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 |
American Tower
AMT
|
+$462M |
| 2 |
SBA Communications
SBAC
|
+$330M |
| 3 |
CCC Intelligent Solutions
CCCS
|
+$219M |
| 4 |
Equinix
EQIX
|
+$176M |
| 5 |
Teck Resources
TECK
|
+$140M |
Top Sells
| 1 |
First Industrial Realty Trust
FR
|
+$216M |
| 2 |
Digital Realty Trust
DLR
|
+$213M |
| 3 |
TransDigm Group
TDG
|
+$207M |
| 4 |
Public Storage
PSA
|
+$174M |
| 5 |
Realty Income
O
|
+$149M |
Sector Composition
| 1 | Technology | 18.87% |
| 2 | Financials | 15.58% |
| 3 | Real Estate | 14.17% |
| 4 | Consumer Discretionary | 11.56% |
| 5 | Industrials | 11.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1601
Shenandoah Telecom
SHEN
$752M
| $4.53M | ﹤0.01% |
260,820
-1,009
| -0.4% | -$17.5K |
|
1602
Vicor
VICR
$2.29B
| $4.5M | ﹤0.01% |
117,567
+246
| +0.2% | +$9.41K |
|
1603
American Axle
AXL
$718M
| $4.47M | ﹤0.01% |
607,569
-2,295
| -0.4% | -$16.9K |
|
1604
iShares 20+ Year Treasury Bond ETF
TLT
$49.8B
| $4.47M | ﹤0.01% |
47,236
+7,084
| +18% | +$670K |
|
1605
Metallus
MTUS
$710M
| $4.45M | ﹤0.01% |
199,893
-991
| -0.5% | -$22.1K |
|
1606
Myers Industries
MYE
$612M
| $4.45M | ﹤0.01% |
191,955
+519
| +0.3% | +$12K |
|
1607
Comstock Resources
CRK
$4.69B
| $4.43M | ﹤0.01% |
477,167
-116,854
| -20% | -$1.08M |
|
1608
Alphatec Holdings
ATEC
$2.31B
| $4.42M | ﹤0.01% |
320,530
+43,530
| +16% | +$600K |
|
1609
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
| $4.41M | ﹤0.01% |
38,600
+12,400
| +47% | +$1.42M |
|
1610
Check Point Software Technologies
CHKP
$21.1B
| $4.4M | ﹤0.01% |
26,814
-212
| -0.8% | -$34.8K |
|
1611
Sonic Automotive
SAH
$2.83B
| $4.39M | ﹤0.01% |
77,170
-9,262
| -11% | -$527K |
|
1612
Unitil
UTL
$832M
| $4.38M | ﹤0.01% |
83,677
-5,671
| -6% | -$297K |
|
1613
BJ's Restaurants
BJRI
$716M
| $4.37M | ﹤0.01% |
120,821
-9
| -0% | -$326 |
|
1614
Cheniere Energy
LNG
$52.1B
| $4.36M | ﹤0.01% |
27,057
-844
| -3% | -$136K |
|
1615
Southside Bancshares
SBSI
$927M
| $4.36M | ﹤0.01% |
149,184
-341
| -0.2% | -$9.97K |
|
1616
Ethan Allen Interiors
ETD
$753M
| $4.36M | ﹤0.01% |
126,104
-214
| -0.2% | -$7.4K |
|
|
RWT
1617
Redwood Trust
RWT
$802M
| $4.35M | ﹤0.01% |
682,706
+64,981
| +11% | +$414K |
|
1618
iShares Russell 2000 Growth ETF
IWO
$12.8B
| $4.32M | ﹤0.01% |
15,945
-2,305
| -13% | -$624K |
|
1619
Lyft
LYFT
$7.6B
| $4.31M | ﹤0.01% |
222,685
+187,078
| +525% | +$3.62M |
|
|
PRSU
1620
Pursuit Attractions and Hospitality, Inc.
PRSU
$1.06B
| $4.3M | ﹤0.01% |
108,949
+230
| +0.2% | +$9.08K |
|
1621
PC Connection
CNXN
$1.65B
| $4.29M | ﹤0.01% |
65,079
+6,185
| +11% | +$408K |
|
|
BDN
1622
Brandywine Realty Trust
BDN
$782M
| $4.29M | ﹤0.01% |
893,348
-3,385
| -0.4% | -$16.2K |
|
1623
Sturm, Ruger & Co
RGR
$601M
| $4.26M | ﹤0.01% |
92,295
-2,839
| -3% | -$131K |
|
|
XYZ
1624
Block, Inc.
XYZ
$45.2B
| $4.23M | ﹤0.01% |
50,066
+7,732
| +18% | +$654K |
|
1625
Marcus & Millichap
MMI
$1.29B
| $4.23M | ﹤0.01% |
123,686
-14,250
| -10% | -$487K |
|