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 | |
|---|---|---|---|---|---|---|
1651
Clearway Energy Class A
CWEN.A
$3.2B
| $3.84M | ﹤0.01% |
178,549
-134
| -0.1% | -$2.88K |
|
1652
Olympic Steel
ZEUS
$378M
| $3.83M | ﹤0.01% |
53,975
-3,968
| -7% | -$281K |
|
1653
Enviri
NVRI
$990M
| $3.79M | ﹤0.01% |
414,375
-1,597
| -0.4% | -$14.6K |
|
1654
BHP
BHP
$138B
| $3.77M | ﹤0.01% |
+65,266
| New | +$3.77M |
|
1655
StoneCo
STNE
$4.84B
| $3.76M | ﹤0.01% |
226,642
-113,586
| -33% | -$1.89M |
|
1656
Clearwater Paper
CLW
$351M
| $3.76M | ﹤0.01% |
85,936
-357
| -0.4% | -$15.6K |
|
1657
Invesco QQQ Trust
QQQ
$372B
| $3.75M | ﹤0.01% |
7,685
-752
| -9% | -$367K |
|
1658
Dine Brands
DIN
$372M
| $3.74M | ﹤0.01% |
80,435
-462
| -0.6% | -$21.5K |
|
1659
News Corp Class B
NWS
$18.2B
| $3.73M | ﹤0.01% |
137,664
+8,131
| +6% | +$220K |
|
1660
Metagenomi
MGX
$71.3M
| $3.7M | ﹤0.01% |
+350,859
| New | +$3.7M |
|
1661
Shoe Carnival
SCVL
$651M
| $3.68M | ﹤0.01% |
100,365
-3,260
| -3% | -$119K |
|
1662
Hain Celestial
HAIN
$191M
| $3.67M | ﹤0.01% |
466,473
-1,143
| -0.2% | -$8.98K |
|
1663
SentinelOne
S
$6.19B
| $3.67M | ﹤0.01% |
157,273
+141,127
| +874% | +$3.29M |
|
1664
Ambac
AMBC
$413M
| $3.67M | ﹤0.01% |
234,538
-29,141
| -11% | -$455K |
|
|
INN
1665
Summit Hotel Properties
INN
$626M
| $3.63M | ﹤0.01% |
558,309
-2,069
| -0.4% | -$13.5K |
|
1666
Mister Car Wash
MCW
$1.81B
| $3.63M | ﹤0.01% |
468,830
+29
| +0% | +$225 |
|
1667
SpartanNash
SPTN
$898M
| $3.63M | ﹤0.01% |
179,744
-703
| -0.4% | -$14.2K |
|
1668
Simulations Plus
SLP
$289M
| $3.63M | ﹤0.01% |
88,142
+1,203
| +1% | +$49.5K |
|
1669
iShares Russell 2000 ETF
IWM
$67.6B
| $3.6M | ﹤0.01% |
17,116
+243
| +1% | +$51.1K |
|
1670
Thryv Holdings
THRY
$571M
| $3.57M | ﹤0.01% |
160,707
-634
| -0.4% | -$14.1K |
|
1671
ProPetro Holding
PUMP
$506M
| $3.57M | ﹤0.01% |
441,760
-2,119
| -0.5% | -$17.1K |
|
1672
ASML
ASML
$316B
| $3.56M | ﹤0.01% |
3,669
-858
| -19% | -$833K |
|
1673
Maravai LifeSciences
MRVI
$404M
| $3.56M | ﹤0.01% |
410,197
+398,306
| +3,350% | +$3.45M |
|
1674
Nu Skin
NUS
$580M
| $3.55M | ﹤0.01% |
256,643
-998
| -0.4% | -$13.8K |
|
1675
BioLife Solutions
BLFS
$1.28B
| $3.55M | ﹤0.01% |
191,231
+3,925
| +2% | +$72.8K |
|