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 | |
|---|---|---|---|---|---|---|
1676
Mister Car Wash
MCW
$1.82B
| $3.28M | ﹤0.01% |
460,159
-8,671
| -2% | -$61.7K |
|
1677
MarineMax
HZO
$564M
| $3.24M | ﹤0.01% |
100,234
-5,283
| -5% | -$171K |
|
1678
Insteel Industries
IIIN
$758M
| $3.24M | ﹤0.01% |
104,700
-3,485
| -3% | -$108K |
|
|
AAMI
1679
Acadian Asset Management Inc.
AAMI
$1.71B
| $3.24M | ﹤0.01% |
146,144
-22,226
| -13% | -$493K |
|
1680
Varex Imaging
VREX
$472M
| $3.24M | ﹤0.01% |
219,683
-6,727
| -3% | -$99.1K |
|
1681
Central Pacific Financial
CPF
$832M
| $3.22M | ﹤0.01% |
151,935
-4,618
| -3% | -$97.9K |
|
1682
AdvanSix
ASIX
$578M
| $3.22M | ﹤0.01% |
140,494
-6,581
| -4% | -$151K |
|
|
INN
1683
Summit Hotel Properties
INN
$621M
| $3.19M | ﹤0.01% |
533,370
-24,939
| -4% | -$149K |
|
1684
SpartanNash
SPTN
$898M
| $3.19M | ﹤0.01% |
169,993
-9,751
| -5% | -$183K |
|
|
INVX
1685
Innovex International, Inc.
INVX
$1.15B
| $3.16M | ﹤0.01% |
169,765
-7,717
| -4% | -$144K |
|
1686
Nabors Industries
NBR
$621M
| $3.16M | ﹤0.01% |
44,359
-2,041
| -4% | -$145K |
|
1687
DXP Enterprises
DXPE
$1.86B
| $3.15M | ﹤0.01% |
68,819
-3,897
| -5% | -$179K |
|
1688
Heidrick & Struggles
HSII
$1.04B
| $3.15M | ﹤0.01% |
99,868
-4,581
| -4% | -$145K |
|
1689
B&G Foods
BGS
$363M
| $3.15M | ﹤0.01% |
389,812
-18,263
| -4% | -$148K |
|
1690
ProAssurance
PRA
$1.22B
| $3.08M | ﹤0.01% |
251,924
-12,689
| -5% | -$155K |
|
1691
Hain Celestial
HAIN
$188M
| $3.06M | ﹤0.01% |
443,166
-23,307
| -5% | -$161K |
|
|
KREF
1692
KKR Real Estate Finance Trust
KREF
$647M
| $3.06M | ﹤0.01% |
338,134
-8,216
| -2% | -$74.4K |
|
1693
StoneCo
STNE
$4.86B
| $3.05M | ﹤0.01% |
254,449
+27,807
| +12% | +$333K |
|
1694
Tompkins Financial
TMP
$1.01B
| $3.02M | ﹤0.01% |
61,858
-3,388
| -5% | -$166K |
|
1695
First Citizens BancShares
FCNCA
$25.2B
| $2.95M | ﹤0.01% |
1,751
+804
| +85% | +$1.35M |
|
1696
Canadian Imperial Bank of Commerce
CM
$73.9B
| $2.94M | ﹤0.01% |
61,900
-3,300
| -5% | -$157K |
|
1697
Gogo Inc
GOGO
$1.42B
| $2.91M | ﹤0.01% |
302,345
-19,357
| -6% | -$186K |
|
1698
Hims & Hers Health
HIMS
$11.6B
| $2.9M | ﹤0.01% |
143,793
+127,138
| +763% | +$2.57M |
|
1699
Shopify
SHOP
$190B
| $2.89M | ﹤0.01% |
43,700
-66,286
| -60% | -$4.38M |
|
1700
iShares 0-3 Month Treasury Bond ETF
SGOV
$56.8B
| $2.87M | ﹤0.01% |
28,505
-4,011
| -12% | -$404K |
|