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 |
Alibaba
BABA
|
$205M |
| 2 |
Boston Properties
BXP
|
$179M |
| 3 |
Domino's
DPZ
|
$178M |
| 4 |
VICI Properties
VICI
|
$124M |
| 5 |
Vail Resorts
MTN
|
$115M |
Top Sells
| 1 |
O'Reilly Automotive
ORLY
|
$127M |
| 2 |
CDK
CDK Global, Inc.
CDK
|
$124M |
| 3 |
SBA Communications
SBAC
|
$118M |
| 4 |
Steris
STE
|
$116M |
| 5 |
Equinix
EQIX
|
$111M |
Sector Composition
| 1 | Real Estate | 16.13% |
| 2 | Financials | 15.66% |
| 3 | Technology | 14.58% |
| 4 | Consumer Discretionary | 11.38% |
| 5 | Industrials | 9.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1901
Diageo
DEO
$61.5B
| $593K | ﹤0.01% |
3,623
| – | – |
|
1902
iShares 20+ Year Treasury Bond ETF
TLT
$47.3B
| $590K | ﹤0.01% |
4,663
+956
| +26% | +$121K |
|
|
SEMG
1903
DELISTED
SEMGROUP CORPORATION
SEMG
| $588K | ﹤0.01% |
39,894
-179
| -0.4% | -$2.64K |
|
|
MITT
1904
AG Mortgage Investment Trust
MITT
$238M
| $587K | ﹤0.01% |
34,886
-157
| -0.4% | -$2.64K |
|
1905
Upland Software
UPLD
$80.6M
| $584K | ﹤0.01% |
13,797
-62
| -0.4% | -$2.62K |
|
1906
Usana Health Sciences
USNA
$579M
| $572K | ﹤0.01% |
6,818
-2,104
| -24% | -$177K |
|
1907
Enterprise Financial Services Corp
EFSC
$2.24B
| $568K | ﹤0.01% |
13,921
-62
| -0.4% | -$2.53K |
|
|
ZGNX
1908
DELISTED
Zogenix, Inc.
ZGNX
| $567K | ﹤0.01% |
10,312
+4,310
| +72% | +$237K |
|
1909
Starwood Property Trust
STWD
$7.38B
| $563K | ﹤0.01% |
25,197
+2,812
| +13% | +$62.8K |
|
1910
Amdocs
DOX
$9.29B
| $560K | ﹤0.01% |
10,349
+869
| +9% | +$47K |
|
|
ATRI
1911
DELISTED
Atrion Corp
ATRI
| $555K | ﹤0.01% |
631
+263
| +71% | +$231K |
|
|
WMC
1912
DELISTED
Western Asset Mortgage Capital Corporation
WMC
| $555K | ﹤0.01% |
54,210
-243
| -0.4% | -$2.49K |
|
1913
Axalta
AXTA
$6.72B
| $551K | ﹤0.01% |
21,865
+1,954
| +10% | +$49.2K |
|
|
GRA
1914
DELISTED
W.R. Grace & Co.
GRA
| $549K | ﹤0.01% |
7,039
+1,213
| +21% | +$94.6K |
|
1915
HEICO
HEI
$44B
| $548K | ﹤0.01% |
5,779
+491
| +9% | +$46.6K |
|
1916
Ironwood Pharmaceuticals
IRWD
$213M
| $543K | ﹤0.01% |
40,134
+1,686
| +4% | +$22.8K |
|
1917
Invesco Short Term Treasury ETF
TBLL
$2.18B
| $542K | ﹤0.01% |
5,135
+1,171
| +30% | +$124K |
|
1918
CBIZ
CBZ
$3.46B
| $541K | ﹤0.01% |
26,709
-120
| -0.4% | -$2.43K |
|
1919
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.89B
| $541K | ﹤0.01% |
18,186
-272
| -1% | -$8.09K |
|
1920
Vanguard Short-Term Bond ETF
BSV
$38.3B
| $533K | ﹤0.01% |
6,693
-54
| -0.8% | -$4.3K |
|
1921
Vanguard Health Care ETF
VHT
$15.6B
| $533K | ﹤0.01% |
3,089
+269
| +10% | +$46.4K |
|
1922
iShares US Aerospace & Defense ETF
ITA
$9.32B
| $532K | ﹤0.01% |
2,667
+205
| +8% | +$40.9K |
|
1923
Armstrong World Industries
AWI
$8.43B
| $529K | ﹤0.01% |
6,665
+567
| +9% | +$45K |
|
|
KNL
1924
DELISTED
Knoll, Inc.
KNL
| $525K | ﹤0.01% |
27,758
+10,156
| +58% | +$192K |
|
1925
SPDR Bloomberg High Yield Bond ETF
JNK
$8.04B
| $522K | ﹤0.01% |
14,500
-9,500
| -40% | -$342K |
|