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 |
Equinix
EQIX
|
+$313M |
| 2 |
Welltower
WELL
|
+$213M |
| 3 |
Brookfield
BN
|
+$162M |
| 4 |
MSCI
MSCI
|
+$146M |
| 5 |
Extra Space Storage
EXR
|
+$143M |
Top Sells
| 1 |
BKI
Black Knight, Inc. Common Stock
BKI
|
+$373M |
| 2 |
Moody's
MCO
|
+$178M |
| 3 |
Dollar General
DG
|
+$169M |
| 4 |
CubeSmart
CUBE
|
+$166M |
| 5 |
Equity Lifestyle Properties
ELS
|
+$156M |
Sector Composition
| 1 | Technology | 17.98% |
| 2 | Financials | 15.34% |
| 3 | Real Estate | 15.22% |
| 4 | Consumer Discretionary | 11.31% |
| 5 | Industrials | 11.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1301
News Corp Class A
NWSA
$16.6B
| $8.77M | 0.01% |
437,155
-234
| -0.1% | -$4.69K |
|
1302
Vericel Corp
VCEL
$1.69B
| $8.76M | 0.01% |
261,292
-15,846
| -6% | -$531K |
|
1303
Andersons Inc
ANDE
$1.4B
| $8.76M | 0.01% |
169,996
-9,083
| -5% | -$468K |
|
1304
Griffon
GFF
$3.72B
| $8.73M | 0.01% |
220,178
-49,585
| -18% | -$1.97M |
|
1305
Patrick Industries
PATK
$3.79B
| $8.7M | 0.01% |
173,879
-10,347
| -6% | -$518K |
|
1306
HNI Corp
HNI
$2.11B
| $8.7M | 0.01% |
251,090
-12,980
| -5% | -$449K |
|
1307
WisdomTree Floating Rate Treasury Fund
USFR
$18.8B
| $8.68M | 0.01% |
+172,443
| New | +$8.68M |
|
1308
iShares 0-3 Month Treasury Bond ETF
SGOV
$56.8B
| $8.68M | 0.01% |
+86,178
| New | +$8.68M |
|
|
RC
1309
Ready Capital
RC
$698M
| $8.62M | 0.01% |
852,705
-64,841
| -7% | -$656K |
|
1310
Stepan Co
SCL
$1.12B
| $8.58M | 0.01% |
114,454
-6,282
| -5% | -$471K |
|
1311
Kohl's
KSS
$1.81B
| $8.55M | 0.01% |
407,951
-7,874
| -2% | -$165K |
|
1312
Veeco
VECO
$1.54B
| $8.52M | 0.01% |
303,127
+9,301
| +3% | +$261K |
|
1313
NeoGenomics
NEO
$1.08B
| $8.45M | 0.01% |
687,267
-37,787
| -5% | -$465K |
|
|
FL
1314
DELISTED
Foot Locker
FL
| $8.44M | 0.01% |
486,452
+154,972
| +47% | +$2.69M |
|
1315
ODP
ODP
$641M
| $8.43M | 0.01% |
182,641
-10,621
| -5% | -$490K |
|
1316
NBT Bancorp
NBTB
$2.29B
| $8.41M | 0.01% |
265,420
+14,366
| +6% | +$455K |
|
|
ROIC
1317
DELISTED
Retail Opportunity Investments Corp.
ROIC
| $8.4M | 0.01% |
678,873
-37,044
| -5% | -$459K |
|
1318
MasterBrand
MBC
$1.71B
| $8.4M | 0.01% |
691,482
-41,627
| -6% | -$506K |
|
1319
Whirlpool
WHR
$5.31B
| $8.4M | 0.01% |
62,803
+31
| +0% | +$4.15K |
|
1320
Franklin Resources
BEN
$12.9B
| $8.39M | 0.01% |
341,373
-6,798
| -2% | -$167K |
|
1321
Supernus Pharmaceuticals
SUPN
$2.62B
| $8.38M | 0.01% |
303,780
-13,816
| -4% | -$381K |
|
|
GAP
1322
The Gap, Inc.
GAP
$8.99B
| $8.35M | 0.01% |
785,973
-13,694
| -2% | -$146K |
|
1323
Tapestry
TPR
$22.2B
| $8.35M | 0.01% |
290,405
+9,426
| +3% | +$271K |
|
1324
Certara
CERT
$1.75B
| $8.35M | 0.01% |
574,204
-26,420
| -4% | -$384K |
|
1325
Duolingo
DUOL
$14.2B
| $8.34M | 0.01% |
50,295
+46,905
| +1,384% | +$7.78M |
|