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 | |
|---|---|---|---|---|---|---|
1351
First Bancorp
FBNC
$2.29B
| $8.81M | ﹤0.01% |
200,421
+5,893
| +3% | +$259K |
|
1352
Westlake Corp
WLK
$11.5B
| $8.79M | ﹤0.01% |
76,681
-802
| -1% | -$91.9K |
|
1353
Veeco
VECO
$1.54B
| $8.79M | ﹤0.01% |
327,887
+16,001
| +5% | +$429K |
|
1354
Forestar Group
FOR
$1.45B
| $8.79M | ﹤0.01% |
338,952
-21,519
| -6% | -$558K |
|
|
FL
1355
DELISTED
Foot Locker
FL
| $8.71M | ﹤0.01% |
400,233
+11,716
| +3% | +$255K |
|
1356
DaVita
DVA
$9.53B
| $8.68M | ﹤0.01% |
58,060
-1,108
| -2% | -$166K |
|
1357
Wolverine World Wide
WWW
$2.48B
| $8.67M | ﹤0.01% |
390,709
+11,667
| +3% | +$259K |
|
1358
Edgewell Personal Care
EPC
$1.02B
| $8.66M | ﹤0.01% |
257,630
+6,208
| +2% | +$209K |
|
1359
Dentsply Sirona
XRAY
$2.78B
| $8.65M | ﹤0.01% |
455,689
-1,287,427
| -74% | -$24.4M |
|
1360
Benchmark Electronics
BHE
$1.44B
| $8.65M | ﹤0.01% |
190,444
+6,112
| +3% | +$277K |
|
1361
Celanese
CE
$5.13B
| $8.62M | ﹤0.01% |
124,596
-3,605
| -3% | -$250K |
|
1362
Mercury Insurance
MCY
$4.38B
| $8.58M | ﹤0.01% |
128,991
+3,579
| +3% | +$238K |
|
1363
Avient
AVNT
$3.44B
| $8.57M | ﹤0.01% |
209,735
-2,121
| -1% | -$86.7K |
|
1364
Brown-Forman Class B
BF.B
$13B
| $8.57M | ﹤0.01% |
225,539
-5,222
| -2% | -$198K |
|
1365
Hasbro
HAS
$11.2B
| $8.54M | ﹤0.01% |
152,683
-1,221
| -0.8% | -$68.3K |
|
1366
DraftKings
DKNG
$22.8B
| $8.54M | ﹤0.01% |
229,440
-5,328
| -2% | -$198K |
|
|
LTC
1367
LTC Properties
LTC
$1.68B
| $8.52M | ﹤0.01% |
246,663
+17,487
| +8% | +$604K |
|
1368
PROG Holdings
PRG
$1.44B
| $8.52M | ﹤0.01% |
201,644
+2,015
| +1% | +$85.2K |
|
1369
Knowles
KN
$1.91B
| $8.51M | ﹤0.01% |
427,068
+10,240
| +2% | +$204K |
|
1370
Lakeland Financial Corp
LKFN
$1.68B
| $8.51M | ﹤0.01% |
123,692
+3,416
| +3% | +$235K |
|
1371
Vestis
VSTS
$575M
| $8.46M | ﹤0.01% |
555,225
+15,176
| +3% | +$231K |
|
1372
Virtus Investment Partners
VRTS
$1.36B
| $8.46M | ﹤0.01% |
38,339
+1,377
| +4% | +$304K |
|
1373
Perdoceo Education
PRDO
$2.26B
| $8.44M | ﹤0.01% |
318,963
+10,680
| +3% | +$283K |
|
1374
Apogee Enterprises
APOG
$941M
| $8.41M | ﹤0.01% |
117,770
+4,373
| +4% | +$312K |
|
1375
SiriusPoint
SPNT
$2.24B
| $8.39M | ﹤0.01% |
511,845
-4,396
| -0.9% | -$72.1K |
|