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 |
American Tower
AMT
|
+$462M |
| 2 |
SBA Communications
SBAC
|
+$330M |
| 3 |
CCC Intelligent Solutions
CCCS
|
+$219M |
| 4 |
Equinix
EQIX
|
+$176M |
| 5 |
Teck Resources
TECK
|
+$140M |
Top Sells
| 1 |
First Industrial Realty Trust
FR
|
+$216M |
| 2 |
Digital Realty Trust
DLR
|
+$213M |
| 3 |
TransDigm Group
TDG
|
+$207M |
| 4 |
Public Storage
PSA
|
+$174M |
| 5 |
Realty Income
O
|
+$149M |
Sector Composition
| 1 | Technology | 18.87% |
| 2 | Financials | 15.58% |
| 3 | Real Estate | 14.17% |
| 4 | Consumer Discretionary | 11.56% |
| 5 | Industrials | 11.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1076
Yelp
YELP
$1.97B
| $15.6M | 0.01% |
396,096
+13,496
| +4% | +$532K |
|
1077
Power Integrations
POWI
$2.5B
| $15.5M | 0.01% |
216,974
-11,651
| -5% | -$834K |
|
1078
TripAdvisor
TRIP
$2.06B
| $15.5M | 0.01% |
557,926
+788
| +0.1% | +$21.9K |
|
1079
Urban Outfitters
URBN
$6.33B
| $15.4M | 0.01% |
355,215
+19,229
| +6% | +$835K |
|
1080
WSFS Financial
WSFS
$3.15B
| $15.4M | 0.01% |
341,267
+24,658
| +8% | +$1.11M |
|
1081
Evergy
EVRG
$16.5B
| $15.3M | 0.01% |
286,497
+6,984
| +2% | +$373K |
|
1082
Sensient Technologies
SXT
$4.51B
| $15.2M | 0.01% |
220,179
+436
| +0.2% | +$30.2K |
|
1083
Columbia Banking Systems
COLB
$7.84B
| $15.2M | 0.01% |
785,352
+19,621
| +3% | +$380K |
|
1084
Grand Canyon Education
LOPE
$5.69B
| $15.2M | 0.01% |
111,494
+2,604
| +2% | +$355K |
|
1085
Healthpeak Properties
DOC
$12.5B
| $15.2M | 0.01% |
809,747
+192,979
| +31% | +$3.62M |
|
1086
Lindblad Expeditions
LIND
$717M
| $15.2M | 0.01% |
1,625,595
-70,250
| -4% | -$655K |
|
1087
Fulton Financial
FULT
$3.51B
| $15.1M | 0.01% |
948,319
+92,992
| +11% | +$1.48M |
|
1088
Hancock Whitney
HWC
$5.35B
| $15.1M | 0.01% |
327,101
+5,262
| +2% | +$242K |
|
1089
Genworth Financial
GNW
$3.51B
| $15.1M | 0.01% |
2,341,309
-10,755
| -0.5% | -$69.2K |
|
1090
Avient
AVNT
$3.34B
| $15M | 0.01% |
345,963
+5,585
| +2% | +$242K |
|
|
ENV
1091
DELISTED
ENVESTNET, INC.
ENV
| $15M | 0.01% |
259,258
-20,975
| -7% | -$1.21M |
|
1092
ESCO Technologies
ESE
$5.3B
| $15M | 0.01% |
140,113
+1,515
| +1% | +$162K |
|
1093
NMI Holdings
NMIH
$3.07B
| $14.9M | 0.01% |
460,158
+12,444
| +3% | +$402K |
|
1094
Revvity
RVTY
$9.58B
| $14.8M | 0.01% |
141,239
+2,067
| +1% | +$217K |
|
1095
Century Communities
CCS
$1.99B
| $14.8M | 0.01% |
153,673
-1,197
| -0.8% | -$116K |
|
|
NARI
1096
DELISTED
Inari Medical, Inc. Common Stock
NARI
| $14.8M | 0.01% |
308,782
-258,484
| -46% | -$12.4M |
|
1097
Silgan Holdings
SLGN
$4.71B
| $14.8M | 0.01% |
304,950
+7,615
| +3% | +$370K |
|
1098
Sunrun
RUN
$3.74B
| $14.8M | 0.01% |
1,122,031
+325,042
| +41% | +$4.28M |
|
1099
Goodyear
GT
$2.45B
| $14.8M | 0.01% |
1,076,124
+17,443
| +2% | +$239K |
|
1100
MGM Resorts International
MGM
$9.79B
| $14.8M | 0.01% |
312,831
+4,176
| +1% | +$197K |
|