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 |
Equinix
EQIX
|
+$313M |
| 2 |
Welltower
WELL
|
+$213M |
| 3 |
Brookfield
BN
|
+$162M |
| 4 |
MSCI
MSCI
|
+$146M |
| 5 |
Extra Space Storage
EXR
|
+$143M |
Top Sells
| 1 |
BKI
Black Knight, Inc. Common Stock
BKI
|
+$373M |
| 2 |
Moody's
MCO
|
+$178M |
| 3 |
Dollar General
DG
|
+$169M |
| 4 |
CubeSmart
CUBE
|
+$166M |
| 5 |
Equity Lifestyle Properties
ELS
|
+$156M |
Sector Composition
| 1 | Technology | 17.98% |
| 2 | Financials | 15.34% |
| 3 | Real Estate | 15.22% |
| 4 | Consumer Discretionary | 11.31% |
| 5 | Industrials | 11.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1601
Dine Brands
DIN
$369M
| $4.12M | ﹤0.01% |
83,351
-5,954
| -7% | -$294K |
|
1602
TechTarget
TTGT
$418M
| $4.11M | ﹤0.01% |
135,515
-11,617
| -8% | -$353K |
|
1603
RPC Inc
RES
$1.02B
| $4.11M | ﹤0.01% |
459,754
-12,855
| -3% | -$115K |
|
1604
PRA Group
PRAA
$663M
| $4.06M | ﹤0.01% |
211,552
-11,038
| -5% | -$212K |
|
1605
Marcus & Millichap
MMI
$1.29B
| $4.06M | ﹤0.01% |
138,316
-6,142
| -4% | -$180K |
|
1606
Mercury Insurance
MCY
$4.34B
| $4.02M | ﹤0.01% |
143,430
-7,702
| -5% | -$216K |
|
1607
Chefs' Warehouse
CHEF
$2.66B
| $4M | ﹤0.01% |
188,866
-11,613
| -6% | -$246K |
|
1608
Alnylam Pharmaceuticals
ALNY
$61.2B
| $3.99M | ﹤0.01% |
22,505
+843
| +4% | +$149K |
|
1609
Gogo Inc
GOGO
$1.39B
| $3.98M | ﹤0.01% |
333,314
-39,263
| -11% | -$468K |
|
|
NXRT
1610
NexPoint Residential Trust
NXRT
$866M
| $3.96M | ﹤0.01% |
122,904
-6,881
| -5% | -$221K |
|
1611
Regenxbio
RGNX
$465M
| $3.92M | ﹤0.01% |
238,350
+7,977
| +3% | +$131K |
|
1612
Protolabs
PRLB
$1.2B
| $3.92M | ﹤0.01% |
148,577
-5,354
| -3% | -$141K |
|
1613
MarineMax
HZO
$561M
| $3.88M | ﹤0.01% |
118,137
-12,794
| -10% | -$420K |
|
1614
Unitil
UTL
$826M
| $3.87M | ﹤0.01% |
90,608
-3,595
| -4% | -$154K |
|
1615
Ethan Allen Interiors
ETD
$750M
| $3.85M | ﹤0.01% |
128,825
-4,722
| -4% | -$141K |
|
1616
B&G Foods
BGS
$363M
| $3.85M | ﹤0.01% |
389,302
-20,674
| -5% | -$204K |
|
1617
LPL Financial
LPLA
$27.5B
| $3.83M | ﹤0.01% |
16,124
+326
| +2% | +$77.5K |
|
1618
Anywhere Real Estate
HOUS
$734M
| $3.82M | ﹤0.01% |
594,526
-32,129
| -5% | -$207K |
|
1619
Aveanna Healthcare
AVAH
$1.75B
| $3.82M | ﹤0.01% |
3,208,351
-28,512
| -0.9% | -$33.9K |
|
|
LBAI
1620
DELISTED
Lakeland Bancorp Inc
LBAI
| $3.77M | ﹤0.01% |
299,126
-1,313
| -0.4% | -$16.6K |
|
1621
Dime Community Bancshares
DCOM
$1.34B
| $3.77M | ﹤0.01% |
188,683
+2,906
| +2% | +$58K |
|
1622
Heartland Express
HTLD
$667M
| $3.76M | ﹤0.01% |
256,154
-14,711
| -5% | -$216K |
|
|
AHH
1623
Armada Hoffler Properties
AHH
$595M
| $3.76M | ﹤0.01% |
367,036
-19,755
| -5% | -$202K |
|
1624
Freshpet
FRPT
$2.59B
| $3.74M | ﹤0.01% |
56,717
+19,809
| +54% | +$1.31M |
|
1625
Titan International
TWI
$563M
| $3.73M | ﹤0.01% |
278,069
-13,250
| -5% | -$178K |
|