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 | 10.79% |
| 5 | Consumer Discretionary | 10.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2551
Oscar Health
OSCR
$4.78B
| – | – |
-12,209
| Closed | -$61K |
|
2552
Ouster
OUST
$1.58B
| – | – |
-1,414
| Closed | -$14K |
|
2553
Paymentus
PAY
$4.59B
| – | – |
-864,519
| Closed | -$8.4M |
|
2554
Petrobras
PBR
$79.3B
| – | – |
-4,779,006
| Closed | -$59M |
|
2555
Phreesia
PHR
$1.82B
| – | – |
-11,984
| Closed | -$305K |
|
2556
Paysafe
PSFE
$793M
| – | – |
-4,370
| Closed | -$72K |
|
2557
QCR Holdings
QCRH
$1.34B
| – | – |
-5,172
| Closed | -$264K |
|
2558
REV Group
REVG
$2.87B
| – | – |
-12,960
| Closed | -$143K |
|
2559
Relmada Therapeutics
RLMD
$47.8M
| – | – |
-6,870
| Closed | -$255K |
|
2560
Rimini Street
RMNI
$396M
| – | – |
-16,122
| Closed | -$75K |
|
2561
Cartesian Therapeutics
RNAC
$267M
| – | – |
-895
| Closed | -$44K |
|
2562
EchoStar
SATS
$18.4B
| – | – |
-13,426
| Closed | -$221K |
|
2563
Seaboard Corp
SEB
$3.82B
| – | – |
-77
| Closed | -$262K |
|
2564
Surgery Partners
SGRY
$2.89B
| – | – |
-23,561
| Closed | -$552K |
|
2565
Schneider National
SNDR
$4.28B
| – | – |
-36,909
| Closed | -$749K |
|
2566
Spire Global
SPIR
$281M
| – | – |
-1,727
| Closed | -$15K |
|
2567
1st Source
SRCE
$1.57B
| – | – |
-4,327
| Closed | -$200K |
|
2568
Scorpio Tankers
STNG
$2.57B
| – | – |
-5,025
| Closed | -$211K |
|
2569
Tronox
TROX
$655M
| – | – |
-12,091
| Closed | -$148K |
|
2570
Tower Semiconductor
TSEM
$6.92B
| – | – |
-535,446
| Closed | -$23.5M |
|
2571
Udemy
UDMY
$1.01B
| – | – |
-10,503
| Closed | -$127K |
|
2572
UNIFI
UFI
$79.9M
| – | – |
-79,743
| Closed | -$759K |
|
2573
U-Haul Holding Co
UHAL
$10.7B
| – | – |
-29,490
| Closed | -$1.5M |
|
2574
Victory Capital Holdings
VCTR
$4.76B
| – | – |
-12,430
| Closed | -$290K |
|
2575
Virtu Financial
VIRT
$3.53B
| – | – |
-60,705
| Closed | -$1.26M |
|