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 | |
|---|---|---|---|---|---|---|
1451
Vanguard FTSE Developed Markets ETF
VEA
$175B
| $9.67M | 0.01% |
187,613
+6,700
| +4% | +$345K |
|
1452
Universal Corp
UVV
$1.4B
| $9.67M | 0.01% |
169,642
+1,146
| +0.7% | +$65.3K |
|
1453
MarineMax
HZO
$573M
| $9.65M | 0.01% |
198,045
+45,901
| +30% | +$2.24M |
|
|
TVTY
1454
DELISTED
Tivity Health, Inc. Common Stock
TVTY
| $9.65M | 0.01% |
366,604
+47,207
| +15% | +$1.24M |
|
1455
American Woodmark
AMWD
$997M
| $9.62M | 0.01% |
117,741
+892
| +0.8% | +$72.9K |
|
1456
Axcelis
ACLS
$2.71B
| $9.61M | 0.01% |
237,826
-865
| -0.4% | -$35K |
|
|
RWT
1457
Redwood Trust
RWT
$802M
| $9.59M | 0.01% |
794,921
+13,078
| +2% | +$158K |
|
1458
CTS Corp
CTS
$1.26B
| $9.56M | 0.01% |
257,195
+34,863
| +16% | +$1.3M |
|
1459
First Commonwealth Financial
FCF
$1.85B
| $9.53M | 0.01% |
676,943
+16,015
| +2% | +$225K |
|
1460
Usana Health Sciences
USNA
$564M
| $9.48M | 0.01% |
92,553
-5,438
| -6% | -$557K |
|
1461
Radian Group
RDN
$4.81B
| $9.48M | 0.01% |
425,938
+64,777
| +18% | +$1.44M |
|
|
SWAV
1462
DELISTED
Shockwave Medical, Inc. Common Stock
SWAV
| $9.39M | 0.01% |
49,467
-14,243
| -22% | -$2.7M |
|
1463
Cal-Maine
CALM
$5.38B
| $9.38M | 0.01% |
259,129
-2,973
| -1% | -$108K |
|
1464
Alaska Air
ALK
$7.36B
| $9.37M | 0.01% |
155,294
+2,086
| +1% | +$126K |
|
1465
PVH
PVH
$3.95B
| $9.35M | 0.01% |
86,878
+1,368
| +2% | +$147K |
|
1466
Criteo
CRTO
$1.15B
| $9.33M | 0.01% |
206,339
+127,972
| +163% | +$5.79M |
|
1467
Standex International
SXI
$2.52B
| $9.32M | 0.01% |
98,205
+2,442
| +3% | +$232K |
|
1468
E.W. Scripps
SSP
$257M
| $9.29M | 0.01% |
455,488
+62,016
| +16% | +$1.26M |
|
1469
Roku
ROKU
$14.2B
| $9.18M | 0.01% |
19,993
-44,037
| -69% | -$20.2M |
|
1470
Vornado Realty Trust
VNO
$8.07B
| $9.18M | 0.01% |
196,583
+4,582
| +2% | +$214K |
|
1471
Mesa Laboratories
MLAB
$347M
| $9.16M | 0.01% |
33,776
-742
| -2% | -$201K |
|
1472
Coherus Oncology, Inc. Common Stock
CHRS
$155M
| $9.14M | 0.01% |
660,918
+103,886
| +19% | +$1.44M |
|
1473
Griffon
GFF
$3.72B
| $9.14M | 0.01% |
356,441
-326
| -0.1% | -$8.36K |
|
1474
Lazard
LAZ
$5.35B
| $9.07M | 0.01% |
200,327
+4,734
| +2% | +$214K |
|
1475
Interparfums
IPAR
$3.49B
| $9.03M | 0.01% |
125,438
-114
| -0.1% | -$8.21K |
|