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 | |
|---|---|---|---|---|---|---|
1401
The Greenbrier Companies
GBX
$1.42B
| $7.61M | ﹤0.01% |
153,519
-7,837
| -5% | -$388K |
|
1402
MaxLinear
MXL
$1.37B
| $7.57M | ﹤0.01% |
375,933
-12,825
| -3% | -$258K |
|
1403
Viavi Solutions
VIAV
$2.66B
| $7.56M | ﹤0.01% |
1,100,885
-57,986
| -5% | -$398K |
|
1404
Leggett & Platt
LEG
$1.35B
| $7.54M | ﹤0.01% |
658,117
+155,860
| +31% | +$1.79M |
|
1405
Carter's
CRI
$1.04B
| $7.53M | ﹤0.01% |
121,551
-17,037
| -12% | -$1.06M |
|
1406
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$581M
| $7.52M | ﹤0.01% |
147,098
| – | – |
|
1407
Ligand Pharmaceuticals
LGND
$3.24B
| $7.48M | ﹤0.01% |
88,769
-3,355
| -4% | -$283K |
|
1408
Apogee Enterprises
APOG
$896M
| $7.45M | ﹤0.01% |
118,586
-4,305
| -4% | -$271K |
|
1409
Adient
ADNT
$1.92B
| $7.45M | ﹤0.01% |
301,349
-45,040
| -13% | -$1.11M |
|
1410
FB Financial Corp
FBK
$2.86B
| $7.41M | ﹤0.01% |
189,969
-6,495
| -3% | -$254K |
|
1411
Invesco
IVZ
$9.88B
| $7.41M | ﹤0.01% |
495,377
-11,239
| -2% | -$168K |
|
|
LTC
1412
LTC Properties
LTC
$1.68B
| $7.4M | ﹤0.01% |
214,398
-552
| -0.3% | -$19K |
|
1413
Upbound Group
UPBD
$1.47B
| $7.38M | ﹤0.01% |
240,355
-7,237
| -3% | -$222K |
|
1414
Pacira BioSciences
PCRX
$1.2B
| $7.35M | ﹤0.01% |
256,756
-8,781
| -3% | -$251K |
|
1415
Certara
CERT
$1.65B
| $7.34M | ﹤0.01% |
529,950
-24,669
| -4% | -$342K |
|
1416
Independent Bank Corp
IBCP
$661M
| $7.34M | ﹤0.01% |
271,757
+1,611
| +0.6% | +$43.5K |
|
1417
Liberty Live Group Series C
LLYVK
$9.25B
| $7.33M | ﹤0.01% |
191,627
-2,915
| -1% | -$112K |
|
1418
Perdoceo Education
PRDO
$2.16B
| $7.32M | ﹤0.01% |
341,741
-15,107
| -4% | -$324K |
|
1419
US Physical Therapy
USPH
$1.23B
| $7.31M | ﹤0.01% |
79,051
-2,685
| -3% | -$248K |
|
1420
Strategy Inc Common Stock Class A
MSTR
$92.6B
| $7.26M | ﹤0.01% |
52,740
-5,200
| -9% | -$716K |
|
1421
Westamerica Bancorp
WABC
$1.25B
| $7.26M | ﹤0.01% |
149,686
-3,615
| -2% | -$175K |
|
1422
Northwest Bancshares
NWBI
$1.83B
| $7.25M | ﹤0.01% |
627,782
-32,301
| -5% | -$373K |
|
1423
Supernus Pharmaceuticals
SUPN
$2.59B
| $7.25M | ﹤0.01% |
270,845
-13,151
| -5% | -$352K |
|
1424
Par Pacific Holdings
PARR
$1.69B
| $7.24M | ﹤0.01% |
286,916
-23,023
| -7% | -$581K |
|
1425
DNOW Inc
DNOW
$1.61B
| $7.23M | ﹤0.01% |
526,939
-25,211
| -5% | -$346K |
|