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 |
Digital Realty Trust
DLR
|
+$398M |
| 2 |
Brookfield Asset Management
BAM
|
+$357M |
| 3 |
Gaming and Leisure Properties
GLPI
|
+$250M |
| 4 |
Welltower
WELL
|
+$222M |
| 5 |
Yum China
YUMC
|
+$182M |
Top Sells
| 1 |
STOR
STORE Capital Corporation
STOR
|
+$368M |
| 2 |
Equinix
EQIX
|
+$246M |
| 3 |
Brookfield
BN
|
+$220M |
| 4 |
Guidewire Software
GWRE
|
+$202M |
| 5 |
Lennar Class A
LEN
|
+$150M |
Sector Composition
| 1 | Real Estate | 16.55% |
| 2 | Technology | 15.81% |
| 3 | Financials | 15.77% |
| 4 | Industrials | 10.77% |
| 5 | Consumer Discretionary | 10.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1726
Forrester Research
FORR
$191M
| $2.48M | ﹤0.01% |
69,489
-2,106
| -3% | -$75.3K |
|
1727
Transmedics
TMDX
$3.99B
| $2.48M | ﹤0.01% |
40,213
+30,885
| +331% | +$1.91M |
|
1728
Datadog
DDOG
$48.5B
| $2.48M | ﹤0.01% |
33,753
+3,084
| +10% | +$227K |
|
1729
Aveanna Healthcare
AVAH
$1.76B
| $2.48M | ﹤0.01% |
3,174,211
-205,878
| -6% | -$161K |
|
1730
Erie Indemnity
ERIE
$17.7B
| $2.47M | ﹤0.01% |
9,944
+127
| +1% | +$31.6K |
|
1731
Airbnb
ABNB
$75.3B
| $2.46M | ﹤0.01% |
28,782
-1,111
| -4% | -$95K |
|
1732
OneSpan
OSPN
$591M
| $2.42M | ﹤0.01% |
216,546
-1,552
| -0.7% | -$17.4K |
|
1733
Melco Resorts & Entertainment
MLCO
$3.89B
| $2.39M | ﹤0.01% |
+207,838
| New | +$2.39M |
|
1734
TruBridge
TBRG
$310M
| $2.37M | ﹤0.01% |
87,037
-8,163
| -9% | -$222K |
|
1735
Liquidity Services
LQDT
$851M
| $2.33M | ﹤0.01% |
165,911
-855
| -0.5% | -$12K |
|
1736
PetMed Express
PETS
$58.5M
| $2.29M | ﹤0.01% |
129,569
-443
| -0.3% | -$7.84K |
|
|
AAN
1737
DELISTED
The Aaron's Company, Inc.
AAN
| $2.28M | ﹤0.01% |
191,128
-1,021
| -0.5% | -$12.2K |
|
1738
RE/MAX Holdings
RMAX
$199M
| $2.25M | ﹤0.01% |
120,936
+4,979
| +4% | +$92.8K |
|
1739
Houlihan Lokey
HLI
$14.6B
| $2.25M | ﹤0.01% |
25,765
+18,531
| +256% | +$1.62M |
|
1740
Central Garden & Pet
CENT
$2.3B
| $2.24M | ﹤0.01% |
74,784
-584
| -0.8% | -$17.5K |
|
1741
LPL Financial
LPLA
$27.8B
| $2.22M | ﹤0.01% |
10,264
-19,386
| -65% | -$4.19M |
|
1742
Zumiez
ZUMZ
$362M
| $2.21M | ﹤0.01% |
101,750
+5,753
| +6% | +$125K |
|
1743
DMC Global
BOOM
$145M
| $2.21M | ﹤0.01% |
113,536
-946
| -0.8% | -$18.4K |
|
1744
OraSure Technologies
OSUR
$243M
| $2.2M | ﹤0.01% |
457,323
+1,721
| +0.4% | +$8.3K |
|
1745
Xperi
XPER
$281M
| $2.19M | ﹤0.01% |
+254,650
| New | +$2.19M |
|
1746
Tradeweb Markets
TW
$25.5B
| $2.18M | ﹤0.01% |
33,561
+421
| +1% | +$27.3K |
|
1747
Vanguard Russell 2000 ETF
VTWO
$12.9B
| $2.16M | ﹤0.01% |
30,675
-814
| -3% | -$57.3K |
|
1748
Marcus Corp
MCS
$503M
| $2.15M | ﹤0.01% |
149,468
-1,201
| -0.8% | -$17.3K |
|
|
KRTX
1749
DELISTED
Karuna Therapeutics, Inc. Common Stock
KRTX
| $2.14M | ﹤0.01% |
10,912
+3,089
| +39% | +$607K |
|
1750
Unisys
UIS
$291M
| $2.13M | ﹤0.01% |
417,159
-2,069
| -0.5% | -$10.6K |
|