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 | |
|---|---|---|---|---|---|---|
1776
Dillards
DDS
$8.88B
| $2.01M | ﹤0.01% |
4,271
-105
| -2% | -$49.5K |
|
1777
Adtran
ADTN
$828M
| $2.01M | ﹤0.01% |
368,665
-1,484
| -0.4% | -$8.07K |
|
1778
Northfield Bancorp
NFBK
$487M
| $1.98M | ﹤0.01% |
203,629
-2,621
| -1% | -$25.5K |
|
1779
Q2 Holdings
QTWO
$5.13B
| $1.98M | ﹤0.01% |
37,591
-2,014
| -5% | -$106K |
|
1780
Coupang
CPNG
$58.6B
| $1.96M | ﹤0.01% |
110,146
-3,277
| -3% | -$58.3K |
|
1781
Kadant
KAI
$3.75B
| $1.96M | ﹤0.01% |
5,968
+1,063
| +22% | +$349K |
|
|
BBU
1782
Brookfield Business Partners
BBU
$2.41B
| $1.95M | ﹤0.01% |
88,434
+23,258
| +36% | +$514K |
|
1783
Rapid7
RPD
$1.26B
| $1.9M | ﹤0.01% |
38,764
+31,766
| +454% | +$1.56M |
|
1784
iShares MSCI Japan ETF
EWJ
$15.6B
| $1.88M | ﹤0.01% |
26,414
-17,969
| -40% | -$1.28M |
|
1785
Blue Bird Corp
BLBD
$1.82B
| $1.88M | ﹤0.01% |
49,057
+25,102
| +105% | +$962K |
|
1786
Opendoor
OPEN
$4.31B
| $1.86M | ﹤0.01% |
613,448
+543,476
| +777% | +$1.65M |
|
1787
InMode
INMD
$949M
| $1.85M | ﹤0.01% |
+85,767
| New | +$1.85M |
|
1788
ACM Research
ACMR
$1.8B
| $1.84M | ﹤0.01% |
+63,234
| New | +$1.84M |
|
|
AGTI
1789
DELISTED
Agiliti, Inc.
AGTI
| $1.84M | ﹤0.01% |
181,882
-10,612
| -6% | -$107K |
|
1790
B. Riley Financial
RILY
$176M
| $1.83M | ﹤0.01% |
86,596
+255
| +0.3% | +$5.4K |
|
1791
Marcus Corp
MCS
$485M
| $1.82M | ﹤0.01% |
127,871
-437
| -0.3% | -$6.23K |
|
1792
Roblox
RBLX
$92.1B
| $1.81M | ﹤0.01% |
47,350
-841
| -2% | -$32.1K |
|
1793
RxSight
RXST
$410M
| $1.8M | ﹤0.01% |
34,928
+26,164
| +299% | +$1.35M |
|
1794
AerCap
AER
$21.7B
| $1.79M | ﹤0.01% |
20,620
-697
| -3% | -$60.6K |
|
1795
iShares North American Natural Resources ETF
IGE
$622M
| $1.77M | ﹤0.01% |
39,325
-66,000
| -63% | -$2.97M |
|
1796
Scotiabank
BNS
$79.4B
| $1.76M | ﹤0.01% |
34,000
-1,700
| -5% | -$88K |
|
1797
Kimco Realty Corporation Depositary Shares, each representing 1/1,000th interest in a share of 7.25% Class N Cumulative Convertible Perpetual Preferred Stock
KIM.PRN
| $1.73M | ﹤0.01% |
+30,778
| New | +$1.73M |
|
1798
ATN International
ATNI
$235M
| $1.69M | ﹤0.01% |
53,604
-1,100
| -2% | -$34.7K |
|
1799
Victory Capital Holdings
VCTR
$4.58B
| $1.68M | ﹤0.01% |
39,623
+11,949
| +43% | +$507K |
|
1800
Vaxcyte
PCVX
$4.15B
| $1.68M | ﹤0.01% |
24,597
+2,589
| +12% | +$177K |
|