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 | |
|---|---|---|---|---|---|---|
1226
Sunrun
RUN
$3.94B
| $10.1M | 0.01% |
800,672
-8,594
| -1% | -$108K |
|
1227
Calix
CALX
$4.14B
| $10.1M | 0.01% |
219,261
+182
| +0.1% | +$8.34K |
|
1228
Semtech
SMTC
$5.23B
| $10M | 0.01% |
390,270
-1,829
| -0.5% | -$47.1K |
|
1229
Werner Enterprises
WERN
$1.71B
| $10M | 0.01% |
257,878
+21,549
| +9% | +$839K |
|
1230
Hayward Holdings
HAYW
$3.48B
| $10M | 0.01% |
+710,361
| New | +$10M |
|
1231
Integra LifeSciences
IART
$1.19B
| $9.98M | 0.01% |
261,301
-6,277
| -2% | -$240K |
|
1232
CorVel
CRVL
$4.52B
| $9.96M | 0.01% |
151,956
-7,494
| -5% | -$491K |
|
1233
Alamo Group
ALG
$2.55B
| $9.91M | 0.01% |
57,310
-2,809
| -5% | -$486K |
|
1234
Hasbro
HAS
$11.1B
| $9.9M | 0.01% |
149,631
-4,349
| -3% | -$288K |
|
1235
Bio-Rad Laboratories Class A
BIO
$7.66B
| $9.88M | 0.01% |
27,572
-368
| -1% | -$132K |
|
1236
Fox Class A
FOXA
$28.2B
| $9.88M | 0.01% |
316,623
-21,848
| -6% | -$682K |
|
1237
Doximity
DOCS
$13.1B
| $9.86M | 0.01% |
464,804
-610,701
| -57% | -$13M |
|
1238
Forward Air
FWRD
$922M
| $9.85M | 0.01% |
143,257
-8,345
| -6% | -$574K |
|
1239
Adtalem Global Education
ATGE
$4.94B
| $9.81M | 0.01% |
228,933
-22,208
| -9% | -$952K |
|
1240
American Airlines Group
AAL
$8.51B
| $9.74M | 0.01% |
760,272
+222
| +0% | +$2.84K |
|
1241
ACI Worldwide
ACIW
$5.2B
| $9.71M | 0.01% |
430,374
+2,895
| +0.7% | +$65.3K |
|
1242
National Storage Affiliates Trust
NSA
$2.48B
| $9.71M | 0.01% |
305,897
-2,295
| -0.7% | -$72.8K |
|
1243
WaFd
WAFD
$2.48B
| $9.69M | 0.01% |
378,042
-14,177
| -4% | -$363K |
|
1244
Urban Edge Properties
UE
$2.66B
| $9.67M | 0.01% |
633,499
-34,034
| -5% | -$519K |
|
1245
Telephone and Data Systems
TDS
$4.52B
| $9.66M | 0.01% |
527,609
-33,633
| -6% | -$616K |
|
1246
Amphastar Pharmaceuticals
AMPH
$1.34B
| $9.66M | 0.01% |
210,036
-18,723
| -8% | -$861K |
|
|
BNT
1247
Brookfield Wealth Solutions Ltd.
BNT
$19.5B
| $9.65M | 0.01% |
306,740
-362
| -0.1% | -$11.4K |
|
1248
Green Plains
GPRE
$644M
| $9.63M | 0.01% |
320,044
-17,915
| -5% | -$539K |
|
1249
Amkor Technology
AMKR
$6.23B
| $9.62M | 0.01% |
425,852
+20,399
| +5% | +$461K |
|
1250
Columbia Sportswear
COLM
$3.03B
| $9.62M | 0.01% |
129,772
-3,743
| -3% | -$277K |
|