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 | 10.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2076
Amicus Therapeutics
FOLD
$2.46B
| $237K | ﹤0.01% |
25,114
-2,161
| -8% | -$20.4K |
|
2077
Braze
BRZE
$3.5B
| $236K | ﹤0.01% |
+5,629
| New | +$236K |
|
2078
Nuvalent
NUVL
$5.83B
| $235K | ﹤0.01% |
3,004
-209
| -7% | -$16.4K |
|
2079
McGrath RentCorp
MGRC
$3.09B
| $232K | ﹤0.01% |
2,074
-203
| -9% | -$22.7K |
|
2080
Vaalco Energy
EGY
$399M
| $231K | ﹤0.01% |
52,895
+3,930
| +8% | +$17.2K |
|
2081
Golar LNG
GLNG
$4.52B
| $231K | ﹤0.01% |
5,458
-1,446
| -21% | -$61.2K |
|
2082
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.42B
| $230K | ﹤0.01% |
3,258
| – | – |
|
2083
Stagwell
STGW
$1.44B
| $230K | ﹤0.01% |
34,935
+2,378
| +7% | +$15.6K |
|
2084
Uranium Energy
UEC
$4.96B
| $229K | ﹤0.01% |
34,242
-2,936
| -8% | -$19.6K |
|
2085
AMC Networks
AMCX
$328M
| $229K | ﹤0.01% |
23,102
+2,043
| +10% | +$20.2K |
|
2086
Mayville Engineering Co
MEC
$302M
| $228K | ﹤0.01% |
14,529
+1,417
| +11% | +$22.3K |
|
2087
Oscar Health
OSCR
$5.02B
| $228K | ﹤0.01% |
16,963
-1,109
| -6% | -$14.9K |
|
|
SEI
2088
Solaris Energy Infrastructure, Inc.
SEI
$1.18B
| $227K | ﹤0.01% |
+7,892
| New | +$227K |
|
2089
Wayfair
W
$11.6B
| $226K | ﹤0.01% |
5,101
-1,021
| -17% | -$45.3K |
|
|
ESGR
2090
DELISTED
Enstar Group
ESGR
| $226K | ﹤0.01% |
701
-185
| -21% | -$59.6K |
|
2091
SPDR Dow Jones REIT ETF
RWR
$1.84B
| $225K | ﹤0.01% |
+2,274
| New | +$225K |
|
2092
Spirit AeroSystems
SPR
$4.8B
| $222K | ﹤0.01% |
6,501
-981
| -13% | -$33.4K |
|
2093
Vitesse Energy
VTS
$986M
| $220K | ﹤0.01% |
8,784
+418
| +5% | +$10.5K |
|
2094
MasterCraft Boat Holdings
MCFT
$376M
| $219K | ﹤0.01% |
11,502
+993
| +9% | +$18.9K |
|
|
BBU
2095
Brookfield Business Partners
BBU
$2.43B
| $214K | ﹤0.01% |
9,137
-108,052
| -92% | -$2.53M |
|
2096
Flywire
FLYW
$1.59B
| $214K | ﹤0.01% |
10,358
-947
| -8% | -$19.5K |
|
2097
Mirion Technologies
MIR
$5.28B
| $214K | ﹤0.01% |
12,237
-2,479
| -17% | -$43.3K |
|
2098
GlobalFoundries
GFS
$18.5B
| $212K | ﹤0.01% |
4,952
-1,576
| -24% | -$67.6K |
|
2099
National Research Corp
NRC
$355M
| $212K | ﹤0.01% |
12,018
+1,161
| +11% | +$20.5K |
|
2100
nCino
NCNO
$3.52B
| $212K | ﹤0.01% |
6,307
-224
| -3% | -$7.52K |
|