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 | |
|---|---|---|---|---|---|---|
1326
SL Green Realty
SLG
$4.66B
| $8.51M | 0.01% |
252,234
-21,158
| -8% | -$713K |
|
1327
S&T Bancorp
STBA
$1.5B
| $8.5M | 0.01% |
248,769
-799
| -0.3% | -$27.3K |
|
1328
Shutterstock
SSTK
$742M
| $8.49M | 0.01% |
160,982
+3,646
| +2% | +$192K |
|
1329
Digital Turbine
APPS
$501M
| $8.47M | 0.01% |
555,548
-2,515
| -0.5% | -$38.3K |
|
|
VSTO
1330
DELISTED
Vista Outdoor Inc.
VSTO
| $8.42M | 0.01% |
345,536
-2,458
| -0.7% | -$59.9K |
|
1331
Hilltop Holdings
HTH
$2.18B
| $8.42M | 0.01% |
280,486
-2,468
| -0.9% | -$74.1K |
|
1332
Pathward Financial
CASH
$1.72B
| $8.38M | 0.01% |
194,557
+4,058
| +2% | +$175K |
|
1333
News Corp Class A
NWSA
$16.5B
| $8.36M | 0.01% |
459,124
-20,735
| -4% | -$377K |
|
1334
CorVel
CRVL
$4.39B
| $8.35M | 0.01% |
172,407
-3,972
| -2% | -$192K |
|
|
TWO
1335
Two Harbors Investment
TWO
$1.05B
| $8.33M | 0.01% |
528,035
-2,913
| -0.5% | -$45.9K |
|
1336
Acadia Realty Trust
AKR
$2.64B
| $8.32M | 0.01% |
580,040
-5,139
| -0.9% | -$73.7K |
|
1337
Dynavax Technologies
DVAX
$1.1B
| $8.3M | 0.01% |
780,416
-5,112
| -0.7% | -$54.4K |
|
1338
FB Financial Corp
FBK
$2.86B
| $8.3M | 0.01% |
229,733
+6,158
| +3% | +$223K |
|
1339
Cracker Barrel
CBRL
$1.14B
| $8.29M | 0.01% |
87,485
-2,119
| -2% | -$201K |
|
1340
NewMarket
NEU
$7.87B
| $8.29M | 0.01% |
26,636
-1,433
| -5% | -$446K |
|
1341
Generac Holdings
GNRC
$10.8B
| $8.29M | 0.01% |
82,316
-2,000
| -2% | -$201K |
|
1342
Buckle
BKE
$3.04B
| $8.26M | 0.01% |
182,161
-13,308
| -7% | -$604K |
|
1343
JetBlue
JBLU
$1.84B
| $8.23M | 0.01% |
1,269,944
+7,497
| +0.6% | +$48.6K |
|
|
BBT
1344
Beacon Financial Corporation
BBT
$2.17B
| $8.22M | 0.01% |
274,981
-7,177
| -3% | -$215K |
|
1345
Par Pacific Holdings
PARR
$1.67B
| $8.22M | 0.01% |
353,586
+11,023
| +3% | +$256K |
|
1346
Patrick Industries
PATK
$3.67B
| $8.2M | 0.01% |
202,964
-7,039
| -3% | -$284K |
|
|
SASR
1347
DELISTED
Sandy Spring Bancorp Inc
SASR
| $8.19M | 0.01% |
232,504
+3,067
| +1% | +$108K |
|
1348
Adtran
ADTN
$809M
| $8.19M | 0.01% |
435,912
-22,376
| -5% | -$420K |
|
1349
Kennametal
KMT
$1.58B
| $8.17M | 0.01% |
339,428
+22,907
| +7% | +$551K |
|
1350
Shoals Technologies Group
SHLS
$1.15B
| $8.13M | 0.01% |
329,546
+313,264
| +1,924% | +$7.73M |
|