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 |
Digital Realty Trust
DLR
|
+$398M |
| 2 |
Brookfield Asset Management
BAM
|
+$357M |
| 3 |
Gaming and Leisure Properties
GLPI
|
+$250M |
| 4 |
Welltower
WELL
|
+$222M |
| 5 |
Yum China
YUMC
|
+$182M |
Top Sells
| 1 |
STOR
STORE Capital Corporation
STOR
|
+$368M |
| 2 |
Equinix
EQIX
|
+$246M |
| 3 |
Brookfield
BN
|
+$220M |
| 4 |
Guidewire Software
GWRE
|
+$202M |
| 5 |
Lennar Class A
LEN
|
+$150M |
Sector Composition
| 1 | Real Estate | 16.55% |
| 2 | Technology | 15.81% |
| 3 | Financials | 15.77% |
| 4 | Industrials | 10.77% |
| 5 | Consumer Discretionary | 10.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1451
Telephone and Data Systems
TDS
$4.51B
| $6.4M | ﹤0.01% |
610,272
-44,915
| -7% | -$471K |
|
1452
Monarch Casino & Resort
MCRI
$1.9B
| $6.36M | ﹤0.01% |
82,689
-1,096
| -1% | -$84.3K |
|
1453
AZZ Inc
AZZ
$3.52B
| $6.32M | ﹤0.01% |
157,171
-1,531
| -1% | -$61.5K |
|
1454
Dime Community Bancshares
DCOM
$1.35B
| $6.31M | ﹤0.01% |
198,343
-10,230
| -5% | -$326K |
|
1455
Adeia
ADEA
$1.71B
| $6.28M | ﹤0.01% |
662,346
-1,835,304
| -73% | -$17.4M |
|
1456
Tompkins Financial
TMP
$1B
| $6.27M | ﹤0.01% |
80,789
+2,815
| +4% | +$218K |
|
1457
Apogee Enterprises
APOG
$903M
| $6.26M | ﹤0.01% |
140,793
-3,552
| -2% | -$158K |
|
|
AXNX
1458
DELISTED
Axonics, Inc. Common Stock
AXNX
| $6.26M | ﹤0.01% |
100,033
+80,124
| +402% | +$5.01M |
|
1459
Dine Brands
DIN
$368M
| $6.23M | ﹤0.01% |
96,440
-548
| -0.6% | -$35.4K |
|
1460
Norwegian Cruise Line
NCLH
$12B
| $6.2M | ﹤0.01% |
506,269
-17,758
| -3% | -$217K |
|
1461
La-Z-Boy
LZB
$1.39B
| $6.15M | ﹤0.01% |
269,309
-7,874
| -3% | -$180K |
|
|
NXRT
1462
NexPoint Residential Trust
NXRT
$858M
| $6.09M | ﹤0.01% |
140,041
-4,772
| -3% | -$208K |
|
1463
ProPetro Holding
PUMP
$484M
| $6.09M | ﹤0.01% |
587,330
+47,191
| +9% | +$489K |
|
1464
AMERISAFE
AMSF
$841M
| $6.08M | ﹤0.01% |
117,060
-1,879
| -2% | -$97.7K |
|
1465
Palo Alto Networks
PANW
$131B
| $6.08M | ﹤0.01% |
87,092
+92
| +0.1% | +$6.42K |
|
|
SPWR
1466
DELISTED
SunPower Corporation Common Stock
SPWR
| $6.07M | ﹤0.01% |
336,503
+1,435
| +0.4% | +$25.9K |
|
1467
Veeco
VECO
$1.52B
| $6.05M | ﹤0.01% |
325,663
-3,682
| -1% | -$68.4K |
|
1468
MasterBrand
MBC
$1.71B
| $6.01M | ﹤0.01% |
+796,199
| New | +$6.01M |
|
1469
Lumen
LUMN
$6.21B
| $6M | ﹤0.01% |
1,150,076
-43,711
| -4% | -$228K |
|
1470
Herc Holdings
HRI
$4.2B
| $5.95M | ﹤0.01% |
45,209
+36,323
| +409% | +$4.78M |
|
1471
Donnelley Financial Solutions
DFIN
$1.5B
| $5.92M | ﹤0.01% |
153,293
-11,140
| -7% | -$431K |
|
1472
3D Systems Corporation
DDD
$286M
| $5.92M | ﹤0.01% |
800,388
-1,403
| -0.2% | -$10.4K |
|
1473
Newell Brands
NWL
$2.48B
| $5.91M | ﹤0.01% |
451,927
-16,459
| -4% | -$215K |
|
1474
Worthington Enterprises
WOR
$3.17B
| $5.87M | ﹤0.01% |
191,519
+645
| +0.3% | +$19.8K |
|
1475
Matthews International
MATW
$763M
| $5.85M | ﹤0.01% |
192,252
+67
| +0% | +$2.04K |
|