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 | |
|---|---|---|---|---|---|---|
1151
Neogen
NEOG
$1.21B
| $13.6M | 0.01% |
860,006
+42,028
| +5% | +$663K |
|
1152
Ormat Technologies
ORA
$5.51B
| $13.5M | 0.01% |
204,655
+4,441
| +2% | +$294K |
|
1153
Brady Corp
BRC
$3.69B
| $13.5M | 0.01% |
227,425
-11,245
| -5% | -$667K |
|
1154
Datadog
DDOG
$48.5B
| $13.5M | 0.01% |
108,943
-2,859
| -3% | -$353K |
|
1155
Roivant Sciences
ROIV
$9.4B
| $13.4M | 0.01% |
1,274,737
+1,238,460
| +3,414% | +$13.1M |
|
1156
Patrick Industries
PATK
$3.72B
| $13.4M | 0.01% |
168,659
-711
| -0.4% | -$56.6K |
|
1157
O-I Glass
OI
$1.95B
| $13.4M | 0.01% |
806,045
-56,450
| -7% | -$937K |
|
1158
RXO
RXO
$2.74B
| $13.3M | 0.01% |
609,488
+838
| +0.1% | +$18.3K |
|
1159
Community Bank
CBU
$3.13B
| $13.3M | 0.01% |
276,841
-1,398
| -0.5% | -$67.1K |
|
1160
Corcept Therapeutics
CORT
$7.55B
| $13.3M | 0.01% |
526,138
+26,452
| +5% | +$666K |
|
1161
Freshpet
FRPT
$2.61B
| $13.3M | 0.01% |
114,381
+25,638
| +29% | +$2.97M |
|
|
PDCO
1162
DELISTED
Patterson Companies, Inc.
PDCO
| $13.2M | 0.01% |
478,100
+160,428
| +51% | +$4.44M |
|
1163
MasterBrand
MBC
$1.62B
| $13.2M | 0.01% |
702,738
+41,687
| +6% | +$781K |
|
1164
Azenta
AZTA
$1.34B
| $13.1M | 0.01% |
218,006
-11,405
| -5% | -$687K |
|
1165
NorthWestern Energy
NWE
$3.47B
| $13.1M | 0.01% |
256,882
+28,130
| +12% | +$1.43M |
|
1166
Snowflake
SNOW
$76.5B
| $13.1M | 0.01% |
80,859
-16,929
| -17% | -$2.74M |
|
1167
Vestis
VSTS
$537M
| $13M | 0.01% |
677,163
+4,572
| +0.7% | +$88.1K |
|
1168
Granite Construction
GVA
$4.75B
| $13M | 0.01% |
228,223
-708
| -0.3% | -$40.4K |
|
1169
Alamo Group
ALG
$2.5B
| $13M | 0.01% |
57,009
+465
| +0.8% | +$106K |
|
1170
Arbor Realty Trust
ABR
$2.26B
| $13M | 0.01% |
978,219
-3,695
| -0.4% | -$49K |
|
1171
TEGNA Inc
TGNA
$3.37B
| $13M | 0.01% |
867,457
+131,200
| +18% | +$1.96M |
|
1172
LivaNova
LIVN
$3.09B
| $13M | 0.01% |
231,666
+6,281
| +3% | +$351K |
|
1173
Duolingo
DUOL
$13.1B
| $12.9M | 0.01% |
58,680
+8,711
| +17% | +$1.92M |
|
1174
Assurant
AIZ
$10.6B
| $12.9M | 0.01% |
68,753
+354
| +0.5% | +$66.6K |
|
1175
Bath & Body Works
BBWI
$5.81B
| $12.9M | 0.01% |
258,430
+1,987
| +0.8% | +$99.4K |
|