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 | |
|---|---|---|---|---|---|---|
1126
Lumentum
LITE
$11.5B
| $13.2M | 0.01% |
157,494
+335
| +0.2% | +$28.1K |
|
1127
Selective Insurance
SIGI
$4.75B
| $13.2M | 0.01% |
141,165
-1,202
| -0.8% | -$112K |
|
1128
Axcelis
ACLS
$2.62B
| $13.2M | 0.01% |
188,559
+7,476
| +4% | +$522K |
|
1129
Schwab US TIPS ETF
SCHP
$14.1B
| $13.2M | 0.01% |
509,968
+162,668
| +47% | +$4.2M |
|
1130
HUB Group
HUBG
$2.21B
| $13.1M | 0.01% |
294,738
-488,718
| -62% | -$21.8M |
|
1131
Procept Biorobotics
PRCT
$2.09B
| $13.1M | 0.01% |
162,713
+94,096
| +137% | +$7.58M |
|
1132
California Water Service
CWT
$2.72B
| $13.1M | 0.01% |
288,923
+11,328
| +4% | +$513K |
|
1133
Glacier Bancorp
GBCI
$5.8B
| $13.1M | 0.01% |
260,420
-2,779
| -1% | -$140K |
|
1134
Protagonist Therapeutics
PTGX
$3.71B
| $13M | 0.01% |
337,809
+16,977
| +5% | +$655K |
|
1135
NOV
NOV
$4.94B
| $13M | 0.01% |
892,218
-19,192
| -2% | -$280K |
|
1136
Columbia Banking Systems
COLB
$7.84B
| $13M | 0.01% |
480,383
-5,004
| -1% | -$135K |
|
1137
Dayforce
DAY
$10.9B
| $13M | 0.01% |
178,420
-3,382
| -2% | -$246K |
|
1138
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.49B
| $12.9M | 0.01% |
993,920
+335,600
| +51% | +$4.36M |
|
1139
Liberty Live Group Series C
LLYVK
$9.25B
| $12.9M | 0.01% |
188,928
-141
| -0.1% | -$9.6K |
|
1140
Affiliated Managers Group
AMG
$6.6B
| $12.8M | 0.01% |
69,283
+140
| +0.2% | +$25.9K |
|
1141
Xtrackers S&P 500 ESG ETF
SNPE
$2.09B
| $12.8M | 0.01% |
240,163
+47,255
| +24% | +$2.52M |
|
1142
Hanover Insurance
THG
$6.37B
| $12.8M | 0.01% |
82,634
-287,132
| -78% | -$44.4M |
|
1143
Cytokinetics
CYTK
$6.22B
| $12.8M | 0.01% |
271,133
-1,949
| -0.7% | -$91.7K |
|
1144
Cheesecake Factory
CAKE
$2.9B
| $12.8M | 0.01% |
268,830
+13,235
| +5% | +$628K |
|
1145
Goosehead Insurance
GSHD
$2.01B
| $12.7M | 0.01% |
118,854
+4,333
| +4% | +$465K |
|
1146
Kite Realty
KRG
$4.97B
| $12.7M | 0.01% |
504,276
-5,311
| -1% | -$134K |
|
1147
SPDR S&P 500 ESG ETF
EFIV
$1.16B
| $12.7M | 0.01% |
225,194
+45,801
| +26% | +$2.59M |
|
1148
National Fuel Gas
NFG
$7.95B
| $12.7M | 0.01% |
209,518
-2,021
| -1% | -$123K |
|
1149
Minerals Technologies
MTX
$1.98B
| $12.7M | 0.01% |
166,647
+4,356
| +3% | +$332K |
|
1150
Saic
SAIC
$4.75B
| $12.7M | 0.01% |
113,560
-5,007
| -4% | -$560K |
|