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 |
American Tower
AMT
|
+$462M |
| 2 |
SBA Communications
SBAC
|
+$330M |
| 3 |
CCC Intelligent Solutions
CCCS
|
+$219M |
| 4 |
Equinix
EQIX
|
+$176M |
| 5 |
Teck Resources
TECK
|
+$140M |
Top Sells
| 1 |
First Industrial Realty Trust
FR
|
+$216M |
| 2 |
Digital Realty Trust
DLR
|
+$213M |
| 3 |
TransDigm Group
TDG
|
+$207M |
| 4 |
Public Storage
PSA
|
+$174M |
| 5 |
Realty Income
O
|
+$149M |
Sector Composition
| 1 | Technology | 18.87% |
| 2 | Financials | 15.58% |
| 3 | Real Estate | 14.17% |
| 4 | Consumer Discretionary | 11.56% |
| 5 | Industrials | 11.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1626
AdvanSix
ASIX
$586M
| $4.21M | ﹤0.01% |
147,075
-890
| -0.6% | -$25.5K |
|
1627
Eagle Bancorp
EGBN
$624M
| $4.18M | ﹤0.01% |
178,102
+22,172
| +14% | +$521K |
|
1628
Century Aluminum
CENX
$2.29B
| $4.15M | ﹤0.01% |
269,810
+527
| +0.2% | +$8.11K |
|
1629
Kelly Services Class A
KELYA
$487M
| $4.15M | ﹤0.01% |
165,810
-650
| -0.4% | -$16.3K |
|
1630
Core Laboratories
CLB
$594M
| $4.15M | ﹤0.01% |
242,937
-494
| -0.2% | -$8.44K |
|
1631
Insteel Industries
IIIN
$767M
| $4.13M | ﹤0.01% |
108,185
+1,276
| +1% | +$48.8K |
|
1632
eXp World Holdings
EXPI
$1.79B
| $4.13M | ﹤0.01% |
400,029
+711
| +0.2% | +$7.35K |
|
1633
Varex Imaging
VREX
$477M
| $4.1M | ﹤0.01% |
226,410
+4,495
| +2% | +$81.4K |
|
|
NXRT
1634
NexPoint Residential Trust
NXRT
$870M
| $4.09M | ﹤0.01% |
127,067
+8,022
| +7% | +$258K |
|
1635
PagSeguro Digital
PAGS
$2.77B
| $4.07M | ﹤0.01% |
285,019
+261,093
| +1,091% | +$3.73M |
|
|
INVX
1636
Innovex International, Inc.
INVX
$1.16B
| $4M | ﹤0.01% |
177,482
-670
| -0.4% | -$15.1K |
|
1637
Nabors Industries
NBR
$619M
| $4M | ﹤0.01% |
46,400
+92
| +0.2% | +$7.92K |
|
1638
iShares US Infrastructure ETF
IFRA
$3.02B
| $3.98M | ﹤0.01% |
+91,775
| New | +$3.98M |
|
1639
Embecta
EMBC
$895M
| $3.97M | ﹤0.01% |
299,100
-22,295
| -7% | -$296K |
|
1640
Recursion Pharmaceuticals
RXRX
$2.12B
| $3.96M | ﹤0.01% |
397,654
-285,954
| -42% | -$2.85M |
|
|
HAYN
1641
DELISTED
Haynes International, Inc.
HAYN
| $3.95M | ﹤0.01% |
65,716
-5,487
| -8% | -$330K |
|
1642
LPL Financial
LPLA
$27.8B
| $3.93M | ﹤0.01% |
14,862
-258
| -2% | -$68.2K |
|
1643
DXP Enterprises
DXPE
$1.86B
| $3.91M | ﹤0.01% |
72,716
+3,540
| +5% | +$190K |
|
1644
APi Group
APG
$14.8B
| $3.9M | ﹤0.01% |
149,147
+111,755
| +299% | +$2.93M |
|
1645
Heritage Financial
HFWA
$845M
| $3.88M | ﹤0.01% |
200,324
+18,434
| +10% | +$357K |
|
1646
Hertz
HTZ
$1.93B
| $3.86M | ﹤0.01% |
493,556
+6,524
| +1% | +$51.1K |
|
1647
Coinbase
COIN
$83.2B
| $3.86M | ﹤0.01% |
14,541
+3,855
| +36% | +$1.02M |
|
|
AHH
1648
Armada Hoffler Properties
AHH
$596M
| $3.85M | ﹤0.01% |
369,976
+18,692
| +5% | +$194K |
|
1649
Capitol Federal Financial
CFFN
$855M
| $3.85M | ﹤0.01% |
645,401
-13,657
| -2% | -$81.4K |
|
|
AAMI
1650
Acadian Asset Management Inc.
AAMI
$1.73B
| $3.85M | ﹤0.01% |
168,370
-407
| -0.2% | -$9.3K |
|