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 |
CoStar Group
CSGP
|
+$466M |
| 2 |
Broadstone Net Lease
BNL
|
+$266M |
| 3 |
Tyler Technologies
TYL
|
+$250M |
| 4 |
Marriott Vacations Worldwide
VAC
|
+$229M |
| 5 |
Equinix
EQIX
|
+$187M |
Top Sells
| 1 |
Motorola Solutions
MSI
|
+$335M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$318M |
| 3 |
Prologis
PLD
|
+$309M |
| 4 |
Gartner
IT
|
+$290M |
| 5 |
CBRE Group
CBRE
|
+$214M |
Sector Composition
| 1 | Technology | 18.71% |
| 2 | Real Estate | 16% |
| 3 | Financials | 14.9% |
| 4 | Consumer Discretionary | 12.38% |
| 5 | Industrials | 9.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1751
Peloton Interactive
PTON
$3.2B
| $4.33M | ﹤0.01% |
34,885
+12,581
| +56% | +$1.56M |
|
|
EGRX
1752
DELISTED
Eagle Pharmaceuticals, Inc.
EGRX
| $4.32M | ﹤0.01% |
100,986
-9,653
| -9% | -$413K |
|
1753
Ironwood Pharmaceuticals
IRWD
$187M
| $4.31M | ﹤0.01% |
334,781
+54,101
| +19% | +$696K |
|
1754
Hawkins
HWKN
$3.56B
| $4.3M | ﹤0.01% |
131,304
+1,487
| +1% | +$48.7K |
|
|
MAGN
1755
Magnera Corporation
MAGN
$404M
| $4.3M | ﹤0.01% |
23,674
+217
| +0.9% | +$39.4K |
|
1756
Shoe Carnival
SCVL
$653M
| $4.29M | ﹤0.01% |
119,864
+1,596
| +1% | +$57.1K |
|
1757
Funko
FNKO
$184M
| $4.29M | ﹤0.01% |
+201,387
| New | +$4.29M |
|
1758
STAG Industrial
STAG
$6.68B
| $4.27M | ﹤0.01% |
114,183
+59,971
| +111% | +$2.24M |
|
1759
Axalta
AXTA
$6.7B
| $4.25M | ﹤0.01% |
139,521
-23,965
| -15% | -$731K |
|
1760
Design Therapeutics
DSGN
$349M
| $4.21M | ﹤0.01% |
211,502
+104,094
| +97% | +$2.07M |
|
1761
Spectrum Brands
SPB
$1.3B
| $4.18M | ﹤0.01% |
49,202
+673
| +1% | +$57.2K |
|
|
CMO
1762
DELISTED
Capstead Mortgage Corp.
CMO
| $4.18M | ﹤0.01% |
680,797
+15,599
| +2% | +$95.8K |
|
1763
United Fire Group
UFCS
$792M
| $4.14M | ﹤0.01% |
149,411
+1,125
| +0.8% | +$31.2K |
|
1764
Guardant Health
GH
$7.05B
| $4.13M | ﹤0.01% |
33,221
+1,696
| +5% | +$211K |
|
1765
PC Connection
CNXN
$1.6B
| $4.09M | ﹤0.01% |
88,287
+4,231
| +5% | +$196K |
|
1766
DXP Enterprises
DXPE
$1.79B
| $4.08M | ﹤0.01% |
122,483
+9,986
| +9% | +$333K |
|
1767
LPL Financial
LPLA
$27.4B
| $4.05M | ﹤0.01% |
30,000
-117,544
| -80% | -$15.9M |
|
1768
Okta
OKTA
$15.9B
| $4.04M | ﹤0.01% |
16,496
+2,380
| +17% | +$582K |
|
|
UBA
1769
DELISTED
Urstadt Biddle Properties Inc. Class A
UBA
| $4.03M | ﹤0.01% |
208,112
+1,232
| +0.6% | +$23.9K |
|
1770
Popular Inc
BPOP
$8.45B
| $4.03M | ﹤0.01% |
53,676
+13,389
| +33% | +$1M |
|
1771
Opko Health
OPK
$1.12B
| $4.02M | ﹤0.01% |
992,934
-172,935
| -15% | -$700K |
|
1772
Cross Country Healthcare
CCRN
$455M
| $4.01M | ﹤0.01% |
242,921
+3,139
| +1% | +$51.8K |
|
1773
Carvana
CVNA
$50.4B
| $3.96M | ﹤0.01% |
13,126
+3,374
| +35% | +$1.02M |
|
|
EBSB
1774
DELISTED
Meridian Bancorp, Inc.
EBSB
| $3.96M | ﹤0.01% |
193,558
-24,727
| -11% | -$506K |
|
1775
JD.com
JD
$47.2B
| $3.92M | ﹤0.01% |
49,134
-245,639
| -83% | -$19.6M |
|