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 |
American Tower
AMT
|
+$462M |
| 2 |
SBA Communications
SBAC
|
+$330M |
| 3 |
CCC Intelligent Solutions
CCCS
|
+$219M |
| 4 |
Equinix
EQIX
|
+$176M |
| 5 |
Teck Resources
TECK
|
+$140M |
Top Sells
| 1 |
First Industrial Realty Trust
FR
|
+$216M |
| 2 |
Digital Realty Trust
DLR
|
+$213M |
| 3 |
TransDigm Group
TDG
|
+$207M |
| 4 |
Public Storage
PSA
|
+$174M |
| 5 |
Realty Income
O
|
+$149M |
Sector Composition
| 1 | Technology | 18.87% |
| 2 | Financials | 15.58% |
| 3 | Real Estate | 14.17% |
| 4 | Consumer Discretionary | 11.56% |
| 5 | Industrials | 11.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1401
Cohu
COHU
$992M
| $8.22M | ﹤0.01% |
246,539
-11,862
| -5% | -$395K |
|
1402
Telephone and Data Systems
TDS
$4.53B
| $8.2M | ﹤0.01% |
511,902
-1,940
| -0.4% | -$31.1K |
|
|
XHR
1403
Xenia Hotels & Resorts
XHR
$1.41B
| $8.2M | ﹤0.01% |
546,198
-6,707
| -1% | -$101K |
|
1404
CTS Corp
CTS
$1.26B
| $8.19M | ﹤0.01% |
175,111
+5,224
| +3% | +$244K |
|
1405
Lumen
LUMN
$6.25B
| $8.17M | ﹤0.01% |
5,237,611
-21,268
| -0.4% | -$33.2K |
|
1406
Franco-Nevada
FNV
$38.9B
| $8.14M | ﹤0.01% |
68,263
+8,906
| +15% | +$1.06M |
|
1407
NETSCOUT
NTCT
$1.85B
| $8.05M | ﹤0.01% |
368,462
-1,295
| -0.4% | -$28.3K |
|
1408
Hawkins
HWKN
$3.69B
| $7.98M | ﹤0.01% |
103,971
+5,545
| +6% | +$426K |
|
1409
Vanguard Intermediate-Term Bond ETF
BIV
$24.3B
| $7.96M | ﹤0.01% |
105,570
| – | – |
|
1410
Mercury Systems
MRCY
$4.38B
| $7.96M | ﹤0.01% |
269,763
+1,141
| +0.4% | +$33.7K |
|
1411
Wabash National
WNC
$472M
| $7.92M | ﹤0.01% |
264,526
-4,826
| -2% | -$144K |
|
1412
Jack in the Box
JACK
$342M
| $7.91M | ﹤0.01% |
115,564
+2,315
| +2% | +$159K |
|
1413
Mohawk Industries
MHK
$8.68B
| $7.9M | ﹤0.01% |
60,390
+813
| +1% | +$106K |
|
1414
Global Net Lease
GNL
$1.84B
| $7.88M | ﹤0.01% |
1,013,855
-57,740
| -5% | -$449K |
|
1415
Harmonic Inc
HLIT
$1.15B
| $7.87M | ﹤0.01% |
585,533
+2,142
| +0.4% | +$28.8K |
|
|
UNIT
1416
Uniti Group
UNIT
$1.75B
| $7.87M | ﹤0.01% |
1,333,486
+89,402
| +7% | +$527K |
|
1417
Horace Mann Educators
HMN
$1.94B
| $7.84M | ﹤0.01% |
212,060
-822
| -0.4% | -$30.4K |
|
|
B
1418
Barrick Mining Corporation
B
$50.2B
| $7.8M | ﹤0.01% |
468,694
+82,165
| +21% | +$1.37M |
|
1419
iShares MSCI EAFE ETF
EFA
$67.3B
| $7.77M | ﹤0.01% |
97,351
+10,900
| +13% | +$870K |
|
1420
Pacira BioSciences
PCRX
$1.21B
| $7.76M | ﹤0.01% |
265,537
+2,553
| +1% | +$74.6K |
|
1421
Victoria's Secret
VSCO
$2.17B
| $7.75M | ﹤0.01% |
400,074
+378
| +0.1% | +$7.33K |
|
1422
Omnicell
OMCL
$1.53B
| $7.72M | ﹤0.01% |
264,083
+9,944
| +4% | +$291K |
|
1423
MP Materials
MP
$11.2B
| $7.71M | ﹤0.01% |
539,011
+12,415
| +2% | +$178K |
|
1424
Green Plains
GPRE
$641M
| $7.7M | ﹤0.01% |
333,232
+23,270
| +8% | +$538K |
|
1425
First Bancorp
FBNC
$2.29B
| $7.7M | ﹤0.01% |
213,277
-15,915
| -7% | -$575K |
|