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 |
Microsoft
MSFT
|
+$344M |
| 2 |
Moody's
MCO
|
+$284M |
| 3 |
VICI Properties
VICI
|
+$249M |
| 4 |
Progressive
PGR
|
+$246M |
| 5 |
Amazon
AMZN
|
+$167M |
Top Sells
| 1 |
Salesforce
CRM
|
+$235M |
| 2 |
MGP
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
|
+$202M |
| 3 |
Healthcare Realty
HR
|
+$179M |
| 4 |
Etsy
ETSY
|
+$168M |
| 5 |
Charter Communications
CHTR
|
+$141M |
Sector Composition
| 1 | Real Estate | 17.6% |
| 2 | Technology | 16.42% |
| 3 | Financials | 14.71% |
| 4 | Consumer Discretionary | 10.49% |
| 5 | Industrials | 9.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1626
Alamos Gold
AGI
$13.9B
| $4.02M | ﹤0.01% |
573,800
+499,800
| +675% | +$3.5M |
|
1627
Vanguard Russell 1000 Value ETF
VONV
$13.6B
| $4.01M | ﹤0.01% |
63,109
-2,300
| -4% | -$146K |
|
|
MCHB
1628
Mechanics Bancorp Class A Common Stock
MCHB
$3.03B
| $4.01M | ﹤0.01% |
115,634
-17,195
| -13% | -$596K |
|
|
CSII
1629
DELISTED
Cardiovascular Systems, Inc.
CSII
| $4.01M | ﹤0.01% |
279,155
+6,926
| +3% | +$99.5K |
|
1630
Heartland Express
HTLD
$656M
| $4M | ﹤0.01% |
287,642
-19,942
| -6% | -$277K |
|
1631
Xometry
XMTR
$2.59B
| $3.98M | ﹤0.01% |
117,323
+5,243
| +5% | +$178K |
|
1632
Tootsie Roll Industries
TR
$2.92B
| $3.94M | ﹤0.01% |
121,716
-7,107
| -6% | -$230K |
|
1633
SOPHiA GENETICS
SOPH
$211M
| $3.93M | ﹤0.01% |
1,086,348
+209,160
| +24% | +$757K |
|
1634
TC Energy
TRP
$54.4B
| $3.93M | ﹤0.01% |
75,934
-8,026
| -10% | -$415K |
|
1635
Vanguard Real Estate ETF
VNQ
$34.8B
| $3.92M | ﹤0.01% |
42,981
+28,023
| +187% | +$2.55M |
|
1636
Children's Place
PLCE
$155M
| $3.91M | ﹤0.01% |
100,386
+10,300
| +11% | +$401K |
|
|
CHS
1637
DELISTED
Chicos FAS, Inc.
CHS
| $3.89M | ﹤0.01% |
781,899
-39,758
| -5% | -$198K |
|
1638
Zoom
ZM
$25.1B
| $3.85M | ﹤0.01% |
35,631
+15,519
| +77% | +$1.68M |
|
1639
Northfield Bancorp
NFBK
$492M
| $3.85M | ﹤0.01% |
295,158
-40,827
| -12% | -$532K |
|
1640
SunCoke Energy
SXC
$654M
| $3.83M | ﹤0.01% |
562,958
-56,003
| -9% | -$381K |
|
1641
Guess, Inc.
GES
$869M
| $3.83M | ﹤0.01% |
224,825
-32,585
| -13% | -$556K |
|
|
ONL
1642
Orion Office REIT
ONL
$168M
| $3.83M | ﹤0.01% |
349,247
-25,616
| -7% | -$281K |
|
|
CLLS
1643
Cellectis
CLLS
$290M
| $3.82M | ﹤0.01% |
1,348,312
+133,587
| +11% | +$378K |
|
1644
Cars.com
CARS
$829M
| $3.81M | ﹤0.01% |
404,418
-24,399
| -6% | -$230K |
|
1645
8x8 Inc
EGHT
$286M
| $3.81M | ﹤0.01% |
740,647
-60,517
| -8% | -$312K |
|
1646
Shoals Technologies Group
SHLS
$1.15B
| $3.8M | ﹤0.01% |
230,785
+220,700
| +2,188% | +$3.64M |
|
1647
Scotiabank
BNS
$78.7B
| $3.78M | ﹤0.01% |
64,047
-17,510
| -21% | -$1.03M |
|
1648
Sea Limited
SE
$116B
| $3.76M | ﹤0.01% |
56,223
+4,609
| +9% | +$308K |
|
|
CBL
1649
CBL Properties
CBL
$993M
| $3.73M | ﹤0.01% |
158,936
-18,232
| -10% | -$428K |
|
1650
America's Car Mart
CRMT
$286M
| $3.72M | ﹤0.01% |
36,975
-3,000
| -8% | -$302K |
|