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 |
Digital Realty Trust
DLR
|
+$398M |
| 2 |
Brookfield Asset Management
BAM
|
+$357M |
| 3 |
Gaming and Leisure Properties
GLPI
|
+$250M |
| 4 |
Welltower
WELL
|
+$222M |
| 5 |
Yum China
YUMC
|
+$182M |
Top Sells
| 1 |
STOR
STORE Capital Corporation
STOR
|
+$368M |
| 2 |
Equinix
EQIX
|
+$246M |
| 3 |
Brookfield
BN
|
+$220M |
| 4 |
Guidewire Software
GWRE
|
+$202M |
| 5 |
Lennar Class A
LEN
|
+$150M |
Sector Composition
| 1 | Real Estate | 16.55% |
| 2 | Technology | 15.81% |
| 3 | Financials | 15.77% |
| 4 | Industrials | 10.77% |
| 5 | Consumer Discretionary | 10.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2026
FLEX LNG
FLNG
$1.35B
| $400K | ﹤0.01% |
+12,235
| New | +$400K |
|
2027
Pacific Biosciences
PACB
$375M
| $398K | ﹤0.01% |
48,684
-244
| -0.5% | -$2K |
|
2028
AXIS Capital
AXS
$7.69B
| $398K | ﹤0.01% |
7,349
-1,204
| -14% | -$65.2K |
|
2029
Hilton Grand Vacations
HGV
$4.07B
| $398K | ﹤0.01% |
10,319
-2,356
| -19% | -$90.8K |
|
2030
MRC Global
MRC
$1.26B
| $396K | ﹤0.01% |
34,212
+22,126
| +183% | +$256K |
|
2031
LSB Industries
LXU
$589M
| $395K | ﹤0.01% |
+29,696
| New | +$395K |
|
|
FBMS
2032
DELISTED
The First Bancshares, Inc.
FBMS
| $394K | ﹤0.01% |
+12,301
| New | +$394K |
|
2033
Premier
PINC
$2.22B
| $394K | ﹤0.01% |
11,253
-34,069
| -75% | -$1.19M |
|
2034
Element Solutions
ESI
$6.34B
| $392K | ﹤0.01% |
21,553
-3,873
| -15% | -$70.5K |
|
2035
First Busey Corp
BUSE
$2.2B
| $390K | ﹤0.01% |
15,775
+1,054
| +7% | +$26.1K |
|
|
AYX
2036
DELISTED
Alteryx, Inc.
AYX
| $390K | ﹤0.01% |
7,690
+749
| +11% | +$38K |
|
2037
FibroGen
FGEN
$48M
| $389K | ﹤0.01% |
972
+49
| +5% | +$19.6K |
|
2038
Spirit AeroSystems
SPR
$4.76B
| $389K | ﹤0.01% |
13,134
+1,131
| +9% | +$33.5K |
|
2039
Madison Square Garden
MSGS
$4.97B
| $387K | ﹤0.01% |
2,109
-33
| -2% | -$6.05K |
|
2040
Bright Horizons
BFAM
$6.41B
| $382K | ﹤0.01% |
6,047
-567
| -9% | -$35.8K |
|
2041
Air Lease Corp
AL
$7.1B
| $381K | ﹤0.01% |
9,910
-1,589
| -14% | -$61K |
|
2042
EverQuote
EVER
$871M
| $380K | ﹤0.01% |
+25,771
| New | +$380K |
|
2043
Ventyx Biosciences
VTYX
$169M
| $380K | ﹤0.01% |
+11,583
| New | +$380K |
|
2044
STAG Industrial
STAG
$6.74B
| $379K | ﹤0.01% |
11,721
-6,928
| -37% | -$224K |
|
2045
Agilon Health
AGL
$439M
| $378K | ﹤0.01% |
23,391
-45,111
| -66% | -$728K |
|
2046
Clarivate
CLVT
$2.9B
| $377K | ﹤0.01% |
45,245
-7,956
| -15% | -$66.4K |
|
|
NEWR
2047
DELISTED
New Relic, Inc.
NEWR
| $376K | ﹤0.01% |
6,653
+660
| +11% | +$37.3K |
|
2048
Veracyte
VCYT
$2.52B
| $375K | ﹤0.01% |
15,795
+156
| +1% | +$3.7K |
|
2049
Kforce
KFRC
$566M
| $372K | ﹤0.01% |
6,782
+748
| +12% | +$41K |
|
2050
SPDR S&P 500 ESG ETF
EFIV
$1.16B
| $369K | ﹤0.01% |
10,074
-3,426
| -25% | -$126K |
|