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 |
Digital Realty Trust
DLR
|
+$398M |
| 2 |
Brookfield Asset Management
BAM
|
+$357M |
| 3 |
Gaming and Leisure Properties
GLPI
|
+$250M |
| 4 |
Welltower
WELL
|
+$222M |
| 5 |
Yum China
YUMC
|
+$182M |
Top Sells
| 1 |
STOR
STORE Capital Corporation
STOR
|
+$368M |
| 2 |
Equinix
EQIX
|
+$246M |
| 3 |
Brookfield
BN
|
+$220M |
| 4 |
Guidewire Software
GWRE
|
+$202M |
| 5 |
Lennar Class A
LEN
|
+$150M |
Sector Composition
| 1 | Real Estate | 16.55% |
| 2 | Technology | 15.81% |
| 3 | Financials | 15.77% |
| 4 | Industrials | 10.77% |
| 5 | Consumer Discretionary | 10.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1351
Royal Bank of Canada
RY
$203B
| $8.12M | 0.01% |
86,471
-2,686
| -3% | -$252K |
|
1352
Stride
LRN
$6.91B
| $8.11M | 0.01% |
259,203
+1,181
| +0.5% | +$36.9K |
|
1353
St. Joe Company
JOE
$3.01B
| $8.07M | 0.01% |
208,702
-7,434
| -3% | -$287K |
|
1354
iRobot
IRBT
$107M
| $8.06M | 0.01% |
167,521
-1,089
| -0.6% | -$52.4K |
|
1355
PRA Group
PRAA
$657M
| $8.04M | 0.01% |
238,100
-19,020
| -7% | -$642K |
|
1356
Design Therapeutics
DSGN
$343M
| $8.03M | 0.01% |
782,709
-37,277
| -5% | -$382K |
|
1357
Clearfield
CLFD
$453M
| $8.03M | 0.01% |
85,298
+10,797
| +14% | +$1.02M |
|
1358
OFG Bancorp
OFG
$1.95B
| $8.02M | 0.01% |
290,962
-13,970
| -5% | -$385K |
|
1359
Palomar
PLMR
$3.13B
| $8.01M | 0.01% |
177,403
+20,870
| +13% | +$942K |
|
1360
Stellar Bancorp
STEL
$1.61B
| $8.01M | 0.01% |
271,853
-4,722
| -2% | -$139K |
|
1361
Global Net Lease
GNL
$1.81B
| $7.97M | 0.01% |
634,198
-5,240
| -0.8% | -$65.9K |
|
1362
Virtus Investment Partners
VRTS
$1.34B
| $7.96M | 0.01% |
41,602
-2,643
| -6% | -$506K |
|
|
PXUS
1363
DELISTED
Principal International Adaptive Multi-Factor ETF
PXUS
| $7.96M | 0.01% |
391,682
+1,681
| +0.4% | +$34.2K |
|
1364
Universal Corp
UVV
$1.38B
| $7.92M | 0.01% |
150,009
-5,943
| -4% | -$314K |
|
|
DEA
1365
Easterly Government Properties
DEA
$1.07B
| $7.91M | 0.01% |
221,829
-2,164
| -1% | -$77.2K |
|
1366
CTS Corp
CTS
$1.23B
| $7.91M | 0.01% |
200,593
-1,610
| -0.8% | -$63.5K |
|
1367
First Foundation Inc
FFWM
$493M
| $7.9M | 0.01% |
551,152
-715,123
| -56% | -$10.2M |
|
1368
Avanos Medical
AVNS
$567M
| $7.87M | 0.01% |
290,858
-12,220
| -4% | -$331K |
|
1369
OSI Systems
OSIS
$3.95B
| $7.87M | 0.01% |
98,967
+1,042
| +1% | +$82.9K |
|
1370
Vericel Corp
VCEL
$1.62B
| $7.86M | 0.01% |
298,229
+313
| +0.1% | +$8.24K |
|
1371
Talos Energy
TALO
$1.68B
| $7.85M | 0.01% |
415,977
+11,314
| +3% | +$214K |
|
1372
Kaiser Aluminum
KALU
$1.24B
| $7.83M | 0.01% |
103,028
+4,219
| +4% | +$320K |
|
1373
PMV Pharmaceuticals
PMVP
$65.2M
| $7.79M | 0.01% |
895,866
-52,010
| -5% | -$452K |
|
1374
CrowdStrike
CRWD
$109B
| $7.77M | 0.01% |
73,800
+48,036
| +186% | +$5.06M |
|
1375
RXO
RXO
$2.71B
| $7.76M | 0.01% |
+451,293
| New | +$7.76M |
|