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 | |
|---|---|---|---|---|---|---|
1426
Schrodinger
SDGR
$1.38B
| $7.7M | ﹤0.01% |
285,034
+533
| +0.2% | +$14.4K |
|
1427
Northwest Bancshares
NWBI
$1.86B
| $7.69M | ﹤0.01% |
660,083
-2,537
| -0.4% | -$29.6K |
|
1428
Payoneer
PAYO
$2.39B
| $7.68M | ﹤0.01% |
1,579,996
+64,126
| +4% | +$312K |
|
1429
CSG Systems International
CSGS
$1.89B
| $7.6M | ﹤0.01% |
147,527
-566
| -0.4% | -$29.2K |
|
|
ARI
1430
Apollo Commercial Real Estate
ARI
$1.53B
| $7.57M | ﹤0.01% |
679,972
+585
| +0.1% | +$6.52K |
|
1431
CAVA Group
CAVA
$7.46B
| $7.57M | ﹤0.01% |
108,049
+49,453
| +84% | +$3.46M |
|
|
VGR
1432
DELISTED
Vector Group Ltd.
VGR
| $7.56M | ﹤0.01% |
690,222
-2,047
| -0.3% | -$22.4K |
|
1433
TechnipFMC
FTI
$16.6B
| $7.53M | ﹤0.01% |
299,769
-628,888
| -68% | -$15.8M |
|
1434
Hilltop Holdings
HTH
$2.2B
| $7.52M | ﹤0.01% |
240,213
-27,642
| -10% | -$866K |
|
|
RC
1435
Ready Capital
RC
$698M
| $7.51M | ﹤0.01% |
822,409
-3,158
| -0.4% | -$28.8K |
|
1436
Westamerica Bancorp
WABC
$1.26B
| $7.49M | ﹤0.01% |
153,301
+14,602
| +11% | +$714K |
|
|
JWN
1437
DELISTED
Nordstrom
JWN
| $7.46M | ﹤0.01% |
368,147
+10,565
| +3% | +$214K |
|
1438
MINISO
MNSO
$7.73B
| $7.46M | ﹤0.01% |
+364,000
| New | +$7.46M |
|
1439
Knowles
KN
$1.91B
| $7.45M | ﹤0.01% |
462,497
-44,387
| -9% | -$715K |
|
1440
Navient
NAVI
$1.31B
| $7.42M | ﹤0.01% |
426,276
-15,096
| -3% | -$263K |
|
1441
Kaiser Aluminum
KALU
$1.25B
| $7.4M | ﹤0.01% |
82,821
-465
| -0.6% | -$41.6K |
|
1442
FB Financial Corp
FBK
$2.87B
| $7.4M | ﹤0.01% |
196,464
+13,306
| +7% | +$501K |
|
1443
First Commonwealth Financial
FCF
$1.85B
| $7.36M | ﹤0.01% |
528,454
-3,775
| -0.7% | -$52.5K |
|
1444
Apogee Enterprises
APOG
$941M
| $7.28M | ﹤0.01% |
122,891
+2,522
| +2% | +$149K |
|
|
JBGS
1445
JBG SMITH
JBGS
$1.44B
| $7.27M | ﹤0.01% |
452,892
-2,806
| -0.6% | -$45K |
|
1446
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$587M
| $7.26M | ﹤0.01% |
147,098
| – | – |
|
1447
iRhythm Technologies
IRTC
$5.82B
| $7.26M | ﹤0.01% |
62,592
+55,384
| +768% | +$6.42M |
|
1448
MaxLinear
MXL
$1.4B
| $7.26M | ﹤0.01% |
388,758
-20,430
| -5% | -$381K |
|
1449
Hope Bancorp
HOPE
$1.43B
| $7.17M | ﹤0.01% |
623,107
-2,413
| -0.4% | -$27.8K |
|
1450
Xencor
XNCR
$606M
| $7.16M | ﹤0.01% |
323,665
-18,345
| -5% | -$406K |
|