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 | |
|---|---|---|---|---|---|---|
1576
Principal Real Estate Active Opportunities ETF
BYRE
$17.8M
| $4.46M | ﹤0.01% |
199,204
| – | – |
|
1577
Impinj
PI
$5.26B
| $4.43M | ﹤0.01% |
40,575
+37,603
| +1,265% | +$4.11M |
|
1578
Protolabs
PRLB
$1.19B
| $4.4M | ﹤0.01% |
172,394
+2,867
| +2% | +$73.2K |
|
1579
Vanguard Russell 1000 Value ETF
VONV
$13.6B
| $4.4M | ﹤0.01% |
66,019
-590
| -0.9% | -$39.3K |
|
1580
Trustco Bank Corp NY
TRST
$753M
| $4.38M | ﹤0.01% |
116,579
-1,427
| -1% | -$53.6K |
|
1581
LivePerson
LPSN
$87M
| $4.38M | ﹤0.01% |
431,603
+1,006
| +0.2% | +$10.2K |
|
|
VMW
1582
DELISTED
VMware, Inc
VMW
| $4.36M | ﹤0.01% |
35,506
+25,115
| +242% | +$3.08M |
|
1583
Alignment Healthcare
ALHC
$3.23B
| $4.34M | ﹤0.01% |
369,381
+335,469
| +989% | +$3.95M |
|
|
EFC
1584
Ellington Financial
EFC
$1.34B
| $4.34M | ﹤0.01% |
350,845
-564
| -0.2% | -$6.98K |
|
1585
Ambarella
AMBA
$3.45B
| $4.32M | ﹤0.01% |
52,557
+47,255
| +891% | +$3.89M |
|
1586
Vanguard Russell 1000 Growth ETF
VONG
$31.9B
| $4.32M | ﹤0.01% |
78,326
+5,600
| +8% | +$309K |
|
1587
MarineMax
HZO
$565M
| $4.29M | ﹤0.01% |
137,569
+4,819
| +4% | +$150K |
|
|
SAFE
1588
DELISTED
Safehold Inc.
SAFE
| $4.27M | ﹤0.01% |
149,252
+40,937
| +38% | +$1.17M |
|
|
DISH
1589
DELISTED
DISH Network Corp.
DISH
| $4.27M | ﹤0.01% |
304,079
-8,065
| -3% | -$113K |
|
1590
Pilgrim's Pride
PPC
$10.3B
| $4.21M | ﹤0.01% |
177,252
-284
| -0.2% | -$6.74K |
|
|
OPI
1591
Office Properties Income Trust
OPI
$41.9M
| $4.2M | ﹤0.01% |
314,866
+15,983
| +5% | +$213K |
|
1592
Alpha and Omega Semiconductor
AOSL
$861M
| $4.18M | ﹤0.01% |
146,346
+411
| +0.3% | +$11.7K |
|
|
TGI
1593
DELISTED
Triumph Group
TGI
| $4.17M | ﹤0.01% |
396,737
-3,199
| -0.8% | -$33.7K |
|
1594
Thomson Reuters
TRI
$78B
| $4.15M | ﹤0.01% |
35,066
+28,372
| +424% | +$3.36M |
|
|
AAMI
1595
Acadian Asset Management Inc.
AAMI
$1.74B
| $4.1M | ﹤0.01% |
199,320
-1,453
| -0.7% | -$29.9K |
|
|
EDR
1596
DELISTED
Endeavor Group Holdings, Inc.
EDR
| $4.09M | ﹤0.01% |
+181,511
| New | +$4.09M |
|
1597
Driven Brands
DRVN
$2.99B
| $4.09M | ﹤0.01% |
149,732
+133,771
| +838% | +$3.65M |
|
1598
Standard Motor Products
SMP
$898M
| $4.07M | ﹤0.01% |
116,961
-839
| -0.7% | -$29.2K |
|
1599
Vornado Realty Trust
VNO
$8.25B
| $4.05M | ﹤0.01% |
194,724
-7,374
| -4% | -$153K |
|
1600
Northfield Bancorp
NFBK
$493M
| $4.05M | ﹤0.01% |
257,290
-16,284
| -6% | -$256K |
|