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 |
Digital Realty Trust
DLR
|
+$398M |
| 2 |
Brookfield Asset Management
BAM
|
+$357M |
| 3 |
Gaming and Leisure Properties
GLPI
|
+$250M |
| 4 |
Welltower
WELL
|
+$222M |
| 5 |
Yum China
YUMC
|
+$182M |
Top Sells
| 1 |
STOR
STORE Capital Corporation
STOR
|
+$368M |
| 2 |
Equinix
EQIX
|
+$246M |
| 3 |
Brookfield
BN
|
+$220M |
| 4 |
Guidewire Software
GWRE
|
+$202M |
| 5 |
Lennar Class A
LEN
|
+$150M |
Sector Composition
| 1 | Real Estate | 16.55% |
| 2 | Technology | 15.81% |
| 3 | Financials | 15.77% |
| 4 | Industrials | 10.77% |
| 5 | Consumer Discretionary | 10.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
HAYN
1651
DELISTED
Haynes International, Inc.
HAYN
| $3.48M | ﹤0.01% |
76,156
-647
| -0.8% | -$29.6K |
|
|
UBA
1652
DELISTED
Urstadt Biddle Properties Inc. Class A
UBA
| $3.46M | ﹤0.01% |
182,546
-11,504
| -6% | -$218K |
|
1653
CGI
GIB
$20.9B
| $3.46M | ﹤0.01% |
40,127
-185
| -0.5% | -$15.9K |
|
1654
Insteel Industries
IIIN
$748M
| $3.43M | ﹤0.01% |
124,770
+178
| +0.1% | +$4.9K |
|
|
AGTI
1655
DELISTED
Agiliti, Inc.
AGTI
| $3.42M | ﹤0.01% |
+209,556
| New | +$3.42M |
|
1656
B. Riley Financial
RILY
$188M
| $3.39M | ﹤0.01% |
99,151
+289
| +0.3% | +$9.88K |
|
1657
AngioDynamics
ANGO
$445M
| $3.38M | ﹤0.01% |
245,377
-7,169
| -3% | -$98.7K |
|
1658
Prothena Corp
PRTA
$452M
| $3.37M | ﹤0.01% |
56,007
+36,992
| +195% | +$2.23M |
|
|
FARO
1659
DELISTED
Faro Technologies
FARO
| $3.37M | ﹤0.01% |
114,699
+2,090
| +2% | +$61.5K |
|
1660
HubSpot
HUBS
$26.1B
| $3.32M | ﹤0.01% |
11,488
-11,524
| -50% | -$3.33M |
|
1661
Equitable Holdings
EQH
$16.2B
| $3.31M | ﹤0.01% |
115,463
+56,420
| +96% | +$1.62M |
|
1662
Community Health Systems
CYH
$412M
| $3.3M | ﹤0.01% |
764,778
-6,592
| -0.9% | -$28.5K |
|
1663
Uber
UBER
$200B
| $3.3M | ﹤0.01% |
133,419
+2,072
| +2% | +$51.2K |
|
1664
Globant
GLOB
$2.54B
| $3.3M | ﹤0.01% |
19,607
+470
| +2% | +$79K |
|
1665
NETGEAR
NTGR
$825M
| $3.29M | ﹤0.01% |
181,470
+4,406
| +2% | +$79.8K |
|
1666
Coherus Oncology, Inc. Common Stock
CHRS
$150M
| $3.26M | ﹤0.01% |
411,587
-19,686
| -5% | -$156K |
|
1667
Designer Brands
DBI
$207M
| $3.26M | ﹤0.01% |
333,206
-15,788
| -5% | -$154K |
|
1668
Sotera Health
SHC
$4.59B
| $3.25M | ﹤0.01% |
390,735
+3,900
| +1% | +$32.5K |
|
1669
PC Connection
CNXN
$1.61B
| $3.25M | ﹤0.01% |
69,294
-1,606
| -2% | -$75.3K |
|
|
HA
1670
DELISTED
Hawaiian Holdings, Inc.
HA
| $3.22M | ﹤0.01% |
313,785
-2,526
| -0.8% | -$25.9K |
|
1671
Movado Group
MOV
$436M
| $3.22M | ﹤0.01% |
99,756
-1,470
| -1% | -$47.4K |
|
1672
Texas Pacific Land
TPL
$21.7B
| $3.22M | ﹤0.01% |
4,116
+2,133
| +108% | +$1.67M |
|
1673
Calavo Growers
CVGW
$498M
| $3.21M | ﹤0.01% |
109,296
-741
| -0.7% | -$21.8K |
|
1674
Artivion
AORT
$1.94B
| $3.2M | ﹤0.01% |
264,111
+5,108
| +2% | +$61.9K |
|
1675
Corsair Gaming
CRSR
$953M
| $3.2M | ﹤0.01% |
235,573
-1,267
| -0.5% | -$17.2K |
|