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 | |
|---|---|---|---|---|---|---|
|
SAFE
1651
Safehold
SAFE
$1.15B
| $4.1M | ﹤0.01% |
222,050
+6,093
| +3% | +$113K |
|
1652
PDF Solutions
PDFS
$763M
| $4.1M | ﹤0.01% |
151,362
+4,508
| +3% | +$122K |
|
1653
Bristow Group
VTOL
$1.08B
| $4.09M | ﹤0.01% |
119,379
+3,356
| +3% | +$115K |
|
1654
Vital Energy
VTLE
$647M
| $4.05M | ﹤0.01% |
130,842
+3,571
| +3% | +$110K |
|
1655
Hanmi Financial
HAFC
$754M
| $4.04M | ﹤0.01% |
170,942
+6,643
| +4% | +$157K |
|
1656
HealthStream
HSTM
$839M
| $4.03M | ﹤0.01% |
126,673
+4,407
| +4% | +$140K |
|
1657
Skyward Specialty Insurance
SKWD
$1.93B
| $4M | ﹤0.01% |
79,163
-24,942
| -24% | -$1.26M |
|
1658
PRA Group
PRAA
$653M
| $3.99M | ﹤0.01% |
191,168
+5,434
| +3% | +$114K |
|
1659
National Vision
EYE
$1.79B
| $3.98M | ﹤0.01% |
382,016
+11,281
| +3% | +$118K |
|
1660
Core Laboratories
CLB
$577M
| $3.97M | ﹤0.01% |
229,096
+6,827
| +3% | +$118K |
|
1661
Coinbase
COIN
$81B
| $3.96M | ﹤0.01% |
15,966
-37,682
| -70% | -$9.36M |
|
1662
ProAssurance
PRA
$1.22B
| $3.95M | ﹤0.01% |
248,069
+6,919
| +3% | +$110K |
|
1663
Arcus Biosciences
RCUS
$1.25B
| $3.92M | ﹤0.01% |
263,517
+7,906
| +3% | +$118K |
|
1664
Cheniere Energy
LNG
$52.1B
| $3.91M | ﹤0.01% |
18,201
-2,218
| -11% | -$477K |
|
1665
BJ's Restaurants
BJRI
$691M
| $3.89M | ﹤0.01% |
110,833
+1,752
| +2% | +$61.6K |
|
1666
Jack in the Box
JACK
$345M
| $3.89M | ﹤0.01% |
93,335
+2,686
| +3% | +$112K |
|
1667
iShares Preferred and Income Securities ETF
PFF
$14.6B
| $3.87M | ﹤0.01% |
+123,000
| New | +$3.87M |
|
1668
Booz Allen Hamilton
BAH
$12.6B
| $3.83M | ﹤0.01% |
29,784
-6,139
| -17% | -$790K |
|
1669
John B. Sanfilippo & Son
JBSS
$724M
| $3.83M | ﹤0.01% |
43,941
+1,285
| +3% | +$112K |
|
1670
Eagle Bancorp
EGBN
$596M
| $3.81M | ﹤0.01% |
146,416
+4,197
| +3% | +$109K |
|
1671
Avanos Medical
AVNS
$558M
| $3.79M | ﹤0.01% |
237,794
+7,932
| +3% | +$126K |
|
1672
Ultragenyx Pharmaceutical
RARE
$3.02B
| $3.78M | ﹤0.01% |
89,955
+3,515
| +4% | +$148K |
|
1673
SolarEdge
SEDG
$1.75B
| $3.78M | ﹤0.01% |
277,832
+11,704
| +4% | +$159K |
|
1674
Astec Industries
ASTE
$1.06B
| $3.72M | ﹤0.01% |
110,573
+3,082
| +3% | +$104K |
|
1675
AdvanSix
ASIX
$554M
| $3.69M | ﹤0.01% |
129,551
+3,699
| +3% | +$105K |
|