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 |
TransDigm Group
TDG
|
+$406M |
| 2 |
Welltower
WELL
|
+$262M |
| 3 |
Camden Property Trust
CPT
|
+$199M |
| 4 |
Autodesk
ADSK
|
+$198M |
| 5 |
CONE
CyrusOne Inc Common Stock
CONE
|
+$193M |
Top Sells
| 1 |
Alibaba
BABA
|
+$419M |
| 2 |
Digital Realty Trust
DLR
|
+$252M |
| 3 |
DRE
Duke Realty Corp.
DRE
|
+$207M |
| 4 |
iShares MBS ETF
MBB
|
+$192M |
| 5 |
Americold
COLD
|
+$173M |
Sector Composition
| 1 | Technology | 19.05% |
| 2 | Real Estate | 15.53% |
| 3 | Financials | 15% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Healthcare | 9.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1476
Surmodics
SRDX
$457M
| $4.4M | ﹤0.01% |
101,636
-1,154
| -1% | -$49.9K |
|
1477
WESCO International
WCC
$10.4B
| $4.39M | ﹤0.01% |
124,984
+88,675
| +244% | +$3.11M |
|
1478
HealthStream
HSTM
$855M
| $4.39M | ﹤0.01% |
198,259
-15,133
| -7% | -$335K |
|
1479
Graham Holdings Company
GHC
$5.12B
| $4.38M | ﹤0.01% |
12,771
-95
| -0.7% | -$32.6K |
|
1480
Sarepta Therapeutics
SRPT
$1.82B
| $4.37M | ﹤0.01% |
27,241
+7,803
| +40% | +$1.25M |
|
1481
Bunge Global
BG
$16.3B
| $4.36M | ﹤0.01% |
105,889
+24,228
| +30% | +$996K |
|
1482
PBF Energy
PBF
$3.18B
| $4.35M | ﹤0.01% |
425,150
+109,946
| +35% | +$1.13M |
|
1483
Belden
BDC
$5.21B
| $4.35M | ﹤0.01% |
133,526
+2,704
| +2% | +$88K |
|
1484
Pathward Financial
CASH
$1.72B
| $4.33M | ﹤0.01% |
238,159
-24,524
| -9% | -$446K |
|
1485
Twilio
TWLO
$15.7B
| $4.32M | ﹤0.01% |
19,673
+16,365
| +495% | +$3.59M |
|
|
MCHB
1486
Mechanics Bancorp Class A Common Stock
MCHB
$3.03B
| $4.31M | ﹤0.01% |
174,992
-10,452
| -6% | -$257K |
|
1487
PDF Solutions
PDFS
$765M
| $4.3M | ﹤0.01% |
219,994
+8,919
| +4% | +$174K |
|
1488
PC Connection
CNXN
$1.6B
| $4.3M | ﹤0.01% |
92,771
+6,239
| +7% | +$289K |
|
|
VRE
1489
Veris Residential
VRE
$1.49B
| $4.3M | ﹤0.01% |
281,049
+13,412
| +5% | +$205K |
|
|
ECHO
1490
DELISTED
Echo Global Logistics, Inc.
ECHO
| $4.3M | ﹤0.01% |
198,787
-8,292
| -4% | -$179K |
|
1491
RE/MAX Holdings
RMAX
$195M
| $4.28M | ﹤0.01% |
136,146
+50
| +0% | +$1.57K |
|
1492
Unisys
UIS
$282M
| $4.26M | ﹤0.01% |
390,364
-2,540
| -0.6% | -$27.7K |
|
|
EBIX
1493
DELISTED
Ebix Inc
EBIX
| $4.25M | ﹤0.01% |
190,196
+2,708
| +1% | +$60.6K |
|
|
BPFH
1494
DELISTED
Boston Private Financial Holdings, Inc.
BPFH
| $4.21M | ﹤0.01% |
611,815
-31,813
| -5% | -$219K |
|
|
AHH
1495
Armada Hoffler Properties
AHH
$596M
| $4.2M | ﹤0.01% |
422,498
+1,454
| +0.3% | +$14.5K |
|
|
RPT
1496
DELISTED
RPT Realty Common Shares of Beneficial Interest (MD)
RPT
| $4.2M | ﹤0.01% |
602,709
-19,322
| -3% | -$134K |
|
1497
Kelly Services Class A
KELYA
$481M
| $4.17M | ﹤0.01% |
263,571
+11,795
| +5% | +$187K |
|
|
EGRX
1498
DELISTED
Eagle Pharmaceuticals, Inc.
EGRX
| $4.15M | ﹤0.01% |
86,550
-249
| -0.3% | -$11.9K |
|
1499
Axalta
AXTA
$6.75B
| $4.15M | ﹤0.01% |
184,052
+160,300
| +675% | +$3.62M |
|
1500
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
$937M
| $4.14M | ﹤0.01% |
151,548
-16,991
| -10% | -$464K |
|