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 |
Digital Realty Trust
DLR
|
+$398M |
| 2 |
Brookfield Asset Management
BAM
|
+$357M |
| 3 |
Gaming and Leisure Properties
GLPI
|
+$250M |
| 4 |
Welltower
WELL
|
+$222M |
| 5 |
Yum China
YUMC
|
+$182M |
Top Sells
| 1 |
STOR
STORE Capital Corporation
STOR
|
+$368M |
| 2 |
Equinix
EQIX
|
+$246M |
| 3 |
Brookfield
BN
|
+$220M |
| 4 |
Guidewire Software
GWRE
|
+$202M |
| 5 |
Lennar Class A
LEN
|
+$150M |
Sector Composition
| 1 | Real Estate | 16.55% |
| 2 | Technology | 15.81% |
| 3 | Financials | 15.77% |
| 4 | Industrials | 10.77% |
| 5 | Consumer Discretionary | 10.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1476
Gogo Inc
GOGO
$1.31B
| $5.85M | ﹤0.01% |
396,258
-24,244
| -6% | -$358K |
|
1477
Benchmark Electronics
BHE
$1.41B
| $5.84M | ﹤0.01% |
218,947
-5,451
| -2% | -$145K |
|
1478
Perdoceo Education
PRDO
$2.26B
| $5.83M | ﹤0.01% |
419,331
+1,168
| +0.3% | +$16.2K |
|
1479
Consensus Cloud Solutions
CCSI
$524M
| $5.83M | ﹤0.01% |
108,373
-419
| -0.4% | -$22.5K |
|
1480
Independent Bank Corp
IBCP
$657M
| $5.81M | ﹤0.01% |
242,723
-7,163
| -3% | -$171K |
|
|
ADAM
1481
Adamas Trust, Inc. Common Stock
ADAM
$644M
| $5.8M | ﹤0.01% |
566,358
-15,687
| -3% | -$161K |
|
|
SLCA
1482
DELISTED
U.S. SILICA HOLDINGS, INC.
SLCA
| $5.79M | ﹤0.01% |
463,467
-2,458
| -0.5% | -$30.7K |
|
|
HIBB
1483
DELISTED
Hibbett, Inc. Common Stock
HIBB
| $5.79M | ﹤0.01% |
84,883
-3,372
| -4% | -$230K |
|
1484
RadNet
RDNT
$5.69B
| $5.77M | ﹤0.01% |
306,460
-9,198
| -3% | -$173K |
|
1485
Lincoln National
LNC
$7.99B
| $5.76M | ﹤0.01% |
187,578
-7,207
| -4% | -$221K |
|
1486
ProAssurance
PRA
$1.22B
| $5.76M | ﹤0.01% |
329,742
-3,076
| -0.9% | -$53.7K |
|
1487
Bentley Systems
BSY
$16.1B
| $5.74M | ﹤0.01% |
155,177
+13,950
| +10% | +$516K |
|
1488
Cinemark Holdings
CNK
$3.25B
| $5.71M | ﹤0.01% |
659,607
-5,259
| -0.8% | -$45.5K |
|
1489
Healthcare Services Group
HCSG
$1.16B
| $5.7M | ﹤0.01% |
474,931
-17,049
| -3% | -$205K |
|
1490
Alnylam Pharmaceuticals
ALNY
$61.1B
| $5.69M | ﹤0.01% |
23,963
-2,482
| -9% | -$590K |
|
1491
Enanta Pharmaceuticals
ENTA
$177M
| $5.69M | ﹤0.01% |
122,398
-5,117
| -4% | -$238K |
|
1492
Core Laboratories
CLB
$581M
| $5.68M | ﹤0.01% |
280,051
-393
| -0.1% | -$7.97K |
|
1493
SIGA Technologies
SIGA
$639M
| $5.67M | ﹤0.01% |
770,446
+73,580
| +11% | +$542K |
|
1494
American Axle
AXL
$697M
| $5.67M | ﹤0.01% |
724,693
+18,701
| +3% | +$146K |
|
1495
uniQure
QURE
$904M
| $5.64M | ﹤0.01% |
248,808
-5,503
| -2% | -$125K |
|
1496
Astec Industries
ASTE
$1.06B
| $5.64M | ﹤0.01% |
138,647
-2,132
| -2% | -$86.7K |
|
1497
Sturm, Ruger & Co
RGR
$600M
| $5.64M | ﹤0.01% |
111,322
-2,698
| -2% | -$137K |
|
|
INVX
1498
Innovex International, Inc.
INVX
$1.14B
| $5.63M | ﹤0.01% |
207,220
-4,594
| -2% | -$125K |
|
1499
Regenxbio
RGNX
$465M
| $5.6M | ﹤0.01% |
247,004
+2,974
| +1% | +$67.5K |
|
1500
LeMaitre Vascular
LMAT
$2.09B
| $5.6M | ﹤0.01% |
121,700
-1,615
| -1% | -$74.3K |
|