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 | |
|---|---|---|---|---|---|---|
1301
Snowflake
SNOW
$76.1B
| $12.8M | 0.01% |
52,789
+48,055
| +1,015% | +$11.6M |
|
1302
KB Home
KBH
$4.59B
| $12.7M | 0.01% |
313,001
+2,697
| +0.9% | +$110K |
|
|
GWB
1303
DELISTED
Great Western Bancorp, Inc.
GWB
| $12.7M | 0.01% |
387,592
-55,917
| -13% | -$1.83M |
|
1304
Green Plains
GPRE
$641M
| $12.7M | 0.01% |
377,682
+87,720
| +30% | +$2.95M |
|
1305
B. Riley Financial
RILY
$190M
| $12.7M | 0.01% |
168,098
+139,413
| +486% | +$10.5M |
|
1306
Kirby Corp
KEX
$4.91B
| $12.7M | 0.01% |
209,092
-115,291
| -36% | -$6.99M |
|
1307
Dynatrace
DT
$14.8B
| $12.7M | 0.01% |
216,888
+188,721
| +670% | +$11M |
|
1308
Oxford Industries
OXM
$770M
| $12.6M | 0.01% |
127,822
+951
| +0.7% | +$94K |
|
|
FOE
1309
DELISTED
Ferro Corporation
FOE
| $12.6M | 0.01% |
583,897
+2,578
| +0.4% | +$55.6K |
|
1310
Kinsale Capital Group
KNSL
$10.2B
| $12.6M | 0.01% |
76,294
-357
| -0.5% | -$58.8K |
|
1311
Bank of Hawaii
BOH
$2.74B
| $12.6M | 0.01% |
149,214
-65,262
| -30% | -$5.5M |
|
1312
Oceaneering
OII
$2.48B
| $12.6M | 0.01% |
806,237
+113,465
| +16% | +$1.77M |
|
1313
Cracker Barrel
CBRL
$1.16B
| $12.5M | 0.01% |
84,404
+901
| +1% | +$134K |
|
1314
News Corp Class A
NWSA
$16.6B
| $12.5M | 0.01% |
486,244
+12,019
| +3% | +$310K |
|
1315
Molson Coors Class B
TAP
$9.71B
| $12.5M | 0.01% |
232,982
-5,587
| -2% | -$300K |
|
|
CSII
1316
DELISTED
Cardiovascular Systems, Inc.
CSII
| $12.5M | 0.01% |
293,295
-144
| -0% | -$6.14K |
|
|
SWCH
1317
DELISTED
Switch, Inc. Class A Common Stock
SWCH
| $12.5M | 0.01% |
591,455
+94,061
| +19% | +$1.99M |
|
|
DEA
1318
Easterly Government Properties
DEA
$1.06B
| $12.4M | 0.01% |
235,999
+3,248
| +1% | +$171K |
|
1319
Global Net Lease
GNL
$1.84B
| $12.4M | 0.01% |
670,739
+48,221
| +8% | +$892K |
|
1320
PRA Group
PRAA
$677M
| $12.4M | 0.01% |
322,328
+8,956
| +3% | +$345K |
|
1321
Castle Biosciences
CSTL
$660M
| $12.4M | 0.01% |
168,827
+80,263
| +91% | +$5.89M |
|
|
DCT
1322
DELISTED
Duck Creek Technologies, Inc. Common Stock
DCT
| $12.3M | 0.01% |
283,764
+61,312
| +28% | +$2.67M |
|
1323
iShares Russell 1000 Value ETF
IWD
$64.2B
| $12.3M | 0.01% |
77,820
+15,459
| +25% | +$2.45M |
|
1324
Pitney Bowes
PBI
$1.97B
| $12.3M | 0.01% |
1,405,124
+79,785
| +6% | +$700K |
|
|
AAMI
1325
Acadian Asset Management Inc.
AAMI
$1.73B
| $12.2M | 0.01% |
521,617
-24,454
| -4% | -$573K |
|