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 |
Equity Residential
EQR
|
+$411M |
| 2 |
Cadence Design Systems
CDNS
|
+$345M |
| 3 |
MSCI
MSCI
|
+$300M |
| 4 |
Equinix
EQIX
|
+$181M |
| 5 |
Gartner
IT
|
+$154M |
Top Sells
| 1 |
Union Pacific
UNP
|
+$403M |
| 2 |
TransDigm Group
TDG
|
+$264M |
| 3 |
AIRC
Apartment Income REIT Corp.
AIRC
|
+$238M |
| 4 |
Essex Property Trust
ESS
|
+$205M |
| 5 |
NVIDIA
NVDA
|
+$184M |
Sector Composition
| 1 | Technology | 20.77% |
| 2 | Financials | 15.31% |
| 3 | Real Estate | 13.85% |
| 4 | Consumer Discretionary | 11.12% |
| 5 | Industrials | 10.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1376
Graham Holdings Company
GHC
$4.97B
| $8.14M | ﹤0.01% |
11,638
-1,941
| -14% | -$1.36M |
|
1377
Abacus Life
ABL
$605M
| $8.1M | ﹤0.01% |
+936,971
| New | +$8.1M |
|
|
IBTX
1378
DELISTED
Independent Bank Group, Inc.
IBTX
| $8.08M | ﹤0.01% |
177,604
-8,883
| -5% | -$404K |
|
1379
IPG Photonics
IPGP
$3.44B
| $8.07M | ﹤0.01% |
95,579
-15,780
| -14% | -$1.33M |
|
1380
SPDR S&P Global Natural Resources ETF
GNR
$3.31B
| $8.04M | ﹤0.01% |
143,997
-144,800
| -50% | -$8.09M |
|
1381
Oxford Industries
OXM
$604M
| $8.02M | ﹤0.01% |
80,126
-2,675
| -3% | -$268K |
|
1382
Globe Life
GL
$11.3B
| $7.95M | ﹤0.01% |
96,652
-6,701
| -6% | -$551K |
|
1383
DoorDash
DASH
$110B
| $7.9M | ﹤0.01% |
72,631
-91,988
| -56% | -$10M |
|
1384
Vestis
VSTS
$537M
| $7.89M | ﹤0.01% |
645,322
-31,841
| -5% | -$389K |
|
1385
National Healthcare
NHC
$1.76B
| $7.89M | ﹤0.01% |
72,770
-2,393
| -3% | -$259K |
|
1386
Green Brick Partners
GRBK
$3.17B
| $7.88M | ﹤0.01% |
137,748
-5,493
| -4% | -$314K |
|
1387
Marvell Technology
MRVL
$57.8B
| $7.87M | ﹤0.01% |
112,553
-131,264
| -54% | -$9.18M |
|
1388
Ingevity
NGVT
$2.08B
| $7.86M | ﹤0.01% |
179,746
-6,267
| -3% | -$274K |
|
1389
Worthington Enterprises
WOR
$3.22B
| $7.84M | ﹤0.01% |
165,566
-4,648
| -3% | -$220K |
|
1390
DraftKings
DKNG
$22.7B
| $7.82M | ﹤0.01% |
204,777
-375,287
| -65% | -$14.3M |
|
1391
Franklin Resources
BEN
$12.6B
| $7.79M | ﹤0.01% |
348,702
-7,966
| -2% | -$178K |
|
1392
Gentherm
THRM
$1.07B
| $7.75M | ﹤0.01% |
157,224
-13,701
| -8% | -$676K |
|
1393
Etsy
ETSY
$5.73B
| $7.75M | ﹤0.01% |
131,340
-6,804
| -5% | -$401K |
|
1394
Lakeland Financial Corp
LKFN
$1.68B
| $7.74M | ﹤0.01% |
125,807
-6,170
| -5% | -$380K |
|
1395
Dana Inc
DAN
$2.73B
| $7.72M | ﹤0.01% |
636,567
-30,712
| -5% | -$372K |
|
1396
Q2 Holdings
QTWO
$5.13B
| $7.69M | ﹤0.01% |
127,462
+89,871
| +239% | +$5.42M |
|
1397
Papa John's
PZZA
$1.63B
| $7.69M | ﹤0.01% |
163,617
-322,593
| -66% | -$15.2M |
|
1398
Cohu
COHU
$976M
| $7.69M | ﹤0.01% |
232,186
-14,353
| -6% | -$475K |
|
1399
Hayward Holdings
HAYW
$3.4B
| $7.67M | ﹤0.01% |
623,418
-27,847
| -4% | -$343K |
|
1400
Knowles
KN
$1.85B
| $7.64M | ﹤0.01% |
442,545
-19,952
| -4% | -$344K |
|