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 | |
|---|---|---|---|---|---|---|
1351
Semtech
SMTC
$5.29B
| $9.17M | 0.01% |
333,734
-62,490
| -16% | -$1.72M |
|
1352
ODP
ODP
$641M
| $9.15M | 0.01% |
172,548
-740
| -0.4% | -$39.3K |
|
1353
PROG Holdings
PRG
$1.44B
| $9.15M | 0.01% |
265,546
+32,530
| +14% | +$1.12M |
|
1354
Fox Factory Holding Corp
FOXF
$1.2B
| $9.14M | 0.01% |
175,627
+13,308
| +8% | +$693K |
|
1355
BorgWarner
BWA
$9.6B
| $9.14M | 0.01% |
263,189
-6,170
| -2% | -$214K |
|
1356
Cushman & Wakefield
CWK
$3.84B
| $9.13M | 0.01% |
872,810
-180,892
| -17% | -$1.89M |
|
1357
Renasant Corp
RNST
$3.63B
| $9.13M | 0.01% |
291,385
-16,229
| -5% | -$508K |
|
1358
American Woodmark
AMWD
$997M
| $9.11M | 0.01% |
89,643
-1,554
| -2% | -$158K |
|
1359
Integra LifeSciences
IART
$1.21B
| $9.08M | 0.01% |
256,110
+6,238
| +2% | +$221K |
|
1360
Extreme Networks
EXTR
$3.02B
| $9.03M | 0.01% |
782,241
+54,809
| +8% | +$632K |
|
1361
National Vision
EYE
$1.84B
| $9M | 0.01% |
406,262
-22,976
| -5% | -$509K |
|
1362
NBT Bancorp
NBTB
$2.29B
| $8.96M | 0.01% |
244,350
-16,683
| -6% | -$612K |
|
1363
The GEO Group
GEO
$3.26B
| $8.95M | 0.01% |
633,627
-138,293
| -18% | -$1.95M |
|
1364
QuidelOrtho
QDEL
$2.03B
| $8.94M | 0.01% |
186,534
+4,751
| +3% | +$228K |
|
1365
EchoStar
SATS
$22.2B
| $8.91M | 0.01% |
625,607
-13,487
| -2% | -$192K |
|
1366
Fox Class A
FOXA
$28.7B
| $8.91M | 0.01% |
284,910
-9,638
| -3% | -$301K |
|
1367
Ingevity
NGVT
$2.14B
| $8.87M | 0.01% |
186,013
-5,443
| -3% | -$260K |
|
1368
Comerica
CMA
$8.93B
| $8.87M | 0.01% |
161,243
+1,858
| +1% | +$102K |
|
1369
Donnelley Financial Solutions
DFIN
$1.54B
| $8.85M | 0.01% |
142,769
-26
| -0% | -$1.61K |
|
|
OLK
1370
DELISTED
Olink Holding AB (publ) American Depositary Shares
OLK
| $8.85M | 0.01% |
376,428
+17,838
| +5% | +$419K |
|
1371
Generac Holdings
GNRC
$11B
| $8.85M | 0.01% |
70,142
+924
| +1% | +$117K |
|
1372
La-Z-Boy
LZB
$1.44B
| $8.84M | 0.01% |
235,072
+1,739
| +0.7% | +$65.4K |
|
1373
Federal Realty Investment Trust
FRT
$8.78B
| $8.82M | 0.01% |
86,360
+1,495
| +2% | +$153K |
|
1374
Cheesecake Factory
CAKE
$2.9B
| $8.81M | 0.01% |
243,591
+396
| +0.2% | +$14.3K |
|
1375
Encore Capital Group
ECPG
$1.02B
| $8.79M | 0.01% |
192,710
-453,757
| -70% | -$20.7M |
|