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
Top Sells
| 1 |
COR
Coresite Realty Corporation
COR
|
+$276M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$202M |
| 3 |
Credit Acceptance
CACC
|
+$193M |
| 4 |
CONE
CyrusOne Inc Common Stock
CONE
|
+$187M |
| 5 |
Apple
AAPL
|
+$135M |
Sector Composition
| 1 | Technology | 19.24% |
| 2 | Real Estate | 17.07% |
| 3 | Financials | 13.46% |
| 4 | Consumer Discretionary | 11.82% |
| 5 | Healthcare | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
SIX
1326
DELISTED
Six Flags Entertainment Corp.
SIX
| $11.3M | 0.01% |
264,239
-3,771
| -1% | -$161K |
|
1327
Wynn Resorts
WYNN
$12.8B
| $11.2M | 0.01% |
132,152
-2,151
| -2% | -$183K |
|
1328
DoubleVerify
DV
$2.26B
| $11.2M | 0.01% |
337,418
-2,868
| -0.8% | -$95.5K |
|
1329
Sylvamo
SLVM
$1.75B
| $11.2M | 0.01% |
+401,737
| New | +$11.2M |
|
1330
Newell Brands
NWL
$2.54B
| $11.2M | 0.01% |
512,576
+873
| +0.2% | +$19.1K |
|
1331
Design Therapeutics
DSGN
$349M
| $11.2M | 0.01% |
522,454
+301,944
| +137% | +$6.46M |
|
|
JBGS
1332
JBG SMITH
JBGS
$1.43B
| $11.2M | 0.01% |
388,538
-13,362
| -3% | -$384K |
|
1333
LiveRamp
RAMP
$1.74B
| $11.2M | 0.01% |
232,552
-2,550
| -1% | -$122K |
|
1334
Lamb Weston
LW
$7.79B
| $11.1M | 0.01% |
175,618
-8,654
| -5% | -$548K |
|
1335
NBT Bancorp
NBTB
$2.26B
| $11.1M | 0.01% |
288,861
-6,943
| -2% | -$267K |
|
1336
WillScot Mobile Mini Holdings
WSC
$4.17B
| $11.1M | 0.01% |
271,315
+90,004
| +50% | +$3.68M |
|
1337
iShares Core S&P Mid-Cap ETF
IJH
$100B
| $11.1M | 0.01% |
195,365
+42,000
| +27% | +$2.38M |
|
1338
Kaiser Aluminum
KALU
$1.22B
| $11.1M | 0.01% |
117,653
-7,036
| -6% | -$661K |
|
1339
Veeco
VECO
$1.52B
| $11M | 0.01% |
387,939
-26,564
| -6% | -$756K |
|
|
LADR
1340
Ladder Capital
LADR
$1.5B
| $11M | 0.01% |
919,700
-7,100
| -0.8% | -$85.1K |
|
1341
Topgolf Callaway Brands
MODG
$1.7B
| $11M | 0.01% |
400,400
-5,185
| -1% | -$142K |
|
1342
Campbell Soup
CPB
$9.98B
| $10.9M | 0.01% |
251,835
-9,499
| -4% | -$413K |
|
1343
Nu Skin
NUS
$570M
| $10.9M | 0.01% |
214,919
-11,032
| -5% | -$560K |
|
1344
Sonos
SONO
$1.77B
| $10.9M | 0.01% |
365,219
-39,320
| -10% | -$1.17M |
|
1345
e.l.f. Beauty
ELF
$7.63B
| $10.9M | 0.01% |
327,210
-163,496
| -33% | -$5.43M |
|
1346
ePlus
PLUS
$1.93B
| $10.8M | 0.01% |
200,702
+16,324
| +9% | +$880K |
|
1347
Kyndryl
KD
$7.49B
| $10.8M | 0.01% |
+597,114
| New | +$10.8M |
|
|
ACCD
1348
DELISTED
Accolade, Inc. Common Stock
ACCD
| $10.8M | 0.01% |
409,730
+18,018
| +5% | +$475K |
|
1349
Iovance Biotherapeutics
IOVA
$861M
| $10.7M | 0.01% |
561,587
+14,720
| +3% | +$281K |
|
1350
News Corp Class A
NWSA
$16.2B
| $10.7M | 0.01% |
480,061
-16,520
| -3% | -$369K |
|