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 | |
|---|---|---|---|---|---|---|
1876
Enterprise Financial Services Corp
EFSC
$2.25B
| $973K | ﹤0.01% |
17,252
+1,128
| +7% | +$63.6K |
|
1877
Imperial Oil
IMO
$45.6B
| $961K | ﹤0.01% |
15,596
-1,040
| -6% | -$64.1K |
|
1878
Principal Investment Grade Corporate Active ETF
IG
$122M
| $958K | ﹤0.01% |
+47,103
| New | +$958K |
|
1879
ACV Auctions
ACVA
$1.89B
| $955K | ﹤0.01% |
44,230
-20,695
| -32% | -$447K |
|
1880
Guidewire Software
GWRE
$21.6B
| $950K | ﹤0.01% |
5,638
-679
| -11% | -$114K |
|
1881
Constellium
CSTM
$1.92B
| $946K | ﹤0.01% |
92,159
-1,303,448
| -93% | -$13.4M |
|
1882
Franco-Nevada
FNV
$37.8B
| $936K | ﹤0.01% |
7,971
-5,152
| -39% | -$605K |
|
1883
SoFi Technologies
SOFI
$31.1B
| $936K | ﹤0.01% |
60,781
-9,314
| -13% | -$143K |
|
1884
Sezzle
SEZL
$3.16B
| $918K | ﹤0.01% |
21,528
+2,238
| +12% | +$95.4K |
|
1885
CRA International
CRAI
$1.3B
| $915K | ﹤0.01% |
4,888
+429
| +10% | +$80.3K |
|
1886
Southern Copper
SCCO
$81.1B
| $899K | ﹤0.01% |
10,139
+117
| +1% | +$10.4K |
|
1887
Infosys
INFY
$70.5B
| $896K | ﹤0.01% |
40,890
+1,222
| +3% | +$26.8K |
|
1888
Berry Corp
BRY
$247M
| $883K | ﹤0.01% |
213,809
-16,669
| -7% | -$68.8K |
|
1889
AngioDynamics
ANGO
$447M
| $879K | ﹤0.01% |
+95,961
| New | +$879K |
|
1890
Okta
OKTA
$16.5B
| $873K | ﹤0.01% |
11,077
-649
| -6% | -$51.1K |
|
1891
Enact Holdings
ACT
$5.67B
| $866K | ﹤0.01% |
26,731
+2,328
| +10% | +$75.4K |
|
1892
Adaptive Biotechnologies
ADPT
$1.92B
| $860K | ﹤0.01% |
+143,444
| New | +$860K |
|
1893
United States Lime & Minerals
USLM
$3.53B
| $848K | ﹤0.01% |
6,390
+546
| +9% | +$72.5K |
|
1894
Costamare
CMRE
$1.48B
| $843K | ﹤0.01% |
65,638
+6,461
| +11% | +$83K |
|
1895
SS&C Technologies
SSNC
$21.7B
| $835K | ﹤0.01% |
11,018
-2,934
| -21% | -$222K |
|
1896
Barrett Business Services
BBSI
$1.21B
| $826K | ﹤0.01% |
19,018
+1,718
| +10% | +$74.6K |
|
1897
Affirm
AFRM
$28.8B
| $811K | ﹤0.01% |
13,317
-1,742
| -12% | -$106K |
|
1898
Innodata
INOD
$1.71B
| $806K | ﹤0.01% |
20,386
+1,828
| +10% | +$72.2K |
|
1899
Aris Water Solutions
ARIS
$778M
| $806K | ﹤0.01% |
33,635
+3,179
| +10% | +$76.1K |
|
1900
BrightView Holdings
BV
$1.3B
| $805K | ﹤0.01% |
50,359
+4,430
| +10% | +$70.8K |
|