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 | |
|---|---|---|---|---|---|---|
1526
Lumen
LUMN
$6.5B
| $5.51M | ﹤0.01% |
5,006,667
-230,944
| -4% | -$254K |
|
1527
Harmony Biosciences
HRMY
$1.93B
| $5.49M | ﹤0.01% |
182,123
-9,927
| -5% | -$299K |
|
1528
QuidelOrtho
QDEL
$2B
| $5.49M | ﹤0.01% |
165,395
-21,139
| -11% | -$702K |
|
1529
Safety Insurance
SAFT
$1.11B
| $5.49M | ﹤0.01% |
73,173
-3,571
| -5% | -$268K |
|
1530
Sally Beauty Holdings
SBH
$1.51B
| $5.48M | ﹤0.01% |
510,699
-925,486
| -64% | -$9.93M |
|
1531
Artivion
AORT
$1.96B
| $5.43M | ﹤0.01% |
211,724
-8,721
| -4% | -$224K |
|
1532
WK Kellogg Co
KLG
$1.99B
| $5.41M | ﹤0.01% |
328,566
-11,671
| -3% | -$192K |
|
1533
Greif
GEF
$3.58B
| $5.41M | ﹤0.01% |
94,097
-9,159
| -9% | -$526K |
|
1534
Wolverine World Wide
WWW
$2.5B
| $5.37M | ﹤0.01% |
397,161
-16,885
| -4% | -$228K |
|
1535
ANI Pharmaceuticals
ANIP
$2.12B
| $5.36M | ﹤0.01% |
84,132
-3,567
| -4% | -$227K |
|
1536
Stellar Bancorp
STEL
$1.61B
| $5.34M | ﹤0.01% |
232,752
-10,983
| -5% | -$252K |
|
1537
Employers Holdings
EIG
$992M
| $5.33M | ﹤0.01% |
125,002
-8,558
| -6% | -$365K |
|
1538
iShares MSCI EAFE Value ETF
EFV
$28.3B
| $5.32M | ﹤0.01% |
100,288
-13,028
| -11% | -$691K |
|
1539
Schrodinger
SDGR
$1.37B
| $5.31M | ﹤0.01% |
274,669
-10,365
| -4% | -$200K |
|
|
CSR
1540
Centerspace
CSR
$985M
| $5.31M | ﹤0.01% |
78,486
-3,974
| -5% | -$269K |
|
1541
Preferred Bank
PFBC
$1.17B
| $5.3M | ﹤0.01% |
70,274
-3,045
| -4% | -$230K |
|
1542
Trupanion
TRUP
$1.87B
| $5.27M | ﹤0.01% |
179,169
-7,561
| -4% | -$222K |
|
1543
Marten Transport
MRTN
$967M
| $5.27M | ﹤0.01% |
285,439
-15,258
| -5% | -$282K |
|
1544
Vanguard Russell 1000 Growth ETF
VONG
$31.8B
| $5.27M | ﹤0.01% |
56,126
-8,300
| -13% | -$779K |
|
1545
Ironwood Pharmaceuticals
IRWD
$197M
| $5.19M | ﹤0.01% |
795,325
-9,575
| -1% | -$62.4K |
|
1546
Pilgrim's Pride
PPC
$10.4B
| $5.18M | ﹤0.01% |
134,596
-17,062
| -11% | -$657K |
|
1547
Check Point Software Technologies
CHKP
$21.1B
| $5.17M | ﹤0.01% |
31,355
+4,541
| +17% | +$749K |
|
1548
National Vision
EYE
$1.83B
| $5.07M | ﹤0.01% |
387,645
-18,617
| -5% | -$244K |
|
|
EFC
1549
Ellington Financial
EFC
$1.36B
| $5.06M | ﹤0.01% |
419,249
+8,088
| +2% | +$97.7K |
|
1550
Worthington Steel
WS
$1.68B
| $5.06M | ﹤0.01% |
151,781
-6,426
| -4% | -$214K |
|