01% |
796,163
-10,352
| -1% | -$124K |
|
1278
Monro
MNRO
$534M
| $9.55M | 0.01% |
193,290
-3,360
| -2% | -$166K |
|
1279
United Natural Foods
UNFI
$1.8B
| $9.52M | 0.01% |
361,373
+4,581
| +1% | +$121K |
|
|
WRK
1280
DELISTED
WestRock Company
WRK
| $9.51M | 0.01% |
311,987
+6,570
| +2% | +$200K |
|
1281
Sylvamo
SLVM
$1.77B
| $9.48M | 0.01% |
205,035
-13,635
| -6% | -$631K |
|
|
VSTO
1282
DELISTED
Vista Outdoor Inc.
VSTO
| $9.47M | 0.01% |
341,761
-3,775
| -1% | -$105K |
|
1283
Helen of Troy
HELE
$567M
| $9.47M | 0.01% |
99,457
-266
| -0.3% | -$25.3K |
|
1284
Trustmark
TRMK
$2.44B
| $9.46M | 0.01% |
383,113
-7,428
| -2% | -$183K |
|
|
PGTI
1285
DELISTED
PGT, Inc.
PGTI
| $9.44M | 0.01% |
375,928
-9,878
| -3% | -$248K |
|
|
ELME
1286
Elme Communities
ELME
$1.51B
| $9.44M | 0.01% |
528,326
-6,015
| -1% | -$107K |
|
1287
VF Corp
VFC
$6.05B
| $9.37M | 0.01% |
408,850
+8,344
| +2% | +$191K |
|
1288
Gibraltar Industries
ROCK
$1.84B
| $9.35M | 0.01% |
192,805
-2,589
| -1% | -$126K |
|
1289
Dave & Buster's
PLAY
$796M
| $9.34M | 0.01% |
253,855
-5,280
| -2% | -$194K |
|
1290
MillerKnoll
MLKN
$1.44B
| $9.33M | 0.01% |
456,280
-4,987
| -1% | -$102K |
|
1291
JetBlue
JBLU
$1.89B
| $9.33M | 0.01% |
1,281,394
+11,450
| +0.9% | +$83.4K |
|
1292
Invesco
IVZ
$10.1B
| $9.32M | 0.01% |
568,483
-3,555
| -0.6% | -$58.3K |
|
1293
MGP Ingredients
MGPI
$603M
| $9.3M | 0.01% |
96,188
-8,866
| -8% | -$858K |
|
1294
Whirlpool
WHR
$5.31B
| $9.28M | 0.01% |
70,323
+1,337
| +2% | +$177K |
|
1295
Northwest Bancshares
NWBI
$1.86B
| $9.23M | 0.01% |
767,170
-8,685
| -1% | -$104K |
|
1296
Fulton Financial
FULT
$3.52B
| $9.19M | 0.01% |
665,058
+13,565
| +2% | +$187K |
|
|
PDCO
1297
DELISTED
Patterson Companies, Inc.
PDCO
| $9.18M | 0.01% |
342,965
+1,968
| +0.6% | +$52.7K |
|
1298
PRA Group
PRAA
$677M
| $9.17M | 0.01% |
235,410
-2,690
| -1% | -$105K |
|
1299
National Vision
EYE
$1.84B
| $9.17M | 0.01% |
486,486
-7,615
| -2% | -$143K |
|
1300
Griffon
GFF
$3.72B
| $9.16M | 0.01% |
286,158
-4,740
| -2% | -$152K |
|