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 |
CoStar Group
CSGP
|
+$466M |
| 2 |
Broadstone Net Lease
BNL
|
+$266M |
| 3 |
Tyler Technologies
TYL
|
+$250M |
| 4 |
Marriott Vacations Worldwide
VAC
|
+$229M |
| 5 |
Equinix
EQIX
|
+$187M |
Top Sells
| 1 |
Motorola Solutions
MSI
|
+$335M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$318M |
| 3 |
Prologis
PLD
|
+$309M |
| 4 |
Gartner
IT
|
+$290M |
| 5 |
CBRE Group
CBRE
|
+$214M |
Sector Composition
| 1 | Technology | 18.71% |
| 2 | Real Estate | 16% |
| 3 | Financials | 14.9% |
| 4 | Consumer Discretionary | 12.38% |
| 5 | Industrials | 9.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
WRI
1276
DELISTED
Weingarten Realty Investors
WRI
| $13.4M | 0.01% |
417,400
-222,489
| -35% | -$7.14M |
|
1277
DocuSign
DOCU
$16.1B
| $13.3M | 0.01% |
47,645
+25,588
| +116% | +$7.15M |
|
1278
Acadia Realty Trust
AKR
$2.59B
| $13.3M | 0.01% |
606,463
+13,426
| +2% | +$295K |
|
1279
Seacoast Banking Corp of Florida
SBCF
$2.72B
| $13.3M | 0.01% |
388,994
+9,256
| +2% | +$316K |
|
|
SAFM
1280
DELISTED
Sanderson Farms Inc
SAFM
| $13.3M | 0.01% |
70,647
-107
| -0.2% | -$20.1K |
|
1281
Banner Corp
BANR
$2.33B
| $13.3M | 0.01% |
244,681
-29,121
| -11% | -$1.58M |
|
1282
Coca-Cola Consolidated
COKE
$10.8B
| $13.2M | 0.01% |
328,910
-130
| -0% | -$5.23K |
|
|
AQUA
1283
DELISTED
Evoqua Water Technologies Corp. Common Stock
AQUA
| $13.2M | 0.01% |
389,777
+258,962
| +198% | +$8.75M |
|
1284
Invesco
IVZ
$10.1B
| $13.1M | 0.01% |
491,844
+10,211
| +2% | +$273K |
|
1285
Unum
UNM
$12.8B
| $13.1M | 0.01% |
462,381
-238,132
| -34% | -$6.76M |
|
1286
Buckle
BKE
$3.15B
| $13.1M | 0.01% |
263,595
+66,634
| +34% | +$3.32M |
|
1287
Cadence Bank
CADE
$6.96B
| $13.1M | 0.01% |
461,950
+36,412
| +9% | +$1.03M |
|
1288
Kite Realty
KRG
$5B
| $13.1M | 0.01% |
593,984
+14,636
| +3% | +$322K |
|
1289
Amkor Technology
AMKR
$6.27B
| $13M | 0.01% |
550,071
+177,289
| +48% | +$4.2M |
|
1290
TechTarget
TTGT
$429M
| $13M | 0.01% |
167,722
+198
| +0.1% | +$15.3K |
|
1291
Alcoa
AA
$8.36B
| $13M | 0.01% |
352,429
+5,509
| +2% | +$203K |
|
1292
Henry Schein
HSIC
$8.43B
| $13M | 0.01% |
174,672
+1,835
| +1% | +$136K |
|
1293
Mercury Systems
MRCY
$4.38B
| $12.9M | 0.01% |
195,285
+392
| +0.2% | +$26K |
|
1294
W.R. Berkley
WRB
$28B
| $12.9M | 0.01% |
391,122
+8,768
| +2% | +$290K |
|
1295
Tri Pointe Homes
TPH
$3.18B
| $12.9M | 0.01% |
602,644
+92,824
| +18% | +$1.99M |
|
1296
Alibaba
BABA
$371B
| $12.9M | 0.01% |
56,941
-71,392
| -56% | -$16.2M |
|
1297
Mercury Insurance
MCY
$4.38B
| $12.9M | 0.01% |
198,462
+24,813
| +14% | +$1.61M |
|
1298
Knowles
KN
$1.91B
| $12.9M | 0.01% |
651,947
+21,506
| +3% | +$425K |
|
|
CMRC
1299
Commerce.com, Inc. Series 1 Common Stock
CMRC
$376M
| $12.9M | 0.01% |
198,070
+46,124
| +30% | +$2.99M |
|
1300
Koppers
KOP
$570M
| $12.8M | 0.01% |
396,926
+19,323
| +5% | +$625K |
|