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 |
Equinix
EQIX
|
+$313M |
| 2 |
Welltower
WELL
|
+$213M |
| 3 |
Brookfield
BN
|
+$162M |
| 4 |
MSCI
MSCI
|
+$146M |
| 5 |
Extra Space Storage
EXR
|
+$143M |
Top Sells
| 1 |
BKI
Black Knight, Inc. Common Stock
BKI
|
+$373M |
| 2 |
Moody's
MCO
|
+$178M |
| 3 |
Dollar General
DG
|
+$169M |
| 4 |
CubeSmart
CUBE
|
+$166M |
| 5 |
Equity Lifestyle Properties
ELS
|
+$156M |
Sector Composition
| 1 | Technology | 17.98% |
| 2 | Financials | 15.34% |
| 3 | Real Estate | 15.22% |
| 4 | Consumer Discretionary | 11.31% |
| 5 | Industrials | 11.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1501
Atlanta Braves Holdings Series B
BATRK
$2.66B
| $5.54M | ﹤0.01% |
154,965
+148,048
| +2,140% | +$5.29M |
|
1502
Sotera Health
SHC
$4.58B
| $5.51M | ﹤0.01% |
367,955
-7,971
| -2% | -$119K |
|
1503
Digi International
DGII
$1.35B
| $5.48M | ﹤0.01% |
202,806
-8,173
| -4% | -$221K |
|
1504
PDF Solutions
PDFS
$789M
| $5.45M | ﹤0.01% |
168,341
-5,411
| -3% | -$175K |
|
1505
Cheniere Energy
LNG
$52.1B
| $5.45M | ﹤0.01% |
32,859
+997
| +3% | +$165K |
|
1506
Safety Insurance
SAFT
$1.12B
| $5.43M | ﹤0.01% |
79,659
-4,745
| -6% | -$324K |
|
1507
Stellar Bancorp
STEL
$1.62B
| $5.4M | ﹤0.01% |
253,180
-4,750
| -2% | -$101K |
|
1508
FB Financial Corp
FBK
$2.87B
| $5.38M | ﹤0.01% |
189,572
-10,113
| -5% | -$287K |
|
1509
Trupanion
TRUP
$1.87B
| $5.37M | ﹤0.01% |
190,585
-11,669
| -6% | -$329K |
|
|
JWN
1510
DELISTED
Nordstrom
JWN
| $5.36M | ﹤0.01% |
358,789
-65,588
| -15% | -$980K |
|
1511
ProAssurance
PRA
$1.22B
| $5.31M | ﹤0.01% |
280,898
-26,021
| -8% | -$492K |
|
1512
Avanos Medical
AVNS
$576M
| $5.25M | ﹤0.01% |
259,767
-10,079
| -4% | -$204K |
|
1513
Veritex Holdings
VBTX
$1.88B
| $5.25M | ﹤0.01% |
292,612
-15,805
| -5% | -$284K |
|
1514
Mohawk Industries
MHK
$8.68B
| $5.25M | ﹤0.01% |
61,176
+12
| +0% | +$1.03K |
|
1515
Customers Bancorp
CUBI
$2.33B
| $5.25M | ﹤0.01% |
152,298
-14,904
| -9% | -$513K |
|
1516
SI-BONE Inc
SIBN
$704M
| $5.24M | ﹤0.01% |
246,701
-3,677
| -1% | -$78.1K |
|
|
ARR
1517
Armour Residential REIT
ARR
$1.72B
| $5.23M | ﹤0.01% |
246,212
+23,892
| +11% | +$508K |
|
|
INVX
1518
Innovex International, Inc.
INVX
$1.16B
| $5.19M | ﹤0.01% |
184,298
-9,930
| -5% | -$280K |
|
1519
Waste Connections
WCN
$45.8B
| $5.18M | ﹤0.01% |
38,549
-622
| -2% | -$83.6K |
|
1520
Arlo Technologies
ARLO
$1.81B
| $5.17M | ﹤0.01% |
502,246
-19,912
| -4% | -$205K |
|
1521
AMERISAFE
AMSF
$862M
| $5.16M | ﹤0.01% |
102,976
-6,031
| -6% | -$302K |
|
1522
Fox Class B
FOX
$25.9B
| $5.15M | ﹤0.01% |
178,412
+3,580
| +2% | +$103K |
|
1523
ANI Pharmaceuticals
ANIP
$2.14B
| $5.14M | ﹤0.01% |
88,565
+6,609
| +8% | +$384K |
|
|
AVID
1524
DELISTED
Avid Technology Inc
AVID
| $5.09M | ﹤0.01% |
189,444
-5,539
| -3% | -$149K |
|
1525
Sturm, Ruger & Co
RGR
$601M
| $5.05M | ﹤0.01% |
96,937
-5,205
| -5% | -$271K |
|