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 | |
|---|---|---|---|---|---|---|
1701
ODP
ODP
$611M
| $3.32M | ﹤0.01% |
146,188
-12,219
| -8% | -$278K |
|
1702
American Axle
AXL
$704M
| $3.32M | ﹤0.01% |
570,074
+15,976
| +3% | +$93.1K |
|
1703
Cytek Biosciences
CTKB
$476M
| $3.29M | ﹤0.01% |
506,925
+3,753
| +0.7% | +$24.4K |
|
1704
Vir Biotechnology
VIR
$713M
| $3.28M | ﹤0.01% |
447,313
+15,902
| +4% | +$117K |
|
1705
Sweetgreen
SG
$1.03B
| $3.27M | ﹤0.01% |
102,127
-48,386
| -32% | -$1.55M |
|
1706
Revolve Group
RVLV
$1.67B
| $3.25M | ﹤0.01% |
+97,050
| New | +$3.25M |
|
1707
Thomson Reuters
TRI
$76.8B
| $3.23M | ﹤0.01% |
20,147
-7,600
| -27% | -$1.22M |
|
1708
GeoPark
GPRK
$334M
| $3.21M | ﹤0.01% |
345,920
-20,460
| -6% | -$190K |
|
1709
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2B
| $3.18M | ﹤0.01% |
75,513
+40,259
| +114% | +$1.69M |
|
1710
Golden Entertainment
GDEN
$634M
| $3.15M | ﹤0.01% |
99,705
-336
| -0.3% | -$10.6K |
|
1711
Shoe Carnival
SCVL
$653M
| $3.15M | ﹤0.01% |
95,181
+3,452
| +4% | +$114K |
|
1712
Avis
CAR
$5.48B
| $3.14M | ﹤0.01% |
38,939
-688
| -2% | -$55.5K |
|
1713
Forward Air
FWRD
$913M
| $3.13M | ﹤0.01% |
97,148
+6,629
| +7% | +$214K |
|
1714
CVR Energy
CVI
$3.21B
| $3.12M | ﹤0.01% |
166,674
+4,830
| +3% | +$90.5K |
|
1715
First Citizens BancShares
FCNCA
$25.2B
| $3.11M | ﹤0.01% |
1,474
-158
| -10% | -$334K |
|
1716
HDFC Bank
HDB
$180B
| $3.11M | ﹤0.01% |
48,679
+1,454
| +3% | +$92.9K |
|
1717
Ethan Allen Interiors
ETD
$745M
| $3.09M | ﹤0.01% |
109,755
+3,116
| +3% | +$87.6K |
|
1718
Wave Life Sciences
WVE
$1.18B
| $3.08M | ﹤0.01% |
+248,645
| New | +$3.08M |
|
1719
Trustco Bank Corp NY
TRST
$744M
| $3.07M | ﹤0.01% |
92,158
+2,569
| +3% | +$85.6K |
|
|
XYZ
1720
Block, Inc.
XYZ
$45B
| $3.07M | ﹤0.01% |
36,074
-4,955
| -12% | -$421K |
|
1721
SPDR S&P Homebuilders ETF
XHB
$1.91B
| $3.03M | ﹤0.01% |
+28,996
| New | +$3.03M |
|
1722
Ezcorp Inc
EZPW
$1.02B
| $3.02M | ﹤0.01% |
246,887
+6,438
| +3% | +$78.7K |
|
1723
Corebridge Financial
CRBG
$17.9B
| $3.02M | ﹤0.01% |
100,781
-1,162
| -1% | -$34.8K |
|
1724
SpartanNash
SPTN
$900M
| $3M | ﹤0.01% |
163,673
+4,596
| +3% | +$84.2K |
|
1725
Enviri
NVRI
$959M
| $2.99M | ﹤0.01% |
388,552
+10,977
| +3% | +$84.5K |
|