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 | |
|---|---|---|---|---|---|---|
|
XYZ
1701
Block, Inc.
XYZ
$45.5B
| $2.86M | ﹤0.01% |
44,331
-5,735
| -11% | -$370K |
|
1702
Ambac
AMBC
$407M
| $2.86M | ﹤0.01% |
222,844
-11,694
| -5% | -$150K |
|
1703
Corsair Gaming
CRSR
$958M
| $2.84M | ﹤0.01% |
257,425
-3,530
| -1% | -$39K |
|
|
CHCT
1704
Community Healthcare Trust
CHCT
$443M
| $2.83M | ﹤0.01% |
121,056
-5,409
| -4% | -$127K |
|
1705
iShares ESG Aware MSCI EM ETF
ESGE
$5.34B
| $2.81M | ﹤0.01% |
83,727
-17,554
| -17% | -$589K |
|
1706
Heartland Express
HTLD
$666M
| $2.8M | ﹤0.01% |
226,948
-11,172
| -5% | -$138K |
|
1707
Thryv Holdings
THRY
$577M
| $2.79M | ﹤0.01% |
156,744
-3,963
| -2% | -$70.6K |
|
1708
Dine Brands
DIN
$370M
| $2.75M | ﹤0.01% |
76,043
-4,392
| -5% | -$159K |
|
1709
Workday
WDAY
$60.4B
| $2.74M | ﹤0.01% |
12,275
+3,679
| +43% | +$822K |
|
1710
Biohaven
BHVN
$1.47B
| $2.74M | ﹤0.01% |
79,048
+55,415
| +234% | +$1.92M |
|
1711
Franklin FTSE India ETF
FLIN
$2.47B
| $2.72M | ﹤0.01% |
68,308
+55,060
| +416% | +$2.19M |
|
1712
Standard Motor Products
SMP
$891M
| $2.72M | ﹤0.01% |
98,094
-3,694
| -4% | -$102K |
|
1713
Vertiv
VRT
$51.6B
| $2.7M | ﹤0.01% |
31,208
+1,789
| +6% | +$155K |
|
1714
Trustco Bank Corp NY
TRST
$748M
| $2.7M | ﹤0.01% |
93,797
-4,904
| -5% | -$141K |
|
1715
Cytek Biosciences
CTKB
$509M
| $2.68M | ﹤0.01% |
480,144
-38,550
| -7% | -$215K |
|
1716
World Acceptance Corp
WRLD
$918M
| $2.65M | ﹤0.01% |
21,412
-189
| -0.9% | -$23.4K |
|
1717
Regenxbio
RGNX
$476M
| $2.64M | ﹤0.01% |
225,417
+9,206
| +4% | +$108K |
|
1718
Ezcorp Inc
EZPW
$1.01B
| $2.63M | ﹤0.01% |
251,270
-13,684
| -5% | -$143K |
|
|
ADAM
1719
Adamas Trust, Inc. Common Stock
ADAM
$658M
| $2.63M | ﹤0.01% |
449,960
-20,983
| -4% | -$123K |
|
1720
Tootsie Roll Industries
TR
$2.92B
| $2.62M | ﹤0.01% |
88,246
-4,801
| -5% | -$142K |
|
1721
iShares S&P 500 Value ETF
IVE
$41.3B
| $2.61M | ﹤0.01% |
14,342
+183
| +1% | +$33.3K |
|
|
UHT
1722
Universal Health Realty Income Trust
UHT
$576M
| $2.61M | ﹤0.01% |
66,607
-2,688
| -4% | -$105K |
|
1723
RPC Inc
RES
$1.03B
| $2.6M | ﹤0.01% |
416,719
-25,074
| -6% | -$157K |
|
1724
Nu Skin
NUS
$590M
| $2.58M | ﹤0.01% |
244,909
-11,734
| -5% | -$124K |
|
1725
Trip.com Group
TCOM
$48.5B
| $2.57M | ﹤0.01% |
54,783
-14,838
| -21% | -$697K |
|