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 | |
|---|---|---|---|---|---|---|
1676
Cross Country Healthcare
CCRN
$415M
| $3.55M | ﹤0.01% |
189,461
-1,777,525
| -90% | -$33.3M |
|
1677
Anywhere Real Estate
HOUS
$761M
| $3.54M | ﹤0.01% |
573,555
-2,037
| -0.4% | -$12.6K |
|
1678
United Natural Foods
UNFI
$1.8B
| $3.54M | ﹤0.01% |
308,361
-1,168
| -0.4% | -$13.4K |
|
1679
Tidewater
TDW
$2.95B
| $3.53M | ﹤0.01% |
38,413
+27,257
| +244% | +$2.51M |
|
1680
Heidrick & Struggles
HSII
$1.05B
| $3.52M | ﹤0.01% |
104,449
-6,443
| -6% | -$217K |
|
1681
MarineMax
HZO
$574M
| $3.51M | ﹤0.01% |
105,517
-12,481
| -11% | -$415K |
|
1682
Dime Community Bancshares
DCOM
$1.36B
| $3.49M | ﹤0.01% |
181,406
-703
| -0.4% | -$13.5K |
|
|
KREF
1683
KKR Real Estate Finance Trust
KREF
$637M
| $3.48M | ﹤0.01% |
346,350
+42,730
| +14% | +$430K |
|
1684
Cytek Biosciences
CTKB
$527M
| $3.48M | ﹤0.01% |
518,694
-31,729
| -6% | -$213K |
|
1685
Pitney Bowes
PBI
$1.97B
| $3.47M | ﹤0.01% |
802,499
+1,805
| +0.2% | +$7.82K |
|
1686
HealthStream
HSTM
$867M
| $3.43M | ﹤0.01% |
128,681
+58
| +0% | +$1.55K |
|
1687
RPC Inc
RES
$1.03B
| $3.42M | ﹤0.01% |
441,793
-1,710
| -0.4% | -$13.2K |
|
1688
Standard Motor Products
SMP
$902M
| $3.41M | ﹤0.01% |
101,788
+975
| +1% | +$32.7K |
|
1689
Cerence
CRNC
$427M
| $3.41M | ﹤0.01% |
216,253
+5,980
| +3% | +$94.2K |
|
1690
ProAssurance
PRA
$1.22B
| $3.4M | ﹤0.01% |
264,613
-1,173
| -0.4% | -$15.1K |
|
|
ADAM
1691
Adamas Trust, Inc. Common Stock
ADAM
$655M
| $3.39M | ﹤0.01% |
470,943
-1,831
| -0.4% | -$13.2K |
|
1692
Bristow Group
VTOL
$1.1B
| $3.39M | ﹤0.01% |
124,584
-504
| -0.4% | -$13.7K |
|
|
CHCT
1693
Community Healthcare Trust
CHCT
$448M
| $3.36M | ﹤0.01% |
126,465
-15,702
| -11% | -$417K |
|
1694
Canadian Imperial Bank of Commerce
CM
$73.9B
| $3.31M | ﹤0.01% |
65,200
-3,100
| -5% | -$157K |
|
|
WSR
1695
Whitestone REIT
WSR
$669M
| $3.3M | ﹤0.01% |
262,867
+17,094
| +7% | +$215K |
|
1696
Titan International
TWI
$560M
| $3.28M | ﹤0.01% |
263,544
-445
| -0.2% | -$5.55K |
|
1697
Health Care Select Sector SPDR Fund
XLV
$34.6B
| $3.28M | ﹤0.01% |
22,211
| – | – |
|
1698
Tompkins Financial
TMP
$1.01B
| $3.28M | ﹤0.01% |
65,246
-2,807
| -4% | -$141K |
|
1699
iShares 0-3 Month Treasury Bond ETF
SGOV
$56.8B
| $3.27M | ﹤0.01% |
32,516
| – | – |
|
1700
iShares ESG Aware MSCI EM ETF
ESGE
$5.34B
| $3.26M | ﹤0.01% |
101,281
| – | – |
|