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 |
CoStar Group
CSGP
|
$317M |
| 2 |
Digital Realty Trust
DLR
|
$256M |
| 3 |
American Tower
AMT
|
$201M |
| 4 |
COR
Coresite Realty Corporation
COR
|
$158M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$136M |
Top Sells
| 1 |
INXN
Interxion Holding N.V.
INXN
|
$358M |
| 2 |
Wayfair
W
|
$187M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$146M |
| 4 |
Welltower
WELL
|
$145M |
| 5 |
Host Hotels & Resorts
HST
|
$125M |
Sector Composition
| 1 | Technology | 17.28% |
| 2 | Real Estate | 16.9% |
| 3 | Financials | 15.46% |
| 4 | Consumer Discretionary | 10.43% |
| 5 | Healthcare | 9.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1926
SPDR Portfolio Emerging Markets ETF
SPEM
$13.1B
| $361K | ﹤0.01% |
12,668
-220
| -2% | -$6.27K |
|
1927
Popular Inc
BPOP
$8.49B
| $358K | ﹤0.01% |
10,217
+1,884
| +23% | +$66K |
|
1928
LSB Industries
LXU
$599M
| $349K | ﹤0.01% |
165,952
-6,866
| -4% | -$14.4K |
|
1929
TriMas Corp
TRS
$1.57B
| $349K | ﹤0.01% |
15,126
+63
| +0.4% | +$1.45K |
|
|
WMGI
1930
DELISTED
Wright Medical Group Inc
WMGI
| $349K | ﹤0.01% |
12,179
-19,040
| -61% | -$546K |
|
1931
Kadant
KAI
$3.81B
| $348K | ﹤0.01% |
4,662
-1,898
| -29% | -$142K |
|
1932
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.24B
| $348K | ﹤0.01% |
+8,526
| New | +$348K |
|
1933
Okta
OKTA
$16.4B
| $346K | ﹤0.01% |
2,827
-8,042
| -74% | -$984K |
|
1934
AXIS Capital
AXS
$7.72B
| $345K | ﹤0.01% |
8,923
+591
| +7% | +$22.9K |
|
|
IPHI
1935
DELISTED
INPHI CORPORATION
IPHI
| $343K | ﹤0.01% |
4,333
-96
| -2% | -$7.6K |
|
1936
Essent Group
ESNT
$6.18B
| $343K | ﹤0.01% |
13,031
+2,194
| +20% | +$57.8K |
|
|
SASR
1937
DELISTED
Sandy Spring Bancorp Inc
SASR
| $342K | ﹤0.01% |
15,113
+63
| +0.4% | +$1.43K |
|
1938
Brown-Forman Class A
BF.A
$14.3B
| $341K | ﹤0.01% |
6,631
+539
| +9% | +$27.7K |
|
|
EVBG
1939
DELISTED
Everbridge, Inc. Common Stock
EVBG
| $341K | ﹤0.01% |
3,203
-61
| -2% | -$6.49K |
|
|
EFC
1940
Ellington Financial
EFC
$1.36B
| $338K | ﹤0.01% |
59,145
+245
| +0.4% | +$1.4K |
|
|
ALLK
1941
DELISTED
Allakos
ALLK
| $332K | ﹤0.01% |
7,465
-2,162
| -22% | -$96.2K |
|
1942
Amneal Pharmaceuticals
AMRX
$3B
| $327K | ﹤0.01% |
93,867
+3,121
| +3% | +$10.9K |
|
|
RCM
1943
DELISTED
R1 RCM Inc. Common Stock
RCM
| $327K | ﹤0.01% |
36,024
+2,146
| +6% | +$19.5K |
|
|
PDLI
1944
DELISTED
PDL BioPharma, Inc.
PDLI
| $326K | ﹤0.01% |
115,786
+11,597
| +11% | +$32.7K |
|
|
GOOD
1945
Gladstone Commercial Corp
GOOD
$626M
| $325K | ﹤0.01% |
22,647
+94
| +0.4% | +$1.35K |
|
1946
Weibo
WB
$2.81B
| $325K | ﹤0.01% |
9,816
| – | – |
|
|
QTS
1947
DELISTED
QTS REALTY TRUST, INC.
QTS
| $322K | ﹤0.01% |
5,550
-2,431
| -30% | -$141K |
|
1948
Axsome Therapeutics
AXSM
$6.05B
| $316K | ﹤0.01% |
5,368
-2,157
| -29% | -$127K |
|
1949
iShares Core S&P Total US Stock Market ETF
ITOT
$74.6B
| $316K | ﹤0.01% |
5,520
-451
| -8% | -$25.8K |
|
1950
SPDR DoubleLine Total Return Tactical ETF
TOTL
$3.84B
| $316K | ﹤0.01% |
6,595
-28
| -0.4% | -$1.34K |
|