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 | |
|---|---|---|---|---|---|---|
1726
CEVA Inc
CEVA
$570M
| $2.79M | ﹤0.01% |
122,668
+180
| +0.1% | +$4.09K |
|
1727
Compass Minerals
CMP
$771M
| $2.78M | ﹤0.01% |
176,600
+1,010
| +0.6% | +$15.9K |
|
1728
Trustco Bank Corp NY
TRST
$755M
| $2.78M | ﹤0.01% |
98,701
-401
| -0.4% | -$11.3K |
|
1729
CRISPR Therapeutics
CRSP
$5.08B
| $2.76M | ﹤0.01% |
+40,470
| New | +$2.76M |
|
1730
Xperi
XPER
$281M
| $2.72M | ﹤0.01% |
225,688
-773
| -0.3% | -$9.32K |
|
|
AXNX
1731
DELISTED
Axonics, Inc. Common Stock
AXNX
| $2.72M | ﹤0.01% |
39,447
-26,221
| -40% | -$1.81M |
|
1732
Nu Holdings
NU
$75.5B
| $2.67M | ﹤0.01% |
223,426
+12,595
| +6% | +$150K |
|
1733
iShares S&P 500 Value ETF
IVE
$41.3B
| $2.65M | ﹤0.01% |
14,159
-209
| -1% | -$39K |
|
1734
Alpha and Omega Semiconductor
AOSL
$875M
| $2.62M | ﹤0.01% |
118,976
+1,541
| +1% | +$34K |
|
1735
TriNet
TNET
$3.48B
| $2.59M | ﹤0.01% |
19,539
-1,777
| -8% | -$235K |
|
1736
OraSure Technologies
OSUR
$243M
| $2.58M | ﹤0.01% |
419,973
+15,652
| +4% | +$96.3K |
|
1737
Calavo Growers
CVGW
$496M
| $2.58M | ﹤0.01% |
92,696
+392
| +0.4% | +$10.9K |
|
1738
Scorpio Tankers
STNG
$2.97B
| $2.57M | ﹤0.01% |
35,876
-6,266
| -15% | -$448K |
|
|
CLDT
1739
Chatham Lodging
CLDT
$354M
| $2.56M | ﹤0.01% |
253,620
-1,071
| -0.4% | -$10.8K |
|
1740
Arcellx
ACLX
$4.31B
| $2.56M | ﹤0.01% |
36,835
+26,197
| +246% | +$1.82M |
|
|
UHT
1741
Universal Health Realty Income Trust
UHT
$583M
| $2.54M | ﹤0.01% |
69,295
-1,309
| -2% | -$48.1K |
|
1742
Element Solutions
ESI
$6.37B
| $2.54M | ﹤0.01% |
101,819
+72,145
| +243% | +$1.8M |
|
1743
Telus
TU
$24.4B
| $2.52M | ﹤0.01% |
157,404
-3,100
| -2% | -$49.6K |
|
1744
Hanmi Financial
HAFC
$756M
| $2.5M | ﹤0.01% |
156,875
-1,547
| -1% | -$24.6K |
|
|
DOOR
1745
DELISTED
MASONITE INTERNATIONAL CORP
DOOR
| $2.46M | ﹤0.01% |
18,728
+8,508
| +83% | +$1.12M |
|
1746
Medifast
MED
$153M
| $2.46M | ﹤0.01% |
64,183
-1,042
| -2% | -$39.9K |
|
1747
Designer Brands
DBI
$224M
| $2.42M | ﹤0.01% |
221,797
-6,644
| -3% | -$72.6K |
|
1748
Vertiv
VRT
$51.8B
| $2.4M | ﹤0.01% |
29,419
+6,773
| +30% | +$553K |
|
1749
United Fire Group
UFCS
$818M
| $2.4M | ﹤0.01% |
110,184
-454
| -0.4% | -$9.88K |
|
1750
Leonardo DRS
DRS
$11.1B
| $2.39M | ﹤0.01% |
108,008
+67,335
| +166% | +$1.49M |
|