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 | |
|---|---|---|---|---|---|---|
1801
CBIZ
CBZ
$3.01B
| $1.64M | ﹤0.01% |
22,143
+2,684
| +14% | +$199K |
|
|
TEN
1802
Tsakos Energy Navigation Ltd.
TEN
$648M
| $1.62M | ﹤0.01% |
55,169
+2,393
| +5% | +$70.1K |
|
1803
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
| $1.61M | ﹤0.01% |
29,578
-1,200
| -4% | -$65.5K |
|
1804
Vanguard Small-Cap ETF
VB
$66.7B
| $1.56M | ﹤0.01% |
7,134
+3,214
| +82% | +$701K |
|
1805
Zscaler
ZS
$43.4B
| $1.53M | ﹤0.01% |
7,978
-63,434
| -89% | -$12.2M |
|
1806
ICF International
ICFI
$1.77B
| $1.53M | ﹤0.01% |
10,290
-390,265
| -97% | -$57.9M |
|
1807
ADMA Biologics
ADMA
$3.76B
| $1.51M | ﹤0.01% |
134,827
-1,433
| -1% | -$16K |
|
1808
Enbridge
ENB
$106B
| $1.5M | ﹤0.01% |
42,061
-1,400
| -3% | -$49.8K |
|
1809
MongoDB
MDB
$27.2B
| $1.48M | ﹤0.01% |
5,935
-20,918
| -78% | -$5.23M |
|
1810
MacroGenics
MGNX
$109M
| $1.48M | ﹤0.01% |
348,421
+3,818
| +1% | +$16.2K |
|
1811
Scotiabank
BNS
$79.4B
| $1.48M | ﹤0.01% |
32,300
-1,700
| -5% | -$77.7K |
|
1812
Designer Brands
DBI
$233M
| $1.47M | ﹤0.01% |
214,555
-7,242
| -3% | -$49.5K |
|
1813
B. Riley Financial
RILY
$176M
| $1.44M | ﹤0.01% |
81,840
-4,756
| -5% | -$83.9K |
|
1814
Coca-Cola Europacific Partners
CCEP
$40.3B
| $1.44M | ﹤0.01% |
19,797
-1,468
| -7% | -$107K |
|
1815
Liberty Live Group Series A
LLYVA
$8.99B
| $1.42M | ﹤0.01% |
37,891
-323
| -0.8% | -$12.1K |
|
1816
Agnico Eagle Mines
AEM
$76.8B
| $1.41M | ﹤0.01% |
21,520
-1,730
| -7% | -$113K |
|
1817
SPDR Bloomberg High Yield Bond ETF
JNK
$8.1B
| $1.39M | ﹤0.01% |
14,753
| – | – |
|
1818
Vaxcyte
PCVX
$4.15B
| $1.39M | ﹤0.01% |
18,415
-6,182
| -25% | -$467K |
|
1819
Silicon Motion
SIMO
$2.84B
| $1.38M | ﹤0.01% |
17,020
+9,909
| +139% | +$803K |
|
1820
Restaurant Brands International
QSR
$20.3B
| $1.37M | ﹤0.01% |
19,468
-1,100
| -5% | -$77.5K |
|
1821
International Seaways
INSW
$2.28B
| $1.33M | ﹤0.01% |
22,462
+2,556
| +13% | +$151K |
|
1822
Napco Security Technologies
NSSC
$1.43B
| $1.32M | ﹤0.01% |
25,315
+4,042
| +19% | +$210K |
|
1823
Invesco KBW Bank ETF
KBWB
$4.93B
| $1.31M | ﹤0.01% |
+24,403
| New | +$1.31M |
|
|
PLYM
1824
Plymouth Industrial REIT
PLYM
$988M
| $1.3M | ﹤0.01% |
60,746
-31,566
| -34% | -$675K |
|
1825
Champion Homes, Inc.
SKY
$4.19B
| $1.29M | ﹤0.01% |
18,972
+1,639
| +9% | +$111K |
|