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 | |
|---|---|---|---|---|---|---|
976
FormFactor
FORM
$2.36B
| $16.6M | 0.01% |
377,979
+11,348
| +3% | +$499K |
|
977
NMI Holdings
NMIH
$3.13B
| $16.6M | 0.01% |
452,264
+15,868
| +4% | +$583K |
|
978
Apple Hospitality REIT
APLE
$3B
| $16.6M | 0.01% |
1,082,741
+26,489
| +3% | +$407K |
|
979
Rush Enterprises Class A
RUSHA
$4.48B
| $16.6M | 0.01% |
302,188
+10,589
| +4% | +$580K |
|
980
Skyworks Solutions
SWKS
$11.1B
| $16.5M | 0.01% |
186,531
-14,342
| -7% | -$1.27M |
|
981
Aptiv
APTV
$18.2B
| $16.5M | 0.01% |
273,235
-43,471
| -14% | -$2.63M |
|
982
Shift4
FOUR
$5.97B
| $16.5M | 0.01% |
158,998
+153,793
| +2,955% | +$16M |
|
983
Atlantic Union Bankshares
AUB
$5.05B
| $16.5M | 0.01% |
435,380
+12,115
| +3% | +$459K |
|
984
Lantheus
LNTH
$3.74B
| $16.5M | 0.01% |
184,346
-54,259
| -23% | -$4.85M |
|
985
Cathay General Bancorp
CATY
$3.41B
| $16.5M | 0.01% |
345,597
+5,114
| +2% | +$243K |
|
986
Prosperity Bancshares
PB
$6.43B
| $16.4M | 0.01% |
218,201
-1,972
| -0.9% | -$149K |
|
|
JNPR
987
DELISTED
Juniper Networks
JNPR
| $16.4M | 0.01% |
437,253
-9,276
| -2% | -$347K |
|
988
Principal Exchange-Traded Funds Principal Value ETF
PY
$143M
| $16.3M | 0.01% |
329,486
+20,802
| +7% | +$1.03M |
|
989
RXO
RXO
$2.81B
| $16.3M | 0.01% |
684,270
+34,048
| +5% | +$812K |
|
990
Griffon
GFF
$3.72B
| $16.3M | 0.01% |
228,792
+4,113
| +2% | +$293K |
|
|
ECG
991
Everus Construction Group, Inc.
ECG
$4.04B
| $16.2M | 0.01% |
+247,005
| New | +$16.2M |
|
992
Ollie's Bargain Outlet
OLLI
$8.07B
| $16.2M | 0.01% |
147,862
-1,689
| -1% | -$185K |
|
993
Steven Madden
SHOO
$2.31B
| $16.2M | 0.01% |
381,196
+11,602
| +3% | +$493K |
|
994
EPAM Systems
EPAM
$8.79B
| $16.2M | 0.01% |
69,271
-1,403
| -2% | -$328K |
|
995
Roblox
RBLX
$92.3B
| $16.2M | 0.01% |
279,849
+98,041
| +54% | +$5.67M |
|
996
Telephone and Data Systems
TDS
$4.53B
| $16.1M | 0.01% |
472,988
+13,208
| +3% | +$451K |
|
997
Alarm.com
ALRM
$2.82B
| $16.1M | 0.01% |
265,301
+11,531
| +5% | +$701K |
|
998
Avista
AVA
$2.96B
| $16.1M | 0.01% |
439,680
+19,153
| +5% | +$702K |
|
999
First Hawaiian
FHB
$3.21B
| $16.1M | 0.01% |
619,714
+17,515
| +3% | +$455K |
|
1000
Simpson Manufacturing
SSD
$8.06B
| $16M | 0.01% |
96,783
-938
| -1% | -$156K |
|