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 Core S&P 500 ETF
IVV
|
+$742M |
| 2 |
Healthpeak Properties
DOC
|
+$351M |
| 3 |
Arthur J. Gallagher & Co
AJG
|
+$317M |
| 4 |
Equity Lifestyle Properties
ELS
|
+$256M |
| 5 |
TransDigm Group
TDG
|
+$235M |
Top Sells
| 1 |
Adobe
ADBE
|
+$508M |
| 2 |
SBA Communications
SBAC
|
+$445M |
| 3 |
Brookfield
BN
|
+$391M |
| 4 |
Alexandria Real Estate Equities
ARE
|
+$291M |
| 5 |
Sun Communities
SUI
|
+$288M |
Sector Composition
| 1 | Technology | 20.2% |
| 2 | Financials | 16.62% |
| 3 | Real Estate | 12.83% |
| 4 | Consumer Discretionary | 11.84% |
| 5 | Industrials | 10.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
USAP
2026
DELISTED
Universal Stainless & Alloy
USAP
| $321K | ﹤0.01% |
7,292
+661
| +10% | +$29.1K |
|
2027
Hovnanian Enterprises
HOV
$906M
| $319K | ﹤0.01% |
2,383
+161
| +7% | +$21.5K |
|
2028
Willdan Group
WLDN
$1.43B
| $313K | ﹤0.01% |
8,207
+677
| +9% | +$25.8K |
|
2029
Elanco Animal Health
ELAN
$9.46B
| $309K | ﹤0.01% |
25,525
-5,964
| -19% | -$72.2K |
|
2030
Guardant Health
GH
$7.5B
| $308K | ﹤0.01% |
10,086
-880
| -8% | -$26.9K |
|
2031
Carriage Services
CSV
$681M
| $307K | ﹤0.01% |
7,700
+624
| +9% | +$24.9K |
|
2032
TPG
TPG
$8.72B
| $305K | ﹤0.01% |
4,847
-1,221
| -20% | -$76.7K |
|
2033
iShares MBS ETF
MBB
$41.5B
| $302K | ﹤0.01% |
3,293
+272
| +9% | +$24.9K |
|
2034
iRadimed
IRMD
$914M
| $299K | ﹤0.01% |
5,440
+546
| +11% | +$30K |
|
2035
Joby Aviation
JOBY
$11.5B
| $299K | ﹤0.01% |
36,802
-558
| -1% | -$4.54K |
|
2036
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.72B
| $299K | ﹤0.01% |
11,672
| – | – |
|
|
CTO
2037
CTO Realty Growth
CTO
$566M
| $298K | ﹤0.01% |
15,139
+1,821
| +14% | +$35.9K |
|
2038
Futu Holdings
FUTU
$26.1B
| $298K | ﹤0.01% |
3,727
-61
| -2% | -$4.88K |
|
2039
Rithm Capital
RITM
$6.63B
| $296K | ﹤0.01% |
27,322
-3,556
| -12% | -$38.5K |
|
2040
Intapp
INTA
$3.72B
| $291K | ﹤0.01% |
+4,539
| New | +$291K |
|
2041
Apellis Pharmaceuticals
APLS
$3.4B
| $290K | ﹤0.01% |
9,094
+86
| +1% | +$2.74K |
|
2042
IDT Corp
IDT
$1.65B
| $290K | ﹤0.01% |
6,097
+477
| +8% | +$22.7K |
|
2043
Freshworks
FRSH
$3.83B
| $287K | ﹤0.01% |
17,767
-1,502
| -8% | -$24.3K |
|
2044
Howard Hughes
HHH
$4.69B
| $286K | ﹤0.01% |
3,722
-427
| -10% | -$32.8K |
|
2045
Excelerate Energy
EE
$736M
| $283K | ﹤0.01% |
+9,354
| New | +$283K |
|
2046
Arcellx
ACLX
$3.94B
| $282K | ﹤0.01% |
3,679
-339
| -8% | -$26K |
|
2047
Atmus Filtration Technologies
ATMU
$3.79B
| $281K | ﹤0.01% |
7,181
-605
| -8% | -$23.7K |
|
2048
Sapiens International
SPNS
$2.4B
| $279K | ﹤0.01% |
10,400
+633
| +6% | +$17K |
|
2049
Credit Acceptance
CACC
$5.77B
| $278K | ﹤0.01% |
592
+17
| +3% | +$7.98K |
|
|
CBL
2050
CBL Properties
CBL
$1B
| $277K | ﹤0.01% |
9,435
+611
| +7% | +$18K |
|