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 |
Microsoft
MSFT
|
+$344M |
| 2 |
Moody's
MCO
|
+$284M |
| 3 |
VICI Properties
VICI
|
+$249M |
| 4 |
Progressive
PGR
|
+$246M |
| 5 |
Amazon
AMZN
|
+$167M |
Top Sells
| 1 |
Salesforce
CRM
|
+$235M |
| 2 |
MGP
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
|
+$202M |
| 3 |
Healthcare Realty
HR
|
+$179M |
| 4 |
Etsy
ETSY
|
+$168M |
| 5 |
Charter Communications
CHTR
|
+$141M |
Sector Composition
| 1 | Real Estate | 17.6% |
| 2 | Technology | 16.42% |
| 3 | Financials | 14.71% |
| 4 | Consumer Discretionary | 10.49% |
| 5 | Industrials | 9.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1076
Datadog
DDOG
$48.5B
| $13.9M | 0.01% |
146,385
+51,191
| +54% | +$4.88M |
|
1077
CSG Systems International
CSGS
$1.89B
| $13.9M | 0.01% |
233,457
-14,656
| -6% | -$875K |
|
1078
Tradeweb Markets
TW
$25.5B
| $13.9M | 0.01% |
203,992
+134,477
| +193% | +$9.18M |
|
|
JNPR
1079
DELISTED
Juniper Networks
JNPR
| $13.8M | 0.01% |
485,731
+81,946
| +20% | +$2.34M |
|
|
UNIT
1080
Uniti Group
UNIT
$1.75B
| $13.8M | 0.01% |
1,463,916
-110,578
| -7% | -$1.04M |
|
1081
Columbia Banking Systems
COLB
$7.87B
| $13.8M | 0.01% |
480,735
-38,804
| -7% | -$1.11M |
|
1082
Ziff Davis
ZD
$1.54B
| $13.8M | 0.01% |
184,615
+17,429
| +10% | +$1.3M |
|
1083
Itron
ITRI
$5.51B
| $13.8M | 0.01% |
278,289
-27,745
| -9% | -$1.37M |
|
|
CCXI
1084
DELISTED
ChemoCentryx, Inc.
CCXI
| $13.7M | 0.01% |
554,300
+249,434
| +82% | +$6.18M |
|
1085
Silgan Holdings
SLGN
$4.76B
| $13.7M | 0.01% |
331,494
-38,718
| -10% | -$1.6M |
|
1086
COPT Defense Properties
CDP
$3.45B
| $13.7M | 0.01% |
521,798
+4,051
| +0.8% | +$106K |
|
1087
Plexus
PLXS
$3.8B
| $13.6M | 0.01% |
173,590
-16,725
| -9% | -$1.31M |
|
1088
PotlatchDeltic
PCH
$3.3B
| $13.6M | 0.01% |
307,153
+14,285
| +5% | +$631K |
|
1089
Fox Factory Holding Corp
FOXF
$1.2B
| $13.5M | 0.01% |
168,183
+21,425
| +15% | +$1.73M |
|
1090
Federal Signal
FSS
$7.77B
| $13.5M | 0.01% |
380,399
-60,883
| -14% | -$2.17M |
|
1091
Vanguard Long-Term Corporate Bond ETF
VCLT
$6.96B
| $13.5M | 0.01% |
166,269
+20
| +0% | +$1.62K |
|
1092
Commault Systems
CVLT
$8.04B
| $13.4M | 0.01% |
213,780
+19,342
| +10% | +$1.22M |
|
1093
Watts Water Technologies
WTS
$9.47B
| $13.4M | 0.01% |
109,406
-25,948
| -19% | -$3.19M |
|
1094
Sprouts Farmers Market
SFM
$13.5B
| $13.4M | 0.01% |
530,583
-9,812
| -2% | -$248K |
|
|
CVET
1095
DELISTED
Covetrus, Inc. Common Stock
CVET
| $13.4M | 0.01% |
644,874
-36,777
| -5% | -$763K |
|
1096
Trade Desk
TTD
$22.1B
| $13.4M | 0.01% |
319,361
-60,230
| -16% | -$2.52M |
|
1097
Advance Auto Parts
AAP
$3.73B
| $13.4M | 0.01% |
77,253
-10,637
| -12% | -$1.84M |
|
1098
Henry Schein
HSIC
$8.43B
| $13.3M | 0.01% |
173,954
+1,071
| +0.6% | +$82.2K |
|
1099
Carter's
CRI
$1.1B
| $13.3M | 0.01% |
189,248
+44,870
| +31% | +$3.16M |
|
1100
Stepan Co
SCL
$1.12B
| $13.3M | 0.01% |
131,421
-9,223
| -7% | -$935K |
|