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 | |
|---|---|---|---|---|---|---|
1026
ArcBest
ARCB
$1.61B
| $14M | 0.01% |
137,697
-3,947
| -3% | -$401K |
|
1027
Ormat Technologies
ORA
$5.51B
| $14M | 0.01% |
200,054
+587
| +0.3% | +$41K |
|
1028
Euronet Worldwide
EEFT
$3.57B
| $13.9M | 0.01% |
175,301
-2,800
| -2% | -$222K |
|
1029
Oceaneering
OII
$2.45B
| $13.9M | 0.01% |
538,891
-34,930
| -6% | -$898K |
|
1030
First Bancorp
FBP
$3.52B
| $13.9M | 0.01% |
1,029,692
-35,640
| -3% | -$480K |
|
1031
Allete
ALE
$3.7B
| $13.8M | 0.01% |
261,987
+22,209
| +9% | +$1.17M |
|
1032
Tanger
SKT
$3.86B
| $13.8M | 0.01% |
611,992
-15,782
| -3% | -$357K |
|
1033
Insperity
NSP
$1.93B
| $13.8M | 0.01% |
141,385
+644
| +0.5% | +$62.9K |
|
1034
TFI International
TFII
$7.7B
| $13.8M | 0.01% |
106,900
-90,700
| -46% | -$11.7M |
|
|
NVRO
1035
DELISTED
NEVRO CORP.
NVRO
| $13.8M | 0.01% |
717,443
-4,537
| -0.6% | -$87.2K |
|
1036
Seadrill
SDRL
$2.02B
| $13.7M | 0.01% |
306,887
+301,521
| +5,619% | +$13.5M |
|
1037
Corcept Therapeutics
CORT
$7.55B
| $13.7M | 0.01% |
504,493
-23,308
| -4% | -$635K |
|
|
OLK
1038
DELISTED
Olink Holding AB (publ) American Depositary Shares
OLK
| $13.7M | 0.01% |
931,749
-8,319
| -0.9% | -$123K |
|
1039
Unifirst Corp
UNF
$3.17B
| $13.7M | 0.01% |
84,298
-3,382
| -4% | -$551K |
|
1040
Valley National Bancorp
VLY
$5.99B
| $13.7M | 0.01% |
1,603,251
+5,928
| +0.4% | +$50.7K |
|
1041
Boston Beer
SAM
$2.39B
| $13.7M | 0.01% |
35,213
-394
| -1% | -$153K |
|
1042
Silicon Laboratories
SLAB
$4.34B
| $13.7M | 0.01% |
118,355
-3,160
| -3% | -$366K |
|
1043
Viatris
VTRS
$11.9B
| $13.7M | 0.01% |
1,390,512
-83,282
| -6% | -$821K |
|
1044
Artisan Partners
APAM
$3.27B
| $13.7M | 0.01% |
365,971
-22,573
| -6% | -$845K |
|
1045
CNX Resources
CNX
$4.14B
| $13.7M | 0.01% |
606,380
-20,364
| -3% | -$460K |
|
1046
Enpro
NPO
$4.61B
| $13.7M | 0.01% |
112,665
-5,951
| -5% | -$721K |
|
1047
Brady Corp
BRC
$3.69B
| $13.6M | 0.01% |
248,208
-13,883
| -5% | -$762K |
|
1048
Premier
PINC
$2.21B
| $13.6M | 0.01% |
633,188
+624,357
| +7,070% | +$13.4M |
|
1049
Seagate
STX
$41.1B
| $13.6M | 0.01% |
206,136
-590
| -0.3% | -$38.9K |
|
1050
Loews
L
$19.9B
| $13.6M | 0.01% |
214,665
-2,514
| -1% | -$159K |
|