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 | |
|---|---|---|---|---|---|---|
1701
News Corp Class B
NWS
$17.8B
| $2.77M | ﹤0.01% |
132,768
-2,129
| -2% | -$44.4K |
|
|
SPLK
1702
DELISTED
Splunk Inc
SPLK
| $2.76M | ﹤0.01% |
18,885
-347
| -2% | -$50.7K |
|
1703
Orthofix Medical
OFIX
$563M
| $2.76M | ﹤0.01% |
214,346
+4,531
| +2% | +$58.3K |
|
1704
Telus
TU
$24.1B
| $2.74M | ﹤0.01% |
167,135
-6,300
| -4% | -$103K |
|
1705
DoorDash
DASH
$110B
| $2.73M | ﹤0.01% |
34,383
+1,273
| +4% | +$101K |
|
1706
Resources Connection
RGP
$167M
| $2.7M | ﹤0.01% |
181,416
-6,124
| -3% | -$91.3K |
|
1707
ASML
ASML
$312B
| $2.7M | ﹤0.01% |
4,581
-376
| -8% | -$221K |
|
1708
World Acceptance Corp
WRLD
$904M
| $2.68M | ﹤0.01% |
21,120
+357
| +2% | +$45.4K |
|
1709
Spotify
SPOT
$145B
| $2.68M | ﹤0.01% |
17,322
-78,093
| -82% | -$12.1M |
|
1710
Hanmi Financial
HAFC
$754M
| $2.68M | ﹤0.01% |
164,830
-9,179
| -5% | -$149K |
|
1711
Sarepta Therapeutics
SRPT
$1.8B
| $2.67M | ﹤0.01% |
21,990
+795
| +4% | +$96.4K |
|
1712
TTEC Holdings
TTEC
$179M
| $2.67M | ﹤0.01% |
101,661
-6,214
| -6% | -$163K |
|
1713
Mister Car Wash
MCW
$1.77B
| $2.65M | ﹤0.01% |
480,851
+27,780
| +6% | +$153K |
|
1714
BioLife Solutions
BLFS
$1.27B
| $2.63M | ﹤0.01% |
190,500
-14,143
| -7% | -$195K |
|
1715
Central Pacific Financial
CPF
$834M
| $2.61M | ﹤0.01% |
156,314
-4,077
| -3% | -$68K |
|
1716
Texas Pacific Land
TPL
$21.6B
| $2.6M | ﹤0.01% |
4,275
+42
| +1% | +$25.5K |
|
1717
DXP Enterprises
DXPE
$1.79B
| $2.6M | ﹤0.01% |
74,330
-8,825
| -11% | -$308K |
|
1718
QuinStreet
QNST
$912M
| $2.56M | ﹤0.01% |
285,013
-11,312
| -4% | -$101K |
|
|
CLDT
1719
Chatham Lodging
CLDT
$349M
| $2.52M | ﹤0.01% |
263,335
-14,232
| -5% | -$136K |
|
1720
Houlihan Lokey
HLI
$14.1B
| $2.52M | ﹤0.01% |
23,518
+7,276
| +45% | +$779K |
|
1721
Shoe Carnival
SCVL
$653M
| $2.51M | ﹤0.01% |
104,470
+3,377
| +3% | +$81.1K |
|
1722
iShares Floating Rate Bond ETF
FLOT
$9.06B
| $2.49M | ﹤0.01% |
48,975
-46,000
| -48% | -$2.34M |
|
1723
Pitney Bowes
PBI
$1.96B
| $2.49M | ﹤0.01% |
823,363
-110,082
| -12% | -$332K |
|
1724
iShares Short Treasury Bond ETF
SHV
$20.7B
| $2.49M | ﹤0.01% |
22,500
-21,200
| -49% | -$2.34M |
|
1725
SOPHiA GENETICS
SOPH
$224M
| $2.48M | ﹤0.01% |
970,663
-16,413
| -2% | -$41.9K |
|