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 | |
|---|---|---|---|---|---|---|
1426
Iridium Communications
IRDM
$1.95B
| $7.58M | ﹤0.01% |
261,134
-13,231
| -5% | -$384K |
|
1427
Kohl's
KSS
$1.81B
| $7.58M | ﹤0.01% |
539,595
+15,938
| +3% | +$224K |
|
|
WBA
1428
DELISTED
Walgreens Boots Alliance
WBA
| $7.57M | ﹤0.01% |
811,171
-74,973
| -8% | -$699K |
|
1429
NETSCOUT
NTCT
$1.85B
| $7.53M | ﹤0.01% |
347,650
+11,617
| +3% | +$252K |
|
1430
Harmonic Inc
HLIT
$1.15B
| $7.52M | ﹤0.01% |
568,187
+17,562
| +3% | +$232K |
|
1431
Blackbaud
BLKB
$3.4B
| $7.49M | ﹤0.01% |
101,330
-1,275
| -1% | -$94.2K |
|
1432
Adeia
ADEA
$1.71B
| $7.45M | ﹤0.01% |
532,709
+17,130
| +3% | +$239K |
|
1433
A10 Networks
ATEN
$1.29B
| $7.44M | ﹤0.01% |
404,266
+15,178
| +4% | +$279K |
|
1434
Choice Hotels
CHH
$5.33B
| $7.44M | ﹤0.01% |
52,388
-880
| -2% | -$125K |
|
1435
MaxLinear
MXL
$1.4B
| $7.41M | ﹤0.01% |
374,722
+12,838
| +4% | +$254K |
|
|
GTY
1436
Getty Realty Corp
GTY
$1.61B
| $7.39M | ﹤0.01% |
245,436
+10,455
| +4% | +$315K |
|
1437
Abacus Life
ABL
$619M
| $7.39M | ﹤0.01% |
944,440
-66,703
| -7% | -$522K |
|
|
UNIT
1438
Uniti Group
UNIT
$1.75B
| $7.39M | ﹤0.01% |
1,344,312
+51,241
| +4% | +$282K |
|
1439
Atlas Energy Solutions
AESI
$1.35B
| $7.38M | ﹤0.01% |
332,916
+294,201
| +760% | +$6.53M |
|
1440
Graham Holdings Company
GHC
$5.13B
| $7.38M | ﹤0.01% |
8,461
-153
| -2% | -$133K |
|
1441
US Physical Therapy
USPH
$1.25B
| $7.37M | ﹤0.01% |
83,091
+3,274
| +4% | +$290K |
|
1442
Grocery Outlet
GO
$1.75B
| $7.35M | ﹤0.01% |
471,098
+9,758
| +2% | +$152K |
|
|
XHR
1443
Xenia Hotels & Resorts
XHR
$1.41B
| $7.34M | ﹤0.01% |
493,798
+13,178
| +3% | +$196K |
|
1444
Adient
ADNT
$2B
| $7.28M | ﹤0.01% |
422,806
+11,607
| +3% | +$200K |
|
1445
Pediatrix Medical
MD
$1.48B
| $7.24M | ﹤0.01% |
551,924
+38,306
| +7% | +$503K |
|
1446
Dana Inc
DAN
$2.79B
| $7.23M | ﹤0.01% |
625,834
+17,475
| +3% | +$202K |
|
|
HTO
1447
H2O America Common Stock
HTO
$1.76B
| $7.23M | ﹤0.01% |
146,914
+6,362
| +5% | +$313K |
|
1448
Ingevity
NGVT
$2.14B
| $7.23M | ﹤0.01% |
177,382
+5,189
| +3% | +$211K |
|
1449
WNS Holdings
WNS
$3.25B
| $7.22M | ﹤0.01% |
152,326
+148,122
| +3,523% | +$7.02M |
|
1450
Harmony Biosciences
HRMY
$1.92B
| $7.18M | ﹤0.01% |
208,663
+46,194
| +28% | +$1.59M |
|