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 | |
|---|---|---|---|---|---|---|
1301
Franklin Resources
BEN
$12.9B
| $10M | 0.01% |
356,668
+25,203
| +8% | +$708K |
|
1302
Edgewell Personal Care
EPC
$1.02B
| $10M | 0.01% |
259,216
-18,297
| -7% | -$707K |
|
1303
Myriad Genetics
MYGN
$696M
| $10M | 0.01% |
469,330
-2,406
| -0.5% | -$51.3K |
|
1304
Triumph Financial, Inc.
TFIN
$1.37B
| $9.99M | 0.01% |
125,946
+12,975
| +11% | +$1.03M |
|
1305
UFP Technologies
UFPT
$1.58B
| $9.99M | 0.01% |
39,592
-104
| -0.3% | -$26.2K |
|
1306
Hayward Holdings
HAYW
$3.48B
| $9.97M | 0.01% |
651,265
+1,661
| +0.3% | +$25.4K |
|
1307
Photronics
PLAB
$1.33B
| $9.94M | 0.01% |
351,067
-6,415
| -2% | -$182K |
|
1308
Stepan Co
SCL
$1.11B
| $9.94M | 0.01% |
110,373
-391
| -0.4% | -$35.2K |
|
1309
Cinemark Holdings
CNK
$3.24B
| $9.94M | 0.01% |
552,978
+610
| +0.1% | +$11K |
|
|
SIX
1310
DELISTED
Six Flags Entertainment Corp.
SIX
| $9.92M | 0.01% |
376,833
+2,870
| +0.8% | +$75.5K |
|
1311
Certara
CERT
$1.72B
| $9.92M | 0.01% |
554,619
+61
| +0% | +$1.09K |
|
1312
StoneX
SNEX
$5.12B
| $9.9M | 0.01% |
211,398
-138,239
| -40% | -$6.48M |
|
1313
Blue Owl Capital
OWL
$12.2B
| $9.9M | 0.01% |
524,818
+198,100
| +61% | +$3.74M |
|
|
VSTO
1314
DELISTED
Vista Outdoor Inc.
VSTO
| $9.89M | 0.01% |
301,854
-798
| -0.3% | -$26.2K |
|
1315
Strategy Inc Common Stock Class A
MSTR
$92.2B
| $9.88M | 0.01% |
57,940
+43,810
| +310% | +$7.47M |
|
1316
Acadia Realty Trust
AKR
$2.59B
| $9.87M | 0.01% |
580,469
+83,794
| +17% | +$1.43M |
|
1317
Gentherm
THRM
$1.1B
| $9.84M | 0.01% |
170,925
+346
| +0.2% | +$19.9K |
|
1318
Clearway Energy Class C
CWEN
$3.37B
| $9.8M | 0.01% |
425,196
+759
| +0.2% | +$17.5K |
|
|
B
1319
DELISTED
Barnes Group Inc.
B
| $9.77M | 0.01% |
262,892
-11,631
| -4% | -$432K |
|
1320
Andersons Inc
ANDE
$1.38B
| $9.76M | 0.01% |
170,069
+4,650
| +3% | +$267K |
|
1321
Talos Energy
TALO
$1.68B
| $9.75M | 0.01% |
700,273
+133,337
| +24% | +$1.86M |
|
1322
OFG Bancorp
OFG
$1.96B
| $9.73M | 0.01% |
264,289
+19,144
| +8% | +$705K |
|
1323
Agilysys
AGYS
$3.05B
| $9.72M | 0.01% |
115,398
+2,341
| +2% | +$197K |
|
1324
Openlane
KAR
$3.16B
| $9.7M | 0.01% |
560,639
-2,338
| -0.4% | -$40.4K |
|
1325
Pinnacle West Capital
PNW
$10.5B
| $9.69M | 0.01% |
129,703
+1,885
| +1% | +$141K |
|