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 | |
|---|---|---|---|---|---|---|
1751
TriNet
TNET
$3.36B
| $2.19M | ﹤0.01% |
21,859
+2,320
| +12% | +$232K |
|
1752
Vanguard Russell 2000 ETF
VTWO
$12.8B
| $2.18M | ﹤0.01% |
26,597
-694
| -3% | -$56.9K |
|
1753
RxSight
RXST
$409M
| $2.15M | ﹤0.01% |
35,806
+878
| +3% | +$52.8K |
|
1754
iShares Floating Rate Bond ETF
FLOT
$9.06B
| $2.15M | ﹤0.01% |
42,075
+18,600
| +79% | +$950K |
|
1755
iShares Short Treasury Bond ETF
SHV
$20.7B
| $2.15M | ﹤0.01% |
19,440
+8,575
| +79% | +$948K |
|
1756
Green Dot
GDOT
$759M
| $2.14M | ﹤0.01% |
226,454
-7,921
| -3% | -$74.9K |
|
1757
Construction Partners
ROAD
$7B
| $2.13M | ﹤0.01% |
38,619
-1,610
| -4% | -$88.9K |
|
1758
Coupang
CPNG
$59.4B
| $2.12M | ﹤0.01% |
100,968
-9,178
| -8% | -$192K |
|
1759
Arcellx
ACLX
$4.1B
| $2.06M | ﹤0.01% |
37,352
+517
| +1% | +$28.5K |
|
|
SQSP
1760
DELISTED
Squarespace, Inc.
SQSP
| $2.05M | ﹤0.01% |
46,967
+7,606
| +19% | +$332K |
|
1761
Franklin FTSE Japan ETF
FLJP
$2.4B
| $2.05M | ﹤0.01% |
+71,182
| New | +$2.05M |
|
1762
3D Systems Corporation
DDD
$289M
| $2.02M | ﹤0.01% |
657,655
-34,824
| -5% | -$107K |
|
1763
Dillards
DDS
$9.03B
| $2.02M | ﹤0.01% |
4,579
+308
| +7% | +$136K |
|
1764
iShares 0-5 Year TIPS Bond ETF
STIP
$12.7B
| $2.01M | ﹤0.01% |
20,245
+9,000
| +80% | +$895K |
|
1765
On Holding
ONON
$14.1B
| $2.01M | ﹤0.01% |
+51,789
| New | +$2.01M |
|
1766
Element Solutions
ESI
$6.32B
| $2M | ﹤0.01% |
73,809
-28,010
| -28% | -$760K |
|
1767
Calavo Growers
CVGW
$486M
| $1.99M | ﹤0.01% |
87,794
-4,902
| -5% | -$111K |
|
1768
Central Garden & Pet
CENT
$2.28B
| $1.97M | ﹤0.01% |
51,185
-1,854
| -3% | -$71.4K |
|
1769
Fulgent Genetics
FLGT
$671M
| $1.97M | ﹤0.01% |
100,331
-4,347
| -4% | -$85.3K |
|
|
CSW
1770
CSW Industrials, Inc.
CSW
$4.31B
| $1.97M | ﹤0.01% |
7,415
+907
| +14% | +$241K |
|
1771
Newmark Group
NMRK
$3.43B
| $1.96M | ﹤0.01% |
191,308
-2,110
| -1% | -$21.6K |
|
1772
National Presto Industries
NPK
$795M
| $1.95M | ﹤0.01% |
25,902
-1,312
| -5% | -$98.6K |
|
1773
Blue Bird Corp
BLBD
$1.87B
| $1.94M | ﹤0.01% |
36,100
-12,957
| -26% | -$698K |
|
1774
Kadant
KAI
$3.83B
| $1.94M | ﹤0.01% |
6,596
+628
| +11% | +$184K |
|
1775
Bank of Montreal
BMO
$91.1B
| $1.93M | ﹤0.01% |
23,000
-1,200
| -5% | -$101K |
|