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 |
Digital Realty Trust
DLR
|
+$398M |
| 2 |
Brookfield Asset Management
BAM
|
+$357M |
| 3 |
Gaming and Leisure Properties
GLPI
|
+$250M |
| 4 |
Welltower
WELL
|
+$222M |
| 5 |
Yum China
YUMC
|
+$182M |
Top Sells
| 1 |
STOR
STORE Capital Corporation
STOR
|
+$368M |
| 2 |
Equinix
EQIX
|
+$246M |
| 3 |
Brookfield
BN
|
+$220M |
| 4 |
Guidewire Software
GWRE
|
+$202M |
| 5 |
Lennar Class A
LEN
|
+$150M |
Sector Composition
| 1 | Real Estate | 16.55% |
| 2 | Technology | 15.81% |
| 3 | Financials | 15.77% |
| 4 | Industrials | 10.77% |
| 5 | Consumer Discretionary | 10.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1376
M/I Homes
MHO
$4.07B
| $7.75M | 0.01% |
167,832
-3,284
| -2% | -$152K |
|
1377
Blackstone
BX
$142B
| $7.74M | 0.01% |
104,356
-63,173
| -38% | -$4.69M |
|
1378
ScottsMiracle-Gro
SMG
$3.51B
| $7.73M | 0.01% |
159,054
+1,298
| +0.8% | +$63.1K |
|
|
VRE
1379
Veris Residential
VRE
$1.49B
| $7.72M | 0.01% |
484,673
-4,764
| -1% | -$75.9K |
|
1380
Standex International
SXI
$2.47B
| $7.68M | 0.01% |
74,972
-1,415
| -2% | -$145K |
|
|
HPP
1381
Hudson Pacific Properties
HPP
$1.11B
| $7.67M | 0.01% |
788,081
-9,015
| -1% | -$87.7K |
|
1382
Chefs' Warehouse
CHEF
$2.7B
| $7.64M | 0.01% |
229,469
+18,673
| +9% | +$621K |
|
1383
Pediatrix Medical
MD
$1.45B
| $7.63M | 0.01% |
513,727
-21,465
| -4% | -$319K |
|
1384
Safety Insurance
SAFT
$1.1B
| $7.58M | 0.01% |
90,013
-826
| -0.9% | -$69.6K |
|
1385
Scholastic
SCHL
$691M
| $7.55M | 0.01% |
191,390
+1,724
| +0.9% | +$68K |
|
|
AVTA
1386
DELISTED
Avantax, Inc. Common Stock
AVTA
| $7.54M | 0.01% |
295,277
-1,179
| -0.4% | -$30.1K |
|
1387
Under Armour
UAA
$2.08B
| $7.52M | 0.01% |
740,215
+4,803
| +0.7% | +$48.8K |
|
1388
Dana Inc
DAN
$2.76B
| $7.51M | 0.01% |
496,615
-19,837
| -4% | -$300K |
|
1389
ePlus
PLUS
$1.97B
| $7.47M | 0.01% |
168,632
-1,258
| -0.7% | -$55.7K |
|
1390
Astrana Health
ASTH
$1.38B
| $7.46M | 0.01% |
252,222
+8,900
| +4% | +$263K |
|
1391
TripAdvisor
TRIP
$2.06B
| $7.39M | 0.01% |
410,975
+4,962
| +1% | +$89.2K |
|
|
JBGS
1392
JBG SMITH
JBGS
$1.45B
| $7.38M | 0.01% |
389,013
+112
| +0% | +$2.13K |
|
1393
Enova International
ENVA
$2.88B
| $7.38M | 0.01% |
192,299
-4,865
| -2% | -$187K |
|
|
SVC
1394
Service Properties Trust
SVC
$476M
| $7.37M | 0.01% |
1,010,757
-5,933
| -0.6% | -$43.3K |
|
1395
Greif
GEF
$3.59B
| $7.37M | 0.01% |
109,840
+55
| +0.1% | +$3.69K |
|
1396
Myriad Genetics
MYGN
$674M
| $7.35M | 0.01% |
506,827
-11,604
| -2% | -$168K |
|
1397
Archrock
AROC
$4.29B
| $7.34M | 0.01% |
817,714
-30,371
| -4% | -$273K |
|
1398
Marten Transport
MRTN
$953M
| $7.32M | 0.01% |
370,259
-1,348
| -0.4% | -$26.7K |
|
1399
DXC Technology
DXC
$2.51B
| $7.32M | 0.01% |
276,319
-9,903
| -3% | -$262K |
|
1400
TechTarget
TTGT
$427M
| $7.32M | 0.01% |
166,176
-2,150
| -1% | -$94.7K |
|