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 | |
|---|---|---|---|---|---|---|
1226
Iridium Communications
IRDM
$1.91B
| $10.8M | 0.01% |
404,387
-63,727
| -14% | -$1.7M |
|
1227
Snowflake
SNOW
$76.6B
| $10.7M | 0.01% |
79,277
-1,582
| -2% | -$214K |
|
1228
Topgolf Callaway Brands
MODG
$1.71B
| $10.7M | 0.01% |
697,291
-40,613
| -6% | -$621K |
|
1229
Fox Factory Holding Corp
FOXF
$1.17B
| $10.7M | 0.01% |
221,203
+45,576
| +26% | +$2.2M |
|
1230
EchoStar
SATS
$23B
| $10.6M | 0.01% |
594,762
-30,845
| -5% | -$549K |
|
1231
EPR Properties
EPR
$4.19B
| $10.6M | 0.01% |
252,032
-31,543
| -11% | -$1.32M |
|
1232
Pricesmart
PSMT
$3.41B
| $10.6M | 0.01% |
130,268
-5,060
| -4% | -$411K |
|
1233
HNI Corp
HNI
$2.06B
| $10.5M | 0.01% |
234,107
-7,767
| -3% | -$350K |
|
1234
Associated Banc-Corp
ASB
$4.36B
| $10.5M | 0.01% |
497,336
-67,580
| -12% | -$1.43M |
|
1235
Sunstone Hotel Investors
SHO
$1.77B
| $10.5M | 0.01% |
1,004,652
-61,931
| -6% | -$648K |
|
1236
PotlatchDeltic
PCH
$3.21B
| $10.5M | 0.01% |
266,639
-34,600
| -11% | -$1.36M |
|
1237
Lennar Class B
LEN.B
$33.8B
| $10.5M | 0.01% |
79,006
+5,630
| +8% | +$746K |
|
1238
First Financial Bancorp
FFBC
$2.48B
| $10.5M | 0.01% |
470,783
-23,040
| -5% | -$512K |
|
1239
ePlus
PLUS
$1.93B
| $10.4M | 0.01% |
141,740
-5,048
| -3% | -$372K |
|
1240
Extreme Networks
EXTR
$2.96B
| $10.4M | 0.01% |
776,010
-6,231
| -0.8% | -$83.8K |
|
|
WBA
1241
DELISTED
Walgreens Boots Alliance
WBA
| $10.4M | 0.01% |
861,170
+42,128
| +5% | +$510K |
|
1242
St. Joe Company
JOE
$2.91B
| $10.4M | 0.01% |
189,234
-6,783
| -3% | -$371K |
|
|
B
1243
DELISTED
Barnes Group Inc.
B
| $10.3M | 0.01% |
249,688
-13,204
| -5% | -$547K |
|
1244
Outfront Media
OUT
$3.12B
| $10.3M | 0.01% |
733,976
-33,893
| -4% | -$477K |
|
1245
Enerpac Tool Group
EPAC
$2.28B
| $10.3M | 0.01% |
269,649
-12,521
| -4% | -$478K |
|
1246
Molson Coors Class B
TAP
$9.7B
| $10.3M | 0.01% |
202,302
-11,188
| -5% | -$569K |
|
1247
Calix
CALX
$4.11B
| $10.3M | 0.01% |
289,320
-16,249
| -5% | -$576K |
|
1248
Fortrea Holdings
FTRE
$910M
| $10.2M | 0.01% |
439,149
-43,531
| -9% | -$1.02M |
|
1249
Acadia Realty Trust
AKR
$2.54B
| $10.2M | 0.01% |
569,140
-11,329
| -2% | -$203K |
|
1250
JetBlue
JBLU
$1.85B
| $10.2M | 0.01% |
1,674,499
-56,371
| -3% | -$343K |
|