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 |
Microsoft
MSFT
|
+$344M |
| 2 |
Moody's
MCO
|
+$284M |
| 3 |
VICI Properties
VICI
|
+$249M |
| 4 |
Progressive
PGR
|
+$246M |
| 5 |
Amazon
AMZN
|
+$167M |
Top Sells
| 1 |
Salesforce
CRM
|
+$235M |
| 2 |
MGP
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
|
+$202M |
| 3 |
Healthcare Realty
HR
|
+$179M |
| 4 |
Etsy
ETSY
|
+$168M |
| 5 |
Charter Communications
CHTR
|
+$141M |
Sector Composition
| 1 | Real Estate | 17.6% |
| 2 | Technology | 16.42% |
| 3 | Financials | 14.71% |
| 4 | Consumer Discretionary | 10.49% |
| 5 | Industrials | 9.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2026
BlackLine
BL
$3.41B
| $571K | ﹤0.01% |
8,571
-1,274
| -13% | -$84.9K |
|
2027
Columbia Financial
CLBK
$1.61B
| $571K | ﹤0.01% |
26,154
-17,561
| -40% | -$383K |
|
2028
QCR Holdings
QCRH
$1.32B
| $571K | ﹤0.01% |
10,571
-2,051
| -16% | -$111K |
|
2029
Arvinas
ARVN
$573M
| $569K | ﹤0.01% |
13,502
-758
| -5% | -$31.9K |
|
2030
Bright Horizons
BFAM
$6.49B
| $568K | ﹤0.01% |
6,721
-690,112
| -99% | -$58.3M |
|
2031
EchoStar
SATS
$22.2B
| $566K | ﹤0.01% |
+29,293
| New | +$566K |
|
2032
Fortis
FTS
$24.8B
| $564K | ﹤0.01% |
11,950
-837
| -7% | -$39.5K |
|
2033
U-Haul Holding Co
UHAL
$11B
| $556K | ﹤0.01% |
11,640
+2,960
| +34% | +$141K |
|
2034
Blue Owl Capital
OWL
$12.2B
| $551K | ﹤0.01% |
+54,952
| New | +$551K |
|
|
AGEN
2035
Agenus
AGEN
$151M
| $546K | ﹤0.01% |
14,359
-405
| -3% | -$15.4K |
|
|
SMAR
2036
DELISTED
Smartsheet Inc.
SMAR
| $541K | ﹤0.01% |
17,204
+5,312
| +45% | +$167K |
|
|
GBT
2037
DELISTED
Global Blood Therapeutics, Inc.
GBT
| $541K | ﹤0.01% |
16,943
-27,686
| -62% | -$884K |
|
2038
Axalta
AXTA
$6.88B
| $540K | ﹤0.01% |
24,419
+4,140
| +20% | +$91.6K |
|
2039
Ginkgo Bioworks
DNA
$618M
| $538K | ﹤0.01% |
+5,657
| New | +$538K |
|
2040
Weatherford International
WFRD
$4.51B
| $538K | ﹤0.01% |
25,425
+4,276
| +20% | +$90.5K |
|
2041
Albertsons Companies
ACI
$10.5B
| $536K | ﹤0.01% |
20,054
+4,272
| +27% | +$114K |
|
2042
BlueLinx
BXC
$651M
| $536K | ﹤0.01% |
8,026
-3,633
| -31% | -$243K |
|
|
ALX
2043
Alexander's
ALX
$1.25B
| $535K | ﹤0.01% |
+2,410
| New | +$535K |
|
2044
CRISPR Therapeutics
CRSP
$5.08B
| $534K | ﹤0.01% |
8,794
-21
| -0.2% | -$1.28K |
|
2045
Flushing Financial
FFIC
$477M
| $532K | ﹤0.01% |
24,999
-1,040
| -4% | -$22.1K |
|
2046
Vanguard Small-Cap ETF
VB
$67.9B
| $532K | ﹤0.01% |
3,017
+705
| +30% | +$124K |
|
2047
SandRidge Energy
SD
$424M
| $530K | ﹤0.01% |
+33,845
| New | +$530K |
|
2048
N-able
NABL
$1.58B
| $522K | ﹤0.01% |
+57,948
| New | +$522K |
|
2049
Thomson Reuters
TRI
$78.2B
| $522K | ﹤0.01% |
4,834
-19
| -0.4% | -$2.05K |
|
|
LYLT
2050
DELISTED
Loyalty Ventures Inc. Common Stock
LYLT
| $521K | ﹤0.01% |
145,900
-7,600
| -5% | -$27.1K |
|