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 | |
|---|---|---|---|---|---|---|
926
GameStop
GME
$10.9B
| $16.3M | 0.01% |
989,250
+38,458
| +4% | +$633K |
|
927
American States Water
AWR
$2.82B
| $16.3M | 0.01% |
206,815
-9,484
| -4% | -$746K |
|
928
Mesa Laboratories
MLAB
$327M
| $16.3M | 0.01% |
154,765
-3,872
| -2% | -$407K |
|
929
Avnet
AVT
$4.5B
| $16.2M | 0.01% |
337,116
-6,040
| -2% | -$291K |
|
930
LKQ Corp
LKQ
$8.26B
| $16.2M | 0.01% |
327,144
+15,494
| +5% | +$767K |
|
931
Cadence Bank
CADE
$6.94B
| $16.1M | 0.01% |
760,885
+21,781
| +3% | +$462K |
|
932
Belden
BDC
$5.15B
| $16.1M | 0.01% |
167,121
-77,544
| -32% | -$7.49M |
|
933
Post Holdings
POST
$5.69B
| $16.1M | 0.01% |
187,651
-13,393
| -7% | -$1.15M |
|
934
Yelp
YELP
$1.97B
| $16.1M | 0.01% |
386,650
-17,197
| -4% | -$715K |
|
935
AeroVironment
AVAV
$12.3B
| $16.1M | 0.01% |
144,130
+374
| +0.3% | +$41.7K |
|
936
MasTec
MTZ
$15B
| $16.1M | 0.01% |
223,109
-39,932
| -15% | -$2.87M |
|
937
iShares Core S&P Mid-Cap ETF
IJH
$100B
| $16M | 0.01% |
321,790
+17,535
| +6% | +$874K |
|
938
United Airlines
UAL
$34.8B
| $16M | 0.01% |
379,251
+2,785
| +0.7% | +$118K |
|
|
TXNM
939
TXNM Energy, Inc.
TXNM
$5.99B
| $16M | 0.01% |
358,574
+10,353
| +3% | +$462K |
|
940
Old National Bancorp
ONB
$8.81B
| $16M | 0.01% |
1,099,456
-8,580
| -0.8% | -$125K |
|
941
Boyd Gaming
BYD
$6.84B
| $15.9M | 0.01% |
262,136
-25,926
| -9% | -$1.58M |
|
942
Fox Factory Holding Corp
FOXF
$1.17B
| $15.9M | 0.01% |
160,679
-2,172
| -1% | -$215K |
|
943
Planet Fitness
PLNT
$8.52B
| $15.9M | 0.01% |
322,294
-6,886
| -2% | -$339K |
|
944
Carnival Corp
CCL
$42.5B
| $15.8M | 0.01% |
1,154,358
+2,461
| +0.2% | +$33.8K |
|
945
Integer Holdings
ITGR
$3.59B
| $15.8M | 0.01% |
201,622
-2,432
| -1% | -$191K |
|
946
Jack Henry & Associates
JKHY
$11.6B
| $15.8M | 0.01% |
104,573
-2,828
| -3% | -$427K |
|
947
Revvity
RVTY
$9.58B
| $15.8M | 0.01% |
142,555
-1,466
| -1% | -$162K |
|
948
Park Hotels & Resorts
PK
$2.36B
| $15.8M | 0.01% |
1,278,636
+28,349
| +2% | +$349K |
|
949
Harley-Davidson
HOG
$3.65B
| $15.7M | 0.01% |
475,788
-15,455
| -3% | -$511K |
|
950
New Jersey Resources
NJR
$4.71B
| $15.7M | 0.01% |
387,114
+4,619
| +1% | +$188K |
|