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 |
Microsoft
MSFT
|
+$344M |
| 2 |
Moody's
MCO
|
+$284M |
| 3 |
VICI Properties
VICI
|
+$249M |
| 4 |
Progressive
PGR
|
+$246M |
| 5 |
Amazon
AMZN
|
+$167M |
Top Sells
| 1 |
Salesforce
CRM
|
+$235M |
| 2 |
MGP
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
|
+$202M |
| 3 |
Healthcare Realty
HR
|
+$179M |
| 4 |
Etsy
ETSY
|
+$168M |
| 5 |
Charter Communications
CHTR
|
+$141M |
Sector Composition
| 1 | Real Estate | 17.6% |
| 2 | Technology | 16.42% |
| 3 | Financials | 14.71% |
| 4 | Consumer Discretionary | 10.49% |
| 5 | Industrials | 9.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
PMT
1376
PennyMac Mortgage Investment
PMT
$1.07B
| $7.88M | 0.01% |
569,813
-57,043
| -9% | -$789K |
|
1377
Denali Therapeutics
DNLI
$2.07B
| $7.88M | 0.01% |
267,732
-1,272
| -0.5% | -$37.4K |
|
1378
Patrick Industries
PATK
$3.67B
| $7.87M | 0.01% |
227,769
-22,047
| -9% | -$762K |
|
1379
Gibraltar Industries
ROCK
$1.78B
| $7.84M | 0.01% |
202,247
-13,324
| -6% | -$516K |
|
1380
Vanguard Mid-Cap ETF
VO
$88B
| $7.84M | 0.01% |
39,781
+10,336
| +35% | +$2.04M |
|
1381
TTEC Holdings
TTEC
$173M
| $7.82M | 0.01% |
115,175
-19,729
| -15% | -$1.34M |
|
1382
3D Systems Corporation
DDD
$286M
| $7.8M | 0.01% |
803,629
-60,351
| -7% | -$585K |
|
1383
Sturm, Ruger & Co
RGR
$600M
| $7.79M | 0.01% |
122,413
-10,896
| -8% | -$693K |
|
|
FBRT
1384
Franklin BSP Realty Trust
FBRT
$935M
| $7.79M | 0.01% |
577,715
+287,351
| +99% | +$3.87M |
|
1385
Urban Outfitters
URBN
$6.07B
| $7.75M | 0.01% |
415,549
+175,087
| +73% | +$3.27M |
|
|
KREF
1386
KKR Real Estate Finance Trust
KREF
$630M
| $7.75M | 0.01% |
444,169
+13,020
| +3% | +$227K |
|
|
CSR
1387
Centerspace
CSR
$979M
| $7.74M | 0.01% |
94,890
-4,204
| -4% | -$343K |
|
1388
MillerKnoll
MLKN
$1.4B
| $7.74M | 0.01% |
294,564
+38,447
| +15% | +$1.01M |
|
1389
Cracker Barrel
CBRL
$1.14B
| $7.74M | 0.01% |
92,651
+10,641
| +13% | +$888K |
|
1390
Sotera Health
SHC
$4.56B
| $7.71M | 0.01% |
393,391
+383,598
| +3,917% | +$7.52M |
|
1391
Customers Bancorp
CUBI
$2.32B
| $7.65M | 0.01% |
225,660
-3,558
| -2% | -$121K |
|
|
GTY
1392
Getty Realty Corp
GTY
$1.6B
| $7.64M | 0.01% |
288,191
-3,493
| -1% | -$92.6K |
|
1393
News Corp Class A
NWSA
$16.5B
| $7.61M | 0.01% |
488,481
+6,937
| +1% | +$108K |
|
1394
Wynn Resorts
WYNN
$12.6B
| $7.61M | 0.01% |
133,556
+3,615
| +3% | +$206K |
|
1395
Victoria's Secret
VSCO
$2.12B
| $7.61M | 0.01% |
271,958
+23,937
| +10% | +$670K |
|
1396
Gogo Inc
GOGO
$1.31B
| $7.59M | 0.01% |
+468,747
| New | +$7.59M |
|
1397
Compass Minerals
CMP
$753M
| $7.58M | 0.01% |
214,137
-16,780
| -7% | -$594K |
|
1398
Vericel Corp
VCEL
$1.62B
| $7.57M | 0.01% |
300,736
-46,709
| -13% | -$1.18M |
|
1399
Calix
CALX
$4.01B
| $7.53M | 0.01% |
220,604
-7,637
| -3% | -$261K |
|
1400
Greif
GEF
$3.59B
| $7.51M | 0.01% |
120,327
+14,792
| +14% | +$923K |
|