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 | |
|---|---|---|---|---|---|---|
1051
Marvell Technology
MRVL
$57.4B
| $14.9M | 0.01% |
135,258
+107,410
| +386% | +$11.9M |
|
1052
Simmons First National
SFNC
$2.99B
| $14.9M | 0.01% |
673,440
+27,115
| +4% | +$601K |
|
1053
Koppers
KOP
$570M
| $14.8M | 0.01% |
458,306
-110,481
| -19% | -$3.58M |
|
1054
Immunocore
IMCR
$1.84B
| $14.8M | 0.01% |
502,857
-43,461
| -8% | -$1.28M |
|
1055
IAC Inc
IAC
$2.95B
| $14.8M | 0.01% |
418,594
+12,495
| +3% | +$442K |
|
1056
First American
FAF
$6.93B
| $14.7M | 0.01% |
236,082
-1,892
| -0.8% | -$118K |
|
1057
J.M. Smucker
SJM
$11.8B
| $14.7M | 0.01% |
133,862
-1,603
| -1% | -$177K |
|
1058
Bread Financial
BFH
$2.98B
| $14.7M | 0.01% |
241,087
+6,888
| +3% | +$421K |
|
1059
Artisan Partners
APAM
$3.32B
| $14.7M | 0.01% |
341,336
+10,802
| +3% | +$465K |
|
1060
Incyte
INCY
$16.8B
| $14.7M | 0.01% |
212,528
-8,222
| -4% | -$568K |
|
1061
C.H. Robinson
CHRW
$15.5B
| $14.7M | 0.01% |
142,016
+7,183
| +5% | +$742K |
|
1062
Crocs
CROX
$4.42B
| $14.7M | 0.01% |
133,936
-3,787
| -3% | -$415K |
|
1063
Blackstone Mortgage Trust
BXMT
$3.39B
| $14.6M | 0.01% |
838,973
+20,487
| +3% | +$357K |
|
1064
Enova International
ENVA
$2.94B
| $14.5M | 0.01% |
151,277
+6,152
| +4% | +$590K |
|
1065
Invesco QQQ Trust
QQQ
$371B
| $14.5M | 0.01% |
28,369
+8,970
| +46% | +$4.59M |
|
1066
Bio-Rad Laboratories Class A
BIO
$7.74B
| $14.5M | 0.01% |
44,107
-234
| -0.5% | -$76.9K |
|
1067
Genworth Financial
GNW
$3.62B
| $14.5M | 0.01% |
2,071,155
+34,548
| +2% | +$241K |
|
1068
Cadence Bank
CADE
$6.96B
| $14.5M | 0.01% |
420,109
-3,247
| -0.8% | -$112K |
|
1069
Whirlpool
WHR
$5.31B
| $14.5M | 0.01% |
126,360
-691
| -0.5% | -$79.1K |
|
1070
Patrick Industries
PATK
$3.79B
| $14.4M | 0.01% |
173,819
+5,891
| +4% | +$489K |
|
1071
Vericel Corp
VCEL
$1.69B
| $14.4M | 0.01% |
262,932
+11,074
| +4% | +$608K |
|
1072
Sylvamo
SLVM
$1.77B
| $14.4M | 0.01% |
182,662
+7,194
| +4% | +$568K |
|
1073
WaFd
WAFD
$2.49B
| $14.4M | 0.01% |
447,621
+19,117
| +4% | +$616K |
|
1074
iShares 20+ Year Treasury Bond ETF
TLT
$49.8B
| $14.4M | 0.01% |
164,867
+76,594
| +87% | +$6.69M |
|
1075
PENN Entertainment
PENN
$2.92B
| $14.4M | 0.01% |
725,147
+20,662
| +3% | +$410K |
|