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 | |
|---|---|---|---|---|---|---|
1601
TechnipFMC
FTI
$16.6B
| $4.06M | ﹤0.01% |
155,110
-144,659
| -48% | -$3.78M |
|
1602
American Axle
AXL
$718M
| $4.05M | ﹤0.01% |
579,610
-27,959
| -5% | -$195K |
|
1603
Shenandoah Telecom
SHEN
$752M
| $4.04M | ﹤0.01% |
247,399
-13,421
| -5% | -$219K |
|
1604
XPEL
XPEL
$993M
| $4.01M | ﹤0.01% |
112,772
-3,923
| -3% | -$140K |
|
1605
Sonic Automotive
SAH
$2.83B
| $4M | ﹤0.01% |
73,458
-3,712
| -5% | -$202K |
|
1606
BJ's Restaurants
BJRI
$716M
| $4M | ﹤0.01% |
115,290
-5,531
| -5% | -$192K |
|
1607
Bristow Group
VTOL
$1.1B
| $3.99M | ﹤0.01% |
119,090
-5,494
| -4% | -$184K |
|
1608
Clearwater Paper
CLW
$351M
| $3.99M | ﹤0.01% |
82,224
-3,712
| -4% | -$180K |
|
1609
Bloom Energy
BE
$15.7B
| $3.97M | ﹤0.01% |
324,509
+298,593
| +1,152% | +$3.65M |
|
|
AHH
1610
Armada Hoffler Properties
AHH
$596M
| $3.93M | ﹤0.01% |
353,940
-16,036
| -4% | -$178K |
|
1611
Southside Bancshares
SBSI
$927M
| $3.92M | ﹤0.01% |
141,916
-7,268
| -5% | -$201K |
|
1612
Pitney Bowes
PBI
$1.97B
| $3.91M | ﹤0.01% |
769,892
-32,607
| -4% | -$166K |
|
1613
Metallus
MTUS
$710M
| $3.91M | ﹤0.01% |
192,933
-6,960
| -3% | -$141K |
|
1614
BioLife Solutions
BLFS
$1.28B
| $3.9M | ﹤0.01% |
182,135
-9,096
| -5% | -$195K |
|
1615
AdaptHealth
AHCO
$1.29B
| $3.89M | ﹤0.01% |
389,310
-38,270
| -9% | -$383K |
|
1616
Vir Biotechnology
VIR
$727M
| $3.87M | ﹤0.01% |
434,626
-27,404
| -6% | -$244K |
|
1617
iShares US Infrastructure ETF
IFRA
$3.02B
| $3.87M | ﹤0.01% |
91,775
| – | – |
|
|
HPP
1618
Hudson Pacific Properties
HPP
$1.12B
| $3.86M | ﹤0.01% |
802,283
-1,410
| -0.2% | -$6.78K |
|
1619
Protolabs
PRLB
$1.2B
| $3.86M | ﹤0.01% |
124,911
-9,021
| -7% | -$279K |
|
1620
Invesco QQQ Trust
QQQ
$371B
| $3.86M | ﹤0.01% |
8,048
+363
| +5% | +$174K |
|
1621
Clearway Energy Class A
CWEN.A
$3.21B
| $3.86M | ﹤0.01% |
170,154
-8,395
| -5% | -$190K |
|
1622
Healthcare Services Group
HCSG
$1.2B
| $3.84M | ﹤0.01% |
363,276
-21,582
| -6% | -$228K |
|
1623
United Natural Foods
UNFI
$1.8B
| $3.84M | ﹤0.01% |
293,125
-15,236
| -5% | -$200K |
|
1624
Fresh Del Monte Produce
FDP
$1.72B
| $3.84M | ﹤0.01% |
175,643
-8,268
| -4% | -$181K |
|
1625
Leslie's
LESL
$62.2M
| $3.83M | ﹤0.01% |
914,848
-42,637
| -4% | -$179K |
|