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 | |
|---|---|---|---|---|---|---|
1251
UFP Technologies
UFPT
$1.55B
| $10.2M | 0.01% |
38,515
-1,077
| -3% | -$284K |
|
1252
Forestar Group
FOR
$1.4B
| $10.1M | 0.01% |
317,102
+304,468
| +2,410% | +$9.74M |
|
1253
Triumph Financial, Inc.
TFIN
$1.42B
| $10.1M | 0.01% |
124,081
-1,865
| -1% | -$152K |
|
1254
StoneX
SNEX
$5.02B
| $10.1M | 0.01% |
201,987
-9,411
| -4% | -$472K |
|
1255
Cushman & Wakefield
CWK
$3.7B
| $10.1M | 0.01% |
974,798
+101,988
| +12% | +$1.06M |
|
1256
Standex International
SXI
$2.44B
| $10.1M | 0.01% |
62,812
-2,501
| -4% | -$403K |
|
|
FL
1257
DELISTED
Foot Locker
FL
| $10.1M | 0.01% |
405,648
-19,727
| -5% | -$492K |
|
1258
Park National Corp
PRK
$2.72B
| $10.1M | 0.01% |
70,906
-3,556
| -5% | -$506K |
|
1259
Telephone and Data Systems
TDS
$4.45B
| $10.1M | 0.01% |
486,279
-25,623
| -5% | -$531K |
|
1260
Tennant Co
TNC
$1.5B
| $10M | 0.01% |
101,892
-2,087
| -2% | -$205K |
|
1261
Valley National Bancorp
VLY
$5.99B
| $10M | 0.01% |
1,434,805
-184,706
| -11% | -$1.29M |
|
1262
Clearway Energy Class C
CWEN
$3.35B
| $10M | 0.01% |
404,850
-20,346
| -5% | -$502K |
|
|
AMED
1263
DELISTED
Amedisys
AMED
| $9.98M | 0.01% |
108,675
-14,170
| -12% | -$1.3M |
|
1264
Fox Class A
FOXA
$25.5B
| $9.96M | 0.01% |
289,873
+4,963
| +2% | +$171K |
|
1265
MasterBrand
MBC
$1.62B
| $9.94M | 0.01% |
677,427
-25,311
| -4% | -$372K |
|
1266
Catalyst Pharmaceutical
CPRX
$2.42B
| $9.9M | 0.01% |
639,226
-10,214
| -2% | -$158K |
|
1267
Enova International
ENVA
$2.88B
| $9.9M | 0.01% |
159,057
-14,009
| -8% | -$872K |
|
|
MRX
1268
Marex Group
MRX
$2.52B
| $9.88M | 0.01% |
+493,926
| New | +$9.88M |
|
1269
Concentrix
CNXC
$3.25B
| $9.87M | 0.01% |
156,043
-186,390
| -54% | -$11.8M |
|
1270
Pinnacle West Capital
PNW
$10.5B
| $9.87M | 0.01% |
129,250
-453
| -0.3% | -$34.6K |
|
1271
Integra LifeSciences
IART
$1.2B
| $9.85M | 0.01% |
338,166
+82,056
| +32% | +$2.39M |
|
1272
TEGNA Inc
TGNA
$3.37B
| $9.85M | 0.01% |
706,643
-160,814
| -19% | -$2.24M |
|
1273
Edgewell Personal Care
EPC
$1.01B
| $9.82M | 0.01% |
244,404
-14,812
| -6% | -$595K |
|
1274
Seacoast Banking Corp of Florida
SBCF
$2.71B
| $9.82M | 0.01% |
415,234
-22,575
| -5% | -$534K |
|
1275
TTM Technologies
TTMI
$5.11B
| $9.75M | 0.01% |
501,959
-28,816
| -5% | -$560K |
|