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 | |
|---|---|---|---|---|---|---|
1176
PJT Partners
PJT
$4.46B
| $12.9M | 0.01% |
137,016
+7,144
| +6% | +$673K |
|
1177
Valley National Bancorp
VLY
$6.03B
| $12.9M | 0.01% |
1,619,511
+26,209
| +2% | +$209K |
|
1178
Hilton Grand Vacations
HGV
$4.08B
| $12.9M | 0.01% |
273,005
+6,542
| +2% | +$309K |
|
1179
Bank of Hawaii
BOH
$2.69B
| $12.9M | 0.01% |
206,307
-810
| -0.4% | -$50.5K |
|
1180
CorVel
CRVL
$4.49B
| $12.8M | 0.01% |
146,565
-3,696
| -2% | -$324K |
|
1181
JetBlue
JBLU
$1.86B
| $12.8M | 0.01% |
1,730,870
-6,595
| -0.4% | -$48.9K |
|
1182
Spire
SR
$4.51B
| $12.8M | 0.01% |
208,400
+12,066
| +6% | +$740K |
|
1183
Independent Bank
INDB
$3.47B
| $12.8M | 0.01% |
245,799
-34,267
| -12% | -$1.78M |
|
|
BNT
1184
Brookfield Wealth Solutions Ltd.
BNT
$19.5B
| $12.8M | 0.01% |
305,979
-158
| -0.1% | -$6.6K |
|
1185
Blackbaud
BLKB
$3.33B
| $12.7M | 0.01% |
171,822
+11,329
| +7% | +$840K |
|
|
CNR
1186
Core Natural Resources, Inc.
CNR
$3.75B
| $12.7M | 0.01% |
152,078
-13,815
| -8% | -$1.16M |
|
1187
Minerals Technologies
MTX
$2.01B
| $12.7M | 0.01% |
168,955
-666
| -0.4% | -$50.1K |
|
1188
LiveRamp
RAMP
$1.75B
| $12.7M | 0.01% |
367,983
+26,471
| +8% | +$913K |
|
1189
Qorvo
QRVO
$8.03B
| $12.7M | 0.01% |
110,548
+754
| +0.7% | +$86.6K |
|
1190
Outfront Media
OUT
$3.12B
| $12.7M | 0.01% |
767,869
-937
| -0.1% | -$15.5K |
|
1191
Winnebago Industries
WGO
$977M
| $12.7M | 0.01% |
171,110
+1,163
| +0.7% | +$86.1K |
|
1192
GameStop
GME
$10.9B
| $12.7M | 0.01% |
1,011,337
+25,159
| +3% | +$315K |
|
1193
Tennant Co
TNC
$1.52B
| $12.6M | 0.01% |
103,979
+3,284
| +3% | +$399K |
|
1194
Simmons First National
SFNC
$2.96B
| $12.6M | 0.01% |
649,779
-2,471
| -0.4% | -$48.1K |
|
1195
Tandem Diabetes Care
TNDM
$853M
| $12.6M | 0.01% |
356,393
+12,044
| +3% | +$426K |
|
1196
APA Corp
APA
$8.21B
| $12.5M | 0.01% |
364,752
-772
| -0.2% | -$26.5K |
|
1197
International Bancshares
IBOC
$4.4B
| $12.5M | 0.01% |
222,652
+5,824
| +3% | +$327K |
|
1198
Brighthouse Financial
BHF
$2.81B
| $12.5M | 0.01% |
241,938
+5,743
| +2% | +$296K |
|
1199
C.H. Robinson
CHRW
$15.3B
| $12.5M | 0.01% |
163,563
-7,291
| -4% | -$555K |
|
1200
OSI Systems
OSIS
$4.03B
| $12.4M | 0.01% |
87,125
+958
| +1% | +$137K |
|