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 | |
|---|---|---|---|---|---|---|
1951
Vanguard Value ETF
VTV
$143B
| $545K | ﹤0.01% |
+3,218
| New | +$545K |
|
1952
Kiniksa Pharmaceuticals
KNSA
$2.69B
| $532K | ﹤0.01% |
26,907
-25,944
| -49% | -$513K |
|
1953
Orrstown Financial Services
ORRF
$681M
| $532K | ﹤0.01% |
14,535
+1,245
| +9% | +$45.6K |
|
1954
Transcat
TRNS
$724M
| $529K | ﹤0.01% |
5,002
+391
| +8% | +$41.3K |
|
|
BECN
1955
DELISTED
Beacon Roofing Supply, Inc.
BECN
| $525K | ﹤0.01% |
5,170
-650
| -11% | -$66K |
|
1956
SoundHound AI
SOUN
$6.09B
| $521K | ﹤0.01% |
26,269
-910
| -3% | -$18.1K |
|
1957
Universal Insurance Holdings
UVE
$699M
| $514K | ﹤0.01% |
24,415
+2,160
| +10% | +$45.5K |
|
1958
Liberty Broadband Class C
LBRDK
$8.63B
| $514K | ﹤0.01% |
6,876
-1,275
| -16% | -$95.3K |
|
1959
Hyster-Yale Materials Handling
HY
$646M
| $514K | ﹤0.01% |
10,092
+972
| +11% | +$49.5K |
|
|
SEG
1960
Seaport Entertainment Group Inc.
SEG
$308M
| $514K | ﹤0.01% |
18,387
-38
| -0.2% | -$1.06K |
|
1961
Royalty Pharma
RPRX
$15.6B
| $513K | ﹤0.01% |
20,116
-5,293
| -21% | -$135K |
|
1962
Qiagen
QGEN
$10.3B
| $512K | ﹤0.01% |
11,189
-2,873
| -20% | -$132K |
|
1963
BCE
BCE
$22.5B
| $512K | ﹤0.01% |
22,100
-600
| -3% | -$13.9K |
|
1964
Thermon Group Holdings
THR
$820M
| $499K | ﹤0.01% |
17,351
+1,226
| +8% | +$35.3K |
|
1965
Invesco Variable Rate Preferred ETF
VRP
$2.19B
| $498K | ﹤0.01% |
+20,578
| New | +$498K |
|
1966
ActivePassive International Equity ETF
APIE
$902M
| $494K | ﹤0.01% |
17,620
+946
| +6% | +$26.5K |
|
|
BBUC
1967
Brookfield Business Corp
BBUC
$2.39B
| $492K | ﹤0.01% |
20,295
-391
| -2% | -$9.49K |
|
1968
Gold Fields
GFI
$31.9B
| $486K | ﹤0.01% |
36,831
-1,936
| -5% | -$25.6K |
|
1969
Immersion
IMMR
$228M
| $482K | ﹤0.01% |
55,227
+5,591
| +11% | +$48.8K |
|
1970
Allison Transmission
ALSN
$7.44B
| $480K | ﹤0.01% |
4,440
-1,147
| -21% | -$124K |
|
|
CFB
1971
DELISTED
CrossFirst Bankshares, Inc. Common Stock
CFB
| $477K | ﹤0.01% |
31,509
+2,648
| +9% | +$40.1K |
|
1972
Dole
DOLE
$1.29B
| $477K | ﹤0.01% |
35,193
+2,452
| +7% | +$33.2K |
|
1973
Ionis Pharmaceuticals
IONS
$10B
| $476K | ﹤0.01% |
13,616
+504
| +4% | +$17.6K |
|
1974
Workiva
WK
$4.48B
| $472K | ﹤0.01% |
4,315
-376
| -8% | -$41.2K |
|
1975
Madrigal Pharmaceuticals
MDGL
$9.96B
| $472K | ﹤0.01% |
1,530
-96
| -6% | -$29.6K |
|