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 | |
|---|---|---|---|---|---|---|
1726
Green Plains
GPRE
$635M
| $2.97M | ﹤0.01% |
313,446
+8,750
| +3% | +$83K |
|
1727
Mativ Holdings
MATV
$666M
| $2.95M | ﹤0.01% |
270,460
+7,476
| +3% | +$81.5K |
|
1728
Canadian Imperial Bank of Commerce
CM
$73.3B
| $2.95M | ﹤0.01% |
46,600
-12,300
| -21% | -$778K |
|
1729
United Fire Group
UFCS
$792M
| $2.94M | ﹤0.01% |
103,210
+2,940
| +3% | +$83.6K |
|
1730
Ambac
AMBC
$415M
| $2.91M | ﹤0.01% |
229,954
+6,589
| +3% | +$83.4K |
|
1731
Thryv Holdings
THRY
$551M
| $2.91M | ﹤0.01% |
196,522
+35,073
| +22% | +$519K |
|
1732
Biohaven
BHVN
$1.48B
| $2.89M | ﹤0.01% |
77,387
+3,281
| +4% | +$123K |
|
1733
Sturm, Ruger & Co
RGR
$587M
| $2.88M | ﹤0.01% |
81,537
+1,937
| +2% | +$68.5K |
|
|
KREF
1734
KKR Real Estate Finance Trust
KREF
$644M
| $2.87M | ﹤0.01% |
283,897
+8,873
| +3% | +$89.6K |
|
1735
Metallus
MTUS
$695M
| $2.87M | ﹤0.01% |
202,805
+3,511
| +2% | +$49.6K |
|
1736
iShares S&P 500 Value ETF
IVE
$40.8B
| $2.86M | ﹤0.01% |
14,957
+1,122
| +8% | +$214K |
|
1737
PagSeguro Digital
PAGS
$2.7B
| $2.82M | ﹤0.01% |
451,110
+47,172
| +12% | +$295K |
|
1738
Shenandoah Telecom
SHEN
$728M
| $2.81M | ﹤0.01% |
222,588
+6,323
| +3% | +$79.7K |
|
1739
Atlassian
TEAM
$45.7B
| $2.81M | ﹤0.01% |
11,531
+761
| +7% | +$185K |
|
1740
MarineMax
HZO
$545M
| $2.79M | ﹤0.01% |
96,504
+3,779
| +4% | +$109K |
|
1741
Sun Country Airlines
SNCY
$699M
| $2.78M | ﹤0.01% |
190,554
+5,760
| +3% | +$84K |
|
1742
Green Dot
GDOT
$757M
| $2.77M | ﹤0.01% |
260,772
+7,642
| +3% | +$81.3K |
|
1743
Nu Holdings
NU
$74.9B
| $2.77M | ﹤0.01% |
267,433
-886,031
| -77% | -$9.18M |
|
1744
Alibaba
BABA
$343B
| $2.76M | ﹤0.01% |
32,609
-19,954
| -38% | -$1.69M |
|
1745
MGP Ingredients
MGPI
$588M
| $2.7M | ﹤0.01% |
68,634
+1,973
| +3% | +$77.7K |
|
1746
Zeta Global
ZETA
$4.49B
| $2.69M | ﹤0.01% |
149,788
+13,730
| +10% | +$247K |
|
1747
Hain Celestial
HAIN
$176M
| $2.69M | ﹤0.01% |
437,354
+13,849
| +3% | +$85.2K |
|
|
ADAM
1748
Adamas Trust, Inc. Common Stock
ADAM
$659M
| $2.66M | ﹤0.01% |
439,263
+12,275
| +3% | +$74.4K |
|
1749
iShares MSCI EAFE Value ETF
EFV
$28B
| $2.66M | ﹤0.01% |
50,719
+21,076
| +71% | +$1.11M |
|
1750
IMAX
IMAX
$1.67B
| $2.66M | ﹤0.01% |
103,946
+42,562
| +69% | +$1.09M |
|