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
|
+$158M |
| 2 |
Gaming and Leisure Properties
GLPI
|
+$122M |
| 3 |
Boston Properties
BXP
|
+$92.5M |
| 4 |
iShares MBS ETF
MBB
|
+$90.6M |
| 5 |
Extra Space Storage
EXR
|
+$77.3M |
Top Sells
| 1 |
TransDigm Group
TDG
|
+$214M |
| 2 |
Toronto Dominion Bank
TD
|
+$142M |
| 3 |
Credit Acceptance
CACC
|
+$122M |
| 4 |
Medical Properties Trust
MPW
|
+$101M |
| 5 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
+$87.4M |
Sector Composition
| 1 | Technology | 17.6% |
| 2 | Real Estate | 15.87% |
| 3 | Financials | 14.95% |
| 4 | Consumer Discretionary | 11.17% |
| 5 | Industrials | 10.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1776
Criteo
CRTO
$1.24B
| $1.89M | ﹤0.01% |
+59,923
| New | +$1.89M |
|
1777
Check Point Software Technologies
CHKP
$21.1B
| $1.89M | ﹤0.01% |
14,519
-307
| -2% | -$39.9K |
|
1778
LivePerson
LPSN
$95.7M
| $1.86M | ﹤0.01% |
422,665
-8,938
| -2% | -$39.4K |
|
1779
Zumiez
ZUMZ
$364M
| $1.83M | ﹤0.01% |
99,454
-2,296
| -2% | -$42.3K |
|
|
AAN
1780
DELISTED
The Aaron's Company, Inc.
AAN
| $1.83M | ﹤0.01% |
189,251
-1,877
| -1% | -$18.1K |
|
1781
Inogen
INGN
$228M
| $1.83M | ﹤0.01% |
146,424
-2,982
| -2% | -$37.2K |
|
1782
Jackson Financial
JXN
$6.68B
| $1.82M | ﹤0.01% |
48,552
-4,303
| -8% | -$161K |
|
1783
Pembina Pipeline
PBA
$22.1B
| $1.8M | ﹤0.01% |
55,601
-3,170
| -5% | -$103K |
|
1784
Principal Spectrum Tax-Advantaged Dividend Active ETF
PQDI
$59.5M
| $1.74M | ﹤0.01% |
995,521
| – | – |
|
1785
Bank of Montreal
BMO
$90.9B
| $1.72M | ﹤0.01% |
19,351
-1,193
| -6% | -$106K |
|
1786
Huron Consulting
HURN
$2.41B
| $1.72M | ﹤0.01% |
21,416
+6,495
| +44% | +$522K |
|
1787
Gannett
GCI
$610M
| $1.71M | ﹤0.01% |
913,891
-18,149
| -2% | -$33.9K |
|
1788
iShares 20+ Year Treasury Bond ETF
TLT
$49.2B
| $1.69M | ﹤0.01% |
+15,897
| New | +$1.69M |
|
1789
World Acceptance Corp
WRLD
$937M
| $1.69M | ﹤0.01% |
20,275
-153
| -0.7% | -$12.7K |
|
1790
Apellis Pharmaceuticals
APLS
$3.4B
| $1.68M | ﹤0.01% |
25,540
-47,442
| -65% | -$3.13M |
|
1791
Seneca Foods Class A
SENEA
$765M
| $1.68M | ﹤0.01% |
32,079
-343
| -1% | -$17.9K |
|
1792
DoorDash
DASH
$110B
| $1.68M | ﹤0.01% |
26,361
-4,470
| -14% | -$284K |
|
1793
Tecnoglass
TGLS
$3.38B
| $1.66M | ﹤0.01% |
39,669
+11,613
| +41% | +$487K |
|
|
SPLK
1794
DELISTED
Splunk Inc
SPLK
| $1.66M | ﹤0.01% |
17,351
-3,392
| -16% | -$325K |
|
1795
Palantir
PLTR
$385B
| $1.66M | ﹤0.01% |
196,391
-38,830
| -17% | -$328K |
|
1796
MongoDB
MDB
$26.9B
| $1.65M | ﹤0.01% |
7,068
-1,384
| -16% | -$323K |
|
1797
W.P. Carey
WPC
$14.7B
| $1.62M | ﹤0.01% |
21,314
+1,148
| +6% | +$87.1K |
|
1798
Alpha Metallurgical Resources
AMR
$1.84B
| $1.6M | ﹤0.01% |
10,245
-1,853
| -15% | -$289K |
|
1799
Atlassian
TEAM
$45.3B
| $1.58M | ﹤0.01% |
9,246
-1,771
| -16% | -$303K |
|
1800
Zynex
ZYXI
$44.2M
| $1.58M | ﹤0.01% |
131,690
-2,491
| -2% | -$29.9K |
|