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 | |
|---|---|---|---|---|---|---|
1676
Cenovus Energy
CVE
$30.4B
| $3.08M | ﹤0.01% |
147,299
-4,003
| -3% | -$83.7K |
|
1677
Interface
TILE
$1.64B
| $3.08M | ﹤0.01% |
313,517
-16,438
| -5% | -$161K |
|
1678
iShares ESG Aware MSCI EM ETF
ESGE
$5.33B
| $3.07M | ﹤0.01% |
101,281
+29,749
| +42% | +$901K |
|
1679
Enhabit
EHAB
$410M
| $3.04M | ﹤0.01% |
270,628
-14,579
| -5% | -$164K |
|
1680
Ryan Specialty Holdings
RYAN
$6.55B
| $3.03M | ﹤0.01% |
62,632
+51,548
| +465% | +$2.49M |
|
1681
iShares Russell 2000 ETF
IWM
$67.4B
| $3M | ﹤0.01% |
16,961
-310
| -2% | -$54.8K |
|
1682
Invesco QQQ Trust
QQQ
$372B
| $3M | ﹤0.01% |
8,335
-1,081
| -11% | -$389K |
|
|
KAMN
1683
DELISTED
Kaman Corp
KAMN
| $2.99M | ﹤0.01% |
152,105
-7,937
| -5% | -$156K |
|
1684
BJ's Restaurants
BJRI
$707M
| $2.96M | ﹤0.01% |
126,366
-7,562
| -6% | -$177K |
|
1685
Sleep Number
SNBR
$235M
| $2.96M | ﹤0.01% |
120,519
-10,722
| -8% | -$264K |
|
1686
Digital Turbine
APPS
$488M
| $2.95M | ﹤0.01% |
487,513
-26,380
| -5% | -$160K |
|
1687
America's Car Mart
CRMT
$289M
| $2.93M | ﹤0.01% |
32,256
-792
| -2% | -$72.1K |
|
|
PLYM
1688
Plymouth Industrial REIT
PLYM
$987M
| $2.93M | ﹤0.01% |
139,873
-3,302
| -2% | -$69.2K |
|
1689
Equitable Holdings
EQH
$16.1B
| $2.93M | ﹤0.01% |
103,127
+7,518
| +8% | +$213K |
|
|
PRSU
1690
Pursuit Attractions and Hospitality, Inc.
PRSU
$1.05B
| $2.92M | ﹤0.01% |
111,531
-6,974
| -6% | -$183K |
|
|
UHT
1691
Universal Health Realty Income Trust
UHT
$578M
| $2.89M | ﹤0.01% |
71,437
-3,175
| -4% | -$128K |
|
1692
Oil States International
OIS
$344M
| $2.89M | ﹤0.01% |
344,800
-20,587
| -6% | -$172K |
|
1693
BioMarin Pharmaceuticals
BMRN
$10.6B
| $2.88M | ﹤0.01% |
32,604
+1,190
| +4% | +$105K |
|
1694
HealthStream
HSTM
$861M
| $2.88M | ﹤0.01% |
133,360
-6,657
| -5% | -$144K |
|
1695
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
| $2.88M | ﹤0.01% |
31,500
+2,871
| +10% | +$262K |
|
1696
Workday
WDAY
$60.7B
| $2.83M | ﹤0.01% |
13,186
-1,648
| -11% | -$354K |
|
|
SPWR
1697
DELISTED
SunPower Corporation Common Stock
SPWR
| $2.83M | ﹤0.01% |
458,970
-29,110
| -6% | -$180K |
|
1698
Tootsie Roll Industries
TR
$2.92B
| $2.82M | ﹤0.01% |
100,274
-8,388
| -8% | -$236K |
|
1699
Heidrick & Struggles
HSII
$1.04B
| $2.81M | ﹤0.01% |
112,486
-4,350
| -4% | -$109K |
|
1700
Trustco Bank Corp NY
TRST
$747M
| $2.81M | ﹤0.01% |
102,790
-5,520
| -5% | -$151K |
|