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 |
American Tower
AMT
|
+$462M |
| 2 |
SBA Communications
SBAC
|
+$330M |
| 3 |
CCC Intelligent Solutions
CCCS
|
+$219M |
| 4 |
Equinix
EQIX
|
+$176M |
| 5 |
Teck Resources
TECK
|
+$140M |
Top Sells
| 1 |
First Industrial Realty Trust
FR
|
+$216M |
| 2 |
Digital Realty Trust
DLR
|
+$213M |
| 3 |
TransDigm Group
TDG
|
+$207M |
| 4 |
Public Storage
PSA
|
+$174M |
| 5 |
Realty Income
O
|
+$149M |
Sector Composition
| 1 | Technology | 18.87% |
| 2 | Financials | 15.58% |
| 3 | Real Estate | 14.17% |
| 4 | Consumer Discretionary | 11.56% |
| 5 | Industrials | 11.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1276
Columbia Sportswear
COLM
$3.04B
| $10.5M | 0.01% |
129,929
+3,231
| +3% | +$262K |
|
1277
Urban Edge Properties
UE
$2.66B
| $10.5M | 0.01% |
610,528
-2,274
| -0.4% | -$39.3K |
|
1278
Viavi Solutions
VIAV
$2.71B
| $10.5M | 0.01% |
1,158,871
-88,617
| -7% | -$806K |
|
1279
Xerox
XRX
$464M
| $10.5M | 0.01% |
587,561
-69,950
| -11% | -$1.25M |
|
1280
Dave & Buster's
PLAY
$779M
| $10.5M | 0.01% |
167,793
-11,078
| -6% | -$693K |
|
1281
Graham Holdings Company
GHC
$5.16B
| $10.4M | 0.01% |
13,579
+206
| +2% | +$158K |
|
1282
NeoGenomics
NEO
$1.07B
| $10.4M | 0.01% |
662,059
-2,242
| -0.3% | -$35.2K |
|
1283
Catalyst Pharmaceutical
CPRX
$2.46B
| $10.4M | 0.01% |
649,440
+71,133
| +12% | +$1.13M |
|
1284
SPDR S&P 500 ESG ETF
EFIV
$1.16B
| $10.3M | 0.01% |
204,062
| – | – |
|
1285
iShares Russell Mid-Cap Value ETF
IWS
$14.3B
| $10.3M | 0.01% |
82,200
+14,000
| +21% | +$1.75M |
|
1286
COPT Defense Properties
CDP
$3.45B
| $10.3M | 0.01% |
425,994
+5,610
| +1% | +$136K |
|
1287
MarketAxess Holdings
MKTX
$7.04B
| $10.3M | 0.01% |
46,916
-12,379
| -21% | -$2.71M |
|
|
NVRO
1288
DELISTED
NEVRO CORP.
NVRO
| $10.3M | 0.01% |
711,696
-8,833
| -1% | -$128K |
|
1289
Kennametal
KMT
$1.6B
| $10.3M | 0.01% |
411,588
-35,552
| -8% | -$887K |
|
1290
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.4B
| $10.3M | 0.01% |
+200,000
| New | +$10.3M |
|
1291
WaFd
WAFD
$2.48B
| $10.2M | 0.01% |
352,658
-23,676
| -6% | -$687K |
|
1292
PENN Entertainment
PENN
$2.91B
| $10.2M | 0.01% |
561,048
-21,051
| -4% | -$383K |
|
1293
Norwegian Cruise Line
NCLH
$12B
| $10.2M | 0.01% |
487,747
+4,161
| +0.9% | +$87.1K |
|
1294
iShares Russell 2000 Value ETF
IWN
$12B
| $10.2M | 0.01% |
64,165
-83,370
| -57% | -$13.2M |
|
1295
Treehouse Foods
THS
$894M
| $10.2M | 0.01% |
261,431
-989
| -0.4% | -$38.5K |
|
1296
Calix
CALX
$4.11B
| $10.1M | 0.01% |
305,569
+87,210
| +40% | +$2.89M |
|
1297
Park National Corp
PRK
$2.72B
| $10.1M | 0.01% |
74,462
-307
| -0.4% | -$41.7K |
|
1298
IPG Photonics
IPGP
$3.5B
| $10.1M | 0.01% |
111,359
+2,801
| +3% | +$254K |
|
1299
AZZ Inc
AZZ
$3.55B
| $10.1M | 0.01% |
130,157
-508
| -0.4% | -$39.3K |
|
1300
Enerpac Tool Group
EPAC
$2.31B
| $10.1M | 0.01% |
282,170
-514
| -0.2% | -$18.3K |
|