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 |
Equinix
EQIX
|
+$313M |
| 2 |
Welltower
WELL
|
+$213M |
| 3 |
Brookfield
BN
|
+$162M |
| 4 |
MSCI
MSCI
|
+$146M |
| 5 |
Extra Space Storage
EXR
|
+$143M |
Top Sells
| 1 |
BKI
Black Knight, Inc. Common Stock
BKI
|
+$373M |
| 2 |
Moody's
MCO
|
+$178M |
| 3 |
Dollar General
DG
|
+$169M |
| 4 |
CubeSmart
CUBE
|
+$166M |
| 5 |
Equity Lifestyle Properties
ELS
|
+$156M |
Sector Composition
| 1 | Technology | 17.98% |
| 2 | Financials | 15.34% |
| 3 | Real Estate | 15.22% |
| 4 | Consumer Discretionary | 11.31% |
| 5 | Industrials | 11.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
ALEX
1426
Alexander & Baldwin
ALEX
$1.37B
| $6.55M | ﹤0.01% |
391,357
-21,006
| -5% | -$351K |
|
1427
Harmony Biosciences
HRMY
$1.92B
| $6.55M | ﹤0.01% |
199,750
+16,260
| +9% | +$533K |
|
1428
DaVita
DVA
$9.53B
| $6.52M | ﹤0.01% |
68,939
-1,861
| -3% | -$176K |
|
1429
Lakeland Financial Corp
LKFN
$1.68B
| $6.5M | ﹤0.01% |
136,986
-7,521
| -5% | -$357K |
|
1430
Comerica
CMA
$8.93B
| $6.49M | ﹤0.01% |
156,158
+4,978
| +3% | +$207K |
|
1431
Horace Mann Educators
HMN
$1.94B
| $6.47M | ﹤0.01% |
220,159
-11,882
| -5% | -$349K |
|
1432
Stewart Information Services
STC
$2.1B
| $6.46M | ﹤0.01% |
147,484
-7,462
| -5% | -$327K |
|
|
ELME
1433
Elme Communities
ELME
$1.51B
| $6.46M | ﹤0.01% |
473,283
-25,049
| -5% | -$342K |
|
1434
Ferguson
FERG
$45.3B
| $6.44M | ﹤0.01% |
39,178
+17,777
| +83% | +$2.92M |
|
1435
Kaiser Aluminum
KALU
$1.25B
| $6.44M | ﹤0.01% |
85,609
-5,303
| -6% | -$399K |
|
1436
UFP Technologies
UFPT
$1.55B
| $6.44M | ﹤0.01% |
39,879
-1,055
| -3% | -$170K |
|
1437
Comstock Resources
CRK
$4.69B
| $6.4M | ﹤0.01% |
580,268
+6,319
| +1% | +$69.7K |
|
1438
The GEO Group
GEO
$3.26B
| $6.38M | ﹤0.01% |
779,986
+786
| +0.1% | +$6.43K |
|
|
DEA
1439
Easterly Government Properties
DEA
$1.06B
| $6.36M | ﹤0.01% |
222,423
-2,971
| -1% | -$84.9K |
|
1440
Adeia
ADEA
$1.71B
| $6.36M | ﹤0.01% |
595,050
-26,264
| -4% | -$281K |
|
1441
Zions Bancorporation
ZION
$8.6B
| $6.3M | ﹤0.01% |
180,692
-1,135
| -0.6% | -$39.6K |
|
1442
Middlesex Water
MSEX
$971M
| $6.29M | ﹤0.01% |
94,928
-5,774
| -6% | -$383K |
|
1443
Marten Transport
MRTN
$975M
| $6.29M | ﹤0.01% |
319,074
-15,824
| -5% | -$312K |
|
1444
Allegiant Air
ALGT
$1.19B
| $6.27M | ﹤0.01% |
81,556
-7,442
| -8% | -$572K |
|
1445
Universal Corp
UVV
$1.4B
| $6.26M | ﹤0.01% |
132,665
-6,773
| -5% | -$320K |
|
1446
Vanguard Mid-Cap ETF
VO
$88.6B
| $6.24M | ﹤0.01% |
29,957
+8,770
| +41% | +$1.83M |
|
1447
Perdoceo Education
PRDO
$2.26B
| $6.21M | ﹤0.01% |
362,976
-26,470
| -7% | -$453K |
|
1448
Westamerica Bancorp
WABC
$1.26B
| $6.2M | ﹤0.01% |
143,277
-8,252
| -5% | -$357K |
|
1449
Liberty Live Group Series C
LLYVK
$9.36B
| $6.16M | ﹤0.01% |
+191,919
| New | +$6.16M |
|
1450
AZZ Inc
AZZ
$3.59B
| $6.15M | ﹤0.01% |
134,966
-6,763
| -5% | -$308K |
|