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 |
Alibaba
BABA
|
+$205M |
| 2 |
Boston Properties
BXP
|
+$179M |
| 3 |
Domino's
DPZ
|
+$178M |
| 4 |
VICI Properties
VICI
|
+$124M |
| 5 |
Vail Resorts
MTN
|
+$115M |
Top Sells
| 1 |
O'Reilly Automotive
ORLY
|
+$127M |
| 2 |
CDK
CDK Global, Inc.
CDK
|
+$124M |
| 3 |
SBA Communications
SBAC
|
+$118M |
| 4 |
Steris
STE
|
+$116M |
| 5 |
Equinix
EQIX
|
+$111M |
Sector Composition
| 1 | Real Estate | 16.13% |
| 2 | Financials | 15.66% |
| 3 | Technology | 14.58% |
| 4 | Consumer Discretionary | 11.38% |
| 5 | Industrials | 9.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1251
Strategy Inc Common Stock Class A
MSTR
$92.4B
| $9.55M | 0.01% |
662,330
-103,410
| -14% | -$1.49M |
|
|
CIO
1252
City Office REIT
CIO
$280M
| $9.55M | 0.01% |
844,579
+20,613
| +3% | +$233K |
|
1253
Bath & Body Works
BBWI
$5.75B
| $9.53M | 0.01% |
427,533
-4,860
| -1% | -$108K |
|
1254
E.W. Scripps
SSP
$257M
| $9.51M | 0.01% |
452,902
-4,721
| -1% | -$99.1K |
|
1255
Rollins
ROL
$28.2B
| $9.5M | 0.01% |
342,210
+3,598
| +1% | +$99.8K |
|
1256
Avanos Medical
AVNS
$576M
| $9.48M | 0.01% |
222,017
-4,276
| -2% | -$183K |
|
1257
Matthews International
MATW
$775M
| $9.46M | 0.01% |
256,112
-4,278
| -2% | -$158K |
|
1258
CNX Resources
CNX
$4.23B
| $9.46M | 0.01% |
878,494
-16,818
| -2% | -$181K |
|
1259
Perdoceo Education
PRDO
$2.26B
| $9.46M | 0.01% |
572,464
+6,101
| +1% | +$101K |
|
1260
Weibo
WB
$2.92B
| $9.46M | 0.01% |
152,582
-123,844
| -45% | -$7.68M |
|
1261
Veritex Holdings
VBTX
$1.88B
| $9.44M | 0.01% |
389,917
-2,755
| -0.7% | -$66.7K |
|
1262
H&R Block
HRB
$6.98B
| $9.44M | 0.01% |
394,400
-46,774
| -11% | -$1.12M |
|
1263
Brinker International
EAT
$7.07B
| $9.44M | 0.01% |
212,738
-5,817
| -3% | -$258K |
|
|
SAIL
1264
DELISTED
SailPoint Technologies Holdings, Inc. Common Stock
SAIL
| $9.42M | 0.01% |
327,976
-2,421
| -0.7% | -$69.5K |
|
1265
Urban Edge Properties
UE
$2.67B
| $9.39M | 0.01% |
494,371
-11,727
| -2% | -$223K |
|
|
EBIX
1266
DELISTED
Ebix Inc
EBIX
| $9.39M | 0.01% |
190,182
-6,112
| -3% | -$302K |
|
|
SPPI
1267
DELISTED
Spectrum Pharmaceuticals Inc
SPPI
| $9.38M | 0.01% |
877,436
+24,142
| +3% | +$258K |
|
1268
Belden
BDC
$5.29B
| $9.37M | 0.01% |
174,479
-4,223
| -2% | -$227K |
|
|
NP
1269
DELISTED
Neenah, Inc. Common Stock
NP
| $9.36M | 0.01% |
145,476
-1,498
| -1% | -$96.4K |
|
|
TIVO
1270
DELISTED
Tivo Inc
TIVO
| $9.35M | 0.01% |
1,002,876
-13,856
| -1% | -$129K |
|
1271
Materion
MTRN
$2.36B
| $9.34M | 0.01% |
163,750
-1,725
| -1% | -$98.4K |
|
1272
Boise Cascade
BCC
$3.32B
| $9.32M | 0.01% |
348,157
-4,982
| -1% | -$133K |
|
1273
Dayforce
DAY
$10.9B
| $9.32M | 0.01% |
181,609
+9,318
| +5% | +$478K |
|
1274
The Greenbrier Companies
GBX
$1.46B
| $9.27M | 0.01% |
287,664
-1,950
| -0.7% | -$62.8K |
|
1275
John Wiley & Sons Class A
WLY
$2.24B
| $9.24M | 0.01% |
208,998
+928
| +0.4% | +$41K |
|