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 | |
|---|---|---|---|---|---|---|
1201
News Corp Class A
NWSA
$16.6B
| $11.8M | 0.01% |
428,435
-6,953
| -2% | -$191K |
|
1202
Exponent
EXPO
$3.55B
| $11.8M | 0.01% |
132,201
+780
| +0.6% | +$69.5K |
|
1203
Pinnacle West Capital
PNW
$10.6B
| $11.8M | 0.01% |
138,821
-422
| -0.3% | -$35.8K |
|
1204
Spire
SR
$4.49B
| $11.8M | 0.01% |
173,374
+3,163
| +2% | +$215K |
|
1205
J&J Snack Foods
JJSF
$2.06B
| $11.8M | 0.01% |
75,797
+2,205
| +3% | +$342K |
|
|
PDCO
1206
DELISTED
Patterson Companies, Inc.
PDCO
| $11.8M | 0.01% |
380,958
+10,756
| +3% | +$332K |
|
1207
Independent Bank Corp
IBCP
$659M
| $11.7M | 0.01% |
337,112
-12,519
| -4% | -$436K |
|
1208
Antero Midstream
AM
$8.93B
| $11.7M | 0.01% |
777,129
-5,658
| -0.7% | -$85.4K |
|
1209
PennyMac Financial
PFSI
$6.41B
| $11.7M | 0.01% |
114,532
-22,046
| -16% | -$2.25M |
|
|
PPBI
1210
DELISTED
Pacific Premier Bancorp
PPBI
| $11.7M | 0.01% |
467,665
+13,168
| +3% | +$328K |
|
1211
Roivant Sciences
ROIV
$9.79B
| $11.6M | 0.01% |
984,519
-25,239
| -2% | -$299K |
|
1212
Hexcel
HXL
$4.96B
| $11.6M | 0.01% |
185,743
-3,662
| -2% | -$230K |
|
1213
Thor Industries
THO
$5.67B
| $11.6M | 0.01% |
121,619
-1,475
| -1% | -$141K |
|
1214
Viper Energy
VNOM
$6.65B
| $11.6M | 0.01% |
237,200
+1,893
| +0.8% | +$92.9K |
|
1215
United Bankshares
UBSI
$5.3B
| $11.6M | 0.01% |
309,623
-3,258
| -1% | -$122K |
|
1216
CoreCivic
CXW
$2.25B
| $11.6M | 0.01% |
534,687
+14,892
| +3% | +$324K |
|
1217
Brink's
BCO
$4.87B
| $11.6M | 0.01% |
125,300
+701
| +0.6% | +$65K |
|
1218
Strategic Education
STRA
$1.99B
| $11.6M | 0.01% |
124,428
+3,800
| +3% | +$355K |
|
1219
LXP Industrial Trust
LXP
$2.72B
| $11.6M | 0.01% |
1,428,052
+40,686
| +3% | +$330K |
|
1220
Interparfums
IPAR
$3.44B
| $11.5M | 0.01% |
87,539
+2,548
| +3% | +$335K |
|
1221
Medical Properties Trust
MPW
$2.88B
| $11.5M | 0.01% |
2,912,274
+86,925
| +3% | +$343K |
|
1222
iShares ESG MSCI USA Leaders ETF
SUSL
$906M
| $11.4M | 0.01% |
111,030
+11,072
| +11% | +$1.14M |
|
1223
Albemarle
ALB
$8.76B
| $11.4M | 0.01% |
132,824
-2,370
| -2% | -$204K |
|
1224
Generac Holdings
GNRC
$11B
| $11.4M | 0.01% |
73,691
+2,419
| +3% | +$375K |
|
1225
JetBlue
JBLU
$1.87B
| $11.4M | 0.01% |
1,447,596
+40,452
| +3% | +$318K |
|