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 | |
|---|---|---|---|---|---|---|
1226
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.2B
| $11.3M | 0.01% |
308,287
+46,850
| +18% | +$1.72M |
|
1227
Solventum
SOLV
$12.8B
| $11.3M | 0.01% |
171,376
+1,761
| +1% | +$116K |
|
1228
Seacoast Banking Corp of Florida
SBCF
$2.69B
| $11.3M | 0.01% |
410,632
+12,142
| +3% | +$334K |
|
1229
Ziff Davis
ZD
$1.52B
| $11.3M | 0.01% |
207,341
-3,648
| -2% | -$198K |
|
1230
LiveRamp
RAMP
$1.76B
| $11.2M | 0.01% |
369,436
+10,931
| +3% | +$332K |
|
1231
TransUnion
TRU
$18.1B
| $11.2M | 0.01% |
120,888
-105,883
| -47% | -$9.82M |
|
1232
Intercorp Financial Services
IFS
$4.69B
| $11.2M | 0.01% |
381,269
+150,000
| +65% | +$4.4M |
|
1233
Yeti Holdings
YETI
$2.95B
| $11.2M | 0.01% |
289,798
-35,724
| -11% | -$1.38M |
|
1234
Banner Corp
BANR
$2.3B
| $11.2M | 0.01% |
167,089
+4,661
| +3% | +$311K |
|
1235
Lamb Weston
LW
$7.92B
| $11.1M | 0.01% |
166,384
+431
| +0.3% | +$28.8K |
|
1236
Campbell Soup
CPB
$9.98B
| $11.1M | 0.01% |
265,496
-13,111
| -5% | -$549K |
|
1237
Option Care Health
OPCH
$4.75B
| $11.1M | 0.01% |
479,255
+4,166
| +0.9% | +$96.7K |
|
1238
A.O. Smith
AOS
$10.3B
| $11.1M | 0.01% |
162,774
-2,197
| -1% | -$150K |
|
1239
Azenta
AZTA
$1.4B
| $11.1M | 0.01% |
221,083
+107,339
| +94% | +$5.37M |
|
1240
Renasant Corp
RNST
$3.6B
| $11M | 0.01% |
308,195
+8,710
| +3% | +$311K |
|
1241
Boyd Gaming
BYD
$6.85B
| $11M | 0.01% |
151,845
-7,623
| -5% | -$553K |
|
1242
Phinia Inc
PHIN
$2.29B
| $11M | 0.01% |
228,584
+842
| +0.4% | +$40.6K |
|
1243
Sonoco
SON
$4.64B
| $11M | 0.01% |
225,135
-2,513
| -1% | -$123K |
|
1244
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$587M
| $11M | 0.01% |
203,341
+41,585
| +26% | +$2.24M |
|
1245
Charles River Laboratories
CRL
$7.71B
| $10.9M | 0.01% |
59,195
-1,306
| -2% | -$241K |
|
1246
NBT Bancorp
NBTB
$2.26B
| $10.9M | 0.01% |
228,699
+6,395
| +3% | +$305K |
|
1247
Bank OZK
OZK
$5.87B
| $10.9M | 0.01% |
245,112
-3,278
| -1% | -$146K |
|
1248
Globe Life
GL
$11.5B
| $10.9M | 0.01% |
97,719
-7,596
| -7% | -$847K |
|
1249
Valvoline
VVV
$5.13B
| $10.9M | 0.01% |
300,432
-764
| -0.3% | -$27.6K |
|
1250
Viavi Solutions
VIAV
$2.71B
| $10.9M | 0.01% |
1,075,675
+29,621
| +3% | +$299K |
|