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 |
American Tower
AMT
|
+$462M |
| 2 |
SBA Communications
SBAC
|
+$330M |
| 3 |
CCC Intelligent Solutions
CCCS
|
+$219M |
| 4 |
Equinix
EQIX
|
+$176M |
| 5 |
Teck Resources
TECK
|
+$140M |
Top Sells
| 1 |
First Industrial Realty Trust
FR
|
+$216M |
| 2 |
Digital Realty Trust
DLR
|
+$213M |
| 3 |
TransDigm Group
TDG
|
+$207M |
| 4 |
Public Storage
PSA
|
+$174M |
| 5 |
Realty Income
O
|
+$149M |
Sector Composition
| 1 | Technology | 18.87% |
| 2 | Financials | 15.58% |
| 3 | Real Estate | 14.17% |
| 4 | Consumer Discretionary | 11.56% |
| 5 | Industrials | 11.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1501
Leslie's
LESL
$62M
| $6.22M | ﹤0.01% |
957,485
-829
| -0.1% | -$5.39K |
|
1502
CVR Energy
CVI
$3.21B
| $6.21M | ﹤0.01% |
174,089
+2,909
| +2% | +$104K |
|
|
ALEX
1503
Alexander & Baldwin
ALEX
$1.36B
| $6.2M | ﹤0.01% |
376,617
-1,435
| -0.4% | -$23.6K |
|
1504
Principal Focused Blue Chip ETF
BCHP
$156M
| $6.19M | ﹤0.01% |
198,099
| – | – |
|
|
SVC
1505
Service Properties Trust
SVC
$469M
| $6.17M | ﹤0.01% |
910,440
+46,417
| +5% | +$315K |
|
1506
iShares MSCI EAFE Value ETF
EFV
$28.3B
| $6.16M | ﹤0.01% |
113,316
-4,105
| -3% | -$223K |
|
1507
Vanguard Mid-Cap ETF
VO
$88.6B
| $6.14M | ﹤0.01% |
24,479
-18,336
| -43% | -$4.6M |
|
|
FBRT
1508
Franklin BSP Realty Trust
FBRT
$953M
| $6.1M | ﹤0.01% |
456,423
+28,436
| +7% | +$380K |
|
1509
Atlanta Braves Holdings Series B
BATRK
$2.62B
| $6.1M | ﹤0.01% |
156,109
-4,427
| -3% | -$173K |
|
1510
ANI Pharmaceuticals
ANIP
$2.14B
| $6.06M | ﹤0.01% |
87,699
+6,626
| +8% | +$458K |
|
1511
Employers Holdings
EIG
$982M
| $6.06M | ﹤0.01% |
133,560
-490
| -0.4% | -$22.2K |
|
1512
Forward Air
FWRD
$913M
| $6.05M | ﹤0.01% |
194,512
+53,310
| +38% | +$1.66M |
|
|
AAT
1513
American Assets Trust
AAT
$1.25B
| $6.01M | ﹤0.01% |
274,489
-16,711
| -6% | -$366K |
|
|
TGI
1514
DELISTED
Triumph Group
TGI
| $5.98M | ﹤0.01% |
397,667
-1,333
| -0.3% | -$20K |
|
1515
Confluent
CFLT
$6.71B
| $5.95M | ﹤0.01% |
194,960
+175,853
| +920% | +$5.37M |
|
|
BPMC
1516
DELISTED
Blueprint Medicines
BPMC
| $5.94M | ﹤0.01% |
62,670
+48,160
| +332% | +$4.57M |
|
1517
Stellar Bancorp
STEL
$1.61B
| $5.94M | ﹤0.01% |
243,735
-822
| -0.3% | -$20K |
|
1518
Sarepta Therapeutics
SRPT
$1.87B
| $5.92M | ﹤0.01% |
45,734
-3,805
| -8% | -$493K |
|
1519
Ichor Holdings
ICHR
$567M
| $5.9M | ﹤0.01% |
152,705
-318
| -0.2% | -$12.3K |
|
1520
VF Corp
VFC
$5.85B
| $5.82M | ﹤0.01% |
379,427
+5,586
| +1% | +$85.7K |
|
1521
Vanguard FTSE Developed Markets ETF
VEA
$175B
| $5.81M | ﹤0.01% |
115,743
+82,588
| +249% | +$4.14M |
|
1522
National Beverage
FIZZ
$3.68B
| $5.78M | ﹤0.01% |
121,734
+315
| +0.3% | +$15K |
|
1523
Provident Financial Services
PFS
$2.59B
| $5.71M | ﹤0.01% |
392,045
-1,489
| -0.4% | -$21.7K |
|
|
DEA
1524
Easterly Government Properties
DEA
$1.06B
| $5.69M | ﹤0.01% |
197,741
-29,314
| -13% | -$844K |
|
1525
Worthington Steel
WS
$1.63B
| $5.67M | ﹤0.01% |
158,207
-632
| -0.4% | -$22.7K |
|