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 |
Alibaba
BABA
|
$205M |
| 2 |
Boston Properties
BXP
|
$179M |
| 3 |
Domino's
DPZ
|
$178M |
| 4 |
VICI Properties
VICI
|
$124M |
| 5 |
Vail Resorts
MTN
|
$115M |
Top Sells
| 1 |
O'Reilly Automotive
ORLY
|
$127M |
| 2 |
CDK
CDK Global, Inc.
CDK
|
$124M |
| 3 |
SBA Communications
SBAC
|
$118M |
| 4 |
Steris
STE
|
$116M |
| 5 |
Equinix
EQIX
|
$111M |
Sector Composition
| 1 | Real Estate | 16.13% |
| 2 | Financials | 15.66% |
| 3 | Technology | 14.58% |
| 4 | Consumer Discretionary | 11.38% |
| 5 | Industrials | 9.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2026
Brown-Forman Class A
BF.A
$14B
| $320K | ﹤0.01% |
6,246
-343
| -5% | -$17.6K |
|
|
ALX
2027
Alexander's
ALX
$1.16B
| $319K | ﹤0.01% |
847
-4
| -0.5% | -$1.51K |
|
2028
Ubiquiti
UI
$31.7B
| $315K | ﹤0.01% |
2,103
-649
| -24% | -$97.2K |
|
2029
RBC Bearings
RBC
$12.2B
| $312K | ﹤0.01% |
2,453
+50
| +2% | +$6.36K |
|
2030
RLJ Lodging Trust
RLJ
$1.14B
| $311K | ﹤0.01% |
17,682
-4,158
| -19% | -$73.1K |
|
|
IMGN
2031
DELISTED
Immunogen Inc
IMGN
| $310K | ﹤0.01% |
114,380
+207
| +0.2% | +$561 |
|
2032
OneMain Financial
OMF
$7.24B
| $308K | ﹤0.01% |
9,690
-365
| -4% | -$11.6K |
|
|
SC
2033
DELISTED
SANTANDER CONSUMER USA HOLDINGS INC
SC
| $305K | ﹤0.01% |
14,438
-992
| -6% | -$21K |
|
|
BHVN
2034
DELISTED
Biohaven Pharmaceutical Holding Company Ltd.
BHVN
| $304K | ﹤0.01% |
5,911
+371
| +7% | +$19.1K |
|
2035
Heritage Commerce
HTBK
$627M
| $301K | ﹤0.01% |
24,837
-111
| -0.4% | -$1.35K |
|
2036
Morningstar
MORN
$10.8B
| $299K | ﹤0.01% |
2,370
+248
| +12% | +$31.3K |
|
2037
Opko Health
OPK
$1.1B
| $297K | ﹤0.01% |
113,824
-2,325
| -2% | -$6.07K |
|
2038
Center Bancorp
CNOB
$1.27B
| $294K | ﹤0.01% |
14,943
-67
| -0.4% | -$1.32K |
|
2039
Bank of N.T. Butterfield & Son
NTB
$1.85B
| $292K | ﹤0.01% |
8,143
-121
| -1% | -$4.34K |
|
|
BFYT
2040
DELISTED
Benefytt Technologies, Inc. Class A Common Stock
BFYT
| $291K | ﹤0.01% |
10,855
-49
| -0.4% | -$1.31K |
|
2041
Air Lease Corp
AL
$7.17B
| $290K | ﹤0.01% |
8,452
+234
| +3% | +$8.03K |
|
2042
BlackLine
BL
$3.33B
| $290K | ﹤0.01% |
+6,263
| New | +$290K |
|
|
ACRE
2043
Ares Commercial Real Estate
ACRE
$260M
| $288K | ﹤0.01% |
18,983
-85
| -0.4% | -$1.29K |
|
|
BPYU
2044
DELISTED
Brookfield Property REIT Inc. Class A Common Stock
BPYU
| $287K | ﹤0.01% |
13,986
-698
| -5% | -$14.3K |
|
2045
Malibu Boats
MBUU
$619M
| $285K | ﹤0.01% |
7,210
-32
| -0.4% | -$1.27K |
|
2046
Roku
ROKU
$14.1B
| $285K | ﹤0.01% |
+4,419
| New | +$285K |
|
2047
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$8.99B
| $285K | ﹤0.01% |
4,717
-4,728
| -50% | -$286K |
|
2048
Novanta
NOVT
$4.04B
| $283K | ﹤0.01% |
3,342
-1,682
| -33% | -$142K |
|
2049
Taylor Morrison
TMHC
$6.62B
| $283K | ﹤0.01% |
15,934
+1,843
| +13% | +$32.7K |
|
2050
iShares MSCI EAFE Value ETF
EFV
$27.5B
| $282K | ﹤0.01% |
5,775
-417
| -7% | -$20.4K |
|