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 |
Microsoft
MSFT
|
+$344M |
| 2 |
Moody's
MCO
|
+$284M |
| 3 |
VICI Properties
VICI
|
+$249M |
| 4 |
Progressive
PGR
|
+$246M |
| 5 |
Amazon
AMZN
|
+$167M |
Top Sells
| 1 |
Salesforce
CRM
|
+$235M |
| 2 |
MGP
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
|
+$202M |
| 3 |
Healthcare Realty
HR
|
+$179M |
| 4 |
Etsy
ETSY
|
+$168M |
| 5 |
Charter Communications
CHTR
|
+$141M |
Sector Composition
| 1 | Real Estate | 17.6% |
| 2 | Technology | 16.42% |
| 3 | Financials | 14.71% |
| 4 | Consumer Discretionary | 10.49% |
| 5 | Industrials | 9.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1501
Agilysys
AGYS
$2.97B
| $5.79M | ﹤0.01% |
122,498
-6,287
| -5% | -$297K |
|
1502
Vornado Realty Trust
VNO
$8.25B
| $5.78M | ﹤0.01% |
202,126
+4,428
| +2% | +$127K |
|
1503
Banc of California
BANC
$2.62B
| $5.77M | ﹤0.01% |
327,562
-29,957
| -8% | -$528K |
|
1504
Norwegian Cruise Line
NCLH
$12B
| $5.76M | ﹤0.01% |
518,141
+19,374
| +4% | +$215K |
|
1505
Astec Industries
ASTE
$1.06B
| $5.75M | ﹤0.01% |
140,867
-9,298
| -6% | -$379K |
|
|
RWT
1506
Redwood Trust
RWT
$804M
| $5.73M | ﹤0.01% |
743,589
-14,559
| -2% | -$112K |
|
1507
G-III Apparel Group
GIII
$1.12B
| $5.73M | ﹤0.01% |
283,108
-27,743
| -9% | -$561K |
|
1508
James River Group
JRVR
$244M
| $5.72M | ﹤0.01% |
230,925
-16,925
| -7% | -$419K |
|
1509
Digi International
DGII
$1.33B
| $5.68M | ﹤0.01% |
234,300
+2,939
| +1% | +$71.2K |
|
|
DISH
1510
DELISTED
DISH Network Corp.
DISH
| $5.65M | ﹤0.01% |
315,290
+7,857
| +3% | +$141K |
|
1511
Usana Health Sciences
USNA
$557M
| $5.62M | ﹤0.01% |
77,627
-4,529
| -6% | -$328K |
|
1512
Core Laboratories
CLB
$581M
| $5.61M | ﹤0.01% |
283,171
-78,815
| -22% | -$1.56M |
|
1513
Standard Motor Products
SMP
$889M
| $5.61M | ﹤0.01% |
124,691
-15,001
| -11% | -$675K |
|
1514
Donnelley Financial Solutions
DFIN
$1.5B
| $5.61M | ﹤0.01% |
191,471
-16,039
| -8% | -$470K |
|
1515
Canadian Imperial Bank of Commerce
CM
$73.6B
| $5.55M | ﹤0.01% |
114,604
-1,274,226
| -92% | -$61.8M |
|
1516
PROG Holdings
PRG
$1.41B
| $5.55M | ﹤0.01% |
336,045
-200,257
| -37% | -$3.3M |
|
1517
RadNet
RDNT
$5.69B
| $5.51M | ﹤0.01% |
319,055
-11,230
| -3% | -$194K |
|
1518
Fox Class B
FOX
$23.5B
| $5.51M | ﹤0.01% |
185,593
+2,047
| +1% | +$60.8K |
|
1519
Herc Holdings
HRI
$4.2B
| $5.51M | ﹤0.01% |
61,128
+534
| +0.9% | +$48.1K |
|
1520
Worthington Enterprises
WOR
$3.17B
| $5.5M | ﹤0.01% |
202,216
-21,526
| -10% | -$585K |
|
|
INVX
1521
Innovex International, Inc.
INVX
$1.14B
| $5.49M | ﹤0.01% |
212,862
-20,558
| -9% | -$530K |
|
1522
Castle Biosciences
CSTL
$621M
| $5.48M | ﹤0.01% |
249,676
+72,226
| +41% | +$1.59M |
|
|
AVTA
1523
DELISTED
Avantax, Inc. Common Stock
AVTA
| $5.48M | ﹤0.01% |
296,859
-25,141
| -8% | -$464K |
|
1524
Heritage Financial
HFWA
$833M
| $5.46M | ﹤0.01% |
216,903
-15,118
| -7% | -$380K |
|
|
SWCH
1525
DELISTED
Switch, Inc. Class A Common Stock
SWCH
| $5.45M | ﹤0.01% |
162,683
-270,893
| -62% | -$9.08M |
|