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 |
Equinix
EQIX
|
+$313M |
| 2 |
Welltower
WELL
|
+$213M |
| 3 |
Brookfield
BN
|
+$162M |
| 4 |
MSCI
MSCI
|
+$146M |
| 5 |
Extra Space Storage
EXR
|
+$143M |
Top Sells
| 1 |
BKI
Black Knight, Inc. Common Stock
BKI
|
+$373M |
| 2 |
Moody's
MCO
|
+$178M |
| 3 |
Dollar General
DG
|
+$169M |
| 4 |
CubeSmart
CUBE
|
+$166M |
| 5 |
Equity Lifestyle Properties
ELS
|
+$156M |
Sector Composition
| 1 | Technology | 17.98% |
| 2 | Financials | 15.34% |
| 3 | Real Estate | 15.22% |
| 4 | Consumer Discretionary | 11.31% |
| 5 | Industrials | 11.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1576
Vanguard Russell 1000 Growth ETF
VONG
$31.8B
| $4.41M | ﹤0.01% |
64,426
-7,800
| -11% | -$534K |
|
1577
Lulu's Fashion Lounge
LVLU
$12.9M
| $4.4M | ﹤0.01% |
146,100
-1,642
| -1% | -$49.5K |
|
1578
Vanguard Russell 1000 Value ETF
VONV
$13.6B
| $4.4M | ﹤0.01% |
66,019
-900
| -1% | -$60K |
|
1579
Sonic Automotive
SAH
$2.83B
| $4.39M | ﹤0.01% |
91,967
-2,447
| -3% | -$117K |
|
|
RWT
1580
Redwood Trust
RWT
$802M
| $4.39M | ﹤0.01% |
615,429
-32,458
| -5% | -$231K |
|
1581
CrowdStrike
CRWD
$109B
| $4.38M | ﹤0.01% |
26,194
+677
| +3% | +$113K |
|
1582
iShares North American Natural Resources ETF
IGE
$625M
| $4.38M | ﹤0.01% |
105,325
| – | – |
|
1583
Braze
BRZE
$3.44B
| $4.38M | ﹤0.01% |
+93,667
| New | +$4.38M |
|
|
BRKL
1584
DELISTED
Brookline Bancorp
BRKL
| $4.36M | ﹤0.01% |
478,408
-21,016
| -4% | -$191K |
|
1585
Powell Industries
POWL
$3.53B
| $4.34M | ﹤0.01% |
52,381
-1,564
| -3% | -$130K |
|
1586
Thomson Reuters
TRI
$78.2B
| $4.31M | ﹤0.01% |
35,053
+500
| +1% | +$61.5K |
|
1587
Mativ Holdings
MATV
$680M
| $4.31M | ﹤0.01% |
302,052
-9,889
| -3% | -$141K |
|
1588
WisdomTree
WT
$2.08B
| $4.3M | ﹤0.01% |
614,118
-35,352
| -5% | -$247K |
|
1589
AdaptHealth
AHCO
$1.29B
| $4.3M | ﹤0.01% |
472,203
+16,695
| +4% | +$152K |
|
1590
Innoviva
INVA
$1.22B
| $4.29M | ﹤0.01% |
330,477
-19,073
| -5% | -$248K |
|
|
SAFE
1591
Safehold
SAFE
$1.2B
| $4.29M | ﹤0.01% |
241,164
+13,371
| +6% | +$238K |
|
1592
Varex Imaging
VREX
$477M
| $4.24M | ﹤0.01% |
225,530
-8,997
| -4% | -$169K |
|
1593
Scansource
SCSC
$994M
| $4.21M | ﹤0.01% |
139,045
-5,708
| -4% | -$173K |
|
|
BDN
1594
Brandywine Realty Trust
BDN
$782M
| $4.21M | ﹤0.01% |
928,292
-49,225
| -5% | -$223K |
|
1595
Principal Real Estate Active Opportunities ETF
BYRE
$17.9M
| $4.19M | ﹤0.01% |
199,204
| – | – |
|
|
ADAM
1596
Adamas Trust, Inc. Common Stock
ADAM
$654M
| $4.17M | ﹤0.01% |
491,568
-26,235
| -5% | -$223K |
|
1597
Booz Allen Hamilton
BAH
$12.8B
| $4.17M | ﹤0.01% |
38,129
+859
| +2% | +$93.9K |
|
|
CHCT
1598
Community Healthcare Trust
CHCT
$446M
| $4.16M | ﹤0.01% |
139,961
-4,224
| -3% | -$125K |
|
1599
Healthcare Services Group
HCSG
$1.2B
| $4.14M | ﹤0.01% |
396,949
-25,644
| -6% | -$267K |
|
1600
SpartanNash
SPTN
$898M
| $4.12M | ﹤0.01% |
187,380
-12,321
| -6% | -$271K |
|