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 |
CoStar Group
CSGP
|
+$466M |
| 2 |
Broadstone Net Lease
BNL
|
+$266M |
| 3 |
Tyler Technologies
TYL
|
+$250M |
| 4 |
Marriott Vacations Worldwide
VAC
|
+$229M |
| 5 |
Equinix
EQIX
|
+$187M |
Top Sells
| 1 |
Motorola Solutions
MSI
|
+$335M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$318M |
| 3 |
Prologis
PLD
|
+$309M |
| 4 |
Gartner
IT
|
+$290M |
| 5 |
CBRE Group
CBRE
|
+$214M |
Sector Composition
| 1 | Technology | 18.71% |
| 2 | Real Estate | 16% |
| 3 | Financials | 14.9% |
| 4 | Consumer Discretionary | 12.38% |
| 5 | Industrials | 9.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1626
Unitil
UTL
$826M
| $6.46M | ﹤0.01% |
121,948
+112,231
| +1,155% | +$5.95M |
|
1627
Mercado Libre
MELI
$120B
| $6.44M | ﹤0.01% |
4,133
-33,129
| -89% | -$51.6M |
|
|
DISCA
1628
DELISTED
Discovery, Inc. Series A Common Stock
DISCA
| $6.43M | ﹤0.01% |
209,513
+12,862
| +7% | +$395K |
|
1629
Agios Pharmaceuticals
AGIO
$2.12B
| $6.42M | ﹤0.01% |
116,543
+10,320
| +10% | +$569K |
|
1630
CarGurus
CARG
$3.59B
| $6.4M | ﹤0.01% |
243,888
+225,168
| +1,203% | +$5.91M |
|
|
VRTV
1631
DELISTED
VERITIV CORPORATION
VRTV
| $6.35M | ﹤0.01% |
103,455
+17,817
| +21% | +$1.09M |
|
1632
QuinStreet
QNST
$925M
| $6.35M | ﹤0.01% |
341,717
+4,707
| +1% | +$87.5K |
|
|
RC
1633
Ready Capital
RC
$695M
| $6.34M | ﹤0.01% |
399,210
-1,644
| -0.4% | -$26.1K |
|
1634
National Vision
EYE
$1.82B
| $6.33M | ﹤0.01% |
123,792
+59,971
| +94% | +$3.07M |
|
1635
Health Catalyst
HCAT
$230M
| $6.29M | ﹤0.01% |
113,371
+106,196
| +1,480% | +$5.89M |
|
1636
SelectQuote
SLQT
$349M
| $6.29M | ﹤0.01% |
326,443
+309,198
| +1,793% | +$5.96M |
|
1637
Par Pacific Holdings
PARR
$1.72B
| $6.27M | ﹤0.01% |
372,982
+66,261
| +22% | +$1.11M |
|
1638
Genesco
GCO
$358M
| $6.27M | ﹤0.01% |
98,451
+560
| +0.6% | +$35.7K |
|
1639
Arvinas
ARVN
$579M
| $6.23M | ﹤0.01% |
80,956
+19,168
| +31% | +$1.48M |
|
1640
Heritage Financial
HFWA
$839M
| $6.23M | ﹤0.01% |
249,004
+2,157
| +0.9% | +$54K |
|
1641
Vital Energy
VTLE
$636M
| $6.21M | ﹤0.01% |
66,885
+4,929
| +8% | +$457K |
|
1642
Adtalem Global Education
ATGE
$4.96B
| $6.19M | ﹤0.01% |
173,608
-43,973
| -20% | -$1.57M |
|
1643
Orthofix Medical
OFIX
$578M
| $6.16M | ﹤0.01% |
153,542
+510
| +0.3% | +$20.5K |
|
|
WW
1644
DELISTED
WW International
WW
| $6.14M | ﹤0.01% |
169,773
+9,369
| +6% | +$339K |
|
1645
Warrior Met Coal
HCC
$3.12B
| $6.11M | ﹤0.01% |
355,443
+2,558
| +0.7% | +$44K |
|
1646
ProPetro Holding
PUMP
$508M
| $6.11M | ﹤0.01% |
667,379
+40,229
| +6% | +$368K |
|
|
PENG
1647
Penguin Solutions, Inc. Ordinary Shares
PENG
$1.39B
| $6.11M | ﹤0.01% |
256,422
+62,322
| +32% | +$1.49M |
|
1648
Haverty Furniture Companies
HVT
$386M
| $6.08M | ﹤0.01% |
142,181
+14,981
| +12% | +$641K |
|
1649
10x Genomics
TXG
$1.62B
| $6.07M | ﹤0.01% |
30,979
+7,731
| +33% | +$1.51M |
|
1650
America's Car Mart
CRMT
$288M
| $6.05M | ﹤0.01% |
42,720
+450
| +1% | +$63.8K |
|