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 | |
|---|---|---|---|---|---|---|
876
Gen Digital
GEN
$18.2B
| $19.2M | 0.01% |
699,591
-43,114
| -6% | -$1.18M |
|
877
KeyCorp
KEY
$21.1B
| $19.1M | 0.01% |
1,117,238
+36,424
| +3% | +$624K |
|
878
HubSpot
HUBS
$26.1B
| $19.1M | 0.01% |
27,479
+1,743
| +7% | +$1.21M |
|
879
Applovin
APP
$194B
| $19.1M | 0.01% |
59,106
-104,613
| -64% | -$33.9M |
|
880
Super Micro Computer
SMCI
$26.1B
| $19.1M | 0.01% |
625,339
-7,761
| -1% | -$237K |
|
881
OGE Energy
OGE
$8.9B
| $19M | 0.01% |
460,718
-4,209
| -0.9% | -$174K |
|
882
Onto Innovation
ONTO
$5.34B
| $18.9M | 0.01% |
113,690
-14,024
| -11% | -$2.34M |
|
883
Principal Spectrum Tax-Advantaged Dividend Active ETF
PQDI
$59.7M
| $18.9M | 0.01% |
995,521
| – | – |
|
884
Ball Corp
BALL
$13.8B
| $18.9M | 0.01% |
342,038
-22,818
| -6% | -$1.26M |
|
885
Dollar General
DG
$23.3B
| $18.9M | 0.01% |
248,682
-4,371
| -2% | -$331K |
|
886
Korn Ferry
KFY
$3.86B
| $18.9M | 0.01% |
279,479
+7,510
| +3% | +$507K |
|
887
Urban Outfitters
URBN
$6.37B
| $18.8M | 0.01% |
343,259
+12,184
| +4% | +$669K |
|
888
Advanced Drainage Systems
WMS
$11.3B
| $18.8M | 0.01% |
162,801
-1,078
| -0.7% | -$125K |
|
889
Cavco Industries
CVCO
$4.39B
| $18.8M | 0.01% |
42,123
+790
| +2% | +$353K |
|
890
M/I Homes
MHO
$4.1B
| $18.7M | 0.01% |
140,980
+4,162
| +3% | +$553K |
|
891
Lindblad Expeditions
LIND
$748M
| $18.7M | 0.01% |
1,576,532
-112,017
| -7% | -$1.33M |
|
|
UCB
892
United Community Banks, Inc.
UCB
$3.97B
| $18.7M | 0.01% |
578,532
+16,566
| +3% | +$535K |
|
893
Granite Construction
GVA
$4.81B
| $18.7M | 0.01% |
213,100
+6,275
| +3% | +$550K |
|
|
GMS
894
DELISTED
GMS Inc
GMS
| $18.7M | 0.01% |
220,249
+7,001
| +3% | +$594K |
|
895
IDEX
IEX
$12.3B
| $18.7M | 0.01% |
89,172
-6,664
| -7% | -$1.39M |
|
896
Comerica
CMA
$8.97B
| $18.7M | 0.01% |
301,588
-323,066
| -52% | -$20M |
|
897
Organon & Co
OGN
$2.72B
| $18.6M | 0.01% |
1,248,797
+32,485
| +3% | +$485K |
|
898
Autoliv
ALV
$9.78B
| $18.6M | 0.01% |
198,624
-10,404
| -5% | -$976K |
|
|
899
Sun Communities
SUI
$16.2B
| $18.6M | 0.01% |
151,234
-2,337,969
| -94% | -$288M |
|
900
Rollins
ROL
$27.8B
| $18.6M | 0.01% |
400,305
+907
| +0.2% | +$42K |
|