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 |
Microsoft
MSFT
|
+$344M |
| 2 |
Moody's
MCO
|
+$284M |
| 3 |
VICI Properties
VICI
|
+$249M |
| 4 |
Progressive
PGR
|
+$246M |
| 5 |
Amazon
AMZN
|
+$167M |
Top Sells
| 1 |
Salesforce
CRM
|
+$235M |
| 2 |
MGP
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
|
+$202M |
| 3 |
Healthcare Realty
HR
|
+$179M |
| 4 |
Etsy
ETSY
|
+$168M |
| 5 |
Charter Communications
CHTR
|
+$141M |
Sector Composition
| 1 | Real Estate | 17.6% |
| 2 | Technology | 16.42% |
| 3 | Financials | 14.71% |
| 4 | Consumer Discretionary | 10.49% |
| 5 | Industrials | 9.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1451
Amkor Technology
AMKR
$6.29B
| $6.65M | ﹤0.01% |
392,204
+25,044
| +7% | +$425K |
|
1452
Fulgent Genetics
FLGT
$670M
| $6.64M | ﹤0.01% |
121,755
-6,245
| -5% | -$341K |
|
1453
Skywest
SKYW
$4.35B
| $6.62M | ﹤0.01% |
311,546
-20,781
| -6% | -$442K |
|
1454
Lazard
LAZ
$5.25B
| $6.61M | ﹤0.01% |
203,999
-106,814
| -34% | -$3.46M |
|
1455
Dime Community Bancshares
DCOM
$1.35B
| $6.59M | ﹤0.01% |
222,169
+5,942
| +3% | +$176K |
|
1456
Upbound Group
UPBD
$1.45B
| $6.56M | ﹤0.01% |
337,345
-108,133
| -24% | -$2.1M |
|
|
VRE
1457
Veris Residential
VRE
$1.49B
| $6.56M | ﹤0.01% |
495,143
-33,571
| -6% | -$445K |
|
1458
Preferred Bank
PFBC
$1.16B
| $6.52M | ﹤0.01% |
95,801
-4,314
| -4% | -$293K |
|
|
ADAM
1459
Adamas Trust, Inc. Common Stock
ADAM
$644M
| $6.5M | ﹤0.01% |
588,332
-45,283
| -7% | -$500K |
|
|
HSKA
1460
DELISTED
Heska Corp
HSKA
| $6.49M | ﹤0.01% |
68,697
-9,207
| -12% | -$870K |
|
|
TPC
1461
Tutor Perini Corporation
TPC
$3.37B
| $6.47M | ﹤0.01% |
736,441
+2,518
| +0.3% | +$22.1K |
|
1462
Adtran
ADTN
$809M
| $6.43M | ﹤0.01% |
367,009
+9,699
| +3% | +$170K |
|
1463
Alaska Air
ALK
$7.31B
| $6.4M | ﹤0.01% |
159,765
+4,025
| +3% | +$161K |
|
1464
Regenxbio
RGNX
$465M
| $6.4M | ﹤0.01% |
258,932
+5,832
| +2% | +$144K |
|
1465
Suncor Energy
SU
$50.6B
| $6.39M | ﹤0.01% |
182,443
-75,616
| -29% | -$2.65M |
|
1466
NeoGenomics
NEO
$1.03B
| $6.38M | ﹤0.01% |
783,290
-63,760
| -8% | -$520K |
|
|
TRTN
1467
DELISTED
Triton International Limited
TRTN
| $6.36M | ﹤0.01% |
120,769
-29,262
| -20% | -$1.54M |
|
1468
Waste Connections
WCN
$45.3B
| $6.34M | ﹤0.01% |
51,245
+44,926
| +711% | +$5.56M |
|
1469
Varex Imaging
VREX
$469M
| $6.34M | ﹤0.01% |
296,475
-2,554
| -0.9% | -$54.6K |
|
1470
Harmonic Inc
HLIT
$1.13B
| $6.31M | ﹤0.01% |
728,287
-13,652
| -2% | -$118K |
|
1471
Planet Fitness
PLNT
$8.54B
| $6.31M | ﹤0.01% |
92,799
+13,860
| +18% | +$943K |
|
1472
AdvanSix
ASIX
$576M
| $6.3M | ﹤0.01% |
188,257
-16,672
| -8% | -$557K |
|
|
PGTI
1473
DELISTED
PGT, Inc.
PGTI
| $6.26M | ﹤0.01% |
376,165
-17,779
| -5% | -$296K |
|
1474
A10 Networks
ATEN
$1.26B
| $6.25M | ﹤0.01% |
434,340
+373,651
| +616% | +$5.37M |
|
1475
iRobot
IRBT
$107M
| $6.24M | ﹤0.01% |
169,663
-12,795
| -7% | -$470K |
|