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 | |
|---|---|---|---|---|---|---|
1601
PDF Solutions
PDFS
$781M
| $4.65M | ﹤0.01% |
146,854
-5,889
| -4% | -$187K |
|
1602
Clearway Energy Class A
CWEN.A
$3.22B
| $4.64M | ﹤0.01% |
163,073
-7,081
| -4% | -$202K |
|
1603
Vicor
VICR
$2.27B
| $4.58M | ﹤0.01% |
108,672
-3,433
| -3% | -$145K |
|
1604
Mesa Laboratories
MLAB
$349M
| $4.56M | ﹤0.01% |
35,107
+6,292
| +22% | +$817K |
|
1605
Southside Bancshares
SBSI
$917M
| $4.48M | ﹤0.01% |
134,141
-7,775
| -5% | -$260K |
|
1606
Marcus & Millichap
MMI
$1.28B
| $4.48M | ﹤0.01% |
113,132
-5,061
| -4% | -$201K |
|
1607
Mativ Holdings
MATV
$676M
| $4.47M | ﹤0.01% |
262,984
-11,881
| -4% | -$202K |
|
|
BDN
1608
Brandywine Realty Trust
BDN
$775M
| $4.42M | ﹤0.01% |
811,939
-37,564
| -4% | -$204K |
|
1609
AMERISAFE
AMSF
$860M
| $4.35M | ﹤0.01% |
90,017
-4,619
| -5% | -$223K |
|
1610
Workday
WDAY
$60.2B
| $4.35M | ﹤0.01% |
17,794
+5,519
| +45% | +$1.35M |
|
1611
Greif
GEF
$3.58B
| $4.34M | ﹤0.01% |
69,247
-24,850
| -26% | -$1.56M |
|
1612
Pilgrim's Pride
PPC
$10.4B
| $4.31M | ﹤0.01% |
93,678
-40,918
| -30% | -$1.88M |
|
1613
Central Pacific Financial
CPF
$831M
| $4.31M | ﹤0.01% |
146,065
-5,870
| -4% | -$173K |
|
1614
Skyward Specialty Insurance
SKWD
$1.94B
| $4.24M | ﹤0.01% |
104,105
+34,612
| +50% | +$1.41M |
|
|
BRKL
1615
DELISTED
Brookline Bancorp
BRKL
| $4.23M | ﹤0.01% |
419,070
-19,363
| -4% | -$195K |
|
1616
Jack in the Box
JACK
$341M
| $4.22M | ﹤0.01% |
90,649
-21,366
| -19% | -$994K |
|
1617
Heidrick & Struggles
HSII
$1.04B
| $4.22M | ﹤0.01% |
108,485
+8,617
| +9% | +$335K |
|
1618
Alpha and Omega Semiconductor
AOSL
$872M
| $4.16M | ﹤0.01% |
111,971
-2,704
| -2% | -$100K |
|
1619
PRA Group
PRAA
$663M
| $4.15M | ﹤0.01% |
185,734
-8,322
| -4% | -$186K |
|
1620
Green Plains
GPRE
$644M
| $4.13M | ﹤0.01% |
304,696
-13,968
| -4% | -$189K |
|
1621
Core Laboratories
CLB
$598M
| $4.12M | ﹤0.01% |
222,269
-10,821
| -5% | -$201K |
|
1622
Monro
MNRO
$529M
| $4.07M | ﹤0.01% |
141,053
-6,445
| -4% | -$186K |
|
1623
Deluxe
DLX
$881M
| $4.06M | ﹤0.01% |
208,387
-8,901
| -4% | -$173K |
|
1624
Zeta Global
ZETA
$4.89B
| $4.06M | ﹤0.01% |
136,058
+113,838
| +512% | +$3.4M |
|
1625
Atkore
ATKR
$2.08B
| $4.05M | ﹤0.01% |
47,825
-289,010
| -86% | -$24.5M |
|