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 |
TransDigm Group
TDG
|
+$406M |
| 2 |
Welltower
WELL
|
+$262M |
| 3 |
Camden Property Trust
CPT
|
+$199M |
| 4 |
Autodesk
ADSK
|
+$198M |
| 5 |
CONE
CyrusOne Inc Common Stock
CONE
|
+$193M |
Top Sells
| 1 |
Alibaba
BABA
|
+$419M |
| 2 |
Digital Realty Trust
DLR
|
+$252M |
| 3 |
DRE
Duke Realty Corp.
DRE
|
+$207M |
| 4 |
iShares MBS ETF
MBB
|
+$192M |
| 5 |
Americold
COLD
|
+$173M |
Sector Composition
| 1 | Technology | 19.05% |
| 2 | Real Estate | 15.53% |
| 3 | Financials | 15% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Healthcare | 9.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1926
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.46B
| $615K | ﹤0.01% |
12,327
+1,308
| +12% | +$65.3K |
|
1927
AGNC Investment
AGNC
$10.7B
| $611K | ﹤0.01% |
47,326
-15,523
| -25% | -$200K |
|
|
ESGR
1928
DELISTED
Enstar Group
ESGR
| $609K | ﹤0.01% |
3,986
+2,451
| +160% | +$374K |
|
1929
WSFS Financial
WSFS
$3.13B
| $608K | ﹤0.01% |
21,188
-2,456
| -10% | -$70.5K |
|
1930
Novanta
NOVT
$4.12B
| $603K | ﹤0.01% |
5,651
+2,371
| +72% | +$253K |
|
|
LVGO
1931
DELISTED
Livongo Health, Inc. Common Stock
LVGO
| $603K | ﹤0.01% |
+8,016
| New | +$603K |
|
1932
Renasant Corp
RNST
$3.68B
| $602K | ﹤0.01% |
+24,169
| New | +$602K |
|
1933
Editas Medicine
EDIT
$242M
| $595K | ﹤0.01% |
+20,112
| New | +$595K |
|
1934
Y-mAbs Therapeutics
YMAB
$390M
| $590K | ﹤0.01% |
+13,649
| New | +$590K |
|
1935
Gaming and Leisure Properties
GLPI
$13.6B
| $586K | ﹤0.01% |
16,944
-9,137
| -35% | -$316K |
|
1936
Erie Indemnity
ERIE
$17.7B
| $582K | ﹤0.01% |
+3,035
| New | +$582K |
|
|
UN
1937
DELISTED
Unilever NV New York Registry Shares
UN
| $579K | ﹤0.01% |
10,871
+2,231
| +26% | +$119K |
|
1938
Ares Management
ARES
$40.1B
| $579K | ﹤0.01% |
14,592
+7,613
| +109% | +$302K |
|
|
VER
1939
DELISTED
VEREIT, Inc.
VER
| $579K | ﹤0.01% |
17,997
-7,633
| -30% | -$246K |
|
1940
Adverum Biotechnologies
ADVM
$63.4M
| $571K | ﹤0.01% |
2,736
+1,728
| +171% | +$361K |
|
1941
CareDx
CDNA
$720M
| $571K | ﹤0.01% |
+16,134
| New | +$571K |
|
1942
OrthoPediatrics
KIDS
$493M
| $569K | ﹤0.01% |
+12,994
| New | +$569K |
|
1943
Pegasystems
PEGA
$9.93B
| $567K | ﹤0.01% |
11,204
+134
| +1% | +$6.78K |
|
1944
AerCap
AER
$21.8B
| $566K | ﹤0.01% |
18,370
-2,167,056
| -99% | -$66.8M |
|
1945
Peloton Interactive
PTON
$3.09B
| $560K | ﹤0.01% |
+9,702
| New | +$560K |
|
1946
Titan International
TWI
$552M
| $549K | ﹤0.01% |
375,685
-3,951
| -1% | -$5.77K |
|
1947
RBC Bearings
RBC
$11.8B
| $545K | ﹤0.01% |
4,069
+735
| +22% | +$98.4K |
|
1948
Surgery Partners
SGRY
$2.8B
| $545K | ﹤0.01% |
47,126
+26,497
| +128% | +$306K |
|
|
EPZM
1949
DELISTED
Epizyme, Inc
EPZM
| $544K | ﹤0.01% |
33,917
-15,373
| -31% | -$247K |
|
1950
Sea Limited
SE
$116B
| $542K | ﹤0.01% |
5,051
-5,060
| -50% | -$543K |
|