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 |
Equinix
EQIX
|
+$313M |
| 2 |
Welltower
WELL
|
+$213M |
| 3 |
Brookfield
BN
|
+$162M |
| 4 |
MSCI
MSCI
|
+$146M |
| 5 |
Extra Space Storage
EXR
|
+$143M |
Top Sells
| 1 |
BKI
Black Knight, Inc. Common Stock
BKI
|
+$373M |
| 2 |
Moody's
MCO
|
+$178M |
| 3 |
Dollar General
DG
|
+$169M |
| 4 |
CubeSmart
CUBE
|
+$166M |
| 5 |
Equity Lifestyle Properties
ELS
|
+$156M |
Sector Composition
| 1 | Technology | 17.98% |
| 2 | Financials | 15.34% |
| 3 | Real Estate | 15.22% |
| 4 | Consumer Discretionary | 11.31% |
| 5 | Industrials | 11.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1751
Alkermes
ALKS
$4.45B
| $2.11M | ﹤0.01% |
75,153
+11,698
| +18% | +$328K |
|
1752
Vanguard Russell 2000 ETF
VTWO
$12.7B
| $2.08M | ﹤0.01% |
29,065
-4,663
| -14% | -$333K |
|
1753
OneSpan
OSPN
$578M
| $2.07M | ﹤0.01% |
192,976
-10,105
| -5% | -$109K |
|
1754
Marcus Corp
MCS
$485M
| $2.06M | ﹤0.01% |
133,173
-7,057
| -5% | -$109K |
|
1755
Health Care Select Sector SPDR Fund
XLV
$34B
| $2.06M | ﹤0.01% |
15,974
+6,487
| +68% | +$835K |
|
1756
National Presto Industries
NPK
$784M
| $2.05M | ﹤0.01% |
28,289
-726
| -3% | -$52.6K |
|
1757
Herc Holdings
HRI
$4.43B
| $2.05M | ﹤0.01% |
17,211
+4,803
| +39% | +$571K |
|
1758
Vertex
VERX
$3.81B
| $2.05M | ﹤0.01% |
88,567
+50,239
| +131% | +$1.16M |
|
1759
Northfield Bancorp
NFBK
$487M
| $2.03M | ﹤0.01% |
214,682
-19,000
| -8% | -$180K |
|
1760
AMC Networks
AMCX
$328M
| $2.03M | ﹤0.01% |
172,131
+4,687
| +3% | +$55.2K |
|
1761
Clearwater Analytics
CWAN
$5.88B
| $2.02M | ﹤0.01% |
+104,575
| New | +$2.02M |
|
1762
Community Health Systems
CYH
$409M
| $1.99M | ﹤0.01% |
686,317
-36,877
| -5% | -$107K |
|
1763
Century Aluminum
CENX
$2.09B
| $1.99M | ﹤0.01% |
276,601
-17,740
| -6% | -$128K |
|
1764
Clearfield
CLFD
$456M
| $1.99M | ﹤0.01% |
69,388
-2,801
| -4% | -$80.3K |
|
1765
Mercer International
MERC
$204M
| $1.98M | ﹤0.01% |
230,968
+4,205
| +2% | +$36.1K |
|
1766
Atlassian
TEAM
$45.7B
| $1.94M | ﹤0.01% |
9,640
-1,209
| -11% | -$244K |
|
1767
TriNet
TNET
$3.3B
| $1.93M | ﹤0.01% |
16,538
+3,956
| +31% | +$461K |
|
|
ARCH
1768
DELISTED
Arch Resources, Inc.
ARCH
| $1.92M | ﹤0.01% |
11,265
+3,939
| +54% | +$672K |
|
1769
Alphatec Holdings
ATEC
$2.27B
| $1.92M | ﹤0.01% |
148,062
+11,037
| +8% | +$143K |
|
1770
Vanguard Energy ETF
VDE
$7.34B
| $1.9M | ﹤0.01% |
15,030
+5,257
| +54% | +$666K |
|
1771
TC Energy
TRP
$54B
| $1.9M | ﹤0.01% |
54,931
+8,400
| +18% | +$290K |
|
1772
Gerdau
GGB
$6.17B
| $1.86M | ﹤0.01% |
468,150
-110,050
| -19% | -$437K |
|
1773
Nu Holdings
NU
$74.9B
| $1.83M | ﹤0.01% |
252,677
+8,993
| +4% | +$65.2K |
|
1774
Scorpio Tankers
STNG
$2.92B
| $1.83M | ﹤0.01% |
33,733
+11,431
| +51% | +$619K |
|
1775
ATN International
ATNI
$235M
| $1.81M | ﹤0.01% |
57,370
-3,547
| -6% | -$112K |
|