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 MBS ETF
MBB
|
$250M |
| 2 |
Host Hotels & Resorts
HST
|
$201M |
| 3 |
Wayfair
W
|
$173M |
| 4 |
AerCap
AER
|
$120M |
| 5 |
Fastenal
FAST
|
$104M |
Top Sells
| 1 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$223M |
| 2 |
SRC
SPIRIT REALTY CAPITAL, INC.
SRC
|
$182M |
| 3 |
Apple
AAPL
|
$142M |
| 4 |
Scotiabank
BNS
|
$129M |
| 5 |
Applied Materials
AMAT
|
$111M |
Sector Composition
| 1 | Real Estate | 16.64% |
| 2 | Financials | 16.14% |
| 3 | Technology | 14.77% |
| 4 | Consumer Discretionary | 11.12% |
| 5 | Industrials | 9.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2026
Enphase Energy
ENPH
$5.18B
| $346K | ﹤0.01% |
+15,575
| New | +$346K |
|
|
CIM
2027
Chimera Investment
CIM
$1.2B
| $340K | ﹤0.01% |
5,788
-9
| -0.2% | -$529 |
|
2028
Ennis
EBF
$476M
| $339K | ﹤0.01% |
16,794
+1,256
| +8% | +$25.4K |
|
2029
National Healthcare
NHC
$1.78B
| $338K | ﹤0.01% |
4,135
+360
| +10% | +$29.4K |
|
2030
First Hawaiian
FHB
$3.21B
| $335K | ﹤0.01% |
12,533
-38
| -0.3% | -$1.02K |
|
2031
TriCo Bancshares
TCBK
$1.47B
| $335K | ﹤0.01% |
9,222
+688
| +8% | +$25K |
|
2032
Ingersoll Rand
IR
$32.2B
| $333K | ﹤0.01% |
11,770
-37
| -0.3% | -$1.05K |
|
2033
Cimpress
CMPR
$1.54B
| $332K | ﹤0.01% |
+2,519
| New | +$332K |
|
2034
PG&E
PCG
$33.2B
| $332K | ﹤0.01% |
33,219
-3,866
| -10% | -$38.6K |
|
2035
Morningstar
MORN
$10.8B
| $331K | ﹤0.01% |
2,265
-245
| -10% | -$35.8K |
|
2036
First Citizens BancShares
FCNCA
$24.9B
| $327K | ﹤0.01% |
693
+3
| +0.4% | +$1.42K |
|
2037
Snap
SNAP
$12.4B
| $325K | ﹤0.01% |
20,588
+45
| +0.2% | +$710 |
|
|
QTS
2038
DELISTED
QTS REALTY TRUST, INC.
QTS
| $325K | ﹤0.01% |
6,324
+1,119
| +21% | +$57.5K |
|
2039
Madison Square Garden
MSGS
$4.71B
| $322K | ﹤0.01% |
1,713
-724
| -30% | -$136K |
|
2040
Sea Limited
SE
$113B
| $320K | ﹤0.01% |
10,343
-198
| -2% | -$6.13K |
|
|
MFA
2041
MFA Financial
MFA
$1.07B
| $319K | ﹤0.01% |
10,822
+235
| +2% | +$6.93K |
|
|
IPHI
2042
DELISTED
INPHI CORPORATION
IPHI
| $317K | ﹤0.01% |
5,187
+913
| +21% | +$55.8K |
|
2043
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.3B
| $316K | ﹤0.01% |
5,456
+1,459
| +37% | +$84.5K |
|
2044
Schwab US Large- Cap ETF
SCHX
$59.2B
| $316K | ﹤0.01% |
26,694
-3,840
| -13% | -$45.5K |
|
2045
McGrath RentCorp
MGRC
$3.09B
| $315K | ﹤0.01% |
+4,533
| New | +$315K |
|
2046
Invesco Global Listed Private Equity ETF
PSP
$328M
| $313K | ﹤0.01% |
5,295
+152
| +3% | +$8.99K |
|
2047
Upland Software
UPLD
$70.5M
| $313K | ﹤0.01% |
8,969
+592
| +7% | +$20.7K |
|
2048
SPDR DoubleLine Total Return Tactical ETF
TOTL
$3.88B
| $312K | ﹤0.01% |
6,345
+428
| +7% | +$21K |
|
2049
White Mountains Insurance
WTM
$4.63B
| $312K | ﹤0.01% |
289
+6
| +2% | +$6.48K |
|
2050
America's Car Mart
CRMT
$299M
| $311K | ﹤0.01% |
3,390
+224
| +7% | +$20.6K |
|