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 |
iShares Core S&P 500 ETF
IVV
|
+$158M |
| 2 |
Gaming and Leisure Properties
GLPI
|
+$122M |
| 3 |
Boston Properties
BXP
|
+$92.5M |
| 4 |
iShares MBS ETF
MBB
|
+$90.6M |
| 5 |
Extra Space Storage
EXR
|
+$77.3M |
Top Sells
| 1 |
TransDigm Group
TDG
|
+$214M |
| 2 |
Toronto Dominion Bank
TD
|
+$142M |
| 3 |
Credit Acceptance
CACC
|
+$122M |
| 4 |
Medical Properties Trust
MPW
|
+$101M |
| 5 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
+$87.4M |
Sector Composition
| 1 | Technology | 17.6% |
| 2 | Real Estate | 15.87% |
| 3 | Financials | 14.95% |
| 4 | Consumer Discretionary | 11.17% |
| 5 | Industrials | 10.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1451
AZZ Inc
AZZ
$3.46B
| $6.38M | ﹤0.01% |
154,723
-2,448
| -2% | -$101K |
|
1452
Buckle
BKE
$3.06B
| $6.38M | ﹤0.01% |
178,683
-3,478
| -2% | -$124K |
|
1453
The Greenbrier Companies
GBX
$1.42B
| $6.36M | ﹤0.01% |
197,771
-2,289
| -1% | -$73.6K |
|
|
AVTA
1454
DELISTED
Avantax, Inc. Common Stock
AVTA
| $6.35M | ﹤0.01% |
241,233
-54,044
| -18% | -$1.42M |
|
1455
Telephone and Data Systems
TDS
$4.45B
| $6.33M | ﹤0.01% |
602,555
-7,717
| -1% | -$81.1K |
|
1456
The GEO Group
GEO
$3.01B
| $6.32M | ﹤0.01% |
800,674
-20,163
| -2% | -$159K |
|
1457
MasterBrand
MBC
$1.62B
| $6.24M | ﹤0.01% |
776,432
-19,767
| -2% | -$159K |
|
|
SAFE
1458
Safehold
SAFE
$1.15B
| $6.24M | ﹤0.01% |
231,008
+146,522
| +173% | +$3.96M |
|
1459
Sturm, Ruger & Co
RGR
$587M
| $6.23M | ﹤0.01% |
108,499
-2,823
| -3% | -$162K |
|
1460
Donnelley Financial Solutions
DFIN
$1.49B
| $6.18M | ﹤0.01% |
151,369
-1,924
| -1% | -$78.6K |
|
1461
A10 Networks
ATEN
$1.26B
| $6.18M | ﹤0.01% |
399,122
-8,743
| -2% | -$135K |
|
1462
CVR Energy
CVI
$3.21B
| $6.15M | ﹤0.01% |
187,569
+171,449
| +1,064% | +$5.62M |
|
|
HSKA
1463
DELISTED
Heska Corp
HSKA
| $6.15M | ﹤0.01% |
62,974
-1,400
| -2% | -$137K |
|
1464
Lennar Class B
LEN.B
$33.8B
| $6.14M | ﹤0.01% |
72,382
+5,325
| +8% | +$452K |
|
|
SASR
1465
DELISTED
Sandy Spring Bancorp Inc
SASR
| $6.13M | ﹤0.01% |
236,087
+3,583
| +2% | +$93.1K |
|
1466
LeMaitre Vascular
LMAT
$2.1B
| $6.12M | ﹤0.01% |
118,887
-2,813
| -2% | -$145K |
|
1467
iShares MSCI EAFE Value ETF
EFV
$28B
| $6.1M | ﹤0.01% |
125,656
+4,375
| +4% | +$212K |
|
1468
Harmony Biosciences
HRMY
$1.91B
| $6.09M | ﹤0.01% |
186,663
-5,691
| -3% | -$186K |
|
1469
Core Laboratories
CLB
$577M
| $6.09M | ﹤0.01% |
276,157
-3,894
| -1% | -$85.9K |
|
|
AAT
1470
American Assets Trust
AAT
$1.25B
| $6.08M | ﹤0.01% |
326,827
-5,690
| -2% | -$106K |
|
1471
Talos Energy
TALO
$1.72B
| $6.02M | ﹤0.01% |
405,879
-10,098
| -2% | -$150K |
|
1472
ProAssurance
PRA
$1.22B
| $6.02M | ﹤0.01% |
325,803
-3,939
| -1% | -$72.8K |
|
|
RC
1473
Ready Capital
RC
$675M
| $6.02M | ﹤0.01% |
591,773
-7,407
| -1% | -$75.3K |
|
1474
Southside Bancshares
SBSI
$917M
| $6.02M | ﹤0.01% |
181,226
-5,409
| -3% | -$180K |
|
1475
Monarch Casino & Resort
MCRI
$1.87B
| $5.99M | ﹤0.01% |
80,793
-1,896
| -2% | -$141K |
|