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 |
Equinix
EQIX
|
+$313M |
| 2 |
Welltower
WELL
|
+$213M |
| 3 |
Brookfield
BN
|
+$162M |
| 4 |
MSCI
MSCI
|
+$146M |
| 5 |
Extra Space Storage
EXR
|
+$143M |
Top Sells
| 1 |
BKI
Black Knight, Inc. Common Stock
BKI
|
+$373M |
| 2 |
Moody's
MCO
|
+$178M |
| 3 |
Dollar General
DG
|
+$169M |
| 4 |
CubeSmart
CUBE
|
+$166M |
| 5 |
Equity Lifestyle Properties
ELS
|
+$156M |
Sector Composition
| 1 | Technology | 17.98% |
| 2 | Financials | 15.34% |
| 3 | Real Estate | 15.22% |
| 4 | Consumer Discretionary | 11.31% |
| 5 | Industrials | 11.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
KREF
1626
KKR Real Estate Finance Trust
KREF
$649M
| $3.72M | ﹤0.01% |
313,009
-16,824
| -5% | -$200K |
|
1627
Palantir
PLTR
$394B
| $3.71M | ﹤0.01% |
231,647
+7,763
| +3% | +$124K |
|
1628
Trip.com Group
TCOM
$48.4B
| $3.69M | ﹤0.01% |
105,399
+882
| +0.8% | +$30.8K |
|
1629
Simulations Plus
SLP
$286M
| $3.68M | ﹤0.01% |
88,221
-3,682
| -4% | -$154K |
|
1630
iShares Core MSCI EAFE ETF
IEFA
$153B
| $3.66M | ﹤0.01% |
56,861
-10,268
| -15% | -$661K |
|
1631
Applovin
APP
$194B
| $3.65M | ﹤0.01% |
91,268
-186,005
| -67% | -$7.43M |
|
1632
Coursera
COUR
$1.75B
| $3.64M | ﹤0.01% |
194,914
+179,537
| +1,168% | +$3.36M |
|
1633
Bristow Group
VTOL
$1.09B
| $3.64M | ﹤0.01% |
129,244
-4,599
| -3% | -$130K |
|
1634
B. Riley Financial
RILY
$184M
| $3.63M | ﹤0.01% |
88,444
-1,557
| -2% | -$63.8K |
|
1635
Usana Health Sciences
USNA
$559M
| $3.62M | ﹤0.01% |
61,846
-3,199
| -5% | -$187K |
|
1636
Alpha and Omega Semiconductor
AOSL
$872M
| $3.61M | ﹤0.01% |
121,011
-5,717
| -5% | -$171K |
|
|
HIBB
1637
DELISTED
Hibbett, Inc. Common Stock
HIBB
| $3.61M | ﹤0.01% |
75,963
-2,084
| -3% | -$99K |
|
1638
Green Dot
GDOT
$743M
| $3.6M | ﹤0.01% |
258,294
-14,996
| -5% | -$209K |
|
1639
iShares Russell 2000 Growth ETF
IWO
$12.7B
| $3.57M | ﹤0.01% |
15,925
-4,650
| -23% | -$1.04M |
|
1640
Insteel Industries
IIIN
$758M
| $3.54M | ﹤0.01% |
109,069
-4,225
| -4% | -$137K |
|
1641
Myers Industries
MYE
$608M
| $3.54M | ﹤0.01% |
197,366
-12,368
| -6% | -$222K |
|
1642
3D Systems Corporation
DDD
$291M
| $3.53M | ﹤0.01% |
718,188
-26,267
| -4% | -$129K |
|
|
CHUY
1643
DELISTED
Chuy's Holdings, Inc. Common Stock
CHUY
| $3.51M | ﹤0.01% |
98,783
-5,833
| -6% | -$208K |
|
1644
Banc of California
BANC
$2.64B
| $3.51M | ﹤0.01% |
283,461
-21,657
| -7% | -$268K |
|
1645
Standard Motor Products
SMP
$894M
| $3.49M | ﹤0.01% |
103,838
-5,414
| -5% | -$182K |
|
1646
Eagle Bancorp
EGBN
$608M
| $3.46M | ﹤0.01% |
161,392
-13,389
| -8% | -$287K |
|
1647
Wolverine World Wide
WWW
$2.53B
| $3.42M | ﹤0.01% |
424,806
-26,846
| -6% | -$216K |
|
1648
Tompkins Financial
TMP
$1B
| $3.42M | ﹤0.01% |
69,769
-3,628
| -5% | -$178K |
|
1649
REX American Resources
REX
$1.01B
| $3.4M | ﹤0.01% |
83,570
-4,859
| -5% | -$198K |
|
1650
Pilgrim's Pride
PPC
$10.4B
| $3.39M | ﹤0.01% |
148,351
-20,184
| -12% | -$461K |
|