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 | |
|---|---|---|---|---|---|---|
1726
iShares Russell Mid-Cap Growth ETF
IWP
$20.6B
| $2.55M | ﹤0.01% |
23,100
-15,500
| -40% | -$1.71M |
|
|
AXNX
1727
DELISTED
Axonics, Inc. Common Stock
AXNX
| $2.54M | ﹤0.01% |
37,827
-1,620
| -4% | -$109K |
|
1728
Cross Country Healthcare
CCRN
$383M
| $2.51M | ﹤0.01% |
181,701
-7,760
| -4% | -$107K |
|
1729
Skyward Specialty Insurance
SKWD
$1.94B
| $2.51M | ﹤0.01% |
69,493
+24,804
| +56% | +$897K |
|
1730
Mesa Laboratories
MLAB
$325M
| $2.5M | ﹤0.01% |
28,815
-904
| -3% | -$78.4K |
|
1731
Hanmi Financial
HAFC
$755M
| $2.49M | ﹤0.01% |
148,914
-7,961
| -5% | -$133K |
|
1732
Myers Industries
MYE
$600M
| $2.47M | ﹤0.01% |
184,732
-7,223
| -4% | -$96.6K |
|
1733
Usana Health Sciences
USNA
$558M
| $2.47M | ﹤0.01% |
54,540
-3,324
| -6% | -$150K |
|
1734
iShares MSCI Japan ETF
EWJ
$15.7B
| $2.46M | ﹤0.01% |
36,075
+9,661
| +37% | +$659K |
|
1735
Globant
GLOB
$2.54B
| $2.44M | ﹤0.01% |
13,712
-226
| -2% | -$40.3K |
|
1736
Toronto Dominion Bank
TD
$130B
| $2.41M | ﹤0.01% |
43,800
-2,400
| -5% | -$132K |
|
1737
Amicus Therapeutics
FOLD
$2.46B
| $2.39M | ﹤0.01% |
240,813
+2,737
| +1% | +$27.2K |
|
1738
Sun Country Airlines
SNCY
$710M
| $2.36M | ﹤0.01% |
187,868
-15,401
| -8% | -$193K |
|
1739
Olympic Steel
ZEUS
$364M
| $2.33M | ﹤0.01% |
51,998
-1,977
| -4% | -$88.6K |
|
|
CHUY
1740
DELISTED
Chuy's Holdings, Inc. Common Stock
CHUY
| $2.33M | ﹤0.01% |
89,891
-4,727
| -5% | -$123K |
|
1741
HDFC Bank
HDB
$180B
| $2.31M | ﹤0.01% |
35,906
-61,159
| -63% | -$3.93M |
|
1742
Hertz
HTZ
$1.83B
| $2.29M | ﹤0.01% |
647,794
+154,238
| +31% | +$544K |
|
1743
GeoPark
GPRK
$333M
| $2.26M | ﹤0.01% |
+206,519
| New | +$2.26M |
|
1744
CEVA Inc
CEVA
$551M
| $2.26M | ﹤0.01% |
117,057
-5,611
| -5% | -$108K |
|
1745
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.13B
| $2.25M | ﹤0.01% |
+75,848
| New | +$2.25M |
|
1746
United Fire Group
UFCS
$794M
| $2.25M | ﹤0.01% |
104,739
-5,445
| -5% | -$117K |
|
1747
Victory Capital Holdings
VCTR
$4.67B
| $2.24M | ﹤0.01% |
46,904
+7,281
| +18% | +$348K |
|
1748
Ternium
TX
$6.71B
| $2.22M | ﹤0.01% |
59,229
+2,437
| +4% | +$91.5K |
|
1749
Enhabit
EHAB
$409M
| $2.21M | ﹤0.01% |
247,548
-12,776
| -5% | -$114K |
|
1750
Liquidity Services
LQDT
$843M
| $2.21M | ﹤0.01% |
110,481
-6,309
| -5% | -$126K |
|