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 |
PIEQ
Principal International Equity ETF
PIEQ
|
$595M |
| 2 |
LPL Financial
LPLA
|
$318M |
| 3 |
Air Products & Chemicals
APD
|
$313M |
| 4 |
Entegris
ENTG
|
$308M |
| 5 |
Simon Property Group
SPG
|
$304M |
Top Sells
| 1 |
Intuit
INTU
|
$588M |
| 2 |
Autodesk
ADSK
|
$382M |
| 3 |
Microchip Technology
MCHP
|
$339M |
| 4 |
NNN REIT
NNN
|
$202M |
| 5 |
Terreno Realty
TRNO
|
$197M |
Sector Composition
| 1 | Technology | 18.18% |
| 2 | Financials | 16.92% |
| 3 | Real Estate | 13.31% |
| 4 | Consumer Discretionary | 11.4% |
| 5 | Industrials | 10.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2001
iRadimed
IRMD
$911M
| $287K | ﹤0.01% |
5,460
+20
| +0.4% | +$1.05K |
|
2002
Daily Journal
DJCO
$657M
| $286K | ﹤0.01% |
719
+9
| +1% | +$3.58K |
|
2003
Daktronics
DAKT
$845M
| $284K | ﹤0.01% |
23,311
+898
| +4% | +$10.9K |
|
2004
Sapiens International
SPNS
$2.4B
| $282K | ﹤0.01% |
10,394
-6
| -0.1% | -$163 |
|
2005
American Public Education
APEI
$558M
| $281K | ﹤0.01% |
12,598
+277
| +2% | +$6.18K |
|
|
ESGR
2006
DELISTED
Enstar Group
ESGR
| $279K | ﹤0.01% |
839
+138
| +20% | +$45.9K |
|
2007
Lyft
LYFT
$6.97B
| $278K | ﹤0.01% |
23,435
-4,293
| -15% | -$51K |
|
2008
Tactile Systems Technology
TCMD
$300M
| $278K | ﹤0.01% |
21,007
+606
| +3% | +$8.01K |
|
2009
Excelerate Energy
EE
$762M
| $278K | ﹤0.01% |
9,680
+326
| +3% | +$9.35K |
|
|
AGS
2010
DELISTED
PlayAGS
AGS
| $277K | ﹤0.01% |
22,888
+111
| +0.5% | +$1.34K |
|
2011
Safe Bulkers
SB
$437M
| $270K | ﹤0.01% |
73,107
+2,120
| +3% | +$7.82K |
|
2012
Avidity Biosciences
RNA
$6.08B
| $268K | ﹤0.01% |
9,070
-380
| -4% | -$11.2K |
|
2013
SentinelOne
S
$5.9B
| $266K | ﹤0.01% |
14,649
-1,435
| -9% | -$26.1K |
|
2014
Principal Exchange-Traded Funds Principal Quality ETF
PSET
$52.4M
| $262K | ﹤0.01% |
+3,976
| New | +$262K |
|
2015
Elanco Animal Health
ELAN
$8.87B
| $262K | ﹤0.01% |
24,909
-616
| -2% | -$6.47K |
|
2016
Hovnanian Enterprises
HOV
$803M
| $260K | ﹤0.01% |
2,485
+102
| +4% | +$10.7K |
|
2017
Gannett
GCI
$592M
| $258K | ﹤0.01% |
89,419
+3,074
| +4% | +$8.88K |
|
2018
Compass
COMP
$4.7B
| $257K | ﹤0.01% |
29,393
-1,657
| -5% | -$14.5K |
|
2019
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.36B
| $254K | ﹤0.01% |
3,258
| – | – |
|
2020
Heron Therapeutics
HRTX
$202M
| $254K | ﹤0.01% |
115,318
+1,758
| +2% | +$3.87K |
|
|
CBL
2021
CBL Properties
CBL
$969M
| $253K | ﹤0.01% |
9,524
+89
| +0.9% | +$2.37K |
|
2022
OraSure Technologies
OSUR
$246M
| $253K | ﹤0.01% |
74,975
+1,838
| +3% | +$6.19K |
|
2023
Golar LNG
GLNG
$4.41B
| $249K | ﹤0.01% |
6,561
+1,103
| +20% | +$41.9K |
|
2024
Intapp
INTA
$3.67B
| $249K | ﹤0.01% |
4,262
-277
| -6% | -$16.2K |
|
|
ALX
2025
Alexander's
ALX
$1.17B
| $248K | ﹤0.01% |
1,187
-6
| -0.5% | -$1.26K |
|