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 | |
|---|---|---|---|---|---|---|
1401
NeoGenomics
NEO
$1.03B
| $7.31M | 0.01% |
791,318
+2,464
| +0.3% | +$22.8K |
|
1402
XPEL
XPEL
$960M
| $7.27M | 0.01% |
121,102
-806
| -0.7% | -$48.4K |
|
1403
HNI Corp
HNI
$2.07B
| $7.25M | 0.01% |
254,858
-6,033
| -2% | -$172K |
|
|
B
1404
Barrick Mining Corporation
B
$49.5B
| $7.21M | 0.01% |
420,985
-2,700
| -0.6% | -$46.3K |
|
1405
Payoneer
PAYO
$2.34B
| $7.2M | 0.01% |
1,316,217
+1,284,702
| +4,076% | +$7.03M |
|
|
MODV
1406
DELISTED
ModivCare
MODV
| $7.19M | 0.01% |
80,110
-159
| -0.2% | -$14.3K |
|
1407
Employers Holdings
EIG
$983M
| $7.17M | 0.01% |
166,193
-2,207
| -1% | -$95.2K |
|
1408
Tennant Co
TNC
$1.5B
| $7.15M | 0.01% |
116,206
-1,280
| -1% | -$78.8K |
|
|
JWN
1409
DELISTED
Nordstrom
JWN
| $7.11M | 0.01% |
440,258
+1,359
| +0.3% | +$21.9K |
|
1410
Alaska Air
ALK
$7.31B
| $7.1M | 0.01% |
165,370
+3,590
| +2% | +$154K |
|
1411
Stewart Information Services
STC
$2.09B
| $7.09M | 0.01% |
165,830
-10,699
| -6% | -$457K |
|
1412
Heritage Financial
HFWA
$833M
| $7.03M | 0.01% |
229,294
+12,652
| +6% | +$388K |
|
1413
Mativ Holdings
MATV
$674M
| $7.02M | 0.01% |
335,857
-944
| -0.3% | -$19.7K |
|
1414
Xerox
XRX
$463M
| $7M | 0.01% |
479,188
-29,226
| -6% | -$427K |
|
1415
Upbound Group
UPBD
$1.45B
| $6.96M | 0.01% |
308,835
-21,436
| -6% | -$483K |
|
1416
Lazard
LAZ
$5.25B
| $6.94M | 0.01% |
200,035
-2,715
| -1% | -$94.1K |
|
|
PGTI
1417
DELISTED
PGT, Inc.
PGTI
| $6.93M | 0.01% |
385,806
+13,736
| +4% | +$247K |
|
1418
Abercrombie & Fitch
ANF
$4.12B
| $6.92M | 0.01% |
302,137
-8,384
| -3% | -$192K |
|
1419
Ligand Pharmaceuticals
LGND
$3.23B
| $6.92M | 0.01% |
103,569
-60,456
| -37% | -$4.04M |
|
1420
Ralph Lauren
RL
$19.1B
| $6.92M | 0.01% |
65,460
+8,876
| +16% | +$938K |
|
1421
Under Armour Class C
UA
$2.04B
| $6.89M | 0.01% |
772,976
-5,525
| -0.7% | -$49.3K |
|
1422
Triumph Financial, Inc.
TFIN
$1.4B
| $6.89M | 0.01% |
141,044
-1,008
| -0.7% | -$49.3K |
|
1423
Capitol Federal Financial
CFFN
$839M
| $6.83M | 0.01% |
789,145
-7,356
| -0.9% | -$63.6K |
|
1424
Arcus Biosciences
RCUS
$1.23B
| $6.8M | 0.01% |
329,007
-12,199
| -4% | -$252K |
|
|
SILK
1425
DELISTED
Silk Road Medical, Inc. Common Stock
SILK
| $6.79M | 0.01% |
128,433
+114,561
| +826% | +$6.05M |
|