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 |
CoStar Group
CSGP
|
+$466M |
| 2 |
Broadstone Net Lease
BNL
|
+$266M |
| 3 |
Tyler Technologies
TYL
|
+$250M |
| 4 |
Marriott Vacations Worldwide
VAC
|
+$229M |
| 5 |
Equinix
EQIX
|
+$187M |
Top Sells
| 1 |
Motorola Solutions
MSI
|
+$335M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$318M |
| 3 |
Prologis
PLD
|
+$309M |
| 4 |
Gartner
IT
|
+$290M |
| 5 |
CBRE Group
CBRE
|
+$214M |
Sector Composition
| 1 | Technology | 18.71% |
| 2 | Real Estate | 16% |
| 3 | Financials | 14.9% |
| 4 | Consumer Discretionary | 12.38% |
| 5 | Industrials | 9.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1551
National Beverage
FIZZ
$3.75B
| $7.63M | ﹤0.01% |
161,491
-54,787
| -25% | -$2.59M |
|
1552
Adtran
ADTN
$827M
| $7.57M | ﹤0.01% |
366,625
+34,396
| +10% | +$710K |
|
|
AAN
1553
DELISTED
The Aaron's Company, Inc.
AAN
| $7.57M | ﹤0.01% |
236,467
+1,377
| +0.6% | +$44.1K |
|
1554
Civitas Resources
CIVI
$3.03B
| $7.56M | ﹤0.01% |
160,626
+33,152
| +26% | +$1.56M |
|
1555
Standard Motor Products
SMP
$892M
| $7.54M | ﹤0.01% |
174,031
+24,845
| +17% | +$1.08M |
|
|
CHCT
1556
Community Healthcare Trust
CHCT
$444M
| $7.54M | ﹤0.01% |
158,824
-1,181
| -0.7% | -$56.1K |
|
1557
Camping World
CWH
$1.1B
| $7.49M | ﹤0.01% |
182,699
+152,559
| +506% | +$6.25M |
|
1558
CEVA Inc
CEVA
$564M
| $7.46M | ﹤0.01% |
157,731
-3,697
| -2% | -$175K |
|
1559
Innoviva
INVA
$1.21B
| $7.46M | ﹤0.01% |
556,087
-15,346
| -3% | -$206K |
|
1560
Simulations Plus
SLP
$290M
| $7.43M | ﹤0.01% |
135,322
+7,853
| +6% | +$431K |
|
1561
Uber
UBER
$199B
| $7.42M | ﹤0.01% |
148,010
+51,144
| +53% | +$2.56M |
|
1562
Vanguard S&P 500 ETF
VOO
$739B
| $7.42M | ﹤0.01% |
18,849
+2,058
| +12% | +$810K |
|
1563
Pinterest
PINS
$23.8B
| $7.39M | ﹤0.01% |
93,576
-154,014
| -62% | -$12.2M |
|
1564
NETSCOUT
NTCT
$1.84B
| $7.38M | ﹤0.01% |
258,614
-71,563
| -22% | -$2.04M |
|
1565
DNOW Inc
DNOW
$1.65B
| $7.36M | ﹤0.01% |
775,500
+8,496
| +1% | +$80.6K |
|
|
KREF
1566
KKR Real Estate Finance Trust
KREF
$645M
| $7.36M | ﹤0.01% |
340,062
+88,193
| +35% | +$1.91M |
|
|
NXGN
1567
DELISTED
NextGen Healthcare, Inc. Common Stock
NXGN
| $7.34M | ﹤0.01% |
442,649
+60,420
| +16% | +$1M |
|
1568
Calavo Growers
CVGW
$494M
| $7.3M | ﹤0.01% |
115,061
-2,808
| -2% | -$178K |
|
1569
Sociedad Química y Minera de Chile
SQM
$12.3B
| $7.3M | ﹤0.01% |
154,148
+42,360
| +38% | +$2M |
|
1570
NOV
NOV
$4.91B
| $7.29M | ﹤0.01% |
475,911
+8,735
| +2% | +$134K |
|
|
RPT
1571
DELISTED
RPT Realty Common Shares of Beneficial Interest (MD)
RPT
| $7.29M | ﹤0.01% |
561,591
+3,326
| +0.6% | +$43.2K |
|
1572
Tompkins Financial
TMP
$1B
| $7.28M | ﹤0.01% |
93,886
+624
| +0.7% | +$48.4K |
|
1573
Alnylam Pharmaceuticals
ALNY
$61.4B
| $7.28M | ﹤0.01% |
42,935
+2,855
| +7% | +$484K |
|
1574
DMC Global
BOOM
$144M
| $7.28M | ﹤0.01% |
129,439
+23,672
| +22% | +$1.33M |
|
1575
Preferred Bank
PFBC
$1.17B
| $7.25M | ﹤0.01% |
114,576
+7,744
| +7% | +$490K |
|