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 | |
|---|---|---|---|---|---|---|
|
AAMI
1651
Acadian Asset Management Inc.
AAMI
$1.69B
| $3.38M | ﹤0.01% |
174,359
-9,953
| -5% | -$193K |
|
1652
Designer Brands
DBI
$231M
| $3.37M | ﹤0.01% |
265,849
-28,960
| -10% | -$367K |
|
|
INN
1653
Summit Hotel Properties
INN
$622M
| $3.36M | ﹤0.01% |
580,115
-30,841
| -5% | -$179K |
|
|
HAYN
1654
DELISTED
Haynes International, Inc.
HAYN
| $3.36M | ﹤0.01% |
72,257
-2,485
| -3% | -$116K |
|
1655
Corsair Gaming
CRSR
$938M
| $3.35M | ﹤0.01% |
230,310
-1,811
| -0.8% | -$26.3K |
|
1656
Artivion
AORT
$1.96B
| $3.29M | ﹤0.01% |
216,853
-22,089
| -9% | -$335K |
|
1657
Clearwater Paper
CLW
$345M
| $3.27M | ﹤0.01% |
90,243
-6,092
| -6% | -$221K |
|
1658
Liberty Broadband Class A
LBRDA
$8.6B
| $3.26M | ﹤0.01% |
35,872
-606
| -2% | -$55.1K |
|
1659
Olympic Steel
ZEUS
$373M
| $3.26M | ﹤0.01% |
57,986
+198
| +0.3% | +$11.1K |
|
1660
PC Connection
CNXN
$1.61B
| $3.26M | ﹤0.01% |
61,031
-3,341
| -5% | -$178K |
|
1661
Capitol Federal Financial
CFFN
$842M
| $3.26M | ﹤0.01% |
682,830
-36,737
| -5% | -$175K |
|
|
CDMO
1662
DELISTED
Avid Bioservices, Inc. Common Stock
CDMO
| $3.23M | ﹤0.01% |
342,506
-18,100
| -5% | -$171K |
|
1663
Ambac
AMBC
$409M
| $3.2M | ﹤0.01% |
265,431
-5,972
| -2% | -$72K |
|
1664
Guess, Inc.
GES
$869M
| $3.19M | ﹤0.01% |
147,580
-22,672
| -13% | -$491K |
|
1665
Alpha Metallurgical Resources
AMR
$1.88B
| $3.16M | ﹤0.01% |
12,182
+4,193
| +52% | +$1.09M |
|
|
TGI
1666
DELISTED
Triumph Group
TGI
| $3.16M | ﹤0.01% |
412,026
+42,358
| +11% | +$324K |
|
1667
Adtran
ADTN
$842M
| $3.15M | ﹤0.01% |
382,448
-24,723
| -6% | -$203K |
|
1668
Kelly Services Class A
KELYA
$472M
| $3.14M | ﹤0.01% |
172,792
-13,342
| -7% | -$243K |
|
1669
James River Group
JRVR
$247M
| $3.12M | ﹤0.01% |
203,190
-10,946
| -5% | -$168K |
|
1670
Fulgent Genetics
FLGT
$671M
| $3.11M | ﹤0.01% |
116,273
-1,088
| -0.9% | -$29.1K |
|
1671
Enviri
NVRI
$978M
| $3.1M | ﹤0.01% |
429,674
-23,165
| -5% | -$167K |
|
1672
iShares Russell Mid-Cap ETF
IWR
$45B
| $3.1M | ﹤0.01% |
44,743
+9,322
| +26% | +$646K |
|
1673
Heritage Financial
HFWA
$843M
| $3.09M | ﹤0.01% |
189,566
-10,235
| -5% | -$167K |
|
1674
Thryv Holdings
THRY
$572M
| $3.09M | ﹤0.01% |
164,453
-11,841
| -7% | -$222K |
|
1675
Cytek Biosciences
CTKB
$496M
| $3.08M | ﹤0.01% |
558,546
+82,456
| +17% | +$455K |
|