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
|
$158M |
| 2 |
Gaming and Leisure Properties
GLPI
|
$122M |
| 3 |
Boston Properties
BXP
|
$92.5M |
| 4 |
iShares MBS ETF
MBB
|
$90.6M |
| 5 |
Extra Space Storage
EXR
|
$77.3M |
Top Sells
| 1 |
TransDigm Group
TDG
|
$214M |
| 2 |
Toronto Dominion Bank
TD
|
$142M |
| 3 |
Credit Acceptance
CACC
|
$122M |
| 4 |
Medical Properties Trust
MPW
|
$101M |
| 5 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
$87.4M |
Sector Composition
| 1 | Technology | 17.6% |
| 2 | Real Estate | 15.87% |
| 3 | Financials | 14.95% |
| 4 | Consumer Discretionary | 11.17% |
| 5 | Industrials | 10.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1976
Elastic
ESTC
$9.21B
| $472K | ﹤0.01% |
8,148
-1,582
| -16% | -$91.6K |
|
|
PDM
1977
Piedmont Realty Trust, Inc.
PDM
$1.09B
| $465K | ﹤0.01% |
63,671
-5,884
| -8% | -$43K |
|
1978
Weatherford International
WFRD
$4.49B
| $462K | ﹤0.01% |
7,790
-700
| -8% | -$41.5K |
|
1979
Liberty Latin America Class C
LILAK
$1.63B
| $458K | ﹤0.01% |
55,464
+1,152
| +2% | +$9.52K |
|
1980
VanEck Short Muni ETF
SMB
$286M
| $456K | ﹤0.01% |
26,851
| – | – |
|
1981
CI&T Inc
CINT
$700M
| $456K | ﹤0.01% |
82,700
| – | – |
|
1982
Casella Waste Systems
CWST
$6.01B
| $455K | ﹤0.01% |
5,502
-495
| -8% | -$40.9K |
|
1983
Bright Horizons
BFAM
$6.64B
| $454K | ﹤0.01% |
5,896
-151
| -2% | -$11.6K |
|
1984
GrafTech
EAF
$256M
| $454K | ﹤0.01% |
9,334
-1,511
| -14% | -$73.4K |
|
|
MRTX
1985
DELISTED
Mirati Therapeutics, Inc. Common Stock
MRTX
| $453K | ﹤0.01% |
12,172
-310
| -2% | -$11.5K |
|
1986
Allison Transmission
ALSN
$7.53B
| $450K | ﹤0.01% |
9,948
-1,497
| -13% | -$67.7K |
|
1987
FIGS
FIGS
$1.12B
| $450K | ﹤0.01% |
72,688
-11,291
| -13% | -$69.9K |
|
|
OSH
1988
DELISTED
Oak Street Health, Inc.
OSH
| $449K | ﹤0.01% |
11,617
+529
| +5% | +$20.5K |
|
|
BBU
1989
Brookfield Business Partners
BBU
$2.43B
| $447K | ﹤0.01% |
24,026
| – | – |
|
|
LSXMK
1990
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $446K | ﹤0.01% |
20,573
-429
| -2% | -$9.3K |
|
|
LX
1991
LexinFintech Holdings
LX
$1.02B
| $446K | ﹤0.01% |
164,476
+13,668
| +9% | +$37K |
|
1992
Enact Holdings
ACT
$5.69B
| $445K | ﹤0.01% |
19,480
-1,320
| -6% | -$30.2K |
|
1993
Clarivate
CLVT
$2.96B
| $445K | ﹤0.01% |
47,349
+2,104
| +5% | +$19.8K |
|
1994
Vertiv
VRT
$47.4B
| $442K | ﹤0.01% |
30,915
+468
| +2% | +$6.7K |
|
1995
Amylyx Pharmaceuticals
AMLX
$910M
| $440K | ﹤0.01% |
14,997
+1,484
| +11% | +$43.5K |
|
1996
Relay Therapeutics
RLAY
$710M
| $440K | ﹤0.01% |
26,708
+3,020
| +13% | +$49.7K |
|
1997
Sinclair Inc
SBGI
$964M
| $440K | ﹤0.01% |
25,613
-4,266
| -14% | -$73.2K |
|
1998
FibroGen
FGEN
$48.9M
| $436K | ﹤0.01% |
935
-37
| -4% | -$17.3K |
|
1999
Element Solutions
ESI
$6.33B
| $434K | ﹤0.01% |
22,484
+931
| +4% | +$18K |
|
2000
Celldex Therapeutics
CLDX
$1.52B
| $433K | ﹤0.01% |
12,047
+1,394
| +13% | +$50.2K |
|