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 | |
|---|---|---|---|---|---|---|
1176
Arrowhead Research
ARWR
$3.88B
| $11.1M | 0.01% |
411,722
-7,340
| -2% | -$197K |
|
|
RVNC
1177
DELISTED
Revance Therapeutics, Inc.
RVNC
| $11M | 0.01% |
963,029
+342,540
| +55% | +$3.93M |
|
1178
TEGNA Inc
TGNA
$3.39B
| $11M | 0.01% |
757,277
-94,745
| -11% | -$1.38M |
|
1179
Hilton Grand Vacations
HGV
$4.07B
| $11M | 0.01% |
270,731
-21,796
| -7% | -$887K |
|
1180
MarketAxess Holdings
MKTX
$7.02B
| $11M | 0.01% |
51,460
+597
| +1% | +$128K |
|
|
AZEK
1181
DELISTED
The AZEK Co
AZEK
| $11M | 0.01% |
369,597
-482,902
| -57% | -$14.4M |
|
1182
Campbell Soup
CPB
$9.99B
| $11M | 0.01% |
267,387
-4,829
| -2% | -$198K |
|
|
DOC
1183
DELISTED
PHYSICIANS REALTY TRUST
DOC
| $10.9M | 0.01% |
896,072
-6,633
| -0.7% | -$80.9K |
|
1184
Kratos Defense & Security Solutions
KTOS
$11.6B
| $10.9M | 0.01% |
726,759
+713,435
| +5,355% | +$10.7M |
|
1185
Dynavax Technologies
DVAX
$1.14B
| $10.9M | 0.01% |
737,456
+26,331
| +4% | +$389K |
|
1186
NETSCOUT
NTCT
$1.82B
| $10.9M | 0.01% |
388,195
+5,183
| +1% | +$145K |
|
1187
NorthWestern Energy
NWE
$3.48B
| $10.8M | 0.01% |
225,646
-817
| -0.4% | -$39.3K |
|
|
WRK
1188
DELISTED
WestRock Company
WRK
| $10.8M | 0.01% |
301,563
+7,658
| +3% | +$274K |
|
1189
Qorvo
QRVO
$8.1B
| $10.7M | 0.01% |
112,366
-2,286
| -2% | -$218K |
|
1190
Axos Financial
AX
$5.2B
| $10.7M | 0.01% |
283,285
-16,406
| -5% | -$621K |
|
1191
Trinity Industries
TRN
$2.32B
| $10.7M | 0.01% |
440,265
-20,773
| -5% | -$506K |
|
1192
Fulton Financial
FULT
$3.53B
| $10.7M | 0.01% |
883,457
-56,078
| -6% | -$679K |
|
1193
Cinemark Holdings
CNK
$3.18B
| $10.6M | 0.01% |
579,432
-36,347
| -6% | -$667K |
|
1194
Bank of Hawaii
BOH
$2.7B
| $10.6M | 0.01% |
213,918
-11,206
| -5% | -$557K |
|
1195
Texas Capital Bancshares
TCBI
$3.98B
| $10.6M | 0.01% |
180,368
-904
| -0.5% | -$53.2K |
|
1196
Century Communities
CCS
$2.05B
| $10.6M | 0.01% |
158,751
-6,583
| -4% | -$440K |
|
1197
Cal-Maine
CALM
$5.42B
| $10.5M | 0.01% |
217,468
+825
| +0.4% | +$39.9K |
|
1198
Grocery Outlet
GO
$1.74B
| $10.5M | 0.01% |
364,065
+27,817
| +8% | +$803K |
|
1199
Pricesmart
PSMT
$3.54B
| $10.5M | 0.01% |
141,079
-3,833
| -3% | -$285K |
|
1200
Edgewell Personal Care
EPC
$1.01B
| $10.5M | 0.01% |
283,347
-13,535
| -5% | -$500K |
|