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 | |
|---|---|---|---|---|---|---|
1601
Green Brick Partners
GRBK
$3.22B
| $4.04M | ﹤0.01% |
166,579
-1,186
| -0.7% | -$28.7K |
|
|
SAFE
1602
Safehold
SAFE
$1.21B
| $4.03M | ﹤0.01% |
84,486
-23,142
| -22% | -$1.1M |
|
|
TBI
1603
Trueblue
TBI
$179M
| $4.02M | ﹤0.01% |
205,484
+4,228
| +2% | +$82.8K |
|
1604
Enhabit
EHAB
$409M
| $4.01M | ﹤0.01% |
304,461
-1,342
| -0.4% | -$17.7K |
|
|
HSKA
1605
DELISTED
Heska Corp
HSKA
| $4M | ﹤0.01% |
64,374
+154
| +0.2% | +$9.57K |
|
1606
Cenovus Energy
CVE
$30.4B
| $3.96M | ﹤0.01% |
204,237
-3,100
| -1% | -$60.1K |
|
1607
BioLife Solutions
BLFS
$1.23B
| $3.93M | ﹤0.01% |
215,833
+1,086
| +0.5% | +$19.8K |
|
1608
American Vanguard Corp
AVD
$160M
| $3.91M | ﹤0.01% |
179,879
-5,642
| -3% | -$122K |
|
1609
Bristow Group
VTOL
$1.09B
| $3.9M | ﹤0.01% |
143,817
-681
| -0.5% | -$18.5K |
|
1610
Guess, Inc.
GES
$869M
| $3.9M | ﹤0.01% |
188,333
-18,880
| -9% | -$391K |
|
1611
Clearwater Paper
CLW
$347M
| $3.87M | ﹤0.01% |
102,411
-767
| -0.7% | -$29K |
|
|
UHT
1612
Universal Health Realty Income Trust
UHT
$578M
| $3.87M | ﹤0.01% |
81,085
+2,080
| +3% | +$99.3K |
|
1613
Fulgent Genetics
FLGT
$667M
| $3.83M | ﹤0.01% |
128,463
+3,483
| +3% | +$104K |
|
|
KAMN
1614
DELISTED
Kaman Corp
KAMN
| $3.82M | ﹤0.01% |
171,241
-1,565
| -0.9% | -$34.9K |
|
1615
Pitney Bowes
PBI
$1.97B
| $3.8M | ﹤0.01% |
999,905
-4,231
| -0.4% | -$16.1K |
|
1616
Ethan Allen Interiors
ETD
$743M
| $3.8M | ﹤0.01% |
143,663
-4,904
| -3% | -$130K |
|
|
CHS
1617
DELISTED
Chicos FAS, Inc.
CHS
| $3.79M | ﹤0.01% |
770,312
-4,704
| -0.6% | -$23.1K |
|
1618
Apellis Pharmaceuticals
APLS
$3.18B
| $3.77M | ﹤0.01% |
72,982
+47,936
| +191% | +$2.48M |
|
1619
Resources Connection
RGP
$171M
| $3.77M | ﹤0.01% |
205,220
+1,807
| +0.9% | +$33.2K |
|
1620
BJ's Restaurants
BJRI
$692M
| $3.77M | ﹤0.01% |
142,744
-1,580
| -1% | -$41.7K |
|
1621
WisdomTree
WT
$2.09B
| $3.76M | ﹤0.01% |
689,991
-6,008
| -0.9% | -$32.7K |
|
1622
Rayonier Advanced Materials
RYAM
$415M
| $3.75M | ﹤0.01% |
390,364
-3,530
| -0.9% | -$33.9K |
|
1623
Usana Health Sciences
USNA
$557M
| $3.74M | ﹤0.01% |
70,334
-819
| -1% | -$43.6K |
|
1624
Simulations Plus
SLP
$293M
| $3.74M | ﹤0.01% |
102,287
+531
| +0.5% | +$19.4K |
|
1625
Sleep Number
SNBR
$212M
| $3.73M | ﹤0.01% |
143,600
+6,929
| +5% | +$180K |
|