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 | |
|---|---|---|---|---|---|---|
1501
Perdoceo Education
PRDO
$2.16B
| $5.55M | ﹤0.01% |
413,003
-6,328
| -2% | -$85K |
|
1502
Waste Connections
WCN
$45.3B
| $5.54M | ﹤0.01% |
39,848
-391
| -1% | -$54.4K |
|
1503
iShares ESG MSCI USA Leaders ETF
SUSL
$897M
| $5.52M | ﹤0.01% |
+77,414
| New | +$5.52M |
|
1504
DaVita
DVA
$9.46B
| $5.5M | ﹤0.01% |
67,831
-101
| -0.1% | -$8.19K |
|
1505
Sonic Automotive
SAH
$2.77B
| $5.49M | ﹤0.01% |
101,097
-1,072
| -1% | -$58.3K |
|
1506
Xtrackers S&P 500 ESG ETF
SNPE
$2.07B
| $5.47M | ﹤0.01% |
+147,142
| New | +$5.47M |
|
|
SLCA
1507
DELISTED
U.S. SILICA HOLDINGS, INC.
SLCA
| $5.46M | ﹤0.01% |
457,238
-6,229
| -1% | -$74.4K |
|
1508
Fox Class B
FOX
$23.1B
| $5.41M | ﹤0.01% |
172,845
+1,675
| +1% | +$52.4K |
|
1509
SpartanNash
SPTN
$900M
| $5.4M | ﹤0.01% |
217,822
-3,848
| -2% | -$95.4K |
|
|
UNIT
1510
Uniti Group
UNIT
$1.69B
| $5.37M | ﹤0.01% |
1,512,271
-35,607
| -2% | -$126K |
|
1511
N-able
NABL
$1.53B
| $5.32M | ﹤0.01% |
+402,830
| New | +$5.32M |
|
1512
John B. Sanfilippo & Son
JBSS
$724M
| $5.25M | ﹤0.01% |
54,171
-654
| -1% | -$63.4K |
|
1513
Lulu's Fashion Lounge
LVLU
$11.3M
| $5.25M | ﹤0.01% |
146,947
+11,401
| +8% | +$407K |
|
1514
American Woodmark
AMWD
$950M
| $5.24M | ﹤0.01% |
100,598
-924
| -0.9% | -$48.1K |
|
1515
Tompkins Financial
TMP
$998M
| $5.23M | ﹤0.01% |
79,030
-1,759
| -2% | -$116K |
|
|
CHCT
1516
Community Healthcare Trust
CHCT
$440M
| $5.2M | ﹤0.01% |
142,140
-2,431
| -2% | -$89K |
|
|
ARR
1517
Armour Residential REIT
ARR
$1.74B
| $5.17M | ﹤0.01% |
196,881
+35,392
| +22% | +$929K |
|
|
CSII
1518
DELISTED
Cardiovascular Systems, Inc.
CSII
| $5.16M | ﹤0.01% |
259,689
-3,916
| -1% | -$77.8K |
|
|
HPP
1519
Hudson Pacific Properties
HPP
$1.1B
| $5.15M | ﹤0.01% |
775,002
-13,079
| -2% | -$87K |
|
1520
Capitol Federal Financial
CFFN
$840M
| $5.14M | ﹤0.01% |
764,455
-24,690
| -3% | -$166K |
|
|
PENG
1521
Penguin Solutions, Inc. Ordinary Shares
PENG
$1.34B
| $5.12M | ﹤0.01% |
296,981
-2,955
| -1% | -$50.9K |
|
1522
Benchmark Electronics
BHE
$1.43B
| $5.12M | ﹤0.01% |
216,054
-2,893
| -1% | -$68.5K |
|
1523
Mercury Insurance
MCY
$4.31B
| $5.1M | ﹤0.01% |
160,617
-1,840
| -1% | -$58.4K |
|
1524
Xponential Fitness
XPOF
$294M
| $5.06M | ﹤0.01% |
166,546
+129,020
| +344% | +$3.92M |
|
1525
Marcus & Millichap
MMI
$1.26B
| $5.02M | ﹤0.01% |
156,402
-5,022
| -3% | -$161K |
|