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
|
+$158M |
| 2 |
Gaming and Leisure Properties
GLPI
|
+$122M |
| 3 |
Boston Properties
BXP
|
+$92.5M |
| 4 |
iShares MBS ETF
MBB
|
+$90.6M |
| 5 |
Extra Space Storage
EXR
|
+$77.3M |
Top Sells
| 1 |
TransDigm Group
TDG
|
+$214M |
| 2 |
Toronto Dominion Bank
TD
|
+$142M |
| 3 |
Credit Acceptance
CACC
|
+$122M |
| 4 |
Medical Properties Trust
MPW
|
+$101M |
| 5 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
+$87.4M |
Sector Composition
| 1 | Technology | 17.6% |
| 2 | Real Estate | 15.87% |
| 3 | Financials | 14.95% |
| 4 | Consumer Discretionary | 11.17% |
| 5 | Industrials | 10.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
NXRT
1476
NexPoint Residential Trust
NXRT
$846M
| $5.99M | ﹤0.01% |
137,162
-2,879
| -2% | -$126K |
|
1477
Veritex Holdings
VBTX
$1.87B
| $5.96M | ﹤0.01% |
326,414
-4,049
| -1% | -$73.9K |
|
|
FBRT
1478
Franklin BSP Realty Trust
FBRT
$956M
| $5.95M | ﹤0.01% |
498,444
-5,198
| -1% | -$62K |
|
1479
Apogee Enterprises
APOG
$913M
| $5.94M | ﹤0.01% |
137,373
-3,420
| -2% | -$148K |
|
1480
Arcus Biosciences
RCUS
$1.27B
| $5.92M | ﹤0.01% |
324,740
-4,267
| -1% | -$77.8K |
|
|
INVX
1481
Innovex International, Inc.
INVX
$1.15B
| $5.88M | ﹤0.01% |
204,866
-2,354
| -1% | -$67.5K |
|
1482
TechTarget
TTGT
$403M
| $5.82M | ﹤0.01% |
161,220
-4,956
| -3% | -$179K |
|
1483
Adeia
ADEA
$1.66B
| $5.78M | ﹤0.01% |
652,652
-9,694
| -1% | -$85.9K |
|
1484
Green Brick Partners
GRBK
$3.2B
| $5.76M | ﹤0.01% |
164,320
-2,259
| -1% | -$79.2K |
|
1485
AdaptHealth
AHCO
$1.24B
| $5.76M | ﹤0.01% |
463,369
-202,539
| -30% | -$2.52M |
|
1486
Shenandoah Telecom
SHEN
$731M
| $5.75M | ﹤0.01% |
302,452
-3,260
| -1% | -$62K |
|
1487
Newell Brands
NWL
$2.61B
| $5.73M | ﹤0.01% |
460,965
+9,038
| +2% | +$112K |
|
|
NXGN
1488
DELISTED
NextGen Healthcare, Inc. Common Stock
NXGN
| $5.72M | ﹤0.01% |
328,356
-14,324
| -4% | -$249K |
|
1489
Ichor Holdings
ICHR
$591M
| $5.71M | ﹤0.01% |
174,436
-1,485
| -0.8% | -$48.6K |
|
1490
AMERISAFE
AMSF
$856M
| $5.67M | ﹤0.01% |
115,755
-1,305
| -1% | -$63.9K |
|
1491
Astec Industries
ASTE
$1.07B
| $5.66M | ﹤0.01% |
137,224
-1,423
| -1% | -$58.7K |
|
1492
Zions Bancorporation
ZION
$8.52B
| $5.66M | ﹤0.01% |
189,104
-904
| -0.5% | -$27.1K |
|
1493
Gogo Inc
GOGO
$1.36B
| $5.66M | ﹤0.01% |
390,001
-6,257
| -2% | -$90.7K |
|
1494
Unitil
UTL
$816M
| $5.64M | ﹤0.01% |
98,832
-1,575
| -2% | -$89.8K |
|
1495
Protolabs
PRLB
$1.17B
| $5.6M | ﹤0.01% |
169,014
-3,380
| -2% | -$112K |
|
1496
Marvell Technology
MRVL
$58.3B
| $5.59M | ﹤0.01% |
129,179
-1,994
| -2% | -$86.3K |
|
1497
Fresh Del Monte Produce
FDP
$1.7B
| $5.58M | ﹤0.01% |
185,212
-2,140
| -1% | -$64.4K |
|
|
ADAM
1498
Adamas Trust, Inc. Common Stock
ADAM
$656M
| $5.58M | ﹤0.01% |
559,885
-6,473
| -1% | -$64.5K |
|
|
BRKL
1499
DELISTED
Brookline Bancorp
BRKL
| $5.57M | ﹤0.01% |
530,579
+60,073
| +13% | +$631K |
|
1500
American Axle
AXL
$708M
| $5.56M | ﹤0.01% |
711,826
-12,867
| -2% | -$100K |
|