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 |
TransDigm Group
TDG
|
+$406M |
| 2 |
Welltower
WELL
|
+$262M |
| 3 |
Camden Property Trust
CPT
|
+$199M |
| 4 |
Autodesk
ADSK
|
+$198M |
| 5 |
CONE
CyrusOne Inc Common Stock
CONE
|
+$193M |
Top Sells
| 1 |
Alibaba
BABA
|
+$419M |
| 2 |
Digital Realty Trust
DLR
|
+$252M |
| 3 |
DRE
Duke Realty Corp.
DRE
|
+$207M |
| 4 |
iShares MBS ETF
MBB
|
+$192M |
| 5 |
Americold
COLD
|
+$173M |
Sector Composition
| 1 | Technology | 19.05% |
| 2 | Real Estate | 15.53% |
| 3 | Financials | 15% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Healthcare | 9.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1451
Orthofix Medical
OFIX
$589M
| $4.72M | ﹤0.01% |
147,499
+2,937
| +2% | +$94K |
|
|
BPYU
1452
DELISTED
Brookfield Property REIT Inc. Class A Common Stock
BPYU
| $4.71M | ﹤0.01% |
472,507
+25,574
| +6% | +$255K |
|
1453
Invesco Mortgage Capital
IVR
$502M
| $4.68M | ﹤0.01% |
125,108
+1,352
| +1% | +$50.6K |
|
1454
Vanda Pharmaceuticals
VNDA
$266M
| $4.68M | ﹤0.01% |
408,857
-4,118
| -1% | -$47.1K |
|
1455
Trustco Bank Corp NY
TRST
$746M
| $4.67M | ﹤0.01% |
147,660
-3,671
| -2% | -$116K |
|
1456
Trustmark
TRMK
$2.43B
| $4.66M | ﹤0.01% |
189,838
-29,085
| -13% | -$713K |
|
1457
G-III Apparel Group
GIII
$1.12B
| $4.65M | ﹤0.01% |
350,051
+6,707
| +2% | +$89.1K |
|
1458
Texas Capital Bancshares
TCBI
$3.98B
| $4.65M | ﹤0.01% |
150,656
+1,932
| +1% | +$59.6K |
|
1459
Boot Barn
BOOT
$5.4B
| $4.64M | ﹤0.01% |
215,179
-17,713
| -8% | -$382K |
|
1460
Allogene Therapeutics
ALLO
$251M
| $4.63M | ﹤0.01% |
108,097
-27,068
| -20% | -$1.16M |
|
1461
Pennant Group
PNTG
$884M
| $4.62M | ﹤0.01% |
204,593
+5,345
| +3% | +$121K |
|
1462
Nexstar Media Group
NXST
$6.27B
| $4.59M | ﹤0.01% |
54,888
-31,108
| -36% | -$2.6M |
|
1463
Zumiez
ZUMZ
$347M
| $4.56M | ﹤0.01% |
166,366
+891
| +0.5% | +$24.4K |
|
1464
Anika Therapeutics
ANIK
$125M
| $4.55M | ﹤0.01% |
120,690
+5,698
| +5% | +$215K |
|
1465
Matthews International
MATW
$763M
| $4.54M | ﹤0.01% |
237,528
-3,779
| -2% | -$72.2K |
|
|
ARR
1466
Armour Residential REIT
ARR
$1.72B
| $4.53M | ﹤0.01% |
96,478
+7,120
| +8% | +$334K |
|
1467
St. Joe Company
JOE
$3.01B
| $4.53M | ﹤0.01% |
233,155
-5,755
| -2% | -$112K |
|
1468
Avanos Medical
AVNS
$567M
| $4.53M | ﹤0.01% |
153,948
+3,993
| +3% | +$117K |
|
|
TBI
1469
Trueblue
TBI
$179M
| $4.49M | ﹤0.01% |
294,310
-1,632
| -0.6% | -$24.9K |
|
1470
Zoom
ZM
$25.1B
| $4.48M | ﹤0.01% |
+17,655
| New | +$4.48M |
|
1471
Clearwater Paper
CLW
$344M
| $4.47M | ﹤0.01% |
123,752
-1,549
| -1% | -$56K |
|
1472
Adient
ADNT
$1.95B
| $4.45M | ﹤0.01% |
270,878
+13,598
| +5% | +$223K |
|
1473
The GEO Group
GEO
$3.12B
| $4.45M | ﹤0.01% |
376,031
+6,099
| +2% | +$72.1K |
|
|
CPE
1474
DELISTED
Callon Petroleum Company
CPE
| $4.45M | ﹤0.01% |
386,801
-108,134
| -22% | -$1.24M |
|
1475
United Fire Group
UFCS
$807M
| $4.4M | ﹤0.01% |
158,817
-2,609
| -2% | -$72.3K |
|