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 |
Equity Residential
EQR
|
+$411M |
| 2 |
Cadence Design Systems
CDNS
|
+$345M |
| 3 |
MSCI
MSCI
|
+$300M |
| 4 |
Equinix
EQIX
|
+$181M |
| 5 |
Gartner
IT
|
+$154M |
Top Sells
| 1 |
Union Pacific
UNP
|
+$403M |
| 2 |
TransDigm Group
TDG
|
+$264M |
| 3 |
AIRC
Apartment Income REIT Corp.
AIRC
|
+$238M |
| 4 |
Essex Property Trust
ESS
|
+$205M |
| 5 |
NVIDIA
NVDA
|
+$184M |
Sector Composition
| 1 | Technology | 20.77% |
| 2 | Financials | 15.31% |
| 3 | Real Estate | 13.85% |
| 4 | Consumer Discretionary | 11.12% |
| 5 | Industrials | 10.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1051
Atlantic Union Bankshares
AUB
$5.04B
| $14.5M | 0.01% |
442,768
+51,677
| +13% | +$1.7M |
|
1052
PJT Partners
PJT
$4.33B
| $14.5M | 0.01% |
134,138
-2,878
| -2% | -$311K |
|
|
NARI
1053
DELISTED
Inari Medical, Inc. Common Stock
NARI
| $14.5M | 0.01% |
300,423
-8,359
| -3% | -$402K |
|
1054
ArcBest
ARCB
$1.62B
| $14.5M | 0.01% |
135,060
-3,704
| -3% | -$397K |
|
1055
PennyMac Financial
PFSI
$6.16B
| $14.5M | 0.01% |
152,804
+246
| +0.2% | +$23.3K |
|
1056
Cavco Industries
CVCO
$4.28B
| $14.4M | 0.01% |
41,738
-1,352
| -3% | -$468K |
|
1057
Veeco
VECO
$1.5B
| $14.4M | 0.01% |
309,303
-5,990
| -2% | -$280K |
|
1058
Urban Outfitters
URBN
$6.4B
| $14.4M | 0.01% |
351,567
-3,648
| -1% | -$150K |
|
1059
Revvity
RVTY
$9.88B
| $14.4M | 0.01% |
137,608
-3,631
| -3% | -$381K |
|
1060
Chewy
CHWY
$17.3B
| $14.4M | 0.01% |
+527,895
| New | +$14.4M |
|
1061
Allete
ALE
$3.69B
| $14.4M | 0.01% |
230,597
-47,697
| -17% | -$2.97M |
|
1062
UMB Financial
UMBF
$9.36B
| $14.4M | 0.01% |
172,097
-15,491
| -8% | -$1.29M |
|
1063
STAAR Surgical
STAA
$1.38B
| $14.3M | 0.01% |
300,973
-1,696
| -0.6% | -$80.7K |
|
1064
Axos Financial
AX
$5.13B
| $14.3M | 0.01% |
250,700
-12,799
| -5% | -$731K |
|
1065
Belden
BDC
$5.08B
| $14.3M | 0.01% |
152,478
-19,006
| -11% | -$1.78M |
|
1066
Artisan Partners
APAM
$3.27B
| $14.3M | 0.01% |
346,491
-9,763
| -3% | -$403K |
|
1067
Brady Corp
BRC
$3.72B
| $14.3M | 0.01% |
216,561
-10,864
| -5% | -$717K |
|
1068
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25B
| $14.3M | 0.01% |
392,862
+380,400
| +3,052% | +$13.8M |
|
1069
Sea Limited
SE
$114B
| $14.2M | 0.01% |
199,420
+171,880
| +624% | +$12.3M |
|
1070
Vanguard Mid-Cap ETF
VO
$87.2B
| $14.2M | 0.01% |
58,721
+34,242
| +140% | +$8.29M |
|
1071
Adtalem Global Education
ATGE
$4.87B
| $14.2M | 0.01% |
208,412
-13,727
| -6% | -$936K |
|
1072
PENN Entertainment
PENN
$2.96B
| $14.2M | 0.01% |
733,840
+172,792
| +31% | +$3.34M |
|
1073
Flowers Foods
FLO
$3.12B
| $14.2M | 0.01% |
639,506
-83,542
| -12% | -$1.85M |
|
1074
Glacier Bancorp
GBCI
$5.79B
| $14.2M | 0.01% |
380,322
-40,663
| -10% | -$1.52M |
|
1075
New Jersey Resources
NJR
$4.67B
| $14.2M | 0.01% |
331,365
-42,722
| -11% | -$1.83M |
|