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 |
Equity Residential
EQR
|
+$411M |
| 2 |
Cadence Design Systems
CDNS
|
+$345M |
| 3 |
MSCI
MSCI
|
+$300M |
| 4 |
Equinix
EQIX
|
+$181M |
| 5 |
Gartner
IT
|
+$154M |
Top Sells
| 1 |
Union Pacific
UNP
|
+$403M |
| 2 |
TransDigm Group
TDG
|
+$264M |
| 3 |
AIRC
Apartment Income REIT Corp.
AIRC
|
+$238M |
| 4 |
Essex Property Trust
ESS
|
+$205M |
| 5 |
NVIDIA
NVDA
|
+$184M |
Sector Composition
| 1 | Technology | 20.77% |
| 2 | Financials | 15.31% |
| 3 | Real Estate | 13.85% |
| 4 | Consumer Discretionary | 11.12% |
| 5 | Industrials | 10.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1201
Gibraltar Industries
ROCK
$1.83B
| $11.2M | 0.01% |
163,447
-5,135
| -3% | -$352K |
|
1202
AMN Healthcare
AMN
$729M
| $11.2M | 0.01% |
218,676
-191,196
| -47% | -$9.79M |
|
1203
Bank of Hawaii
BOH
$2.71B
| $11.2M | 0.01% |
195,751
-10,556
| -5% | -$604K |
|
1204
Chemours
CC
$2.52B
| $11.2M | 0.01% |
496,073
-62,906
| -11% | -$1.42M |
|
|
TXNM
1205
TXNM Energy, Inc.
TXNM
$6B
| $11.2M | 0.01% |
302,484
-23,516
| -7% | -$869K |
|
1206
Teradata
TDC
$1.99B
| $11.2M | 0.01% |
323,001
-46,975
| -13% | -$1.62M |
|
1207
LiveRamp
RAMP
$1.75B
| $11.1M | 0.01% |
358,975
-9,008
| -2% | -$279K |
|
1208
Spotify
SPOT
$141B
| $11.1M | 0.01% |
35,386
-17,054
| -33% | -$5.35M |
|
1209
ManpowerGroup
MAN
$1.78B
| $11.1M | 0.01% |
158,863
-24,985
| -14% | -$1.74M |
|
1210
CAVA Group
CAVA
$7.57B
| $11.1M | 0.01% |
119,139
+11,090
| +10% | +$1.03M |
|
1211
Arrowhead Research
ARWR
$3.95B
| $11M | 0.01% |
424,766
-59,354
| -12% | -$1.54M |
|
1212
Myriad Genetics
MYGN
$689M
| $11M | 0.01% |
449,606
-19,724
| -4% | -$482K |
|
1213
Douglas Emmett
DEI
$2.82B
| $11M | 0.01% |
825,069
-39,934
| -5% | -$532K |
|
1214
Rogers Corp
ROG
$1.46B
| $11M | 0.01% |
91,036
-2,859
| -3% | -$345K |
|
1215
Ultra Clean Holdings
UCTT
$1.14B
| $10.9M | 0.01% |
223,088
-9,615
| -4% | -$471K |
|
|
PPBI
1216
DELISTED
Pacific Premier Bancorp
PPBI
| $10.9M | 0.01% |
475,619
-22,136
| -4% | -$508K |
|
1217
Bread Financial
BFH
$2.99B
| $10.9M | 0.01% |
244,600
-11,542
| -5% | -$514K |
|
1218
Simmons First National
SFNC
$2.97B
| $10.9M | 0.01% |
618,846
-30,933
| -5% | -$544K |
|
|
PDCO
1219
DELISTED
Patterson Companies, Inc.
PDCO
| $10.9M | 0.01% |
450,656
-27,444
| -6% | -$662K |
|
1220
Interparfums
IPAR
$3.49B
| $10.9M | 0.01% |
93,617
-3,695
| -4% | -$429K |
|
1221
Grocery Outlet
GO
$1.74B
| $10.8M | 0.01% |
490,110
+116,686
| +31% | +$2.58M |
|
1222
Goodyear
GT
$2.44B
| $10.8M | 0.01% |
954,782
-121,342
| -11% | -$1.38M |
|
1223
Urban Edge Properties
UE
$2.67B
| $10.8M | 0.01% |
586,186
-24,342
| -4% | -$450K |
|
|
VSTO
1224
DELISTED
Vista Outdoor Inc.
VSTO
| $10.8M | 0.01% |
287,108
-14,746
| -5% | -$555K |
|
1225
Bankunited
BKU
$2.93B
| $10.8M | 0.01% |
368,742
-17,410
| -5% | -$510K |
|