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 | |
|---|---|---|---|---|---|---|
1926
Coastal Financial
CCB
$1.67B
| $648K | ﹤0.01% |
7,630
+653
| +9% | +$55.4K |
|
1927
Paysafe
PSFE
$839M
| $645K | ﹤0.01% |
37,727
+3,651
| +11% | +$62.4K |
|
1928
Byline Bancorp
BY
$1.32B
| $639K | ﹤0.01% |
22,018
+1,854
| +9% | +$53.8K |
|
|
SMAR
1929
DELISTED
Smartsheet Inc.
SMAR
| $637K | ﹤0.01% |
11,375
-163
| -1% | -$9.13K |
|
1930
Amalgamated Financial
AMAL
$866M
| $636K | ﹤0.01% |
18,992
+1,722
| +10% | +$57.6K |
|
1931
TechnipFMC
FTI
$16.3B
| $631K | ﹤0.01% |
21,818
-117,133
| -84% | -$3.39M |
|
1932
Old Second Bancorp
OSBC
$961M
| $628K | ﹤0.01% |
35,325
+3,082
| +10% | +$54.8K |
|
1933
Select Water Solutions
WTTR
$883M
| $619K | ﹤0.01% |
46,781
+3,412
| +8% | +$45.2K |
|
1934
Grindr
GRND
$3B
| $605K | ﹤0.01% |
33,919
+3,341
| +11% | +$59.6K |
|
1935
Vanguard Small-Cap ETF
VB
$66.8B
| $605K | ﹤0.01% |
2,516
+261
| +12% | +$62.7K |
|
1936
Varex Imaging
VREX
$481M
| $600K | ﹤0.01% |
41,144
+3,914
| +11% | +$57.1K |
|
1937
Zillow
Z
$21.1B
| $595K | ﹤0.01% |
8,039
-2,326
| -22% | -$172K |
|
1938
monday.com
MNDY
$9.98B
| $586K | ﹤0.01% |
2,489
-50,817
| -95% | -$12M |
|
1939
Peoples Bancorp
PEBO
$1.09B
| $584K | ﹤0.01% |
18,430
+1,339
| +8% | +$42.4K |
|
1940
Miller Industries
MLR
$457M
| $581K | ﹤0.01% |
8,887
+757
| +9% | +$49.5K |
|
1941
MiMedx Group
MDXG
$1.05B
| $579K | ﹤0.01% |
60,226
+4,731
| +9% | +$45.5K |
|
1942
GitLab
GTLB
$8.03B
| $578K | ﹤0.01% |
10,254
+48
| +0.5% | +$2.71K |
|
1943
Casella Waste Systems
CWST
$5.89B
| $564K | ﹤0.01% |
5,333
-400
| -7% | -$42.3K |
|
1944
Rivian
RIVN
$16.9B
| $564K | ﹤0.01% |
42,390
-11,050
| -21% | -$147K |
|
1945
Cross Country Healthcare
CCRN
$460M
| $563K | ﹤0.01% |
30,994
-144,807
| -82% | -$2.63M |
|
1946
Petrobras
PBR
$79.5B
| $559K | ﹤0.01% |
43,486
+1,381
| +3% | +$17.8K |
|
1947
iShares S&P 500 Growth ETF
IVW
$64.3B
| $559K | ﹤0.01% |
+5,501
| New | +$559K |
|
1948
Schwab US Large- Cap ETF
SCHX
$59.5B
| $553K | ﹤0.01% |
23,878
-14
| -0.1% | -$325 |
|
1949
Revolution Medicines
RVMD
$7.65B
| $548K | ﹤0.01% |
12,533
-414
| -3% | -$18.1K |
|
|
GRP.U
1950
Granite Real Estate Investment Trust
GRP.U
$3.47B
| $548K | ﹤0.01% |
11,300
-200
| -2% | -$9.7K |
|