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 |
CoStar Group
CSGP
|
+$466M |
| 2 |
Broadstone Net Lease
BNL
|
+$266M |
| 3 |
Tyler Technologies
TYL
|
+$250M |
| 4 |
Marriott Vacations Worldwide
VAC
|
+$229M |
| 5 |
Equinix
EQIX
|
+$187M |
Top Sells
| 1 |
Motorola Solutions
MSI
|
+$335M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$318M |
| 3 |
Prologis
PLD
|
+$309M |
| 4 |
Gartner
IT
|
+$290M |
| 5 |
CBRE Group
CBRE
|
+$214M |
Sector Composition
| 1 | Technology | 18.71% |
| 2 | Real Estate | 16% |
| 3 | Financials | 14.9% |
| 4 | Consumer Discretionary | 12.38% |
| 5 | Industrials | 9.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1426
Emergent Biosolutions
EBS
$439M
| $10.1M | 0.01% |
160,403
-13,803
| -8% | -$869K |
|
1427
Dime Community Bancshares
DCOM
$1.36B
| $10.1M | 0.01% |
300,506
+37,222
| +14% | +$1.25M |
|
1428
TTM Technologies
TTMI
$4.99B
| $10M | 0.01% |
702,157
+9,377
| +1% | +$134K |
|
1429
Worthington Enterprises
WOR
$3.26B
| $10M | 0.01% |
265,914
+71,860
| +37% | +$2.71M |
|
1430
Rollins
ROL
$28.2B
| $10M | 0.01% |
293,016
+8,193
| +3% | +$280K |
|
1431
Yelp
YELP
$2B
| $9.96M | 0.01% |
249,282
+3,074
| +1% | +$123K |
|
1432
APA Corp
APA
$8.22B
| $9.96M | 0.01% |
460,411
+5,713
| +1% | +$124K |
|
1433
Regenxbio
RGNX
$479M
| $9.96M | 0.01% |
256,246
+186
| +0.1% | +$7.23K |
|
1434
Extreme Networks
EXTR
$3.02B
| $9.95M | 0.01% |
891,879
+16,682
| +2% | +$186K |
|
1435
Astec Industries
ASTE
$1.09B
| $9.91M | 0.01% |
157,454
+2,032
| +1% | +$128K |
|
1436
The Greenbrier Companies
GBX
$1.46B
| $9.9M | 0.01% |
227,229
+1,626
| +0.7% | +$70.9K |
|
1437
IPG Photonics
IPGP
$3.49B
| $9.9M | 0.01% |
46,978
+1,089
| +2% | +$230K |
|
1438
CorVel
CRVL
$4.53B
| $9.9M | 0.01% |
221,163
+6,681
| +3% | +$299K |
|
1439
City Holding Co
CHCO
$1.83B
| $9.88M | 0.01% |
131,302
+7,017
| +6% | +$528K |
|
|
OPI
1440
Office Properties Income Trust
OPI
$22.8M
| $9.8M | 0.01% |
334,381
+2,273
| +0.7% | +$66.6K |
|
1441
Blackstone
BX
$144B
| $9.78M | 0.01% |
100,674
+46,591
| +86% | +$4.53M |
|
1442
MillerKnoll
MLKN
$1.44B
| $9.77M | 0.01% |
207,295
+2,538
| +1% | +$120K |
|
|
FARO
1443
DELISTED
Faro Technologies
FARO
| $9.76M | 0.01% |
125,540
-1,936
| -2% | -$151K |
|
1444
Customers Bancorp
CUBI
$2.33B
| $9.74M | 0.01% |
249,762
+22,266
| +10% | +$868K |
|
1445
Archrock
AROC
$4.36B
| $9.71M | 0.01% |
1,089,871
+117,263
| +12% | +$1.04M |
|
1446
Vanda Pharmaceuticals
VNDA
$272M
| $9.7M | 0.01% |
450,792
-469
| -0.1% | -$10.1K |
|
|
ENDP
1447
DELISTED
Endo International plc
ENDP
| $9.7M | 0.01% |
2,071,642
-34,256
| -2% | -$160K |
|
|
KAMN
1448
DELISTED
Kaman Corp
KAMN
| $9.69M | 0.01% |
192,279
-24,568
| -11% | -$1.24M |
|
1449
iShares Core S&P Mid-Cap ETF
IJH
$102B
| $9.68M | 0.01% |
180,020
+2,680
| +2% | +$144K |
|
1450
Mirion Technologies
MIR
$5.08B
| $9.68M | 0.01% |
930,308
+691
| +0.1% | +$7.19K |
|