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 | |
|---|---|---|---|---|---|---|
2051
Shift4
FOUR
$5.87B
| $368K | ﹤0.01% |
6,584
+575
| +10% | +$32.2K |
|
2052
SPDR S&P Dividend ETF
SDY
$20.3B
| $367K | ﹤0.01% |
2,936
| – | – |
|
2053
OneMain Financial
OMF
$7.22B
| $367K | ﹤0.01% |
11,008
-1,925
| -15% | -$64.1K |
|
2054
Bilibili
BILI
$10.2B
| $366K | ﹤0.01% |
15,443
+1,012
| +7% | +$24K |
|
2055
Schwab US Large- Cap ETF
SCHX
$59.8B
| $364K | ﹤0.01% |
24,156
| – | – |
|
2056
Armstrong World Industries
AWI
$8.47B
| $360K | ﹤0.01% |
5,255
-29
| -0.5% | -$1.99K |
|
2057
BlueLinx
BXC
$628M
| $358K | ﹤0.01% |
5,030
+1,340
| +36% | +$95.3K |
|
2058
White Mountains Insurance
WTM
$4.53B
| $356K | ﹤0.01% |
252
-64
| -20% | -$90.5K |
|
2059
Cactus
WHD
$2.84B
| $356K | ﹤0.01% |
7,081
-8,407
| -54% | -$423K |
|
2060
SoFi Technologies
SOFI
$30.6B
| $355K | ﹤0.01% |
77,071
-10,996
| -12% | -$50.7K |
|
2061
Travere Therapeutics
TVTX
$2.43B
| $354K | ﹤0.01% |
16,833
-15,914
| -49% | -$335K |
|
2062
Relay Therapeutics
RLAY
$700M
| $354K | ﹤0.01% |
23,688
+3,040
| +15% | +$45.4K |
|
|
AGEN
2063
Agenus
AGEN
$154M
| $353K | ﹤0.01% |
7,488
+1
| +0% | +$47 |
|
2064
Confluent
CFLT
$6.9B
| $351K | ﹤0.01% |
15,773
+1,464
| +10% | +$32.6K |
|
2065
ImmunityBio
IBRX
$2.43B
| $350K | ﹤0.01% |
68,972
+11,801
| +21% | +$59.8K |
|
2066
GlobalFoundries
GFS
$17.7B
| $350K | ﹤0.01% |
6,486
-503
| -7% | -$27.1K |
|
|
HUYA
2067
Huya Inc
HUYA
$740M
| $349K | ﹤0.01% |
88,319
+5,699
| +7% | +$22.5K |
|
2068
International Money Express
IMXI
$430M
| $348K | ﹤0.01% |
14,295
+2,343
| +20% | +$57.1K |
|
2069
Kosmos Energy
KOS
$832M
| $344K | ﹤0.01% |
54,164
-10,852
| -17% | -$69K |
|
2070
Vanguard Value ETF
VTV
$144B
| $344K | ﹤0.01% |
2,451
-569
| -19% | -$79.9K |
|
2071
iShares Preferred and Income Securities ETF
PFF
$14.6B
| $341K | ﹤0.01% |
+11,160
| New | +$341K |
|
2072
AnaptysBio
ANAB
$637M
| $339K | ﹤0.01% |
10,928
+80
| +0.7% | +$2.48K |
|
2073
Rithm Capital
RITM
$6.63B
| $337K | ﹤0.01% |
41,228
-6,216
| -13% | -$50.8K |
|
2074
Guardant Health
GH
$7.05B
| $336K | ﹤0.01% |
12,356
-10,817
| -47% | -$294K |
|
2075
Agios Pharmaceuticals
AGIO
$2.07B
| $334K | ﹤0.01% |
11,912
-12,379
| -51% | -$348K |
|