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 |
Equity Residential
EQR
|
+$411M |
| 2 |
Cadence Design Systems
CDNS
|
+$345M |
| 3 |
MSCI
MSCI
|
+$300M |
| 4 |
Equinix
EQIX
|
+$181M |
| 5 |
Gartner
IT
|
+$154M |
Top Sells
| 1 |
Union Pacific
UNP
|
+$403M |
| 2 |
TransDigm Group
TDG
|
+$264M |
| 3 |
AIRC
Apartment Income REIT Corp.
AIRC
|
+$238M |
| 4 |
Essex Property Trust
ESS
|
+$205M |
| 5 |
NVIDIA
NVDA
|
+$184M |
Sector Composition
| 1 | Technology | 20.77% |
| 2 | Financials | 15.31% |
| 3 | Real Estate | 13.85% |
| 4 | Consumer Discretionary | 11.12% |
| 5 | Industrials | 10.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1651
Sterling Infrastructure
STRL
$9.62B
| $3.54M | ﹤0.01% |
29,926
+3,888
| +15% | +$460K |
|
1652
ProPetro Holding
PUMP
$506M
| $3.53M | ﹤0.01% |
407,376
-34,384
| -8% | -$298K |
|
1653
Dime Community Bancshares
DCOM
$1.36B
| $3.53M | ﹤0.01% |
173,042
-8,364
| -5% | -$171K |
|
1654
Corebridge Financial
CRBG
$18.2B
| $3.53M | ﹤0.01% |
121,221
+23,978
| +25% | +$698K |
|
1655
Guess, Inc.
GES
$872M
| $3.53M | ﹤0.01% |
172,877
-3,265
| -2% | -$66.6K |
|
1656
Monro
MNRO
$534M
| $3.52M | ﹤0.01% |
147,498
-7,714
| -5% | -$184K |
|
1657
ASML
ASML
$316B
| $3.51M | ﹤0.01% |
3,429
-240
| -7% | -$245K |
|
1658
Ardelyx
ARDX
$1.61B
| $3.49M | ﹤0.01% |
471,453
+348,642
| +284% | +$2.58M |
|
1659
Heritage Financial
HFWA
$846M
| $3.48M | ﹤0.01% |
192,970
-7,354
| -4% | -$133K |
|
1660
iShares Russell 2000 ETF
IWM
$67.6B
| $3.46M | ﹤0.01% |
17,069
-47
| -0.3% | -$9.54K |
|
1661
Leonardo DRS
DRS
$11.1B
| $3.46M | ﹤0.01% |
135,479
+27,471
| +25% | +$701K |
|
1662
HealthStream
HSTM
$866M
| $3.45M | ﹤0.01% |
123,688
-4,993
| -4% | -$139K |
|
|
PLL
1663
DELISTED
Piedmont Lithium
PLL
| $3.45M | ﹤0.01% |
345,661
-14,783
| -4% | -$148K |
|
1664
Alnylam Pharmaceuticals
ALNY
$61.4B
| $3.45M | ﹤0.01% |
14,189
-5,167
| -27% | -$1.26M |
|
1665
Enviri
NVRI
$987M
| $3.41M | ﹤0.01% |
395,047
-19,328
| -5% | -$167K |
|
1666
Kelly Services Class A
KELYA
$487M
| $3.4M | ﹤0.01% |
158,717
-7,093
| -4% | -$152K |
|
1667
Pediatrix Medical
MD
$1.48B
| $3.4M | ﹤0.01% |
450,037
-16,450
| -4% | -$124K |
|
|
WSR
1668
Whitestone REIT
WSR
$670M
| $3.39M | ﹤0.01% |
254,929
-7,938
| -3% | -$106K |
|
1669
Ethan Allen Interiors
ETD
$753M
| $3.38M | ﹤0.01% |
121,330
-4,774
| -4% | -$133K |
|
1670
Capitol Federal Financial
CFFN
$855M
| $3.34M | ﹤0.01% |
608,977
-36,424
| -6% | -$200K |
|
1671
Astec Industries
ASTE
$1.09B
| $3.33M | ﹤0.01% |
112,298
-5,791
| -5% | -$172K |
|
1672
Golden Entertainment
GDEN
$649M
| $3.33M | ﹤0.01% |
106,951
-513,703
| -83% | -$16M |
|
1673
Eagle Bancorp
EGBN
$624M
| $3.31M | ﹤0.01% |
174,960
-3,142
| -2% | -$59.4K |
|
1674
Scorpio Tankers
STNG
$2.97B
| $3.29M | ﹤0.01% |
40,424
+4,548
| +13% | +$370K |
|
1675
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.9B
| $3.28M | ﹤0.01% |
37,100
-16,825
| -31% | -$1.49M |
|