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 | |
|---|---|---|---|---|---|---|
1376
Lakeland Financial Corp
LKFN
$1.68B
| $8.75M | 0.01% |
131,977
-493
| -0.4% | -$32.7K |
|
|
FLG
1377
Flagstar Financial, Inc.
FLG
$5.3B
| $8.75M | 0.01% |
906,060
+22,073
| +2% | +$213K |
|
1378
Elastic
ESTC
$9.46B
| $8.74M | 0.01% |
87,183
+55,778
| +178% | +$5.59M |
|
1379
NCR Voyix
VYX
$1.8B
| $8.74M | 0.01% |
691,892
+2,354
| +0.3% | +$29.7K |
|
1380
Upbound Group
UPBD
$1.48B
| $8.72M | 0.01% |
247,592
+14,728
| +6% | +$519K |
|
1381
City Holding Co
CHCO
$1.83B
| $8.71M | 0.01% |
83,542
+999
| +1% | +$104K |
|
1382
Green Brick Partners
GRBK
$3.28B
| $8.63M | 0.01% |
143,241
+3,794
| +3% | +$229K |
|
1383
Helix Energy Solutions
HLX
$932M
| $8.6M | 0.01% |
792,964
+12,293
| +2% | +$133K |
|
1384
Banner Corp
BANR
$2.33B
| $8.56M | 0.01% |
178,305
-705
| -0.4% | -$33.8K |
|
1385
Avis
CAR
$5.53B
| $8.54M | 0.01% |
69,764
+1,551
| +2% | +$190K |
|
1386
Bentley Systems
BSY
$16.2B
| $8.53M | 0.01% |
163,313
-263,222
| -62% | -$13.7M |
|
1387
Liberty Live Group Series C
LLYVK
$9.36B
| $8.52M | 0.01% |
194,542
+537
| +0.3% | +$23.5K |
|
|
IBTX
1388
DELISTED
Independent Bank Group, Inc.
IBTX
| $8.51M | 0.01% |
186,487
-743
| -0.4% | -$33.9K |
|
1389
Shopify
SHOP
$188B
| $8.49M | 0.01% |
109,986
-21,554
| -16% | -$1.66M |
|
1390
Dana Inc
DAN
$2.79B
| $8.47M | 0.01% |
667,279
-2,532
| -0.4% | -$32.2K |
|
1391
Sprinklr
CXM
$1.93B
| $8.47M | 0.01% |
690,055
+469,305
| +213% | +$5.76M |
|
1392
Atmus Filtration Technologies
ATMU
$3.84B
| $8.44M | 0.01% |
+261,736
| New | +$8.44M |
|
1393
Hasbro
HAS
$11.2B
| $8.43M | 0.01% |
149,136
+2,082
| +1% | +$118K |
|
1394
Cracker Barrel
CBRL
$1.16B
| $8.41M | ﹤0.01% |
115,605
+381
| +0.3% | +$27.7K |
|
1395
The Greenbrier Companies
GBX
$1.46B
| $8.41M | ﹤0.01% |
161,356
-690
| -0.4% | -$35.9K |
|
1396
Invesco
IVZ
$10.1B
| $8.4M | ﹤0.01% |
506,616
+5,159
| +1% | +$85.6K |
|
1397
DNOW Inc
DNOW
$1.65B
| $8.39M | ﹤0.01% |
552,150
-2,097
| -0.4% | -$31.9K |
|
1398
John Wiley & Sons Class A
WLY
$2.24B
| $8.32M | ﹤0.01% |
218,268
-14,065
| -6% | -$536K |
|
1399
TTM Technologies
TTMI
$4.99B
| $8.31M | ﹤0.01% |
530,775
-28,377
| -5% | -$444K |
|
1400
Dorian LPG
LPG
$1.35B
| $8.26M | ﹤0.01% |
214,685
+20,638
| +11% | +$794K |
|