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 |
American Tower
AMT
|
+$462M |
| 2 |
SBA Communications
SBAC
|
+$330M |
| 3 |
CCC Intelligent Solutions
CCCS
|
+$219M |
| 4 |
Equinix
EQIX
|
+$176M |
| 5 |
Teck Resources
TECK
|
+$140M |
Top Sells
| 1 |
First Industrial Realty Trust
FR
|
+$216M |
| 2 |
Digital Realty Trust
DLR
|
+$213M |
| 3 |
TransDigm Group
TDG
|
+$207M |
| 4 |
Public Storage
PSA
|
+$174M |
| 5 |
Realty Income
O
|
+$149M |
Sector Composition
| 1 | Technology | 18.87% |
| 2 | Financials | 15.58% |
| 3 | Real Estate | 14.17% |
| 4 | Consumer Discretionary | 11.56% |
| 5 | Industrials | 11.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1476
Vital Energy
VTLE
$647M
| $6.76M | ﹤0.01% |
128,582
-384
| -0.3% | -$20.2K |
|
|
KAMN
1477
DELISTED
Kaman Corp
KAMN
| $6.74M | ﹤0.01% |
146,944
-140
| -0.1% | -$6.42K |
|
1478
Ligand Pharmaceuticals
LGND
$3.24B
| $6.73M | ﹤0.01% |
92,124
-686
| -0.7% | -$50.1K |
|
1479
BancFirst
BANF
$4.46B
| $6.7M | ﹤0.01% |
76,151
-276
| -0.4% | -$24.3K |
|
1480
Pathward Financial
CASH
$1.74B
| $6.69M | ﹤0.01% |
132,617
-21,868
| -14% | -$1.1M |
|
1481
FTAI Aviation
FTAI
$17.2B
| $6.68M | ﹤0.01% |
99,250
+1,154
| +1% | +$77.7K |
|
|
PMT
1482
PennyMac Mortgage Investment
PMT
$1.08B
| $6.6M | ﹤0.01% |
449,784
-2,427
| -0.5% | -$35.6K |
|
|
PARA
1483
DELISTED
Paramount Global Class B
PARA
| $6.59M | ﹤0.01% |
559,491
+9,633
| +2% | +$113K |
|
1484
Digi International
DGII
$1.27B
| $6.55M | ﹤0.01% |
205,238
+4,252
| +2% | +$136K |
|
1485
SiriusPoint
SPNT
$2.18B
| $6.54M | ﹤0.01% |
514,533
+45,514
| +10% | +$578K |
|
1486
Adeia
ADEA
$1.65B
| $6.51M | ﹤0.01% |
596,034
+7,850
| +1% | +$85.7K |
|
|
NVEE
1487
DELISTED
NV5 Global
NVEE
| $6.51M | ﹤0.01% |
265,616
-24,376
| -8% | -$597K |
|
1488
Veritex Holdings
VBTX
$1.87B
| $6.48M | ﹤0.01% |
316,050
+33,166
| +12% | +$680K |
|
1489
Harmony Biosciences
HRMY
$1.91B
| $6.45M | ﹤0.01% |
192,050
-5,994
| -3% | -$201K |
|
1490
Waste Connections
WCN
$45.3B
| $6.43M | ﹤0.01% |
37,355
-700
| -2% | -$120K |
|
1491
WK Kellogg Co
KLG
$1.99B
| $6.4M | ﹤0.01% |
340,237
+729
| +0.2% | +$13.7K |
|
1492
CGI
GIB
$20.7B
| $6.37M | ﹤0.01% |
57,651
| – | – |
|
1493
Scansource
SCSC
$948M
| $6.35M | ﹤0.01% |
144,168
+7,864
| +6% | +$346K |
|
|
ELME
1494
Elme Communities
ELME
$1.51B
| $6.35M | ﹤0.01% |
456,090
-1,791
| -0.4% | -$24.9K |
|
|
VRE
1495
Veris Residential
VRE
$1.49B
| $6.33M | ﹤0.01% |
416,164
-1,954
| -0.5% | -$29.7K |
|
1496
Safety Insurance
SAFT
$1.09B
| $6.31M | ﹤0.01% |
76,744
-314
| -0.4% | -$25.8K |
|
1497
XPEL
XPEL
$990M
| $6.3M | ﹤0.01% |
116,695
+1,487
| +1% | +$80.3K |
|
1498
Royal Bank of Canada
RY
$203B
| $6.28M | ﹤0.01% |
62,200
-2,800
| -4% | -$283K |
|
1499
Perdoceo Education
PRDO
$2.16B
| $6.27M | ﹤0.01% |
356,848
+3,094
| +0.9% | +$54.3K |
|
1500
Arlo Technologies
ARLO
$1.77B
| $6.23M | ﹤0.01% |
492,283
+466
| +0.1% | +$5.9K |
|