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 |
Martin Marietta Materials
MLM
|
+$379M |
| 2 |
Apple
AAPL
|
+$367M |
| 3 |
Hilton Worldwide
HLT
|
+$330M |
| 4 |
Veeva Systems
VEEV
|
+$266M |
| 5 |
Waste Connections
WCN
|
+$260M |
Top Sells
| 1 |
American Tower
AMT
|
+$612M |
| 2 |
Agilent Technologies
A
|
+$279M |
| 3 |
Aon
AON
|
+$220M |
| 4 |
Progressive
PGR
|
+$199M |
| 5 |
VeriSign
VRSN
|
+$193M |
Sector Composition
| 1 | Technology | 19.83% |
| 2 | Financials | 15.97% |
| 3 | Real Estate | 13.93% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Industrials | 10.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1576
Century Aluminum
CENX
$2.22B
| $4.9M | ﹤0.01% |
301,992
+43,881
| +17% | +$712K |
|
1577
Schrodinger
SDGR
$1.37B
| $4.87M | ﹤0.01% |
262,311
-12,358
| -4% | -$229K |
|
1578
Marten Transport
MRTN
$968M
| $4.83M | ﹤0.01% |
272,832
-12,607
| -4% | -$223K |
|
1579
XPEL
XPEL
$1.01B
| $4.82M | ﹤0.01% |
111,176
-1,596
| -1% | -$69.2K |
|
|
RWT
1580
Redwood Trust
RWT
$806M
| $4.82M | ﹤0.01% |
623,246
-28,589
| -4% | -$221K |
|
1581
Cars.com
CARS
$842M
| $4.8M | ﹤0.01% |
286,660
-17,077
| -6% | -$286K |
|
1582
Ultragenyx Pharmaceutical
RARE
$3B
| $4.8M | ﹤0.01% |
86,440
+76,150
| +740% | +$4.23M |
|
1583
N-able
NABL
$1.57B
| $4.79M | ﹤0.01% |
366,749
-21,214
| -5% | -$277K |
|
1584
iShares Russell 1000 Value ETF
IWD
$64.1B
| $4.78M | ﹤0.01% |
25,209
-85,963
| -77% | -$16.3M |
|
1585
Dime Community Bancshares
DCOM
$1.34B
| $4.78M | ﹤0.01% |
166,119
-6,923
| -4% | -$199K |
|
1586
Viasat
VSAT
$4.3B
| $4.78M | ﹤0.01% |
400,320
+24,889
| +7% | +$297K |
|
1587
BioLife Solutions
BLFS
$1.29B
| $4.78M | ﹤0.01% |
190,715
+8,580
| +5% | +$215K |
|
1588
Comstock Resources
CRK
$4.65B
| $4.75M | ﹤0.01% |
427,213
-48,040
| -10% | -$535K |
|
1589
Cracker Barrel
CBRL
$1.16B
| $4.75M | ﹤0.01% |
104,832
-4,854
| -4% | -$220K |
|
1590
Thomson Reuters
TRI
$78B
| $4.74M | ﹤0.01% |
27,747
| – | – |
|
1591
IPG Photonics
IPGP
$3.5B
| $4.73M | ﹤0.01% |
63,592
-31,987
| -33% | -$2.38M |
|
1592
Digi International
DGII
$1.34B
| $4.72M | ﹤0.01% |
171,623
-26,578
| -13% | -$732K |
|
1593
United Natural Foods
UNFI
$1.8B
| $4.71M | ﹤0.01% |
280,270
-12,855
| -4% | -$216K |
|
1594
ODP
ODP
$640M
| $4.71M | ﹤0.01% |
158,407
+459
| +0.3% | +$13.7K |
|
|
TGI
1595
DELISTED
Triumph Group
TGI
| $4.7M | ﹤0.01% |
364,267
-13,687
| -4% | -$176K |
|
|
AMTM
1596
Amentum Holdings, Inc.
AMTM
$5.77B
| $4.69M | ﹤0.01% |
+145,574
| New | +$4.69M |
|
|
ARR
1597
Armour Residential REIT
ARR
$1.73B
| $4.69M | ﹤0.01% |
229,875
-10,636
| -4% | -$217K |
|
1598
Fresh Del Monte Produce
FDP
$1.7B
| $4.67M | ﹤0.01% |
158,209
-17,434
| -10% | -$515K |
|
1599
Par Pacific Holdings
PARR
$1.71B
| $4.67M | ﹤0.01% |
265,532
-21,384
| -7% | -$376K |
|
1600
PC Connection
CNXN
$1.62B
| $4.65M | ﹤0.01% |
61,704
-1,585
| -3% | -$120K |
|