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
|
+$742M |
| 2 |
Healthpeak Properties
DOC
|
+$351M |
| 3 |
Arthur J. Gallagher & Co
AJG
|
+$317M |
| 4 |
Equity Lifestyle Properties
ELS
|
+$256M |
| 5 |
TransDigm Group
TDG
|
+$235M |
Top Sells
| 1 |
Adobe
ADBE
|
+$508M |
| 2 |
SBA Communications
SBAC
|
+$445M |
| 3 |
Brookfield
BN
|
+$391M |
| 4 |
Alexandria Real Estate Equities
ARE
|
+$291M |
| 5 |
Sun Communities
SUI
|
+$288M |
Sector Composition
| 1 | Technology | 20.2% |
| 2 | Financials | 16.62% |
| 3 | Real Estate | 12.83% |
| 4 | Consumer Discretionary | 11.84% |
| 5 | Industrials | 10.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1526
Myriad Genetics
MYGN
$693M
| $6.05M | ﹤0.01% |
441,387
+13,364
| +3% | +$183K |
|
1527
Gentherm
THRM
$1.09B
| $6.04M | ﹤0.01% |
151,194
+2,751
| +2% | +$110K |
|
1528
Cohu
COHU
$992M
| $6.04M | ﹤0.01% |
226,031
+4,920
| +2% | +$131K |
|
|
CSR
1529
Centerspace
CSR
$983M
| $6M | ﹤0.01% |
90,753
+9,415
| +12% | +$623K |
|
1530
CGI
GIB
$20.8B
| $5.98M | ﹤0.01% |
54,651
-1,300
| -2% | -$142K |
|
1531
PBF Energy
PBF
$3.31B
| $5.97M | ﹤0.01% |
224,838
-6,531
| -3% | -$173K |
|
1532
Boston Beer
SAM
$2.39B
| $5.95M | ﹤0.01% |
19,833
-587
| -3% | -$176K |
|
|
TWO
1533
Two Harbors Investment
TWO
$1.06B
| $5.95M | ﹤0.01% |
502,666
+14,162
| +3% | +$168K |
|
1534
Safety Insurance
SAFT
$1.11B
| $5.93M | ﹤0.01% |
71,952
+2,022
| +3% | +$167K |
|
1535
FTAI Aviation
FTAI
$17.3B
| $5.92M | ﹤0.01% |
41,077
-20,246
| -33% | -$2.92M |
|
1536
DXP Enterprises
DXPE
$1.87B
| $5.91M | ﹤0.01% |
71,501
+2,504
| +4% | +$207K |
|
1537
Goodyear
GT
$2.42B
| $5.89M | ﹤0.01% |
654,264
-7,134
| -1% | -$64.2K |
|
1538
Talos Energy
TALO
$1.69B
| $5.86M | ﹤0.01% |
603,337
+15,686
| +3% | +$152K |
|
1539
Dime Community Bancshares
DCOM
$1.34B
| $5.85M | ﹤0.01% |
190,264
+24,145
| +15% | +$742K |
|
1540
Vanguard World Funds Extended Duration ETF
EDV
$3.74B
| $5.84M | ﹤0.01% |
+86,239
| New | +$5.84M |
|
1541
Coty
COTY
$3.6B
| $5.84M | ﹤0.01% |
839,020
-7,169
| -0.8% | -$49.9K |
|
1542
Century Aluminum
CENX
$2.22B
| $5.82M | ﹤0.01% |
319,702
+17,710
| +6% | +$323K |
|
1543
WK Kellogg Co
KLG
$1.99B
| $5.82M | ﹤0.01% |
323,586
+10,243
| +3% | +$184K |
|
|
BBT
1544
Beacon Financial Corporation
BBT
$2.2B
| $5.81M | ﹤0.01% |
204,481
+5,500
| +3% | +$156K |
|
1545
Chemours
CC
$2.49B
| $5.8M | ﹤0.01% |
343,022
-2,894
| -0.8% | -$48.9K |
|
1546
iShares Russell 2000 ETF
IWM
$67.5B
| $5.79M | ﹤0.01% |
26,183
+9,508
| +57% | +$2.1M |
|
1547
Embecta
EMBC
$896M
| $5.78M | ﹤0.01% |
280,004
+7,887
| +3% | +$163K |
|
1548
Artivion
AORT
$1.96B
| $5.78M | ﹤0.01% |
202,028
+7,398
| +4% | +$212K |
|
1549
Herc Holdings
HRI
$4.48B
| $5.77M | ﹤0.01% |
30,482
+27,870
| +1,067% | +$5.28M |
|
1550
Kennedy-Wilson Holdings
KW
$1.25B
| $5.72M | ﹤0.01% |
572,853
+16,090
| +3% | +$161K |
|