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 | |
|---|---|---|---|---|---|---|
1326
Enerpac Tool Group
EPAC
$2.33B
| $8.77M | 0.01% |
343,976
-6,730
| -2% | -$172K |
|
1327
BancFirst
BANF
$4.48B
| $8.76M | 0.01% |
105,467
-111,622
| -51% | -$9.28M |
|
1328
Hasbro
HAS
$11.2B
| $8.76M | 0.01% |
163,146
-314,841
| -66% | -$16.9M |
|
1329
Amphastar Pharmaceuticals
AMPH
$1.33B
| $8.73M | 0.01% |
232,740
-6,212
| -3% | -$233K |
|
1330
Teekay Tankers
TNK
$1.79B
| $8.71M | 0.01% |
+202,814
| New | +$8.71M |
|
1331
Allegiant Air
ALGT
$1.19B
| $8.68M | 0.01% |
94,380
-1,450
| -2% | -$133K |
|
|
TWO
1332
Two Harbors Investment
TWO
$1.05B
| $8.59M | 0.01% |
583,753
+55,718
| +11% | +$820K |
|
1333
Douglas Emmett
DEI
$2.81B
| $8.57M | 0.01% |
694,919
+6,281
| +0.9% | +$77.4K |
|
1334
LiveRamp
RAMP
$1.77B
| $8.56M | 0.01% |
390,494
-15,279
| -4% | -$335K |
|
1335
Vericel Corp
VCEL
$1.69B
| $8.56M | 0.01% |
291,918
-6,311
| -2% | -$185K |
|
1336
Avanos Medical
AVNS
$576M
| $8.52M | 0.01% |
286,500
-4,358
| -1% | -$130K |
|
1337
TTM Technologies
TTMI
$4.99B
| $8.51M | 0.01% |
630,759
-10,175
| -2% | -$137K |
|
1338
City Holding Co
CHCO
$1.83B
| $8.5M | 0.01% |
93,577
-1,654
| -2% | -$150K |
|
1339
Sabre
SABR
$742M
| $8.5M | 0.01% |
1,981,450
-26,624
| -1% | -$114K |
|
1340
St. Joe Company
JOE
$3.05B
| $8.5M | 0.01% |
204,208
-4,494
| -2% | -$187K |
|
|
ALEX
1341
Alexander & Baldwin
ALEX
$1.37B
| $8.49M | 0.01% |
448,831
-8,221
| -2% | -$155K |
|
1342
3D Systems Corporation
DDD
$289M
| $8.48M | 0.01% |
791,156
-9,232
| -1% | -$99K |
|
1343
Sealed Air
SEE
$4.99B
| $8.45M | 0.01% |
183,955
-4,341
| -2% | -$199K |
|
1344
Assurant
AIZ
$10.8B
| $8.44M | 0.01% |
70,271
-140
| -0.2% | -$16.8K |
|
1345
Blackstone
BX
$144B
| $8.41M | 0.01% |
95,795
-8,561
| -8% | -$752K |
|
|
GAP
1346
The Gap, Inc.
GAP
$8.99B
| $8.4M | 0.01% |
836,519
+10,242
| +1% | +$103K |
|
1347
Enova International
ENVA
$2.94B
| $8.38M | 0.01% |
188,669
-3,630
| -2% | -$161K |
|
1348
Middlesex Water
MSEX
$971M
| $8.32M | 0.01% |
106,454
-2,261
| -2% | -$177K |
|
1349
Horace Mann Educators
HMN
$1.94B
| $8.27M | 0.01% |
246,974
-3,078
| -1% | -$103K |
|
1350
Hilltop Holdings
HTH
$2.2B
| $8.25M | 0.01% |
278,110
-2,376
| -0.8% | -$70.5K |
|