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 | |
|---|---|---|---|---|---|---|
1676
Summit Therapeutics
SMMT
$13.1B
| $3.66M | ﹤0.01% |
205,150
+147,003
| +253% | +$2.62M |
|
1677
Principal Spectrum Preferred Securities Active ETF
PREF
$1.29B
| $3.65M | ﹤0.01% |
196,035
+84,454
| +76% | +$1.57M |
|
1678
CEVA Inc
CEVA
$549M
| $3.64M | ﹤0.01% |
115,265
+3,171
| +3% | +$100K |
|
1679
Monro
MNRO
$507M
| $3.6M | ﹤0.01% |
145,222
+4,169
| +3% | +$103K |
|
|
INN
1680
Summit Hotel Properties
INN
$613M
| $3.6M | ﹤0.01% |
525,598
+15,137
| +3% | +$104K |
|
1681
Wabash National
WNC
$461M
| $3.6M | ﹤0.01% |
210,137
+2,704
| +1% | +$46.3K |
|
|
AAMI
1682
Acadian Asset Management Inc.
AAMI
$1.67B
| $3.6M | ﹤0.01% |
136,489
+4,804
| +4% | +$127K |
|
1683
ProPetro Holding
PUMP
$505M
| $3.59M | ﹤0.01% |
384,768
+6,099
| +2% | +$56.9K |
|
1684
Under Armour
UAA
$2.14B
| $3.59M | ﹤0.01% |
433,419
-4,165
| -1% | -$34.5K |
|
1685
N-able
NABL
$1.53B
| $3.57M | ﹤0.01% |
381,903
+15,154
| +4% | +$142K |
|
|
WSR
1686
Whitestone REIT
WSR
$656M
| $3.54M | ﹤0.01% |
249,984
+12,177
| +5% | +$173K |
|
1687
Viasat
VSAT
$3.91B
| $3.52M | ﹤0.01% |
413,122
+12,802
| +3% | +$109K |
|
1688
Liquidity Services
LQDT
$845M
| $3.51M | ﹤0.01% |
108,687
+3,181
| +3% | +$103K |
|
1689
Dream Finders Homes
DFH
$2.7B
| $3.51M | ﹤0.01% |
150,648
+133,176
| +762% | +$3.1M |
|
1690
Capitol Federal Financial
CFFN
$840M
| $3.5M | ﹤0.01% |
592,331
+16,529
| +3% | +$97.7K |
|
1691
Victory Capital Holdings
VCTR
$4.58B
| $3.46M | ﹤0.01% |
52,830
+5,204
| +11% | +$341K |
|
1692
Viridian Therapeutics
VRDN
$1.62B
| $3.42M | ﹤0.01% |
178,444
+5,634
| +3% | +$108K |
|
|
PYCR
1693
DELISTED
Paycor HCM, Inc. Common Stock
PYCR
| $3.42M | ﹤0.01% |
184,073
+116,262
| +171% | +$2.16M |
|
1694
REX American Resources
REX
$1.01B
| $3.41M | ﹤0.01% |
81,726
+3,094
| +4% | +$129K |
|
1695
Ironwood Pharmaceuticals
IRWD
$187M
| $3.39M | ﹤0.01% |
765,356
+29,629
| +4% | +$131K |
|
1696
Standard Motor Products
SMP
$874M
| $3.37M | ﹤0.01% |
108,684
+3,771
| +4% | +$117K |
|
1697
iShares MSCI USA Quality Factor ETF
QUAL
$54.6B
| $3.36M | ﹤0.01% |
18,893
+9,001
| +91% | +$1.6M |
|
1698
Vanguard Small-Cap Value ETF
VBR
$31.4B
| $3.35M | ﹤0.01% |
+16,905
| New | +$3.35M |
|
1699
iShares ESG Aware MSCI EM ETF
ESGE
$5.27B
| $3.33M | ﹤0.01% |
99,732
+16,005
| +19% | +$534K |
|
1700
Mister Car Wash
MCW
$1.77B
| $3.33M | ﹤0.01% |
456,136
+14,205
| +3% | +$104K |
|