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 |
Martin Marietta Materials
MLM
|
+$379M |
| 2 |
Apple
AAPL
|
+$367M |
| 3 |
Hilton Worldwide
HLT
|
+$330M |
| 4 |
Veeva Systems
VEEV
|
+$266M |
| 5 |
Waste Connections
WCN
|
+$260M |
Top Sells
| 1 |
American Tower
AMT
|
+$612M |
| 2 |
Agilent Technologies
A
|
+$279M |
| 3 |
Aon
AON
|
+$220M |
| 4 |
Progressive
PGR
|
+$199M |
| 5 |
VeriSign
VRSN
|
+$193M |
Sector Composition
| 1 | Technology | 19.83% |
| 2 | Financials | 15.97% |
| 3 | Real Estate | 13.93% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Industrials | 10.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
ELME
1426
Elme Communities
ELME
$1.51B
| $7.3M | ﹤0.01% |
414,872
-19,232
| -4% | -$338K |
|
1427
Integra LifeSciences
IART
$1.21B
| $7.29M | ﹤0.01% |
401,432
+63,266
| +19% | +$1.15M |
|
|
UNIT
1428
Uniti Group
UNIT
$1.75B
| $7.29M | ﹤0.01% |
1,293,071
-204
| -0% | -$1.15K |
|
|
AMED
1429
DELISTED
Amedisys
AMED
| $7.29M | ﹤0.01% |
75,526
-33,149
| -31% | -$3.2M |
|
|
PARA
1430
DELISTED
Paramount Global Class B
PARA
| $7.26M | ﹤0.01% |
683,401
+124,740
| +22% | +$1.32M |
|
|
PMT
1431
PennyMac Mortgage Investment
PMT
$1.08B
| $7.22M | ﹤0.01% |
506,349
+77,955
| +18% | +$1.11M |
|
1432
Sally Beauty Holdings
SBH
$1.51B
| $7.19M | ﹤0.01% |
529,852
+19,153
| +4% | +$260K |
|
1433
PBF Energy
PBF
$3.31B
| $7.16M | ﹤0.01% |
231,369
-189,361
| -45% | -$5.86M |
|
|
JBGS
1434
JBG SMITH
JBGS
$1.44B
| $7.13M | ﹤0.01% |
407,628
-5,414
| -1% | -$94.6K |
|
1435
Synaptics
SYNA
$2.76B
| $7.12M | ﹤0.01% |
91,720
-40,802
| -31% | -$3.17M |
|
|
XHR
1436
Xenia Hotels & Resorts
XHR
$1.41B
| $7.1M | ﹤0.01% |
480,620
-22,299
| -4% | -$329K |
|
1437
WisdomTree
WT
$2.08B
| $7.08M | ﹤0.01% |
708,842
+150,257
| +27% | +$1.5M |
|
1438
Graham Holdings Company
GHC
$5.13B
| $7.08M | ﹤0.01% |
8,614
-3,024
| -26% | -$2.48M |
|
1439
Sonos
SONO
$1.83B
| $7.05M | ﹤0.01% |
573,274
-37,104
| -6% | -$456K |
|
1440
Penske Automotive Group
PAG
$12.2B
| $7.03M | ﹤0.01% |
43,310
-21,206
| -33% | -$3.44M |
|
1441
Chemours
CC
$2.51B
| $7.03M | ﹤0.01% |
345,916
-150,157
| -30% | -$3.05M |
|
1442
Hilltop Holdings
HTH
$2.2B
| $6.99M | ﹤0.01% |
217,443
-11,166
| -5% | -$359K |
|
1443
Wendy's
WEN
$1.88B
| $6.96M | ﹤0.01% |
397,391
-157,477
| -28% | -$2.76M |
|
1444
iShares Russell Mid-Cap Value ETF
IWS
$14.3B
| $6.96M | ﹤0.01% |
52,600
-18,400
| -26% | -$2.43M |
|
1445
Choice Hotels
CHH
$5.33B
| $6.94M | ﹤0.01% |
53,268
-27,010
| -34% | -$3.52M |
|
|
GTM
1446
ZoomInfo Technologies
GTM
$3.74B
| $6.92M | ﹤0.01% |
670,268
-278,128
| -29% | -$2.87M |
|
1447
Gentherm
THRM
$1.1B
| $6.91M | ﹤0.01% |
148,443
-8,781
| -6% | -$409K |
|
1448
Westamerica Bancorp
WABC
$1.26B
| $6.89M | ﹤0.01% |
139,496
-10,190
| -7% | -$504K |
|
1449
Perdoceo Education
PRDO
$2.26B
| $6.86M | ﹤0.01% |
308,283
-33,458
| -10% | -$744K |
|
1450
Buckle
BKE
$3.15B
| $6.84M | ﹤0.01% |
155,636
-14,567
| -9% | -$641K |
|