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 |
Equinix
EQIX
|
+$313M |
| 2 |
Welltower
WELL
|
+$213M |
| 3 |
Brookfield
BN
|
+$162M |
| 4 |
MSCI
MSCI
|
+$146M |
| 5 |
Extra Space Storage
EXR
|
+$143M |
Top Sells
| 1 |
BKI
Black Knight, Inc. Common Stock
BKI
|
+$373M |
| 2 |
Moody's
MCO
|
+$178M |
| 3 |
Dollar General
DG
|
+$169M |
| 4 |
CubeSmart
CUBE
|
+$166M |
| 5 |
Equity Lifestyle Properties
ELS
|
+$156M |
Sector Composition
| 1 | Technology | 17.98% |
| 2 | Financials | 15.34% |
| 3 | Real Estate | 15.22% |
| 4 | Consumer Discretionary | 11.31% |
| 5 | Industrials | 11.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
726
MongoDB
MDB
$26.9B
| $23.2M | 0.02% |
67,075
+21,171
| +46% | +$7.32M |
|
727
Badger Meter
BMI
$5.38B
| $23.2M | 0.02% |
160,994
-8,620
| -5% | -$1.24M |
|
728
Brixmor Property Group
BRX
$8.5B
| $23M | 0.02% |
1,108,743
-19,706
| -2% | -$409K |
|
729
Boise Cascade
BCC
$3.32B
| $23M | 0.02% |
223,566
-7,833
| -3% | -$807K |
|
730
Oshkosh
OSK
$8.7B
| $23M | 0.02% |
240,880
-4,361
| -2% | -$416K |
|
731
Radian Group
RDN
$4.77B
| $23M | 0.02% |
914,848
-16,128
| -2% | -$405K |
|
732
Nova
NVMI
$8.11B
| $23M | 0.02% |
204,222
-17,441
| -8% | -$1.96M |
|
733
SEI Investments
SEIC
$10.8B
| $23M | 0.02% |
381,249
-9,005
| -2% | -$542K |
|
734
Bruker
BRKR
$4.73B
| $22.9M | 0.02% |
368,352
-183,309
| -33% | -$11.4M |
|
735
Steel Dynamics
STLD
$19.8B
| $22.9M | 0.02% |
213,334
-1,392
| -0.6% | -$149K |
|
736
Charles River Laboratories
CRL
$7.97B
| $22.9M | 0.02% |
116,616
-1,822
| -2% | -$357K |
|
737
Globant
GLOB
$2.71B
| $22.8M | 0.02% |
115,248
+88,742
| +335% | +$17.6M |
|
738
Atmos Energy
ATO
$26.3B
| $22.7M | 0.02% |
214,368
+11,510
| +6% | +$1.22M |
|
739
Halozyme
HALO
$8.87B
| $22.6M | 0.02% |
590,651
+58,123
| +11% | +$2.22M |
|
740
Capri Holdings
CPRI
$2.54B
| $22.5M | 0.02% |
428,013
-43,769
| -9% | -$2.3M |
|
741
CRH
CRH
$74.3B
| $22.5M | 0.02% |
+410,366
| New | +$22.5M |
|
742
FTI Consulting
FCN
$5.41B
| $22.4M | 0.02% |
125,805
-2,016
| -2% | -$360K |
|
743
Crane NXT
CXT
$3.54B
| $22.4M | 0.02% |
403,209
-7,857
| -2% | -$437K |
|
744
Genpact
G
$7.71B
| $22.4M | 0.02% |
618,718
-20,186
| -3% | -$731K |
|
745
Qualys
QLYS
$4.88B
| $22.4M | 0.02% |
146,588
+12,063
| +9% | +$1.84M |
|
746
Alamos Gold
AGI
$13.7B
| $22.3M | 0.02% |
1,969,700
+225,600
| +13% | +$2.56M |
|
747
Iridium Communications
IRDM
$2.04B
| $22.3M | 0.02% |
489,703
-3,262
| -0.7% | -$148K |
|
748
Teledyne Technologies
TDY
$25.5B
| $22.2M | 0.02% |
54,369
-1,421
| -3% | -$581K |
|
749
McCormick & Company Non-Voting
MKC
$18.8B
| $22.2M | 0.02% |
293,065
+307
| +0.1% | +$23.2K |
|
750
RLI Corp
RLI
$6.27B
| $22.2M | 0.02% |
326,194
+5,882
| +2% | +$400K |
|