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 |
CoStar Group
CSGP
|
+$466M |
| 2 |
Broadstone Net Lease
BNL
|
+$266M |
| 3 |
Tyler Technologies
TYL
|
+$250M |
| 4 |
Marriott Vacations Worldwide
VAC
|
+$229M |
| 5 |
Equinix
EQIX
|
+$187M |
Top Sells
| 1 |
Motorola Solutions
MSI
|
+$335M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$318M |
| 3 |
Prologis
PLD
|
+$309M |
| 4 |
Gartner
IT
|
+$290M |
| 5 |
CBRE Group
CBRE
|
+$214M |
Sector Composition
| 1 | Technology | 18.71% |
| 2 | Real Estate | 16% |
| 3 | Financials | 14.9% |
| 4 | Consumer Discretionary | 12.38% |
| 5 | Industrials | 9.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
576
Strategy Inc Common Stock Class A
MSTR
$92.3B
| $36.6M | 0.02% |
550,780
-73,270
| -12% | -$4.87M |
|
577
Marvell Technology
MRVL
$57.7B
| $36.5M | 0.02% |
625,452
+15,188
| +2% | +$886K |
|
578
Privia Health
PRVA
$2.89B
| $36.5M | 0.02% |
+821,633
| New | +$36.5M |
|
|
PRAH
579
DELISTED
PRA Health Sciences, Inc.
PRAH
| $36.4M | 0.02% |
220,146
-4,031
| -2% | -$666K |
|
580
ABM Industries
ABM
$2.83B
| $36.4M | 0.02% |
819,888
+292,207
| +55% | +$13M |
|
581
West Pharmaceutical
WST
$18.1B
| $36.2M | 0.02% |
100,879
+1,006
| +1% | +$361K |
|
582
The Honest Company
HNST
$434M
| $36.2M | 0.02% |
+2,235,641
| New | +$36.2M |
|
583
Acuity Brands
AYI
$10.1B
| $36M | 0.02% |
192,495
+65,358
| +51% | +$12.2M |
|
584
Repligen
RGEN
$6.66B
| $35.8M | 0.02% |
179,356
-44,818
| -20% | -$8.95M |
|
585
Bio-Rad Laboratories Class A
BIO
$7.85B
| $35.8M | 0.02% |
55,551
-3,084
| -5% | -$1.99M |
|
586
Evercore
EVR
$12.6B
| $35.7M | 0.02% |
253,904
+73,597
| +41% | +$10.4M |
|
|
BBBY
587
DELISTED
Bed Bath & Beyond Inc
BBBY
| $35.7M | 0.02% |
1,072,933
-21,699
| -2% | -$722K |
|
588
Eventbrite
EB
$263M
| $35.7M | 0.02% |
1,877,717
+398,098
| +27% | +$7.56M |
|
589
Lithia Motors
LAD
$8.75B
| $35.6M | 0.02% |
103,517
+9,712
| +10% | +$3.34M |
|
590
Independence Realty Trust
IRT
$4.15B
| $35.5M | 0.02% |
1,947,204
+117,295
| +6% | +$2.14M |
|
591
Select Medical
SEM
$1.63B
| $35.4M | 0.02% |
1,553,895
+26,633
| +2% | +$606K |
|
592
3D Systems Corporation
DDD
$273M
| $35.3M | 0.02% |
883,929
+18,461
| +2% | +$738K |
|
593
The Ensign Group
ENSG
$9.79B
| $35.3M | 0.02% |
407,240
+18,951
| +5% | +$1.64M |
|
594
Power Integrations
POWI
$2.51B
| $35.2M | 0.02% |
429,221
-50,128
| -10% | -$4.11M |
|
595
Halliburton
HAL
$18.7B
| $35.2M | 0.02% |
1,522,962
+52,583
| +4% | +$1.22M |
|
596
Bloomin' Brands
BLMN
$581M
| $35.2M | 0.02% |
1,295,866
-13,695
| -1% | -$372K |
|
597
Meritage Homes
MTH
$5.65B
| $35M | 0.02% |
743,168
+219,356
| +42% | +$10.3M |
|
598
Penumbra
PEN
$11.2B
| $34.9M | 0.02% |
127,458
+1,424
| +1% | +$390K |
|
599
Jones Lang LaSalle
JLL
$14.6B
| $34.9M | 0.02% |
178,459
+2,700
| +2% | +$528K |
|
600
Vishay Intertechnology
VSH
$2.07B
| $34.7M | 0.02% |
1,537,286
+213,811
| +16% | +$4.82M |
|