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 | |
|---|---|---|---|---|---|---|
1701
First Citizens BancShares
FCNCA
$25.2B
| $3M | ﹤0.01% |
1,632
-119
| -7% | -$219K |
|
1702
TechTarget
TTGT
$404M
| $2.98M | ﹤0.01% |
121,835
-17,176
| -12% | -$420K |
|
1703
Corebridge Financial
CRBG
$17.9B
| $2.97M | ﹤0.01% |
101,943
-19,278
| -16% | -$562K |
|
|
UHT
1704
Universal Health Realty Income Trust
UHT
$569M
| $2.97M | ﹤0.01% |
64,831
-1,776
| -3% | -$81.3K |
|
1705
Green Dot
GDOT
$757M
| $2.96M | ﹤0.01% |
253,130
+26,676
| +12% | +$312K |
|
1706
Trustco Bank Corp NY
TRST
$744M
| $2.96M | ﹤0.01% |
89,589
-4,208
| -4% | -$139K |
|
1707
Metallus
MTUS
$695M
| $2.96M | ﹤0.01% |
199,294
+6,361
| +3% | +$94.3K |
|
1708
HDFC Bank
HDB
$180B
| $2.95M | ﹤0.01% |
47,225
+11,319
| +32% | +$708K |
|
1709
Scorpio Tankers
STNG
$2.92B
| $2.95M | ﹤0.01% |
41,416
+992
| +2% | +$70.7K |
|
1710
Primoris Services
PRIM
$6.35B
| $2.94M | ﹤0.01% |
50,620
+15,710
| +45% | +$912K |
|
1711
Maravai LifeSciences
MRVI
$376M
| $2.93M | ﹤0.01% |
352,600
-313,587
| -47% | -$2.61M |
|
1712
Alnylam Pharmaceuticals
ALNY
$61.5B
| $2.92M | ﹤0.01% |
10,608
-3,581
| -25% | -$985K |
|
1713
ProPetro Holding
PUMP
$505M
| $2.9M | ﹤0.01% |
378,669
-28,707
| -7% | -$220K |
|
1714
GeoPark
GPRK
$334M
| $2.88M | ﹤0.01% |
366,380
+159,861
| +77% | +$1.26M |
|
1715
Mister Car Wash
MCW
$1.77B
| $2.88M | ﹤0.01% |
441,931
-18,228
| -4% | -$119K |
|
1716
Insteel Industries
IIIN
$745M
| $2.86M | ﹤0.01% |
91,857
-12,843
| -12% | -$399K |
|
1717
iShares Russell 2000 Growth ETF
IWO
$12.5B
| $2.81M | ﹤0.01% |
9,900
-6,620
| -40% | -$1.88M |
|
1718
Construction Partners
ROAD
$6.95B
| $2.81M | ﹤0.01% |
40,215
+1,596
| +4% | +$111K |
|
1719
Simulations Plus
SLP
$280M
| $2.79M | ﹤0.01% |
87,273
+2,226
| +3% | +$71.3K |
|
1720
Cytek Biosciences
CTKB
$476M
| $2.79M | ﹤0.01% |
503,172
+23,028
| +5% | +$128K |
|
1721
Blue Bird Corp
BLBD
$1.82B
| $2.78M | ﹤0.01% |
58,019
+21,919
| +61% | +$1.05M |
|
1722
Thryv Holdings
THRY
$551M
| $2.78M | ﹤0.01% |
161,449
+4,705
| +3% | +$81.1K |
|
1723
Leslie's
LESL
$62M
| $2.76M | ﹤0.01% |
873,262
-41,586
| -5% | -$131K |
|
|
XYZ
1724
Block, Inc.
XYZ
$45B
| $2.75M | ﹤0.01% |
41,029
-3,302
| -7% | -$222K |
|
1725
Nabors Industries
NBR
$619M
| $2.73M | ﹤0.01% |
42,418
-1,941
| -4% | -$125K |
|