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 | |
|---|---|---|---|---|---|---|
|
BBU
1726
Brookfield Business Partners
BBU
$2.41B
| $2.73M | ﹤0.01% |
117,189
+26,947
| +30% | +$628K |
|
1727
iShares S&P 500 Value ETF
IVE
$40.8B
| $2.73M | ﹤0.01% |
13,835
-507
| -4% | -$100K |
|
1728
iShares MSCI Mexico ETF
EWW
$1.86B
| $2.72M | ﹤0.01% |
50,726
+39,063
| +335% | +$2.1M |
|
1729
CEVA Inc
CEVA
$549M
| $2.71M | ﹤0.01% |
112,094
-4,963
| -4% | -$120K |
|
|
ADAM
1730
Adamas Trust, Inc. Common Stock
ADAM
$659M
| $2.7M | ﹤0.01% |
426,988
-22,972
| -5% | -$145K |
|
1731
Ezcorp Inc
EZPW
$1.02B
| $2.7M | ﹤0.01% |
240,449
-10,821
| -4% | -$121K |
|
|
TEN
1732
Tsakos Energy Navigation Ltd.
TEN
$648M
| $2.67M | ﹤0.01% |
106,567
+51,398
| +93% | +$1.29M |
|
1733
Toronto Dominion Bank
TD
$130B
| $2.65M | ﹤0.01% |
41,900
-1,900
| -4% | -$120K |
|
1734
Guess, Inc.
GES
$868M
| $2.65M | ﹤0.01% |
131,757
-41,120
| -24% | -$828K |
|
1735
Victory Capital Holdings
VCTR
$4.58B
| $2.64M | ﹤0.01% |
47,626
+722
| +2% | +$40K |
|
1736
Under Armour Class C
UA
$2.09B
| $2.55M | ﹤0.01% |
304,611
-331,606
| -52% | -$2.77M |
|
1737
Heartland Express
HTLD
$656M
| $2.51M | ﹤0.01% |
204,320
-22,628
| -10% | -$278K |
|
1738
Ambac
AMBC
$415M
| $2.5M | ﹤0.01% |
223,365
+521
| +0.2% | +$5.84K |
|
1739
RPC Inc
RES
$1.02B
| $2.48M | ﹤0.01% |
389,599
-27,120
| -7% | -$172K |
|
1740
Coupang
CPNG
$58.6B
| $2.44M | ﹤0.01% |
99,537
-1,431
| -1% | -$35.1K |
|
1741
Myers Industries
MYE
$602M
| $2.44M | ﹤0.01% |
176,298
-8,434
| -5% | -$117K |
|
1742
Liquidity Services
LQDT
$845M
| $2.41M | ﹤0.01% |
105,506
-4,975
| -5% | -$113K |
|
1743
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.9B
| $2.4M | ﹤0.01% |
25,650
-11,450
| -31% | -$1.07M |
|
|
INVX
1744
Innovex International, Inc.
INVX
$1.15B
| $2.38M | ﹤0.01% |
162,356
-7,409
| -4% | -$109K |
|
1745
Tootsie Roll Industries
TR
$2.88B
| $2.37M | ﹤0.01% |
78,864
-9,382
| -11% | -$282K |
|
1746
Cross Country Healthcare
CCRN
$455M
| $2.36M | ﹤0.01% |
175,801
-5,900
| -3% | -$79.3K |
|
1747
Vanguard Russell 2000 ETF
VTWO
$12.7B
| $2.34M | ﹤0.01% |
26,204
-393
| -1% | -$35.1K |
|
1748
Leonardo DRS
DRS
$10.9B
| $2.3M | ﹤0.01% |
81,511
-53,968
| -40% | -$1.52M |
|
1749
Alignment Healthcare
ALHC
$3.26B
| $2.29M | ﹤0.01% |
194,043
+180,522
| +1,335% | +$2.13M |
|
1750
Regenxbio
RGNX
$483M
| $2.25M | ﹤0.01% |
214,353
-11,064
| -5% | -$116K |
|