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
|
+$742M |
| 2 |
Healthpeak Properties
DOC
|
+$351M |
| 3 |
Arthur J. Gallagher & Co
AJG
|
+$317M |
| 4 |
Equity Lifestyle Properties
ELS
|
+$256M |
| 5 |
TransDigm Group
TDG
|
+$235M |
Top Sells
| 1 |
Adobe
ADBE
|
+$508M |
| 2 |
SBA Communications
SBAC
|
+$445M |
| 3 |
Brookfield
BN
|
+$391M |
| 4 |
Alexandria Real Estate Equities
ARE
|
+$291M |
| 5 |
Sun Communities
SUI
|
+$288M |
Sector Composition
| 1 | Technology | 20.2% |
| 2 | Financials | 16.62% |
| 3 | Real Estate | 12.83% |
| 4 | Consumer Discretionary | 11.84% |
| 5 | Industrials | 10.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1626
Par Pacific Holdings
PARR
$1.71B
| $4.45M | ﹤0.01% |
271,242
+5,710
| +2% | +$93.6K |
|
1627
PC Connection
CNXN
$1.61B
| $4.42M | ﹤0.01% |
63,842
+2,138
| +3% | +$148K |
|
1628
Central Pacific Financial
CPF
$835M
| $4.42M | ﹤0.01% |
152,043
+5,978
| +4% | +$174K |
|
|
PRSU
1629
Pursuit Attractions and Hospitality, Inc.
PRSU
$1.04B
| $4.39M | ﹤0.01% |
103,374
+3,185
| +3% | +$135K |
|
1630
Southside Bancshares
SBSI
$920M
| $4.39M | ﹤0.01% |
138,159
+4,018
| +3% | +$128K |
|
1631
Marten Transport
MRTN
$960M
| $4.38M | ﹤0.01% |
280,872
+8,040
| +3% | +$126K |
|
1632
SunCoke Energy
SXC
$656M
| $4.36M | ﹤0.01% |
407,846
+11,473
| +3% | +$123K |
|
1633
Robinhood
HOOD
$107B
| $4.35M | ﹤0.01% |
116,732
+73,607
| +171% | +$2.74M |
|
|
AHH
1634
Armada Hoffler Properties
AHH
$588M
| $4.35M | ﹤0.01% |
424,956
+70,930
| +20% | +$726K |
|
1635
Alpha and Omega Semiconductor
AOSL
$868M
| $4.27M | ﹤0.01% |
115,445
+3,474
| +3% | +$129K |
|
1636
Primoris Services
PRIM
$6.54B
| $4.27M | ﹤0.01% |
55,937
+5,317
| +11% | +$406K |
|
1637
Greif
GEF
$3.57B
| $4.27M | ﹤0.01% |
69,900
+653
| +0.9% | +$39.9K |
|
1638
Pilgrim's Pride
PPC
$10.3B
| $4.21M | ﹤0.01% |
92,754
-924
| -1% | -$41.9K |
|
1639
Shopify
SHOP
$190B
| $4.19M | ﹤0.01% |
39,400
-800
| -2% | -$85.1K |
|
|
RWT
1640
Redwood Trust
RWT
$812M
| $4.19M | ﹤0.01% |
641,410
+18,164
| +3% | +$119K |
|
|
SWI
1641
DELISTED
SolarWinds Corporation Common Stock
SWI
| $4.19M | ﹤0.01% |
293,855
+12,428
| +4% | +$177K |
|
1642
iShares US Real Estate ETF
IYR
$3.65B
| $4.18M | ﹤0.01% |
+44,875
| New | +$4.18M |
|
1643
Crinetics Pharmaceuticals
CRNX
$3.2B
| $4.15M | ﹤0.01% |
81,156
+3,447
| +4% | +$176K |
|
1644
SITE Centers
SITC
$473M
| $4.14M | ﹤0.01% |
271,067
-1,060,871
| -80% | -$16.2M |
|
1645
Healthcare Services Group
HCSG
$1.18B
| $4.13M | ﹤0.01% |
355,419
+9,492
| +3% | +$110K |
|
1646
Wolfspeed
WOLF
$263M
| $4.12M | ﹤0.01% |
619,057
+26,458
| +4% | +$176K |
|
1647
Tompkins Financial
TMP
$1B
| $4.12M | ﹤0.01% |
60,723
+1,660
| +3% | +$113K |
|
1648
News Corp Class B
NWS
$18.1B
| $4.11M | ﹤0.01% |
135,074
-1,960
| -1% | -$59.6K |
|
1649
Matthews International
MATW
$768M
| $4.11M | ﹤0.01% |
148,323
+4,137
| +3% | +$115K |
|
1650
Clearway Energy Class A
CWEN.A
$3.23B
| $4.1M | ﹤0.01% |
167,837
+4,764
| +3% | +$116K |
|