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 |
CoStar Group
CSGP
|
$317M |
| 2 |
Digital Realty Trust
DLR
|
$256M |
| 3 |
American Tower
AMT
|
$201M |
| 4 |
COR
Coresite Realty Corporation
COR
|
$158M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$136M |
Top Sells
| 1 |
INXN
Interxion Holding N.V.
INXN
|
$358M |
| 2 |
Wayfair
W
|
$187M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$146M |
| 4 |
Welltower
WELL
|
$145M |
| 5 |
Host Hotels & Resorts
HST
|
$125M |
Sector Composition
| 1 | Technology | 17.28% |
| 2 | Real Estate | 16.9% |
| 3 | Financials | 15.46% |
| 4 | Consumer Discretionary | 10.43% |
| 5 | Healthcare | 9.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2026
iShares ESG Aware MSCI USA ETF
ESGU
$14.2B
| $238K | ﹤0.01% |
+4,137
| New | +$238K |
|
2027
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.39B
| $237K | ﹤0.01% |
3,820
-45
| -1% | -$2.79K |
|
2028
Energy Recovery
ERII
$756M
| $237K | ﹤0.01% |
31,894
-2,674
| -8% | -$19.9K |
|
|
ISBC
2029
DELISTED
Investors Bancorp, Inc.
ISBC
| $237K | ﹤0.01% |
29,647
+15,977
| +117% | +$128K |
|
2030
V2X
VVX
$1.81B
| $236K | ﹤0.01% |
5,708
+24
| +0.4% | +$992 |
|
2031
Diamond Hill
DHIL
$397M
| $233K | ﹤0.01% |
2,586
+10
| +0.4% | +$901 |
|
2032
MGE Energy Inc
MGEE
$3.11B
| $232K | ﹤0.01% |
3,538
-494
| -12% | -$32.4K |
|
2033
Akebia Therapeutics
AKBA
$833M
| $231K | ﹤0.01% |
30,534
+13,183
| +76% | +$99.7K |
|
2034
ASML
ASML
$292B
| $229K | ﹤0.01% |
+874
| New | +$229K |
|
2035
Ferrari
RACE
$85B
| $229K | ﹤0.01% |
+1,500
| New | +$229K |
|
|
SAGE
2036
DELISTED
Sage Therapeutics
SAGE
| $229K | ﹤0.01% |
7,968
-5,176
| -39% | -$149K |
|
2037
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.3B
| $229K | ﹤0.01% |
9,296
+3,440
| +59% | +$84.7K |
|
2038
Beyond Meat
BYND
$192M
| $227K | ﹤0.01% |
+3,410
| New | +$227K |
|
2039
National Research Corp
NRC
$339M
| $227K | ﹤0.01% |
4,999
+21
| +0.4% | +$954 |
|
2040
Hilton Grand Vacations
HGV
$4.24B
| $226K | ﹤0.01% |
14,356
+6,332
| +79% | +$99.7K |
|
|
ADSW
2041
DELISTED
Advanced Disposal Services, Inc.
ADSW
| $226K | ﹤0.01% |
6,892
-139
| -2% | -$4.56K |
|
|
ZIXI
2042
DELISTED
Zix Corporation
ZIXI
| $223K | ﹤0.01% |
51,833
+216
| +0.4% | +$929 |
|
2043
BlackLine
BL
$3.36B
| $221K | ﹤0.01% |
4,195
-23
| -0.5% | -$1.21K |
|
2044
Fate Therapeutics
FATE
$120M
| $221K | ﹤0.01% |
+9,964
| New | +$221K |
|
|
ACRE
2045
Ares Commercial Real Estate
ACRE
$260M
| $219K | ﹤0.01% |
31,356
+130
| +0.4% | +$908 |
|
|
PRNB
2046
DELISTED
Principia Biopharma Inc. Common Stock
PRNB
| $218K | ﹤0.01% |
+3,666
| New | +$218K |
|
2047
Ares Management
ARES
$39.3B
| $216K | ﹤0.01% |
6,979
+281
| +4% | +$8.7K |
|
2048
Origin Bancorp
OBK
$1.21B
| $216K | ﹤0.01% |
10,682
+44
| +0.4% | +$890 |
|
2049
Freshpet
FRPT
$2.72B
| $214K | ﹤0.01% |
3,350
-28
| -0.8% | -$1.79K |
|
2050
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
| $213K | ﹤0.01% |
2,458
-904
| -27% | -$78.3K |
|