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 | |
|---|---|---|---|---|---|---|
1576
Middlesex Water
MSEX
$954M
| $4.87M | ﹤0.01% |
92,770
+205
| +0.2% | +$10.8K |
|
|
EFC
1577
Ellington Financial
EFC
$1.36B
| $4.86M | ﹤0.01% |
411,161
+2,434
| +0.6% | +$28.7K |
|
1578
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.9B
| $4.84M | ﹤0.01% |
53,925
+2,875
| +6% | +$258K |
|
1579
Healthcare Services Group
HCSG
$1.15B
| $4.8M | ﹤0.01% |
384,858
+650
| +0.2% | +$8.11K |
|
1580
QuinStreet
QNST
$912M
| $4.8M | ﹤0.01% |
271,870
-11,374
| -4% | -$201K |
|
|
PLL
1581
DELISTED
Piedmont Lithium
PLL
| $4.8M | ﹤0.01% |
360,444
-1,181
| -0.3% | -$15.7K |
|
|
SAFE
1582
Safehold
SAFE
$1.15B
| $4.8M | ﹤0.01% |
232,873
-956
| -0.4% | -$19.7K |
|
1583
REX American Resources
REX
$1.01B
| $4.8M | ﹤0.01% |
81,697
-160
| -0.2% | -$9.39K |
|
1584
Protolabs
PRLB
$1.17B
| $4.79M | ﹤0.01% |
133,932
-11,403
| -8% | -$408K |
|
1585
Fresh Del Monte Produce
FDP
$1.7B
| $4.77M | ﹤0.01% |
183,911
+2,051
| +1% | +$53.1K |
|
1586
Sabre
SABR
$679M
| $4.76M | ﹤0.01% |
1,966,579
-4,374
| -0.2% | -$10.6K |
|
1587
TechTarget
TTGT
$404M
| $4.75M | ﹤0.01% |
143,459
+9,166
| +7% | +$303K |
|
|
CSR
1588
Centerspace
CSR
$972M
| $4.71M | ﹤0.01% |
82,460
+3,984
| +5% | +$228K |
|
1589
Guardant Health
GH
$7.05B
| $4.71M | ﹤0.01% |
228,215
+215,170
| +1,649% | +$4.44M |
|
1590
Principal Real Estate Active Opportunities ETF
BYRE
$17.9M
| $4.7M | ﹤0.01% |
199,204
| – | – |
|
1591
Vir Biotechnology
VIR
$713M
| $4.68M | ﹤0.01% |
462,030
-45,597
| -9% | -$462K |
|
1592
Pediatrix Medical
MD
$1.44B
| $4.68M | ﹤0.01% |
466,487
+5,265
| +1% | +$52.8K |
|
1593
Deluxe
DLX
$858M
| $4.67M | ﹤0.01% |
226,865
-844
| -0.4% | -$17.4K |
|
1594
B&G Foods
BGS
$368M
| $4.67M | ﹤0.01% |
408,075
-840
| -0.2% | -$9.61K |
|
1595
Artivion
AORT
$1.94B
| $4.66M | ﹤0.01% |
220,445
+10,479
| +5% | +$222K |
|
1596
Fox Class B
FOX
$25.3B
| $4.64M | ﹤0.01% |
162,244
-13,907
| -8% | -$398K |
|
1597
Wolverine World Wide
WWW
$2.51B
| $4.64M | ﹤0.01% |
414,046
+586
| +0.1% | +$6.57K |
|
|
BECN
1598
DELISTED
Beacon Roofing Supply, Inc.
BECN
| $4.6M | ﹤0.01% |
46,932
+39,710
| +550% | +$3.89M |
|
|
BRKL
1599
DELISTED
Brookline Bancorp
BRKL
| $4.59M | ﹤0.01% |
461,184
-1,761
| -0.4% | -$17.5K |
|
1600
Regenxbio
RGNX
$483M
| $4.56M | ﹤0.01% |
216,211
-19,812
| -8% | -$417K |
|