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 | |
|---|---|---|---|---|---|---|
1751
Haverty Furniture Companies
HVT
$384M
| $2.37M | ﹤0.01% |
69,422
-4,117
| -6% | -$140K |
|
1752
Bank of Montreal
BMO
$91.1B
| $2.37M | ﹤0.01% |
24,200
-1,000
| -4% | -$97.7K |
|
1753
Ternium
TX
$6.81B
| $2.36M | ﹤0.01% |
56,792
+16,812
| +42% | +$700K |
|
1754
Workday
WDAY
$60B
| $2.34M | ﹤0.01% |
8,596
-2,658
| -24% | -$725K |
|
1755
Vanguard Russell 2000 ETF
VTWO
$12.9B
| $2.32M | ﹤0.01% |
27,291
-724
| -3% | -$61.6K |
|
1756
National Presto Industries
NPK
$797M
| $2.28M | ﹤0.01% |
27,214
-103
| -0.4% | -$8.63K |
|
1757
Elanco Animal Health
ELAN
$9.38B
| $2.27M | ﹤0.01% |
139,543
+49,497
| +55% | +$806K |
|
1758
Central Garden & Pet
CENT
$2.29B
| $2.27M | ﹤0.01% |
53,039
-9,014
| -15% | -$386K |
|
1759
Fulgent Genetics
FLGT
$673M
| $2.27M | ﹤0.01% |
104,678
-9,164
| -8% | -$199K |
|
1760
Texas Pacific Land
TPL
$21.5B
| $2.27M | ﹤0.01% |
3,919
-20
| -0.5% | -$11.6K |
|
1761
Movado Group
MOV
$433M
| $2.26M | ﹤0.01% |
80,970
-5,546
| -6% | -$155K |
|
1762
Construction Partners
ROAD
$7.03B
| $2.26M | ﹤0.01% |
40,229
+18,664
| +87% | +$1.05M |
|
1763
Methode Electronics
MEI
$295M
| $2.25M | ﹤0.01% |
184,647
-9,521
| -5% | -$116K |
|
1764
Mercer International
MERC
$212M
| $2.22M | ﹤0.01% |
222,746
-561
| -0.3% | -$5.58K |
|
1765
Green Dot
GDOT
$748M
| $2.19M | ﹤0.01% |
234,375
-21,459
| -8% | -$200K |
|
1766
AMC Networks
AMCX
$328M
| $2.18M | ﹤0.01% |
179,446
+9,820
| +6% | +$119K |
|
1767
Resources Connection
RGP
$169M
| $2.18M | ﹤0.01% |
165,387
-12,793
| -7% | -$168K |
|
1768
Liquidity Services
LQDT
$848M
| $2.17M | ﹤0.01% |
116,790
-8
| -0% | -$149 |
|
1769
Newmark Group
NMRK
$3.44B
| $2.15M | ﹤0.01% |
193,418
+118,776
| +159% | +$1.32M |
|
1770
Inspire Medical Systems
INSP
$2.36B
| $2.14M | ﹤0.01% |
9,942
-235
| -2% | -$50.5K |
|
|
ALTR
1771
DELISTED
Altair Engineering Inc. Class A Common Stock
ALTR
| $2.1M | ﹤0.01% |
24,357
+18,089
| +289% | +$1.56M |
|
|
PLYM
1772
Plymouth Industrial REIT
PLYM
$994M
| $2.08M | ﹤0.01% |
92,312
-343
| -0.4% | -$7.72K |
|
1773
Vale
VALE
$45.5B
| $2.07M | ﹤0.01% |
+170,092
| New | +$2.07M |
|
1774
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.16B
| $2.07M | ﹤0.01% |
44,045
| – | – |
|
1775
TC Energy
TRP
$54.2B
| $2.02M | ﹤0.01% |
50,200
-2,500
| -5% | -$101K |
|