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 | |
|---|---|---|---|---|---|---|
1451
Federated Hermes
FHI
$4.19B
| $7.18M | ﹤0.01% |
174,623
-2,551
| -1% | -$105K |
|
1452
Veritex Holdings
VBTX
$1.88B
| $7.17M | ﹤0.01% |
264,107
+7,882
| +3% | +$214K |
|
1453
Neogen
NEOG
$1.25B
| $7.17M | ﹤0.01% |
590,327
+10,254
| +2% | +$124K |
|
1454
On Holding
ONON
$14.1B
| $7.14M | ﹤0.01% |
130,381
+28,597
| +28% | +$1.57M |
|
1455
FMC
FMC
$4.77B
| $7.14M | ﹤0.01% |
146,849
-39,983
| -21% | -$1.94M |
|
1456
Vanguard FTSE Emerging Markets ETF
VWO
$100B
| $7.13M | ﹤0.01% |
161,913
+22,669
| +16% | +$998K |
|
1457
STAAR Surgical
STAA
$1.39B
| $7.06M | ﹤0.01% |
290,753
+13,169
| +5% | +$320K |
|
1458
Mohawk Industries
MHK
$8.68B
| $7.06M | ﹤0.01% |
59,229
-2,495
| -4% | -$297K |
|
1459
Dutch Bros
BROS
$8.47B
| $7.05M | ﹤0.01% |
134,563
+38,722
| +40% | +$2.03M |
|
|
PARA
1460
DELISTED
Paramount Global Class B
PARA
| $7.04M | ﹤0.01% |
673,240
-10,161
| -1% | -$106K |
|
1461
Vanguard Intermediate-Term Bond ETF
BIV
$24.3B
| $7.04M | ﹤0.01% |
94,224
-1,002
| -1% | -$74.9K |
|
1462
Grid Dynamics Holdings
GDYN
$654M
| $7.04M | ﹤0.01% |
316,601
+297,296
| +1,540% | +$6.61M |
|
1463
HCI Group
HCI
$2.36B
| $7.03M | ﹤0.01% |
60,332
+4,152
| +7% | +$484K |
|
1464
Synaptics
SYNA
$2.76B
| $7.03M | ﹤0.01% |
92,053
+333
| +0.4% | +$25.4K |
|
1465
Global Net Lease
GNL
$1.84B
| $7.01M | ﹤0.01% |
960,682
+27,564
| +3% | +$201K |
|
|
TGI
1466
DELISTED
Triumph Group
TGI
| $7M | ﹤0.01% |
374,896
+10,629
| +3% | +$198K |
|
1467
CSG Systems International
CSGS
$1.89B
| $6.95M | ﹤0.01% |
136,021
+2,033
| +2% | +$104K |
|
1468
Teradata
TDC
$2.04B
| $6.95M | ﹤0.01% |
223,162
-1,065
| -0.5% | -$33.2K |
|
1469
G-III Apparel Group
GIII
$1.15B
| $6.95M | ﹤0.01% |
213,035
+3,484
| +2% | +$114K |
|
1470
ASML
ASML
$316B
| $6.95M | ﹤0.01% |
10,025
+3,016
| +43% | +$2.09M |
|
1471
Upbound Group
UPBD
$1.48B
| $6.94M | ﹤0.01% |
238,007
+6,954
| +3% | +$203K |
|
1472
Polaris
PII
$3.37B
| $6.92M | ﹤0.01% |
120,149
-1,211
| -1% | -$69.8K |
|
1473
iShares Russell 1000 Value ETF
IWD
$64.2B
| $6.92M | ﹤0.01% |
37,357
+12,148
| +48% | +$2.25M |
|
1474
Customers Bancorp
CUBI
$2.34B
| $6.88M | ﹤0.01% |
141,399
+2,418
| +2% | +$118K |
|
1475
National Healthcare
NHC
$1.79B
| $6.86M | ﹤0.01% |
63,739
+2,140
| +3% | +$230K |
|