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 | |
|---|---|---|---|---|---|---|
1526
Lulu's Fashion Lounge
LVLU
$12.2M
| $5.1M | ﹤0.01% |
135,546
-8,278
| -6% | -$312K |
|
1527
DaVita
DVA
$9.52B
| $5.07M | ﹤0.01% |
67,932
-1,764
| -3% | -$132K |
|
1528
Varex Imaging
VREX
$469M
| $5.06M | ﹤0.01% |
249,494
-14,769
| -6% | -$300K |
|
|
TRTN
1529
DELISTED
Triton International Limited
TRTN
| $5.04M | ﹤0.01% |
73,252
-25,952
| -26% | -$1.78M |
|
1530
Sonic Automotive
SAH
$2.73B
| $5.03M | ﹤0.01% |
102,169
-18,430
| -15% | -$908K |
|
|
ROCC
1531
DELISTED
Ranger Oil Corporation Class A Common Stock
ROCC
| $5.03M | ﹤0.01% |
124,341
-3,695
| -3% | -$149K |
|
1532
Myers Industries
MYE
$587M
| $5.02M | ﹤0.01% |
225,599
-4,798
| -2% | -$107K |
|
|
CUTR
1533
DELISTED
Cutera, Inc.
CUTR
| $5M | ﹤0.01% |
113,028
-1,940
| -2% | -$85.8K |
|
1534
American Woodmark
AMWD
$995M
| $4.96M | ﹤0.01% |
101,522
-685
| -0.7% | -$33.5K |
|
1535
Hanmi Financial
HAFC
$748M
| $4.94M | ﹤0.01% |
199,774
+3,671
| +2% | +$90.9K |
|
1536
Fresh Del Monte Produce
FDP
$1.71B
| $4.91M | ﹤0.01% |
187,352
-1,527
| -0.8% | -$40K |
|
1537
Booz Allen Hamilton
BAH
$12.9B
| $4.9M | ﹤0.01% |
46,878
+244
| +0.5% | +$25.5K |
|
|
KREF
1538
KKR Real Estate Finance Trust
KREF
$630M
| $4.89M | ﹤0.01% |
350,552
-58,128
| -14% | -$811K |
|
1539
B&G Foods
BGS
$360M
| $4.88M | ﹤0.01% |
437,530
-4,009
| -0.9% | -$44.7K |
|
1540
Fox Class B
FOX
$25.8B
| $4.87M | ﹤0.01% |
171,170
-7,695
| -4% | -$219K |
|
1541
Marvell Technology
MRVL
$58.1B
| $4.86M | ﹤0.01% |
131,173
+20,444
| +18% | +$757K |
|
1542
Shenandoah Telecom
SHEN
$744M
| $4.85M | ﹤0.01% |
305,712
-2,447
| -0.8% | -$38.9K |
|
1543
Trinseo
TSE
$87.7M
| $4.85M | ﹤0.01% |
213,704
-12,657
| -6% | -$287K |
|
1544
Anywhere Real Estate
HOUS
$800M
| $4.83M | ﹤0.01% |
756,380
+52,415
| +7% | +$335K |
|
1545
Titan International
TWI
$552M
| $4.82M | ﹤0.01% |
314,597
-8,457
| -3% | -$130K |
|
|
USI
1546
DELISTED
Principal Ultra-Short Active Income ETF
USI
| $4.81M | ﹤0.01% |
199,681
| – | – |
|
1547
Quanex
NX
$661M
| $4.81M | ﹤0.01% |
202,938
-9,065
| -4% | -$215K |
|
1548
Ambac
AMBC
$413M
| $4.79M | ﹤0.01% |
274,762
-2,284
| -0.8% | -$39.8K |
|
1549
James River Group
JRVR
$244M
| $4.78M | ﹤0.01% |
228,689
-2,069
| -0.9% | -$43.3K |
|
|
1550
Lennar Class B
LEN.B
$34B
| $4.77M | ﹤0.01% |
67,057
+3,677
| +6% | +$261K |
|