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 |
CoStar Group
CSGP
|
$1.18B |
| 2 |
Broadstone Net Lease
BNL
|
$266M |
| 3 |
Tyler Technologies
TYL
|
$250M |
| 4 |
Marriott Vacations Worldwide
VAC
|
$229M |
| 5 |
Equinix
EQIX
|
$187M |
Top Sells
| 1 |
Motorola Solutions
MSI
|
$335M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
$318M |
| 3 |
Prologis
PLD
|
$309M |
| 4 |
Gartner
IT
|
$290M |
| 5 |
CBRE Group
CBRE
|
$214M |
Sector Composition
| 1 | Technology | 18.71% |
| 2 | Real Estate | 16% |
| 3 | Financials | 14.9% |
| 4 | Consumer Discretionary | 12.38% |
| 5 | Industrials | 9.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
PLLL
2701
DELISTED
Piedmont Lithium Limited American Depositary Receipts
PLLL
| – | – | -167,475 | Closed | -$11.6M |
|
2702
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.88B
| – | – | -11,265 | Closed | -$308K |
|
2703
Soleno Therapeutics
SLNO
$3.6B
| – | – | -10,732 | Closed | -$14K |
|
2704
Penske Automotive Group
PAG
$12.2B
| – | – | -28,667 | Closed | -$2.3M |
|
2705
Impinj
PI
$5.45B
| – | – | -3,751 | Closed | -$213K |
|
2706
Douglas Dynamics
PLOW
$776M
| – | – | -21,289 | Closed | -$982K |
|
2707
Pliant Therapeutics
PLRX
$101M
| – | – | -8,635 | Closed | -$340K |
|
2708
Parsons
PSN
$8.55B
| – | – | -88,658 | Closed | -$3.59M |
|
2709
RB Global
RBA
$21.3B
| – | – | -4,000 | Closed | -$234K |
|
2710
Rockwell Medical
RMTI
$58.9M
| – | – | -14,093 | Closed | -$16K |
|
2711
Schwab US TIPS ETF
SCHP
$13.9B
| – | – | -4,826 | Closed | -$295K |
|
2712
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.44B
| – | – | -18,145 | Closed | -$899K |
|