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 |
TransDigm Group
TDG
|
+$406M |
| 2 |
Welltower
WELL
|
+$262M |
| 3 |
Camden Property Trust
CPT
|
+$199M |
| 4 |
Autodesk
ADSK
|
+$198M |
| 5 |
CONE
CyrusOne Inc Common Stock
CONE
|
+$193M |
Top Sells
| 1 |
Alibaba
BABA
|
+$419M |
| 2 |
Digital Realty Trust
DLR
|
+$252M |
| 3 |
DRE
Duke Realty Corp.
DRE
|
+$207M |
| 4 |
iShares MBS ETF
MBB
|
+$192M |
| 5 |
Americold
COLD
|
+$173M |
Sector Composition
| 1 | Technology | 19.05% |
| 2 | Real Estate | 15.53% |
| 3 | Financials | 15% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Healthcare | 9.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1526
Universal Insurance Holdings
UVE
$719M
| $3.96M | ﹤0.01% |
222,968
-9,154
| -4% | -$162K |
|
1527
Carpenter Technology
CRS
$12B
| $3.94M | ﹤0.01% |
162,430
+5,779
| +4% | +$140K |
|
1528
Golden Entertainment
GDEN
$638M
| $3.93M | ﹤0.01% |
440,090
+20,444
| +5% | +$182K |
|
1529
Sociedad Química y Minera de Chile
SQM
$12B
| $3.92M | ﹤0.01% |
150,203
+30,617
| +26% | +$798K |
|
1530
Adtran
ADTN
$809M
| $3.92M | ﹤0.01% |
358,194
-4,653
| -1% | -$50.9K |
|
1531
Ecopetrol
EC
$18.8B
| $3.91M | ﹤0.01% |
351,378
+165,869
| +89% | +$1.85M |
|
1532
Northfield Bancorp
NFBK
$492M
| $3.89M | ﹤0.01% |
337,796
-8,186
| -2% | -$94.3K |
|
1533
Vale
VALE
$45.5B
| $3.87M | ﹤0.01% |
375,078
+41,654
| +12% | +$429K |
|
1534
Pitney Bowes
PBI
$1.96B
| $3.87M | ﹤0.01% |
1,487,057
+68,168
| +5% | +$177K |
|
1535
Dycom Industries
DY
$7.47B
| $3.87M | ﹤0.01% |
94,514
+1,351
| +1% | +$55.2K |
|
1536
Okta
OKTA
$15.9B
| $3.86M | ﹤0.01% |
19,274
+16,447
| +582% | +$3.29M |
|
|
BBT
1537
Beacon Financial Corporation
BBT
$2.17B
| $3.85M | ﹤0.01% |
349,258
+3,253
| +0.9% | +$35.9K |
|
|
AEGN
1538
DELISTED
Aegion Corp
AEGN
| $3.81M | ﹤0.01% |
240,160
-20,261
| -8% | -$322K |
|
|
CIR
1539
DELISTED
CIRCOR International, Inc
CIR
| $3.8M | ﹤0.01% |
149,289
-1,762
| -1% | -$44.9K |
|
1540
IAC Inc
IAC
$2.89B
| $3.79M | ﹤0.01% |
65,545
+7,621
| +13% | +$440K |
|
1541
Apple Hospitality REIT
APLE
$2.98B
| $3.78M | ﹤0.01% |
391,296
+13,202
| +3% | +$128K |
|
|
CKH
1542
DELISTED
Seacor Holdings Inc.
CKH
| $3.77M | ﹤0.01% |
133,144
-1,066
| -0.8% | -$30.2K |
|
1543
BJ's Restaurants
BJRI
$684M
| $3.76M | ﹤0.01% |
179,519
+22,066
| +14% | +$462K |
|
1544
BancFirst
BANF
$4.45B
| $3.71M | ﹤0.01% |
91,505
-26
| -0% | -$1.06K |
|
1545
QuinStreet
QNST
$930M
| $3.7M | ﹤0.01% |
353,599
-540
| -0.2% | -$5.65K |
|
1546
nLIGHT
LASR
$1.43B
| $3.68M | ﹤0.01% |
165,200
-2,000
| -1% | -$44.5K |
|
1547
E.W. Scripps
SSP
$257M
| $3.67M | ﹤0.01% |
419,229
-4,393
| -1% | -$38.4K |
|
1548
Avis
CAR
$5.47B
| $3.66M | ﹤0.01% |
160,016
-18,010
| -10% | -$412K |
|
|
POLY
1549
DELISTED
Plantronics, Inc.
POLY
| $3.66M | ﹤0.01% |
249,169
+847
| +0.3% | +$12.4K |
|
1550
Quanex
NX
$661M
| $3.65M | ﹤0.01% |
263,016
+11,086
| +4% | +$154K |
|