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 | |
|---|---|---|---|---|---|---|
526
Air Lease Corp
AL
$7.11B
| $41.2M | 0.02% |
855,240
+25,193
| +3% | +$1.21M |
|
527
Consolidated Edison
ED
$34.9B
| $41.1M | 0.02% |
460,874
-16,848
| -4% | -$1.5M |
|
528
Alaska Air
ALK
$7.16B
| $40.6M | 0.02% |
627,685
+20,796
| +3% | +$1.35M |
|
529
Garmin
GRMN
$45.8B
| $40.5M | 0.02% |
196,305
-3,408
| -2% | -$703K |
|
530
Glaukos
GKOS
$5.09B
| $40.3M | 0.02% |
268,534
-19,971
| -7% | -$2.99M |
|
531
Watsco
WSO
$16.2B
| $40.2M | 0.02% |
84,765
-3,055
| -3% | -$1.45M |
|
532
Patterson-UTI
PTEN
$2.05B
| $40M | 0.02% |
4,844,347
-323,524
| -6% | -$2.67M |
|
533
VF Corp
VFC
$5.84B
| $40M | 0.02% |
1,862,925
-2,965
| -0.2% | -$63.6K |
|
534
Caleres
CAL
$521M
| $39.9M | 0.02% |
1,724,631
-110,426
| -6% | -$2.56M |
|
|
SWTX
535
DELISTED
SpringWorks Therapeutics
SWTX
| $39.9M | 0.02% |
1,103,858
+185,413
| +20% | +$6.7M |
|
536
Newmark Group
NMRK
$3.34B
| $39.7M | 0.02% |
3,098,429
+960,799
| +45% | +$12.3M |
|
537
Clearwater Analytics
CWAN
$5.88B
| $39.7M | 0.02% |
1,442,218
+1,357,425
| +1,601% | +$37.4M |
|
538
Carlisle Companies
CSL
$16.4B
| $39.6M | 0.02% |
107,242
-3,093
| -3% | -$1.14M |
|
539
Chemed
CHE
$6.59B
| $39.6M | 0.02% |
74,658
+39,791
| +114% | +$21.1M |
|
540
United Therapeutics
UTHR
$18B
| $39.4M | 0.02% |
111,552
-921
| -0.8% | -$325K |
|
541
IQVIA
IQV
$31.9B
| $39.3M | 0.02% |
199,865
-9,156
| -4% | -$1.8M |
|
542
Reinsurance Group of America
RGA
$12.6B
| $38.9M | 0.02% |
182,069
+29,352
| +19% | +$6.27M |
|
543
GoDaddy
GDDY
$20.3B
| $38.7M | 0.02% |
196,266
-1,792
| -0.9% | -$354K |
|
544
Franklin FTSE Taiwan ETF
FLTW
$568M
| $38.6M | 0.02% |
815,164
+89,269
| +12% | +$4.22M |
|
545
Constellation Brands
STZ
$25.3B
| $38.4M | 0.02% |
173,964
-26,233
| -13% | -$5.8M |
|
546
Wabtec
WAB
$32.8B
| $38.3M | 0.02% |
202,250
-6,577
| -3% | -$1.25M |
|
547
Castle Biosciences
CSTL
$691M
| $38.3M | 0.02% |
1,435,665
-102,855
| -7% | -$2.74M |
|
548
Willis Towers Watson
WTW
$32.1B
| $38.2M | 0.02% |
122,093
-6,180
| -5% | -$1.94M |
|
549
Kinsale Capital Group
KNSL
$10.3B
| $38.2M | 0.02% |
82,212
-9,551
| -10% | -$4.44M |
|
550
RB Global
RBA
$21.7B
| $38.1M | 0.02% |
422,657
-3,980
| -0.9% | -$359K |
|