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 | |
|---|---|---|---|---|---|---|
1751
Ternium
TX
$6.69B
| $2.65M | ﹤0.01% |
91,138
+9,459
| +12% | +$275K |
|
1752
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.9B
| $2.65M | ﹤0.01% |
29,725
+4,075
| +16% | +$363K |
|
1753
B&G Foods
BGS
$368M
| $2.64M | ﹤0.01% |
383,814
+10,742
| +3% | +$74K |
|
1754
Acadia Pharmaceuticals
ACAD
$4.02B
| $2.64M | ﹤0.01% |
143,694
+14,143
| +11% | +$260K |
|
1755
Leonardo DRS
DRS
$10.9B
| $2.6M | ﹤0.01% |
80,483
-1,028
| -1% | -$33.2K |
|
1756
Construction Partners
ROAD
$6.95B
| $2.58M | ﹤0.01% |
29,161
-11,054
| -27% | -$978K |
|
1757
CBIZ
CBZ
$3.01B
| $2.58M | ﹤0.01% |
31,523
+3,663
| +13% | +$300K |
|
1758
Scholastic
SCHL
$660M
| $2.57M | ﹤0.01% |
120,446
+2,882
| +2% | +$61.5K |
|
1759
Insteel Industries
IIIN
$745M
| $2.56M | ﹤0.01% |
94,603
+2,746
| +3% | +$74.2K |
|
1760
Tootsie Roll Industries
TR
$2.88B
| $2.55M | ﹤0.01% |
81,276
+2,412
| +3% | +$75.7K |
|
|
INVX
1761
Innovex International, Inc.
INVX
$1.15B
| $2.55M | ﹤0.01% |
182,458
+20,102
| +12% | +$281K |
|
1762
TechTarget
TTGT
$404M
| $2.55M | ﹤0.01% |
128,412
+6,577
| +5% | +$130K |
|
1763
Simulations Plus
SLP
$280M
| $2.54M | ﹤0.01% |
91,177
+3,904
| +4% | +$109K |
|
1764
iShares Russell 2000 Growth ETF
IWO
$12.5B
| $2.53M | ﹤0.01% |
8,800
-1,100
| -11% | -$317K |
|
|
UHT
1765
Universal Health Realty Income Trust
UHT
$569M
| $2.5M | ﹤0.01% |
67,289
+2,458
| +4% | +$91.5K |
|
1766
Liberty Live Group Series A
LLYVA
$8.99B
| $2.5M | ﹤0.01% |
37,515
-162
| -0.4% | -$10.8K |
|
1767
Nabors Industries
NBR
$619M
| $2.49M | ﹤0.01% |
43,602
+1,184
| +3% | +$67.7K |
|
1768
Kadant
KAI
$3.75B
| $2.46M | ﹤0.01% |
7,132
+828
| +13% | +$286K |
|
1769
Alnylam Pharmaceuticals
ALNY
$61.5B
| $2.44M | ﹤0.01% |
10,378
-230
| -2% | -$54.1K |
|
1770
National Presto Industries
NPK
$784M
| $2.44M | ﹤0.01% |
24,785
+673
| +3% | +$66.2K |
|
1771
RPC Inc
RES
$1.02B
| $2.38M | ﹤0.01% |
400,686
+11,087
| +3% | +$65.9K |
|
1772
iShares Core MSCI Emerging Markets ETF
IEMG
$105B
| $2.36M | ﹤0.01% |
45,260
-1,540,580
| -97% | -$80.4M |
|
1773
Heartland Express
HTLD
$656M
| $2.36M | ﹤0.01% |
210,266
+5,946
| +3% | +$66.7K |
|
1774
Gogo Inc
GOGO
$1.36B
| $2.33M | ﹤0.01% |
287,890
+5,420
| +2% | +$43.8K |
|
|
BWIN
1775
Baldwin Insurance Group
BWIN
$2.17B
| $2.32M | ﹤0.01% |
59,859
-13,373
| -18% | -$518K |
|