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 |
Equity Residential
EQR
|
+$411M |
| 2 |
Cadence Design Systems
CDNS
|
+$345M |
| 3 |
MSCI
MSCI
|
+$300M |
| 4 |
Equinix
EQIX
|
+$181M |
| 5 |
Gartner
IT
|
+$154M |
Top Sells
| 1 |
Union Pacific
UNP
|
+$403M |
| 2 |
TransDigm Group
TDG
|
+$264M |
| 3 |
AIRC
Apartment Income REIT Corp.
AIRC
|
+$238M |
| 4 |
Essex Property Trust
ESS
|
+$205M |
| 5 |
NVIDIA
NVDA
|
+$184M |
Sector Composition
| 1 | Technology | 20.77% |
| 2 | Financials | 15.31% |
| 3 | Real Estate | 13.85% |
| 4 | Consumer Discretionary | 11.12% |
| 5 | Industrials | 10.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1476
Arlo Technologies
ARLO
$1.8B
| $6.32M | ﹤0.01% |
484,623
-7,660
| -2% | -$99.9K |
|
1477
Royal Bank of Canada
RY
$204B
| $6.29M | ﹤0.01% |
59,100
-3,100
| -5% | -$330K |
|
|
JBGS
1478
JBG SMITH
JBGS
$1.45B
| $6.29M | ﹤0.01% |
413,042
-39,850
| -9% | -$607K |
|
1479
Buckle
BKE
$3.1B
| $6.29M | ﹤0.01% |
170,203
-911
| -0.5% | -$33.7K |
|
|
DEA
1480
Easterly Government Properties
DEA
$1.07B
| $6.28M | ﹤0.01% |
202,994
+5,253
| +3% | +$162K |
|
|
RC
1481
Ready Capital
RC
$693M
| $6.27M | ﹤0.01% |
766,991
-55,418
| -7% | -$453K |
|
|
BPMC
1482
DELISTED
Blueprint Medicines
BPMC
| $6.27M | ﹤0.01% |
58,191
-4,479
| -7% | -$483K |
|
1483
SOPHiA GENETICS
SOPH
$225M
| $6.27M | ﹤0.01% |
1,368,378
+361,201
| +36% | +$1.65M |
|
1484
SiriusPoint
SPNT
$2.21B
| $6.21M | ﹤0.01% |
508,921
-5,612
| -1% | -$68.5K |
|
1485
ODP
ODP
$636M
| $6.2M | ﹤0.01% |
157,948
-14,600
| -8% | -$573K |
|
1486
Bio-Rad Laboratories Class A
BIO
$7.61B
| $6.19M | ﹤0.01% |
22,672
-4,383
| -16% | -$1.2M |
|
1487
LPL Financial
LPLA
$27.5B
| $6.14M | ﹤0.01% |
21,974
+7,112
| +48% | +$1.99M |
|
1488
Universal Corp
UVV
$1.39B
| $6.13M | ﹤0.01% |
127,181
-5,587
| -4% | -$269K |
|
1489
Scansource
SCSC
$959M
| $6.09M | ﹤0.01% |
137,466
-6,702
| -5% | -$297K |
|
|
ALEX
1490
Alexander & Baldwin
ALEX
$1.37B
| $6.07M | ﹤0.01% |
358,099
-18,518
| -5% | -$314K |
|
1491
G-III Apparel Group
GIII
$1.14B
| $6.07M | ﹤0.01% |
224,265
-10,549
| -4% | -$286K |
|
1492
Twist Bioscience
TWST
$1.52B
| $6.06M | ﹤0.01% |
122,911
+83,287
| +210% | +$4.1M |
|
|
HIBB
1493
DELISTED
Hibbett, Inc. Common Stock
HIBB
| $6M | ﹤0.01% |
68,798
-786
| -1% | -$68.5K |
|
1494
Vertex
VERX
$3.86B
| $5.99M | ﹤0.01% |
166,262
-127,498
| -43% | -$4.6M |
|
1495
Cars.com
CARS
$826M
| $5.98M | ﹤0.01% |
303,737
-17,935
| -6% | -$353K |
|
1496
National Beverage
FIZZ
$3.7B
| $5.96M | ﹤0.01% |
116,236
-5,498
| -5% | -$282K |
|
|
VRE
1497
Veris Residential
VRE
$1.51B
| $5.95M | ﹤0.01% |
396,901
-19,263
| -5% | -$289K |
|
|
SLCA
1498
DELISTED
U.S. SILICA HOLDINGS, INC.
SLCA
| $5.95M | ﹤0.01% |
385,201
-15,275
| -4% | -$236K |
|
|
NVEE
1499
DELISTED
NV5 Global
NVEE
| $5.95M | ﹤0.01% |
255,796
-9,820
| -4% | -$228K |
|
|
AAT
1500
American Assets Trust
AAT
$1.27B
| $5.93M | ﹤0.01% |
264,932
-9,557
| -3% | -$214K |
|