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 | |
|---|---|---|---|---|---|---|
1851
Xometry
XMTR
$2.53B
| $1.26M | ﹤0.01% |
+29,478
| New | +$1.26M |
|
1852
Kinetik
KNTK
$2.58B
| $1.25M | ﹤0.01% |
22,017
+1,671
| +8% | +$94.8K |
|
1853
AvePoint
AVPT
$3.52B
| $1.22M | ﹤0.01% |
74,048
+6,186
| +9% | +$102K |
|
1854
GeneDx Holdings
WGS
$3.62B
| $1.21M | ﹤0.01% |
15,751
+1,511
| +11% | +$116K |
|
1855
MannKind Corp
MNKD
$1.69B
| $1.19M | ﹤0.01% |
184,575
+16,057
| +10% | +$103K |
|
1856
Rush Street Interactive
RSI
$1.99B
| $1.18M | ﹤0.01% |
86,051
+8,393
| +11% | +$115K |
|
1857
Repay Holdings
RPAY
$513M
| $1.16M | ﹤0.01% |
152,655
+15,141
| +11% | +$116K |
|
1858
Ambarella
AMBA
$3.61B
| $1.16M | ﹤0.01% |
+15,937
| New | +$1.16M |
|
1859
Bank of N.T. Butterfield & Son
NTB
$1.87B
| $1.15M | ﹤0.01% |
31,342
+2,459
| +9% | +$89.9K |
|
1860
Alkami Technology
ALKT
$2.66B
| $1.14M | ﹤0.01% |
31,042
+3,287
| +12% | +$121K |
|
1861
Empire State Realty Trust
ESRT
$1.29B
| $1.11M | ﹤0.01% |
107,491
+9,478
| +10% | +$97.8K |
|
1862
ICF International
ICFI
$1.77B
| $1.11M | ﹤0.01% |
9,305
+721
| +8% | +$86K |
|
1863
Limbach Holdings
LMB
$1.2B
| $1.1M | ﹤0.01% |
12,910
+1,294
| +11% | +$111K |
|
1864
ActivePassive Intermediate Municipal Bond ETF
APMU
$188M
| $1.1M | ﹤0.01% |
44,519
+1,509
| +4% | +$37.2K |
|
1865
Invesco S&P 500 Equal Weight ETF
RSP
$74.2B
| $1.07M | ﹤0.01% |
6,133
| – | – |
|
|
PLYM
1866
Plymouth Industrial REIT
PLYM
$980M
| $1.06M | ﹤0.01% |
59,482
-610
| -1% | -$10.9K |
|
1867
West Fraser Timber
WFG
$5.85B
| $1.06M | ﹤0.01% |
12,202
+228
| +2% | +$19.7K |
|
1868
Wheaton Precious Metals
WPM
$47.5B
| $1.06M | ﹤0.01% |
18,758
-1,003
| -5% | -$56.4K |
|
1869
Surgery Partners
SGRY
$2.81B
| $1.05M | ﹤0.01% |
49,549
+3,997
| +9% | +$84.6K |
|
1870
Live Oak Bancshares
LOB
$1.68B
| $1.03M | ﹤0.01% |
26,139
+2,340
| +10% | +$92.5K |
|
|
FBMS
1871
DELISTED
The First Bancshares, Inc.
FBMS
| $1.01M | ﹤0.01% |
28,944
+2,624
| +10% | +$91.8K |
|
1872
Blue Owl Capital
OWL
$11.6B
| $1.01M | ﹤0.01% |
43,539
+382
| +0.9% | +$8.89K |
|
|
DESP
1873
DELISTED
Despegar.com
DESP
| $1M | ﹤0.01% |
52,162
+4,528
| +10% | +$87.2K |
|
1874
DHT Holdings
DHT
$1.96B
| $1M | ﹤0.01% |
107,906
+9,341
| +9% | +$86.8K |
|
1875
Kodiak Gas Services
KGS
$2.93B
| $980K | ﹤0.01% |
24,013
+2,993
| +14% | +$122K |
|