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 |
Alibaba
BABA
|
+$205M |
| 2 |
Boston Properties
BXP
|
+$179M |
| 3 |
Domino's
DPZ
|
+$178M |
| 4 |
VICI Properties
VICI
|
+$124M |
| 5 |
Vail Resorts
MTN
|
+$115M |
Top Sells
| 1 |
O'Reilly Automotive
ORLY
|
+$127M |
| 2 |
CDK
CDK Global, Inc.
CDK
|
+$124M |
| 3 |
SBA Communications
SBAC
|
+$118M |
| 4 |
Steris
STE
|
+$116M |
| 5 |
Equinix
EQIX
|
+$111M |
Sector Composition
| 1 | Real Estate | 16.13% |
| 2 | Financials | 15.66% |
| 3 | Technology | 14.58% |
| 4 | Consumer Discretionary | 11.38% |
| 5 | Industrials | 9.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1601
LeMaitre Vascular
LMAT
$2.09B
| $4.2M | ﹤0.01% |
135,347
-1,340
| -1% | -$41.5K |
|
1602
Bright Horizons
BFAM
$6.47B
| $4.19M | ﹤0.01% |
32,924
+2,439
| +8% | +$310K |
|
1603
Veeco
VECO
$1.54B
| $4.19M | ﹤0.01% |
386,034
-1,981
| -0.5% | -$21.5K |
|
|
EGRX
1604
DELISTED
Eagle Pharmaceuticals, Inc.
EGRX
| $4.18M | ﹤0.01% |
82,801
-6,488
| -7% | -$328K |
|
1605
Monarch Casino & Resort
MCRI
$1.89B
| $4.17M | ﹤0.01% |
95,035
-845
| -0.9% | -$37.1K |
|
1606
Zumiez
ZUMZ
$347M
| $4.17M | ﹤0.01% |
167,532
-1,624
| -1% | -$40.4K |
|
1607
Forrester Research
FORR
$194M
| $4.15M | ﹤0.01% |
85,738
-863
| -1% | -$41.7K |
|
1608
Universal Electronics
UEIC
$62.3M
| $4.12M | ﹤0.01% |
110,942
-1,145
| -1% | -$42.5K |
|
1609
TTEC Holdings
TTEC
$174M
| $4.09M | ﹤0.01% |
112,796
-1,147
| -1% | -$41.6K |
|
1610
Donnelley Financial Solutions
DFIN
$1.51B
| $4.08M | ﹤0.01% |
274,158
-2,686
| -1% | -$40K |
|
1611
nLIGHT
LASR
$1.44B
| $4.08M | ﹤0.01% |
183,000
-4,700
| -3% | -$105K |
|
1612
Vicor
VICR
$2.28B
| $4.04M | ﹤0.01% |
130,331
-1,129
| -0.9% | -$35K |
|
1613
Ichor Holdings
ICHR
$587M
| $4.04M | ﹤0.01% |
178,679
-6,857
| -4% | -$155K |
|
1614
American Public Education
APEI
$645M
| $4.01M | ﹤0.01% |
133,224
-1,356
| -1% | -$40.8K |
|
1615
Resources Connection
RGP
$170M
| $4.01M | ﹤0.01% |
242,599
-1,082
| -0.4% | -$17.9K |
|
|
BGG
1616
DELISTED
Briggs & Stratton Corp.
BGG
| $4M | ﹤0.01% |
338,351
-5,789
| -2% | -$68.5K |
|
1617
Ezcorp Inc
EZPW
$1.03B
| $3.96M | ﹤0.01% |
425,285
+2,638
| +0.6% | +$24.6K |
|
|
PMOM
1618
DELISTED
Principal Sustainable Momentum Index ETF
PMOM
| $3.96M | ﹤0.01% |
140,717
| – | – |
|
1619
Sociedad Química y Minera de Chile
SQM
$11.9B
| $3.89M | ﹤0.01% |
101,153
+2,615
| +3% | +$101K |
|
1620
Dianthus Therapeutics
DNTH
$1.18B
| $3.88M | ﹤0.01% |
14,731
-2,144
| -13% | -$565K |
|
|
CTRL
1621
DELISTED
Control4 Corporation
CTRL
| $3.86M | ﹤0.01% |
228,147
-3,787
| -2% | -$64.1K |
|
1622
Harmonic Inc
HLIT
$1.11B
| $3.86M | ﹤0.01% |
712,611
+8,742
| +1% | +$47.4K |
|
|
CBB
1623
DELISTED
Cincinnati Bell Inc.
CBB
| $3.86M | ﹤0.01% |
404,512
-2,770
| -0.7% | -$26.4K |
|
|
CAMP
1624
DELISTED
CalAmp Corp.
CAMP
| $3.85M | ﹤0.01% |
13,291
-307
| -2% | -$88.8K |
|
|
WSR
1625
Whitestone REIT
WSR
$667M
| $3.84M | ﹤0.01% |
319,650
-3,251
| -1% | -$39.1K |
|