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 |
Equinix
EQIX
|
+$313M |
| 2 |
Welltower
WELL
|
+$213M |
| 3 |
Brookfield
BN
|
+$162M |
| 4 |
MSCI
MSCI
|
+$146M |
| 5 |
Extra Space Storage
EXR
|
+$143M |
Top Sells
| 1 |
BKI
Black Knight, Inc. Common Stock
BKI
|
+$373M |
| 2 |
Moody's
MCO
|
+$178M |
| 3 |
Dollar General
DG
|
+$169M |
| 4 |
CubeSmart
CUBE
|
+$166M |
| 5 |
Equity Lifestyle Properties
ELS
|
+$156M |
Sector Composition
| 1 | Technology | 17.98% |
| 2 | Financials | 15.34% |
| 3 | Real Estate | 15.22% |
| 4 | Consumer Discretionary | 11.31% |
| 5 | Industrials | 11.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1451
CGI
GIB
$20.7B
| $6.11M | ﹤0.01% |
61,722
-3,535
| -5% | -$350K |
|
|
CIR
1452
DELISTED
CIRCOR International, Inc
CIR
| $6.09M | ﹤0.01% |
109,177
-6,716
| -6% | -$374K |
|
|
UNIT
1453
Uniti Group
UNIT
$1.69B
| $6.08M | ﹤0.01% |
1,287,263
-69,090
| -5% | -$326K |
|
1454
National Bank Holdings
NBHC
$1.47B
| $6.05M | ﹤0.01% |
203,346
-10,956
| -5% | -$326K |
|
1455
Hertz
HTZ
$1.82B
| $6.05M | ﹤0.01% |
493,769
-96,359
| -16% | -$1.18M |
|
1456
Hawkins
HWKN
$3.56B
| $6.05M | ﹤0.01% |
102,778
-5,234
| -5% | -$308K |
|
1457
Royal Bank of Canada
RY
$203B
| $6.03M | ﹤0.01% |
68,733
-6,500
| -9% | -$571K |
|
1458
Core Laboratories
CLB
$577M
| $6.02M | ﹤0.01% |
250,899
-14,311
| -5% | -$344K |
|
1459
Lazard
LAZ
$5.25B
| $6M | ﹤0.01% |
193,498
-7,551
| -4% | -$234K |
|
1460
Alaska Air
ALK
$7.36B
| $5.96M | ﹤0.01% |
160,682
+785
| +0.5% | +$29.1K |
|
1461
Uber
UBER
$196B
| $5.95M | ﹤0.01% |
129,446
-16,029
| -11% | -$737K |
|
1462
Pediatrix Medical
MD
$1.44B
| $5.95M | ﹤0.01% |
467,856
-15,469
| -3% | -$197K |
|
1463
Nabors Industries
NBR
$619M
| $5.92M | ﹤0.01% |
48,075
-3,549
| -7% | -$437K |
|
|
B
1464
Barrick Mining Corporation
B
$50.2B
| $5.92M | ﹤0.01% |
405,629
-9,900
| -2% | -$144K |
|
1465
Arcus Biosciences
RCUS
$1.25B
| $5.91M | ﹤0.01% |
329,442
+1,312
| +0.4% | +$23.6K |
|
1466
LeMaitre Vascular
LMAT
$2.1B
| $5.91M | ﹤0.01% |
108,432
-4,264
| -4% | -$232K |
|
1467
A10 Networks
ATEN
$1.26B
| $5.9M | ﹤0.01% |
392,863
+12,643
| +3% | +$190K |
|
1468
Green Brick Partners
GRBK
$3.17B
| $5.9M | ﹤0.01% |
142,220
-14,068
| -9% | -$584K |
|
1469
Vanguard FTSE Europe ETF
VGK
$27.2B
| $5.88M | ﹤0.01% |
101,577
+31,128
| +44% | +$1.8M |
|
1470
National Beverage
FIZZ
$3.68B
| $5.88M | ﹤0.01% |
125,005
-8,088
| -6% | -$380K |
|
1471
The Beauty Health Co
SKIN
$292M
| $5.88M | ﹤0.01% |
975,928
-39,931
| -4% | -$240K |
|
|
FBRT
1472
Franklin BSP Realty Trust
FBRT
$953M
| $5.87M | ﹤0.01% |
443,604
-24,324
| -5% | -$322K |
|
1473
Tidewater
TDW
$2.97B
| $5.84M | ﹤0.01% |
82,187
+76,574
| +1,364% | +$5.44M |
|
|
SLCA
1474
DELISTED
U.S. SILICA HOLDINGS, INC.
SLCA
| $5.84M | ﹤0.01% |
415,671
-22,261
| -5% | -$313K |
|
1475
S&T Bancorp
STBA
$1.49B
| $5.82M | ﹤0.01% |
214,920
-12,205
| -5% | -$331K |
|