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 | |
|---|---|---|---|---|---|---|
1576
Middlesex Water
MSEX
$972M
| $4.6M | ﹤0.01% |
88,014
-4,756
| -5% | -$249K |
|
1577
CVR Energy
CVI
$3.19B
| $4.57M | ﹤0.01% |
170,841
-3,248
| -2% | -$86.9K |
|
1578
John B. Sanfilippo & Son
JBSS
$745M
| $4.57M | ﹤0.01% |
47,051
-1,856
| -4% | -$180K |
|
1579
Digi International
DGII
$1.35B
| $4.54M | ﹤0.01% |
198,201
-7,037
| -3% | -$161K |
|
|
SVC
1580
Service Properties Trust
SVC
$484M
| $4.5M | ﹤0.01% |
874,561
-35,879
| -4% | -$184K |
|
1581
HCI Group
HCI
$2.36B
| $4.45M | ﹤0.01% |
48,266
+2,879
| +6% | +$265K |
|
1582
Scholastic
SCHL
$688M
| $4.45M | ﹤0.01% |
125,410
-10,790
| -8% | -$383K |
|
1583
eXp World Holdings
EXPI
$1.79B
| $4.35M | ﹤0.01% |
385,262
-14,767
| -4% | -$167K |
|
1584
iShares Russell 2000 Growth ETF
IWO
$12.8B
| $4.34M | ﹤0.01% |
16,520
+575
| +4% | +$151K |
|
1585
TechTarget
TTGT
$430M
| $4.33M | ﹤0.01% |
139,011
-4,448
| -3% | -$139K |
|
1586
QuinStreet
QNST
$940M
| $4.33M | ﹤0.01% |
261,002
-10,868
| -4% | -$180K |
|
1587
SunCoke Energy
SXC
$659M
| $4.32M | ﹤0.01% |
441,215
-16,784
| -4% | -$164K |
|
1588
Century Aluminum
CENX
$2.29B
| $4.32M | ﹤0.01% |
258,111
-11,699
| -4% | -$196K |
|
1589
Birkenstock
BIRK
$8.73B
| $4.32M | ﹤0.01% |
+79,452
| New | +$4.32M |
|
|
SAFE
1590
Safehold
SAFE
$1.2B
| $4.3M | ﹤0.01% |
222,662
-10,211
| -4% | -$197K |
|
1591
Alpha and Omega Semiconductor
AOSL
$875M
| $4.29M | ﹤0.01% |
114,675
-4,301
| -4% | -$161K |
|
|
RWT
1592
Redwood Trust
RWT
$801M
| $4.23M | ﹤0.01% |
651,835
-30,871
| -5% | -$200K |
|
1593
Interface
TILE
$1.67B
| $4.22M | ﹤0.01% |
287,426
-14,242
| -5% | -$209K |
|
1594
Under Armour
UAA
$2.16B
| $4.2M | ﹤0.01% |
629,002
-81,934
| -12% | -$547K |
|
1595
Arcus Biosciences
RCUS
$1.23B
| $4.18M | ﹤0.01% |
274,388
-15,577
| -5% | -$237K |
|
1596
Under Armour Class C
UA
$2.11B
| $4.15M | ﹤0.01% |
636,217
-83,317
| -12% | -$544K |
|
1597
AMERISAFE
AMSF
$861M
| $4.15M | ﹤0.01% |
94,636
-5,094
| -5% | -$224K |
|
1598
Simulations Plus
SLP
$289M
| $4.13M | ﹤0.01% |
85,047
-3,095
| -4% | -$150K |
|
1599
Unitil
UTL
$834M
| $4.13M | ﹤0.01% |
79,733
-3,944
| -5% | -$204K |
|
1600
PC Connection
CNXN
$1.66B
| $4.06M | ﹤0.01% |
63,289
-1,790
| -3% | -$115K |
|