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 |
American Tower
AMT
|
+$462M |
| 2 |
SBA Communications
SBAC
|
+$330M |
| 3 |
CCC Intelligent Solutions
CCCS
|
+$219M |
| 4 |
Equinix
EQIX
|
+$176M |
| 5 |
Teck Resources
TECK
|
+$140M |
Top Sells
| 1 |
First Industrial Realty Trust
FR
|
+$216M |
| 2 |
Digital Realty Trust
DLR
|
+$213M |
| 3 |
TransDigm Group
TDG
|
+$207M |
| 4 |
Public Storage
PSA
|
+$174M |
| 5 |
Realty Income
O
|
+$149M |
Sector Composition
| 1 | Technology | 18.87% |
| 2 | Financials | 15.58% |
| 3 | Real Estate | 14.17% |
| 4 | Consumer Discretionary | 11.56% |
| 5 | Industrials | 11.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2026
Transcat
TRNS
$725M
| $422K | ﹤0.01% |
3,788
-277
| -7% | -$30.9K |
|
2027
AXIS Capital
AXS
$7.54B
| $421K | ﹤0.01% |
6,473
+1,587
| +32% | +$103K |
|
2028
Grab
GRAB
$21.6B
| $417K | ﹤0.01% |
132,662
-3,977
| -3% | -$12.5K |
|
2029
Protagonist Therapeutics
PTGX
$3.58B
| $416K | ﹤0.01% |
14,369
-60
| -0.4% | -$1.74K |
|
2030
Impinj
PI
$5.6B
| $403K | ﹤0.01% |
3,137
+454
| +17% | +$58.3K |
|
2031
Malibu Boats
MBUU
$617M
| $402K | ﹤0.01% |
9,293
+3,954
| +74% | +$171K |
|
2032
Freshworks
FRSH
$3.79B
| $397K | ﹤0.01% |
21,796
-489,350
| -96% | -$8.91M |
|
2033
First Advantage
FA
$2.75B
| $395K | ﹤0.01% |
24,336
+1,447
| +6% | +$23.5K |
|
2034
Dutch Bros
BROS
$8.25B
| $395K | ﹤0.01% |
+11,958
| New | +$395K |
|
2035
ImmunityBio
IBRX
$2.42B
| $395K | ﹤0.01% |
73,466
-2,818
| -4% | -$15.1K |
|
2036
Agios Pharmaceuticals
AGIO
$2.06B
| $393K | ﹤0.01% |
13,431
-1,228
| -8% | -$35.9K |
|
2037
White Mountains Insurance
WTM
$4.55B
| $388K | ﹤0.01% |
216
+65
| +43% | +$117K |
|
2038
Barrett Business Services
BBSI
$1.19B
| $386K | ﹤0.01% |
12,196
-3,648
| -23% | -$116K |
|
2039
SPDR S&P Dividend ETF
SDY
$20.2B
| $385K | ﹤0.01% |
2,936
| – | – |
|
2040
Immersion
IMMR
$220M
| $382K | ﹤0.01% |
+51,077
| New | +$382K |
|
|
LSXMK
2041
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $382K | ﹤0.01% |
12,842
+3,157
| +33% | +$93.8K |
|
2042
Amalgamated Financial
AMAL
$858M
| $381K | ﹤0.01% |
15,883
+1,265
| +9% | +$30.4K |
|
2043
Center Bancorp
CNOB
$1.25B
| $381K | ﹤0.01% |
+19,524
| New | +$381K |
|
2044
Build-A-Bear
BBW
$966M
| $380K | ﹤0.01% |
+12,714
| New | +$380K |
|
2045
Kura Oncology
KURA
$740M
| $379K | ﹤0.01% |
17,791
-1,578
| -8% | -$33.7K |
|
2046
Remitly
RELY
$4.04B
| $379K | ﹤0.01% |
18,297
+2,920
| +19% | +$60.6K |
|
2047
Ceco Environmental
CECO
$1.65B
| $379K | ﹤0.01% |
+16,477
| New | +$379K |
|
2048
DigitalBridge
DBRG
$2.06B
| $377K | ﹤0.01% |
19,581
-297
| -1% | -$5.72K |
|
2049
Weave Communications
WEAV
$591M
| $377K | ﹤0.01% |
+32,811
| New | +$377K |
|
2050
Ardmore Shipping
ASC
$497M
| $376K | ﹤0.01% |
+22,925
| New | +$376K |
|