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 |
Equity Residential
EQR
|
+$411M |
| 2 |
Cadence Design Systems
CDNS
|
+$345M |
| 3 |
MSCI
MSCI
|
+$300M |
| 4 |
Equinix
EQIX
|
+$181M |
| 5 |
Gartner
IT
|
+$154M |
Top Sells
| 1 |
Union Pacific
UNP
|
+$403M |
| 2 |
TransDigm Group
TDG
|
+$264M |
| 3 |
AIRC
Apartment Income REIT Corp.
AIRC
|
+$238M |
| 4 |
Essex Property Trust
ESS
|
+$205M |
| 5 |
NVIDIA
NVDA
|
+$184M |
Sector Composition
| 1 | Technology | 20.77% |
| 2 | Financials | 15.31% |
| 3 | Real Estate | 13.85% |
| 4 | Consumer Discretionary | 11.12% |
| 5 | Industrials | 10.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1426
Blue Owl Capital
OWL
$12.1B
| $7.22M | ﹤0.01% |
406,832
-117,986
| -22% | -$2.09M |
|
|
XHR
1427
Xenia Hotels & Resorts
XHR
$1.38B
| $7.21M | ﹤0.01% |
502,919
-43,279
| -8% | -$620K |
|
1428
Hilltop Holdings
HTH
$2.19B
| $7.15M | ﹤0.01% |
228,609
-11,604
| -5% | -$363K |
|
1429
Vanguard Intermediate-Term Bond ETF
BIV
$24.3B
| $7.13M | ﹤0.01% |
95,226
-10,344
| -10% | -$775K |
|
1430
CoreCivic
CXW
$2.18B
| $7.12M | ﹤0.01% |
548,659
-41,197
| -7% | -$535K |
|
1431
Global Net Lease
GNL
$1.81B
| $7.09M | ﹤0.01% |
964,343
-49,512
| -5% | -$364K |
|
1432
Pathward Financial
CASH
$1.74B
| $7.07M | ﹤0.01% |
124,951
-7,666
| -6% | -$434K |
|
1433
Omnicell
OMCL
$1.46B
| $7.04M | ﹤0.01% |
260,151
-3,932
| -1% | -$106K |
|
1434
Benchmark Electronics
BHE
$1.43B
| $7.01M | ﹤0.01% |
177,771
-7,446
| -4% | -$294K |
|
|
VGR
1435
DELISTED
Vector Group Ltd.
VGR
| $7M | ﹤0.01% |
662,129
-28,093
| -4% | -$297K |
|
1436
SolarEdge
SEDG
$1.75B
| $7M | ﹤0.01% |
277,027
-11,419
| -4% | -$288K |
|
1437
Powell Industries
POWL
$3.34B
| $6.99M | ﹤0.01% |
48,714
-1,583
| -3% | -$227K |
|
1438
Mercury Insurance
MCY
$4.31B
| $6.97M | ﹤0.01% |
131,249
-6,761
| -5% | -$359K |
|
1439
Mercury Systems
MRCY
$4.3B
| $6.96M | ﹤0.01% |
257,867
-11,896
| -4% | -$321K |
|
1440
Kaiser Aluminum
KALU
$1.22B
| $6.95M | ﹤0.01% |
79,083
-3,738
| -5% | -$329K |
|
1441
First Commonwealth Financial
FCF
$1.84B
| $6.95M | ﹤0.01% |
502,963
-25,491
| -5% | -$352K |
|
|
JWN
1442
DELISTED
Nordstrom
JWN
| $6.93M | ﹤0.01% |
326,351
-41,796
| -11% | -$887K |
|
|
ELME
1443
Elme Communities
ELME
$1.51B
| $6.92M | ﹤0.01% |
434,104
-21,986
| -5% | -$350K |
|
1444
S&T Bancorp
STBA
$1.49B
| $6.89M | ﹤0.01% |
206,370
-7,646
| -4% | -$255K |
|
1445
Chefs' Warehouse
CHEF
$2.63B
| $6.88M | ﹤0.01% |
175,862
-8,110
| -4% | -$317K |
|
1446
Lindsay Corp
LNN
$1.5B
| $6.87M | ﹤0.01% |
55,873
-2,852
| -5% | -$350K |
|
1447
Victoria's Secret
VSCO
$2.06B
| $6.84M | ﹤0.01% |
386,877
-13,197
| -3% | -$233K |
|
1448
Franco-Nevada
FNV
$38.3B
| $6.82M | ﹤0.01% |
57,555
-10,708
| -16% | -$1.27M |
|
1449
Harmonic Inc
HLIT
$1.12B
| $6.81M | ﹤0.01% |
578,367
-7,166
| -1% | -$84.3K |
|
1450
Northwest Natural Holdings
NWN
$1.7B
| $6.77M | ﹤0.01% |
187,574
-3,353
| -2% | -$121K |
|