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 | |
|---|---|---|---|---|---|---|
2001
Brown-Forman Class A
BF.A
$13.2B
| $382K | ﹤0.01% |
10,124
-408
| -4% | -$15.4K |
|
2002
OneSpan
OSPN
$593M
| $380K | ﹤0.01% |
20,488
+1,780
| +10% | +$33K |
|
2003
SiteOne Landscape Supply
SITE
$6.79B
| $380K | ﹤0.01% |
2,882
-286
| -9% | -$37.7K |
|
2004
Semrush
SEMR
$1.17B
| $380K | ﹤0.01% |
31,959
+3,059
| +11% | +$36.3K |
|
2005
WillScot Mobile Mini Holdings
WSC
$4.23B
| $378K | ﹤0.01% |
11,313
-1,777
| -14% | -$59.4K |
|
2006
Yext
YEXT
$1.09B
| $378K | ﹤0.01% |
59,438
+5,191
| +10% | +$33K |
|
2007
Daktronics
DAKT
$868M
| $378K | ﹤0.01% |
22,413
+1,765
| +9% | +$29.8K |
|
|
PTVE
2008
DELISTED
Pactiv Evergreen Inc. Common stock
PTVE
| $378K | ﹤0.01% |
21,614
+1,684
| +8% | +$29.4K |
|
2009
SharkNinja
SN
$16.4B
| $375K | ﹤0.01% |
3,853
-769
| -17% | -$74.9K |
|
2010
Pegasystems
PEGA
$9.82B
| $372K | ﹤0.01% |
7,986
+708
| +10% | +$33K |
|
2011
Pennant Group
PNTG
$844M
| $371K | ﹤0.01% |
14,000
+1,374
| +11% | +$36.4K |
|
2012
Real Brokerage
REAX
$1.08B
| $370K | ﹤0.01% |
80,434
+7,967
| +11% | +$36.6K |
|
2013
PubMatic
PUBM
$387M
| $370K | ﹤0.01% |
25,178
+2,234
| +10% | +$32.8K |
|
2014
Bloom Energy
BE
$13.2B
| $370K | ﹤0.01% |
16,649
-1,656
| -9% | -$36.8K |
|
2015
Evolus
EOLS
$496M
| $368K | ﹤0.01% |
33,370
+2,989
| +10% | +$33K |
|
2016
Bright Horizons
BFAM
$6.62B
| $368K | ﹤0.01% |
3,317
-566
| -15% | -$62.7K |
|
2017
Maplebear
CART
$11.9B
| $363K | ﹤0.01% |
8,757
-2,232
| -20% | -$92.4K |
|
2018
Lyft
LYFT
$7.31B
| $358K | ﹤0.01% |
27,728
-1,910
| -6% | -$24.6K |
|
2019
SentinelOne
S
$6.16B
| $357K | ﹤0.01% |
16,084
-2,407
| -13% | -$53.4K |
|
2020
Tactile Systems Technology
TCMD
$298M
| $349K | ﹤0.01% |
20,401
+1,836
| +10% | +$31.5K |
|
|
BELFB
2021
Bel Fuse Class B
BELFB
$1.81B
| $348K | ﹤0.01% |
4,222
+249
| +6% | +$20.5K |
|
2022
iShares S&P Small-Cap 600 Value ETF
IJS
$6.65B
| $343K | ﹤0.01% |
+3,161
| New | +$343K |
|
|
TLN
2023
Talen Energy Corporation Common Stock
TLN
$17.6B
| $337K | ﹤0.01% |
+1,671
| New | +$337K |
|
2024
iShares Russell Mid-Cap Growth ETF
IWP
$20.5B
| $330K | ﹤0.01% |
2,600
-4,700
| -64% | -$596K |
|
2025
C3.ai
AI
$2.2B
| $324K | ﹤0.01% |
+9,419
| New | +$324K |
|