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 | |
|---|---|---|---|---|---|---|
1976
Unity
U
$19.2B
| $469K | ﹤0.01% |
20,894
-812
| -4% | -$18.2K |
|
1977
Cenovus Energy
CVE
$28.8B
| $461K | ﹤0.01% |
30,428
+545
| +2% | +$8.26K |
|
1978
UiPath
PATH
$6.31B
| $459K | ﹤0.01% |
36,077
-608
| -2% | -$7.73K |
|
1979
U-Haul Holding Co Series N
UHAL.B
$9.68B
| $443K | ﹤0.01% |
6,910
-402
| -5% | -$25.7K |
|
1980
Graham Corp
GHM
$525M
| $442K | ﹤0.01% |
9,941
+960
| +11% | +$42.7K |
|
1981
Gannett
GCI
$629M
| $437K | ﹤0.01% |
86,345
+6,760
| +8% | +$34.2K |
|
1982
Liberty Latin America Class C
LILAK
$1.6B
| $437K | ﹤0.01% |
68,880
+5,109
| +8% | +$32.4K |
|
1983
Turning Point Brands
TPB
$1.78B
| $436K | ﹤0.01% |
7,247
+482
| +7% | +$29K |
|
1984
Aurora
AUR
$10.6B
| $432K | ﹤0.01% |
68,591
-8,601
| -11% | -$54.2K |
|
1985
Albertsons Companies
ACI
$10.8B
| $422K | ﹤0.01% |
21,476
-5,487
| -20% | -$108K |
|
1986
Gorman-Rupp
GRC
$1.13B
| $422K | ﹤0.01% |
11,117
+884
| +9% | +$33.5K |
|
1987
APi Group
APG
$14.6B
| $421K | ﹤0.01% |
17,574
-4,563
| -21% | -$109K |
|
1988
Ardmore Shipping
ASC
$504M
| $418K | ﹤0.01% |
34,398
+3,043
| +10% | +$37K |
|
1989
Mercantile Bank Corp
MBWM
$789M
| $415K | ﹤0.01% |
9,335
+724
| +8% | +$32.2K |
|
1990
Upstart Holdings
UPST
$6.56B
| $412K | ﹤0.01% |
6,685
-472
| -7% | -$29.1K |
|
|
HCP
1991
DELISTED
HashiCorp, Inc. Class A Common Stock
HCP
| $408K | ﹤0.01% |
11,913
+397
| +3% | +$13.6K |
|
1992
CareDx
CDNA
$710M
| $406K | ﹤0.01% |
18,984
+1,151
| +6% | +$24.6K |
|
1993
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.13B
| $404K | ﹤0.01% |
8,710
-26,551
| -75% | -$1.23M |
|
1994
Daily Journal
DJCO
$676M
| $403K | ﹤0.01% |
710
+80
| +13% | +$45.4K |
|
1995
Vimeo
VMEO
$774M
| $397K | ﹤0.01% |
62,105
+3,793
| +7% | +$24.3K |
|
1996
Tenable Holdings
TENB
$3.77B
| $395K | ﹤0.01% |
10,042
-916
| -8% | -$36.1K |
|
1997
Ramaco Resources Class A
METC
$1.71B
| $390K | ﹤0.01% |
38,905
+3,491
| +10% | +$35K |
|
1998
SPDR S&P Dividend ETF
SDY
$20.5B
| $388K | ﹤0.01% |
2,936
| – | – |
|
1999
AGNC Investment
AGNC
$10.8B
| $384K | ﹤0.01% |
41,747
-6,041
| -13% | -$55.6K |
|
2000
Xeris Biopharma Holdings
XERS
$1.25B
| $384K | ﹤0.01% |
113,217
+10,748
| +10% | +$36.4K |
|