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 | |
|---|---|---|---|---|---|---|
1326
NorthWestern Energy
NWE
$3.51B
| $9.3M | 0.01% |
174,015
+2,653
| +2% | +$142K |
|
1327
Match Group
MTCH
$9.15B
| $9.3M | 0.01% |
284,243
-12,394
| -4% | -$405K |
|
1328
The Greenbrier Companies
GBX
$1.46B
| $9.27M | 0.01% |
152,029
+5,289
| +4% | +$323K |
|
1329
NewMarket
NEU
$7.98B
| $9.27M | 0.01% |
17,548
-159
| -0.9% | -$84K |
|
1330
Flowers Foods
FLO
$3.01B
| $9.26M | 0.01% |
448,358
-4,954
| -1% | -$102K |
|
1331
City Holding Co
CHCO
$1.83B
| $9.24M | 0.01% |
78,010
+2,726
| +4% | +$323K |
|
1332
Canadian National Railway
CNI
$58.6B
| $9.24M | 0.01% |
91,000
-1,300
| -1% | -$132K |
|
1333
Horace Mann Educators
HMN
$1.94B
| $9.21M | 0.01% |
234,717
+11,205
| +5% | +$440K |
|
1334
Kemper
KMPR
$3.36B
| $9.17M | 0.01% |
138,053
-2,173
| -2% | -$144K |
|
1335
DiamondRock Hospitality
DRH
$1.72B
| $9.13M | 0.01% |
1,010,593
-6,920,924
| -87% | -$62.5M |
|
1336
Wynn Resorts
WYNN
$12.9B
| $9.09M | 0.01% |
105,484
-2,583
| -2% | -$223K |
|
1337
Stewart Information Services
STC
$2.1B
| $9.07M | ﹤0.01% |
134,391
+3,938
| +3% | +$266K |
|
1338
Chefs' Warehouse
CHEF
$2.69B
| $9.06M | ﹤0.01% |
183,622
+5,542
| +3% | +$273K |
|
1339
Kennametal
KMT
$1.6B
| $9.05M | ﹤0.01% |
376,943
+9,630
| +3% | +$231K |
|
1340
Olin
OLN
$3.09B
| $9.03M | ﹤0.01% |
267,204
-5,048
| -2% | -$171K |
|
1341
LGI Homes
LGIH
$1.45B
| $8.98M | ﹤0.01% |
100,409
+2,878
| +3% | +$257K |
|
|
MZTI
1342
The Marzetti Company Common Stock
MZTI
$5.1B
| $8.96M | ﹤0.01% |
51,774
+528
| +1% | +$91.4K |
|
1343
Ormat Technologies
ORA
$5.56B
| $8.93M | ﹤0.01% |
131,906
+7,025
| +6% | +$476K |
|
1344
Sonos
SONO
$1.83B
| $8.93M | ﹤0.01% |
593,671
+20,397
| +4% | +$307K |
|
1345
HEICO
HEI
$44.7B
| $8.92M | ﹤0.01% |
37,500
-875
| -2% | -$208K |
|
1346
Pathward Financial
CASH
$1.74B
| $8.88M | ﹤0.01% |
120,731
+2,816
| +2% | +$207K |
|
1347
MGM Resorts International
MGM
$9.62B
| $8.87M | ﹤0.01% |
255,968
-9,812
| -4% | -$340K |
|
1348
Central Garden & Pet Class A
CENTA
$2.09B
| $8.87M | ﹤0.01% |
268,331
+8,889
| +3% | +$294K |
|
1349
Associated Banc-Corp
ASB
$4.38B
| $8.83M | ﹤0.01% |
369,548
+24,876
| +7% | +$595K |
|
1350
Invesco
IVZ
$10.1B
| $8.81M | ﹤0.01% |
504,259
-7,591
| -1% | -$133K |
|