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
|
+$158M |
| 2 |
Gaming and Leisure Properties
GLPI
|
+$122M |
| 3 |
Boston Properties
BXP
|
+$92.5M |
| 4 |
iShares MBS ETF
MBB
|
+$90.6M |
| 5 |
Extra Space Storage
EXR
|
+$77.3M |
Top Sells
| 1 |
TransDigm Group
TDG
|
+$214M |
| 2 |
Toronto Dominion Bank
TD
|
+$142M |
| 3 |
Credit Acceptance
CACC
|
+$122M |
| 4 |
Medical Properties Trust
MPW
|
+$101M |
| 5 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
+$87.4M |
Sector Composition
| 1 | Technology | 17.6% |
| 2 | Real Estate | 15.87% |
| 3 | Financials | 14.95% |
| 4 | Consumer Discretionary | 11.17% |
| 5 | Industrials | 10.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1651
United Fire Group
UFCS
$788M
| $3.48M | ﹤0.01% |
130,921
-1,597
| -1% | -$42.4K |
|
1652
F&G Annuities & Life
FG
$4.62B
| $3.47M | ﹤0.01% |
191,251
+8,997
| +5% | +$163K |
|
1653
Resources Connection
RGP
$166M
| $3.42M | ﹤0.01% |
200,673
-4,547
| -2% | -$77.6K |
|
1654
Customers Bancorp
CUBI
$2.35B
| $3.41M | ﹤0.01% |
184,153
-2,714
| -1% | -$50.3K |
|
1655
Clearwater Paper
CLW
$344M
| $3.39M | ﹤0.01% |
101,436
-975
| -1% | -$32.6K |
|
1656
BioMarin Pharmaceuticals
BMRN
$10.5B
| $3.38M | ﹤0.01% |
34,730
+897
| +3% | +$87.2K |
|
1657
ASML
ASML
$312B
| $3.37M | ﹤0.01% |
4,957
| – | – |
|
1658
Insteel Industries
IIIN
$742M
| $3.37M | ﹤0.01% |
121,274
-3,496
| -3% | -$97.3K |
|
1659
Artivion
AORT
$1.94B
| $3.36M | ﹤0.01% |
256,831
-7,280
| -3% | -$95.4K |
|
1660
Infosys
INFY
$70.3B
| $3.35M | ﹤0.01% |
192,277
-14,181
| -7% | -$247K |
|
1661
Aveanna Healthcare
AVAH
$1.72B
| $3.34M | ﹤0.01% |
3,209,864
+35,653
| +1% | +$37.1K |
|
1662
NETGEAR
NTGR
$816M
| $3.3M | ﹤0.01% |
178,410
-3,060
| -2% | -$56.6K |
|
1663
E.W. Scripps
SSP
$245M
| $3.3M | ﹤0.01% |
350,843
-3,373
| -1% | -$31.7K |
|
1664
SPDR S&P 500 ESG ETF
EFIV
$1.15B
| $3.28M | ﹤0.01% |
83,133
+73,059
| +725% | +$2.88M |
|
1665
Enviri
NVRI
$954M
| $3.28M | ﹤0.01% |
479,594
-6,333
| -1% | -$43.3K |
|
|
AGTI
1666
DELISTED
Agiliti, Inc.
AGTI
| $3.27M | ﹤0.01% |
204,663
-4,893
| -2% | -$78.2K |
|
1667
Cenovus Energy
CVE
$30.6B
| $3.24M | ﹤0.01% |
186,110
-18,127
| -9% | -$316K |
|
1668
Arlo Technologies
ARLO
$1.75B
| $3.23M | ﹤0.01% |
533,559
-11,264
| -2% | -$68.3K |
|
1669
Titan International
TWI
$549M
| $3.23M | ﹤0.01% |
307,919
-6,678
| -2% | -$70K |
|
1670
CrowdStrike
CRWD
$107B
| $3.22M | ﹤0.01% |
23,436
-50,364
| -68% | -$6.91M |
|
1671
Oil States International
OIS
$340M
| $3.22M | ﹤0.01% |
386,112
-4,696
| -1% | -$39.1K |
|
1672
AMC Networks
AMCX
$326M
| $3.21M | ﹤0.01% |
182,346
-4,925
| -3% | -$86.6K |
|
1673
Sonder
SOND
$21.4M
| $3.21M | ﹤0.01% |
211,695
+4,017
| +2% | +$60.8K |
|
|
FRC
1674
DELISTED
First Republic Bank
FRC
| $3.19M | ﹤0.01% |
228,061
-2,661,360
| -92% | -$37.2M |
|
1675
Bristow Group
VTOL
$1.08B
| $3.19M | ﹤0.01% |
142,244
-1,573
| -1% | -$35.2K |
|