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 |
Martin Marietta Materials
MLM
|
+$379M |
| 2 |
Apple
AAPL
|
+$367M |
| 3 |
Hilton Worldwide
HLT
|
+$330M |
| 4 |
Veeva Systems
VEEV
|
+$266M |
| 5 |
Waste Connections
WCN
|
+$260M |
Top Sells
| 1 |
American Tower
AMT
|
+$612M |
| 2 |
Agilent Technologies
A
|
+$279M |
| 3 |
Aon
AON
|
+$220M |
| 4 |
Progressive
PGR
|
+$199M |
| 5 |
VeriSign
VRSN
|
+$193M |
Sector Composition
| 1 | Technology | 19.83% |
| 2 | Financials | 15.97% |
| 3 | Real Estate | 13.93% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Industrials | 10.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
KREF
1676
KKR Real Estate Finance Trust
KREF
$640M
| $3.4M | ﹤0.01% |
275,024
-63,110
| -19% | -$779K |
|
1677
Capitol Federal Financial
CFFN
$852M
| $3.36M | ﹤0.01% |
575,802
-33,175
| -5% | -$194K |
|
1678
Matthews International
MATW
$773M
| $3.35M | ﹤0.01% |
144,186
-7,203
| -5% | -$167K |
|
|
AAMI
1679
Acadian Asset Management Inc.
AAMI
$1.72B
| $3.34M | ﹤0.01% |
131,685
-14,459
| -10% | -$367K |
|
1680
Sturm, Ruger & Co
RGR
$601M
| $3.32M | ﹤0.01% |
79,600
-6,368
| -7% | -$265K |
|
1681
B&G Foods
BGS
$366M
| $3.31M | ﹤0.01% |
373,072
-16,740
| -4% | -$149K |
|
1682
MarineMax
HZO
$571M
| $3.27M | ﹤0.01% |
92,725
-7,509
| -7% | -$265K |
|
1683
Kelly Services Class A
KELYA
$482M
| $3.25M | ﹤0.01% |
151,987
-6,730
| -4% | -$144K |
|
1684
Vir Biotechnology
VIR
$728M
| $3.23M | ﹤0.01% |
431,411
-3,215
| -0.7% | -$24.1K |
|
1685
Shopify
SHOP
$189B
| $3.22M | ﹤0.01% |
40,200
-3,500
| -8% | -$281K |
|
|
WSR
1686
Whitestone REIT
WSR
$670M
| $3.22M | ﹤0.01% |
237,807
-17,122
| -7% | -$232K |
|
1687
Eagle Bancorp
EGBN
$617M
| $3.21M | ﹤0.01% |
142,219
-32,741
| -19% | -$739K |
|
1688
Forward Air
FWRD
$919M
| $3.2M | ﹤0.01% |
90,519
-104,355
| -54% | -$3.69M |
|
1689
Golden Entertainment
GDEN
$647M
| $3.18M | ﹤0.01% |
100,041
-6,910
| -6% | -$220K |
|
|
HPP
1690
Hudson Pacific Properties
HPP
$1.11B
| $3.18M | ﹤0.01% |
664,598
-137,685
| -17% | -$658K |
|
1691
Lulu's Fashion Lounge
LVLU
$13.1M
| $3.17M | ﹤0.01% |
132,161
-2,663
| -2% | -$63.9K |
|
1692
BioCryst Pharmaceuticals
BCRX
$1.68B
| $3.13M | ﹤0.01% |
411,414
+375,890
| +1,058% | +$2.86M |
|
1693
Dutch Bros
BROS
$8.43B
| $3.07M | ﹤0.01% |
95,841
-656,641
| -87% | -$21M |
|
1694
Hanmi Financial
HAFC
$760M
| $3.06M | ﹤0.01% |
164,299
+15,385
| +10% | +$286K |
|
1695
Shenandoah Telecom
SHEN
$748M
| $3.05M | ﹤0.01% |
216,265
-31,134
| -13% | -$439K |
|
1696
iShares ESG Aware MSCI EM ETF
ESGE
$5.34B
| $3.05M | ﹤0.01% |
83,727
| – | – |
|
|
CHUY
1697
DELISTED
Chuy's Holdings, Inc. Common Stock
CHUY
| $3.04M | ﹤0.01% |
81,236
-8,655
| -10% | -$324K |
|
1698
Ironwood Pharmaceuticals
IRWD
$206M
| $3.03M | ﹤0.01% |
735,727
-59,598
| -7% | -$246K |
|
1699
Gulfport Energy Corp
GPOR
$3.05B
| $3.02M | ﹤0.01% |
19,929
-24,423
| -55% | -$3.7M |
|
1700
Ternium
TX
$6.88B
| $3.01M | ﹤0.01% |
81,679
+22,450
| +38% | +$829K |
|