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 | |
|---|---|---|---|---|---|---|
1351
TripAdvisor
TRIP
$2.11B
| $8.23M | 0.01% |
414,642
+3,667
| +0.9% | +$72.8K |
|
1352
Abercrombie & Fitch
ANF
$4.41B
| $8.21M | 0.01% |
295,945
-6,192
| -2% | -$172K |
|
1353
Bank of Hawaii
BOH
$2.72B
| $8.21M | 0.01% |
157,580
+714
| +0.5% | +$37.2K |
|
1354
First Commonwealth Financial
FCF
$1.84B
| $8.13M | 0.01% |
654,180
+44,620
| +7% | +$555K |
|
1355
Wolverine World Wide
WWW
$2.48B
| $8.1M | 0.01% |
474,884
-10,121
| -2% | -$173K |
|
1356
ePlus
PLUS
$1.97B
| $8.09M | 0.01% |
164,993
-3,639
| -2% | -$178K |
|
1357
News Corp Class A
NWSA
$16.5B
| $8.09M | 0.01% |
468,335
+9,211
| +2% | +$159K |
|
1358
Global Net Lease
GNL
$1.83B
| $8.06M | 0.01% |
627,114
-7,084
| -1% | -$91.1K |
|
1359
XPEL
XPEL
$994M
| $8.06M | 0.01% |
118,647
-2,455
| -2% | -$167K |
|
1360
Payoneer
PAYO
$2.39B
| $8.03M | 0.01% |
1,278,679
-37,538
| -3% | -$236K |
|
|
NVEE
1361
DELISTED
NV5 Global
NVEE
| $8M | 0.01% |
307,720
-31,372
| -9% | -$815K |
|
1362
Acadia Realty Trust
AKR
$2.59B
| $7.99M | 0.01% |
573,068
-6,972
| -1% | -$97.3K |
|
1363
Triumph Financial, Inc.
TFIN
$1.37B
| $7.93M | 0.01% |
136,559
-4,485
| -3% | -$260K |
|
1364
Archrock
AROC
$4.33B
| $7.9M | 0.01% |
808,492
-9,222
| -1% | -$90.1K |
|
1365
US Physical Therapy
USPH
$1.25B
| $7.85M | 0.01% |
80,188
-1,995
| -2% | -$195K |
|
1366
Universal Corp
UVV
$1.39B
| $7.84M | 0.01% |
148,207
-1,802
| -1% | -$95.3K |
|
1367
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
| $7.83M | 0.01% |
103,600
-109,325
| -51% | -$8.26M |
|
1368
Virtus Investment Partners
VRTS
$1.35B
| $7.82M | 0.01% |
41,088
-514
| -1% | -$97.9K |
|
1369
Tennant Co
TNC
$1.52B
| $7.82M | 0.01% |
114,057
-2,149
| -2% | -$147K |
|
1370
Royal Bank of Canada
RY
$204B
| $7.8M | 0.01% |
81,633
-4,838
| -6% | -$462K |
|
1371
Worthington Enterprises
WOR
$3.26B
| $7.79M | 0.01% |
195,560
+4,041
| +2% | +$161K |
|
1372
Andersons Inc
ANDE
$1.38B
| $7.78M | 0.01% |
188,266
-2,261
| -1% | -$93.4K |
|
1373
Ralph Lauren
RL
$19B
| $7.76M | 0.01% |
66,511
+1,051
| +2% | +$123K |
|
1374
La-Z-Boy
LZB
$1.42B
| $7.73M | 0.01% |
265,921
-3,388
| -1% | -$98.5K |
|
1375
S&T Bancorp
STBA
$1.5B
| $7.7M | 0.01% |
244,723
-4,046
| -2% | -$127K |
|