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 | |
|---|---|---|---|---|---|---|
1301
Valley National Bancorp
VLY
$5.99B
| $9.87M | 0.01% |
1,089,896
+96,866
| +10% | +$878K |
|
1302
NCR Voyix
VYX
$1.73B
| $9.85M | 0.01% |
712,028
+23,552
| +3% | +$326K |
|
1303
Warner Music
WMG
$17.6B
| $9.84M | 0.01% |
317,346
-1,403
| -0.4% | -$43.5K |
|
1304
Century Communities
CCS
$1.99B
| $9.82M | 0.01% |
133,860
+3,747
| +3% | +$275K |
|
1305
Henry Schein
HSIC
$8.43B
| $9.76M | 0.01% |
141,083
-4,752
| -3% | -$329K |
|
1306
La-Z-Boy
LZB
$1.43B
| $9.75M | 0.01% |
223,683
+6,908
| +3% | +$301K |
|
1307
Euronet Worldwide
EEFT
$3.57B
| $9.75M | 0.01% |
94,759
-3,152
| -3% | -$324K |
|
1308
The Mosaic Company
MOS
$10.6B
| $9.74M | 0.01% |
396,120
-9,654
| -2% | -$237K |
|
1309
Celsius Holdings
CELH
$14.9B
| $9.73M | 0.01% |
369,483
-31,325
| -8% | -$825K |
|
1310
Triumph Financial, Inc.
TFIN
$1.42B
| $9.73M | 0.01% |
107,011
+3,219
| +3% | +$293K |
|
1311
Silgan Holdings
SLGN
$4.71B
| $9.69M | 0.01% |
186,179
-1,884
| -1% | -$98.1K |
|
|
PIEQ
1312
Principal International Equity ETF
PIEQ
$852M
| $9.68M | 0.01% |
+400,640
| New | +$9.68M |
|
1313
International Bancshares
IBOC
$4.4B
| $9.66M | 0.01% |
152,926
+3,033
| +2% | +$192K |
|
1314
Integra LifeSciences
IART
$1.21B
| $9.6M | 0.01% |
423,432
+22,000
| +5% | +$499K |
|
1315
FB Financial Corp
FBK
$2.86B
| $9.59M | 0.01% |
186,201
+6,612
| +4% | +$341K |
|
1316
Gibraltar Industries
ROCK
$1.79B
| $9.57M | 0.01% |
162,491
+5,226
| +3% | +$308K |
|
1317
UFP Technologies
UFPT
$1.55B
| $9.56M | 0.01% |
39,108
+1,444
| +4% | +$353K |
|
1318
Murphy Oil
MUR
$3.72B
| $9.54M | 0.01% |
315,166
-14,204
| -4% | -$430K |
|
1319
John Wiley & Sons Class A
WLY
$2.21B
| $9.49M | 0.01% |
217,071
+7,887
| +4% | +$345K |
|
1320
Carter's
CRI
$1.04B
| $9.47M | 0.01% |
174,814
+91,162
| +109% | +$4.94M |
|
1321
First Commonwealth Financial
FCF
$1.84B
| $9.43M | 0.01% |
557,397
+18,433
| +3% | +$312K |
|
1322
Sensata Technologies
ST
$4.59B
| $9.39M | 0.01% |
342,718
-6,851
| -2% | -$188K |
|
1323
Silicon Laboratories
SLAB
$4.34B
| $9.37M | 0.01% |
75,448
-216
| -0.3% | -$26.8K |
|
1324
Spotify
SPOT
$145B
| $9.31M | 0.01% |
20,812
-18,766
| -47% | -$8.4M |
|
1325
Green Brick Partners
GRBK
$3.17B
| $9.31M | 0.01% |
164,760
+6,000
| +4% | +$339K |
|