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 | |
|---|---|---|---|---|---|---|
1401
United Natural Foods
UNFI
$1.8B
| $7.93M | ﹤0.01% |
290,485
+10,215
| +4% | +$279K |
|
1402
Harley-Davidson
HOG
$3.73B
| $7.92M | ﹤0.01% |
263,007
-11,684
| -4% | -$352K |
|
1403
Winnebago Industries
WGO
$988M
| $7.92M | ﹤0.01% |
165,680
+7,689
| +5% | +$367K |
|
1404
Progyny
PGNY
$1.99B
| $7.91M | ﹤0.01% |
458,580
-419,185
| -48% | -$7.23M |
|
1405
Ultra Clean Holdings
UCTT
$1.16B
| $7.9M | ﹤0.01% |
219,821
+6,546
| +3% | +$235K |
|
1406
TripAdvisor
TRIP
$2.08B
| $7.89M | ﹤0.01% |
534,304
+18,223
| +4% | +$269K |
|
1407
Photronics
PLAB
$1.34B
| $7.88M | ﹤0.01% |
334,581
+11,808
| +4% | +$278K |
|
1408
BorgWarner
BWA
$9.6B
| $7.87M | ﹤0.01% |
247,481
-14,359
| -5% | -$456K |
|
1409
Trupanion
TRUP
$1.87B
| $7.87M | ﹤0.01% |
163,188
+5,412
| +3% | +$261K |
|
1410
Pebblebrook Hotel Trust
PEB
$1.4B
| $7.87M | ﹤0.01% |
580,443
-917,330
| -61% | -$12.4M |
|
1411
Helen of Troy
HELE
$567M
| $7.86M | ﹤0.01% |
131,305
+6,471
| +5% | +$387K |
|
1412
Treehouse Foods
THS
$906M
| $7.85M | ﹤0.01% |
223,522
+3,238
| +1% | +$114K |
|
1413
Xencor
XNCR
$606M
| $7.82M | ﹤0.01% |
340,145
+48,229
| +17% | +$1.11M |
|
1414
Amphastar Pharmaceuticals
AMPH
$1.33B
| $7.72M | ﹤0.01% |
207,978
+5,961
| +3% | +$221K |
|
1415
S&T Bancorp
STBA
$1.51B
| $7.71M | ﹤0.01% |
201,695
+7,027
| +4% | +$269K |
|
1416
Northwest Natural Holdings
NWN
$1.73B
| $7.7M | ﹤0.01% |
194,517
+12,257
| +7% | +$485K |
|
1417
Franklin Resources
BEN
$12.9B
| $7.69M | ﹤0.01% |
378,831
-2,361
| -0.6% | -$47.9K |
|
1418
EPR Properties
EPR
$4.31B
| $7.69M | ﹤0.01% |
173,583
-1,680
| -1% | -$74.4K |
|
1419
Interface
TILE
$1.67B
| $7.68M | ﹤0.01% |
315,596
+11,546
| +4% | +$281K |
|
1420
MSC Industrial Direct
MSM
$5.14B
| $7.67M | ﹤0.01% |
102,664
-1,445
| -1% | -$108K |
|
1421
Roku
ROKU
$14.2B
| $7.66M | ﹤0.01% |
103,032
+94,497
| +1,107% | +$7.02M |
|
1422
WisdomTree
WT
$2.08B
| $7.65M | ﹤0.01% |
728,345
+19,503
| +3% | +$205K |
|
1423
Dynavax Technologies
DVAX
$1.14B
| $7.62M | ﹤0.01% |
596,590
+18,863
| +3% | +$241K |
|
1424
Envista
NVST
$3.59B
| $7.61M | ﹤0.01% |
394,540
-3,906
| -1% | -$75.3K |
|
1425
Westamerica Bancorp
WABC
$1.26B
| $7.6M | ﹤0.01% |
144,864
+5,368
| +4% | +$282K |
|