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 | |
|---|---|---|---|---|---|---|
901
BlackLine
BL
$3.4B
| $18.5M | 0.01% |
305,031
+14,256
| +5% | +$866K |
|
902
Everest Group
EG
$14.5B
| $18.5M | 0.01% |
51,102
-2,790
| -5% | -$1.01M |
|
903
Akamai
AKAM
$11.2B
| $18.5M | 0.01% |
193,591
-6,867
| -3% | -$657K |
|
904
Aaon
AAON
$6.79B
| $18.5M | 0.01% |
156,903
-369
| -0.2% | -$43.4K |
|
905
The GEO Group
GEO
$3.25B
| $18.5M | 0.01% |
659,453
+19,060
| +3% | +$533K |
|
906
Kyndryl
KD
$7.61B
| $18.4M | 0.01% |
532,278
-3,066
| -0.6% | -$106K |
|
|
ALTR
907
DELISTED
Altair Engineering Inc. Class A Common Stock
ALTR
| $18.4M | 0.01% |
168,665
+2,872
| +2% | +$313K |
|
908
Vertiv
VRT
$51.9B
| $18.4M | 0.01% |
161,829
-3,728
| -2% | -$424K |
|
909
Zions Bancorporation
ZION
$8.56B
| $18.4M | 0.01% |
338,505
-3,193
| -0.9% | -$173K |
|
910
Madison Square Garden
MSGS
$5.02B
| $18.3M | 0.01% |
81,252
+2,443
| +3% | +$551K |
|
911
Adtalem Global Education
ATGE
$4.95B
| $18.2M | 0.01% |
200,624
+7,069
| +4% | +$642K |
|
912
Commault Systems
CVLT
$7.94B
| $18.2M | 0.01% |
120,374
+1,340
| +1% | +$202K |
|
913
Lattice Semiconductor
LSCC
$8.98B
| $18.1M | 0.01% |
320,084
-1,355
| -0.4% | -$76.8K |
|
914
UFP Industries
UFPI
$5.98B
| $18.1M | 0.01% |
160,663
+576
| +0.4% | +$64.9K |
|
915
Jamf
JAMF
$1.38B
| $18.1M | 0.01% |
1,285,208
-109,019
| -8% | -$1.53M |
|
916
MGE Energy Inc
MGEE
$3.13B
| $18M | 0.01% |
191,447
+7,554
| +4% | +$710K |
|
917
Halozyme
HALO
$8.89B
| $18M | 0.01% |
376,195
-71,892
| -16% | -$3.44M |
|
918
Wyndham Hotels & Resorts
WH
$6.67B
| $18M | 0.01% |
178,432
-4,302
| -2% | -$434K |
|
919
iShares Core S&P Small-Cap ETF
IJR
$86.7B
| $18M | 0.01% |
155,911
+13,897
| +10% | +$1.6M |
|
920
Masco
MAS
$15.7B
| $18M | 0.01% |
247,367
-15,788
| -6% | -$1.15M |
|
921
Northern Oil and Gas
NOG
$2.51B
| $17.9M | 0.01% |
481,797
+11,690
| +2% | +$434K |
|
922
Dorman Products
DORM
$4.95B
| $17.9M | 0.01% |
138,082
+4,247
| +3% | +$550K |
|
923
Resideo Technologies
REZI
$5.54B
| $17.9M | 0.01% |
774,642
+32,014
| +4% | +$738K |
|
924
Liberty Energy
LBRT
$1.84B
| $17.8M | 0.01% |
897,040
+24,825
| +3% | +$494K |
|
925
MDU Resources
MDU
$3.34B
| $17.8M | 0.01% |
988,008
+135,813
| +16% | +$2.45M |
|