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 | |
|---|---|---|---|---|---|---|
1276
CAVA Group
CAVA
$7.46B
| $10.4M | 0.01% |
92,516
-5,234
| -5% | -$590K |
|
1277
Avnet
AVT
$4.52B
| $10.4M | 0.01% |
199,330
-4,974
| -2% | -$260K |
|
1278
Quaker Houghton
KWR
$2.42B
| $10.4M | 0.01% |
73,761
+2,285
| +3% | +$322K |
|
1279
Lennar Class B
LEN.B
$33.8B
| $10.4M | 0.01% |
82,650
+3,128
| +4% | +$393K |
|
1280
APA Corp
APA
$8.33B
| $10.4M | 0.01% |
449,182
-7,740
| -2% | -$179K |
|
1281
Terex
TEX
$3.45B
| $10.4M | 0.01% |
224,351
+6,132
| +3% | +$283K |
|
1282
AES
AES
$9.06B
| $10.3M | 0.01% |
803,971
-26,902
| -3% | -$346K |
|
1283
Cable One
CABO
$893M
| $10.3M | 0.01% |
28,572
+1,332
| +5% | +$482K |
|
1284
Banc of California
BANC
$2.65B
| $10.3M | 0.01% |
668,077
+18,742
| +3% | +$290K |
|
1285
Mercury Systems
MRCY
$4.38B
| $10.3M | 0.01% |
245,880
+7,512
| +3% | +$316K |
|
1286
Openlane
KAR
$3.12B
| $10.3M | 0.01% |
518,168
+6,216
| +1% | +$123K |
|
1287
NeoGenomics
NEO
$966M
| $10.3M | 0.01% |
622,849
+18,455
| +3% | +$304K |
|
|
TXNM
1288
TXNM Energy, Inc.
TXNM
$5.99B
| $10.2M | 0.01% |
207,114
-2,798
| -1% | -$138K |
|
1289
AutoNation
AN
$8.42B
| $10.2M | 0.01% |
59,944
-708
| -1% | -$120K |
|
1290
ePlus
PLUS
$1.93B
| $10.2M | 0.01% |
137,452
+4,425
| +3% | +$327K |
|
1291
Innovative Industrial Properties
IIPR
$1.58B
| $10.1M | 0.01% |
151,394
+5,881
| +4% | +$392K |
|
1292
Sunrun
RUN
$3.69B
| $10.1M | 0.01% |
1,087,682
-373,267
| -26% | -$3.45M |
|
1293
ASGN Inc
ASGN
$2.23B
| $10.1M | 0.01% |
120,712
+305
| +0.3% | +$25.4K |
|
1294
Confluent
CFLT
$6.71B
| $10M | 0.01% |
358,595
+337,715
| +1,617% | +$9.44M |
|
1295
Calix
CALX
$4.13B
| $10M | 0.01% |
287,509
+10,393
| +4% | +$362K |
|
1296
MasterBrand
MBC
$1.62B
| $10M | 0.01% |
685,752
+25,222
| +4% | +$368K |
|
1297
LeMaitre Vascular
LMAT
$2.13B
| $10M | 0.01% |
108,617
+3,942
| +4% | +$363K |
|
1298
Materion
MTRN
$2.29B
| $10M | 0.01% |
101,203
+2,957
| +3% | +$292K |
|
1299
Franklin FTSE Japan ETF
FLJP
$2.4B
| $9.9M | 0.01% |
346,156
| – | – |
|
1300
Premier
PINC
$2.21B
| $9.88M | 0.01% |
466,009
-27,998
| -6% | -$594K |
|