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 | |
|---|---|---|---|---|---|---|
1701
Mesa Laboratories
MLAB
$349M
| $3.26M | ﹤0.01% |
29,719
+891
| +3% | +$97.8K |
|
1702
Manulife Financial
MFC
$53.8B
| $3.24M | ﹤0.01% |
129,800
+11,900
| +10% | +$297K |
|
1703
Corsair Gaming
CRSR
$947M
| $3.22M | ﹤0.01% |
260,955
+36,714
| +16% | +$453K |
|
|
CHUY
1704
DELISTED
Chuy's Holdings, Inc. Common Stock
CHUY
| $3.19M | ﹤0.01% |
94,618
+1,376
| +1% | +$46.4K |
|
1705
World Acceptance Corp
WRLD
$918M
| $3.13M | ﹤0.01% |
21,601
+261
| +1% | +$37.8K |
|
1706
Central Pacific Financial
CPF
$831M
| $3.09M | ﹤0.01% |
156,553
+1,795
| +1% | +$35.5K |
|
1707
3D Systems Corporation
DDD
$289M
| $3.07M | ﹤0.01% |
692,479
-2,622
| -0.4% | -$11.6K |
|
1708
Sun Country Airlines
SNCY
$728M
| $3.07M | ﹤0.01% |
203,269
-1,039,381
| -84% | -$15.7M |
|
1709
Trip.com Group
TCOM
$48.4B
| $3.06M | ﹤0.01% |
69,621
-1,290
| -2% | -$56.6K |
|
1710
Enhabit
EHAB
$407M
| $3.03M | ﹤0.01% |
260,324
-1,043
| -0.4% | -$12.2K |
|
1711
Ezcorp Inc
EZPW
$1.01B
| $3M | ﹤0.01% |
264,954
-34,476
| -12% | -$391K |
|
1712
Alibaba
BABA
$373B
| $2.98M | ﹤0.01% |
41,129
+19,832
| +93% | +$1.44M |
|
1713
Lulu's Fashion Lounge
LVLU
$12.5M
| $2.92M | ﹤0.01% |
139,179
-6,247
| -4% | -$131K |
|
1714
Berry Corp
BRY
$258M
| $2.91M | ﹤0.01% |
361,027
-19,940
| -5% | -$161K |
|
1715
BioMarin Pharmaceuticals
BMRN
$10.6B
| $2.9M | ﹤0.01% |
33,159
+3,453
| +12% | +$302K |
|
1716
Tootsie Roll Industries
TR
$2.91B
| $2.89M | ﹤0.01% |
93,047
-4,567
| -5% | -$142K |
|
1717
Alnylam Pharmaceuticals
ALNY
$61.5B
| $2.89M | ﹤0.01% |
19,356
-273
| -1% | -$40.8K |
|
1718
Sterling Infrastructure
STRL
$9.54B
| $2.87M | ﹤0.01% |
26,038
+8,657
| +50% | +$955K |
|
1719
Heartland Express
HTLD
$669M
| $2.84M | ﹤0.01% |
238,120
-11,808
| -5% | -$141K |
|
1720
Gogo Inc
GOGO
$1.4B
| $2.82M | ﹤0.01% |
321,702
-1,245
| -0.4% | -$10.9K |
|
1721
Globant
GLOB
$2.57B
| $2.81M | ﹤0.01% |
13,938
-68,218
| -83% | -$13.8M |
|
1722
Usana Health Sciences
USNA
$562M
| $2.81M | ﹤0.01% |
57,864
-2,415
| -4% | -$117K |
|
1723
Amicus Therapeutics
FOLD
$2.44B
| $2.8M | ﹤0.01% |
238,076
+72,856
| +44% | +$858K |
|
1724
Corebridge Financial
CRBG
$18.1B
| $2.79M | ﹤0.01% |
97,243
+4,719
| +5% | +$136K |
|
1725
Toronto Dominion Bank
TD
$131B
| $2.79M | ﹤0.01% |
46,200
-12,600
| -21% | -$761K |
|