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 | |
|---|---|---|---|---|---|---|
1601
Pilgrim's Pride
PPC
$10.3B
| $4.14M | ﹤0.01% |
178,422
+1,170
| +0.7% | +$27.1K |
|
1602
G-III Apparel Group
GIII
$1.13B
| $4.13M | ﹤0.01% |
265,562
-4,560
| -2% | -$70.9K |
|
1603
Mister Car Wash
MCW
$1.77B
| $4.13M | ﹤0.01% |
478,936
-9,174
| -2% | -$79.1K |
|
1604
BJ's Restaurants
BJRI
$691M
| $4.12M | ﹤0.01% |
141,261
-1,483
| -1% | -$43.2K |
|
1605
Booz Allen Hamilton
BAH
$12.6B
| $4.11M | ﹤0.01% |
44,295
-2,583
| -6% | -$239K |
|
1606
Apollo Global Management
APO
$76.4B
| $4.05M | ﹤0.01% |
64,114
-7,202
| -10% | -$455K |
|
1607
SIGA Technologies
SIGA
$624M
| $4.04M | ﹤0.01% |
702,992
-67,454
| -9% | -$388K |
|
1608
America Movil
AMX
$59.6B
| $4.04M | ﹤0.01% |
191,989
-1,752
| -0.9% | -$36.9K |
|
1609
UiPath
PATH
$6.21B
| $4.01M | ﹤0.01% |
228,517
+191,478
| +517% | +$3.36M |
|
|
KREF
1610
KKR Real Estate Finance Trust
KREF
$644M
| $3.99M | ﹤0.01% |
350,344
-208
| -0.1% | -$2.37K |
|
1611
iShares Floating Rate Bond ETF
FLOT
$9.06B
| $3.97M | ﹤0.01% |
78,775
+27,675
| +54% | +$1.39M |
|
1612
HealthStream
HSTM
$839M
| $3.96M | ﹤0.01% |
146,119
-1,476
| -1% | -$40K |
|
1613
WisdomTree
WT
$2.02B
| $3.96M | ﹤0.01% |
675,529
-14,462
| -2% | -$84.7K |
|
|
CHUY
1614
DELISTED
Chuy's Holdings, Inc. Common Stock
CHUY
| $3.95M | ﹤0.01% |
110,165
-1,712
| -2% | -$61.4K |
|
1615
iShares Short Treasury Bond ETF
SHV
$20.7B
| $3.95M | ﹤0.01% |
35,707
+12,332
| +53% | +$1.36M |
|
1616
iShares 0-5 Year TIPS Bond ETF
STIP
$12.7B
| $3.94M | ﹤0.01% |
39,675
-550,475
| -93% | -$54.6M |
|
1617
MarineMax
HZO
$545M
| $3.93M | ﹤0.01% |
136,820
-749
| -0.5% | -$21.5K |
|
1618
Trip.com Group
TCOM
$47.4B
| $3.93M | ﹤0.01% |
104,415
-933
| -0.9% | -$35.1K |
|
1619
Fulgent Genetics
FLGT
$667M
| $3.92M | ﹤0.01% |
125,701
-2,762
| -2% | -$86.2K |
|
1620
Ethan Allen Interiors
ETD
$745M
| $3.88M | ﹤0.01% |
141,320
-2,343
| -2% | -$64.3K |
|
|
KAMN
1621
DELISTED
Kaman Corp
KAMN
| $3.87M | ﹤0.01% |
169,126
-2,115
| -1% | -$48.3K |
|
1622
RPC Inc
RES
$1.02B
| $3.86M | ﹤0.01% |
502,138
-9,954
| -2% | -$76.5K |
|
1623
Anywhere Real Estate
HOUS
$699M
| $3.86M | ﹤0.01% |
731,270
-25,110
| -3% | -$133K |
|
1624
Alpha and Omega Semiconductor
AOSL
$858M
| $3.85M | ﹤0.01% |
142,808
-3,538
| -2% | -$95.3K |
|
1625
Dorian LPG
LPG
$1.35B
| $3.84M | ﹤0.01% |
192,482
-2,305
| -1% | -$46K |
|