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 |
Martin Marietta Materials
MLM
|
+$379M |
| 2 |
Apple
AAPL
|
+$367M |
| 3 |
Hilton Worldwide
HLT
|
+$330M |
| 4 |
Veeva Systems
VEEV
|
+$266M |
| 5 |
Waste Connections
WCN
|
+$260M |
Top Sells
| 1 |
American Tower
AMT
|
+$612M |
| 2 |
Agilent Technologies
A
|
+$279M |
| 3 |
Aon
AON
|
+$220M |
| 4 |
Progressive
PGR
|
+$199M |
| 5 |
VeriSign
VRSN
|
+$193M |
Sector Composition
| 1 | Technology | 19.83% |
| 2 | Financials | 15.97% |
| 3 | Real Estate | 13.93% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Industrials | 10.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1801
Bank of Montreal
BMO
$90.5B
| $1.59M | ﹤0.01% |
17,600
-5,400
| -23% | -$488K |
|
1802
iShares North American Natural Resources ETF
IGE
$622M
| $1.53M | ﹤0.01% |
34,825
-4,500
| -11% | -$198K |
|
1803
SPDR Bloomberg High Yield Bond ETF
JNK
$8.1B
| $1.53M | ﹤0.01% |
15,612
+859
| +6% | +$84K |
|
1804
Magnite
MGNI
$3.4B
| $1.49M | ﹤0.01% |
107,515
+91,031
| +552% | +$1.26M |
|
1805
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2B
| $1.47M | ﹤0.01% |
+35,254
| New | +$1.47M |
|
1806
International Seaways
INSW
$2.28B
| $1.47M | ﹤0.01% |
28,583
+6,121
| +27% | +$316K |
|
1807
InMode
INMD
$949M
| $1.47M | ﹤0.01% |
86,901
-7,629
| -8% | -$129K |
|
1808
AerCap
AER
$21.7B
| $1.47M | ﹤0.01% |
15,534
-4,114
| -21% | -$390K |
|
1809
Corsair Gaming
CRSR
$929M
| $1.47M | ﹤0.01% |
211,391
-46,034
| -18% | -$320K |
|
1810
Surgery Partners
SGRY
$2.75B
| $1.47M | ﹤0.01% |
+45,552
| New | +$1.47M |
|
1811
IES Holdings
IESC
$7.57B
| $1.45M | ﹤0.01% |
7,269
+2,636
| +57% | +$526K |
|
1812
GigaCloud Technology
GCT
$1.06B
| $1.44M | ﹤0.01% |
+62,760
| New | +$1.44M |
|
1813
ICF International
ICFI
$1.77B
| $1.43M | ﹤0.01% |
8,584
-1,706
| -17% | -$285K |
|
1814
REV Group
REVG
$3.06B
| $1.41M | ﹤0.01% |
50,252
+30,262
| +151% | +$849K |
|
1815
Suzano
SUZ
$11.7B
| $1.4M | ﹤0.01% |
139,568
+17,544
| +14% | +$175K |
|
1816
Argan
AGX
$3.12B
| $1.37M | ﹤0.01% |
+13,539
| New | +$1.37M |
|
|
PLYM
1817
Plymouth Industrial REIT
PLYM
$988M
| $1.36M | ﹤0.01% |
60,092
-654
| -1% | -$14.8K |
|
1818
argenx
ARGX
$46.7B
| $1.36M | ﹤0.01% |
2,500
-461
| -16% | -$250K |
|
1819
Zscaler
ZS
$43.4B
| $1.35M | ﹤0.01% |
7,902
-76
| -1% | -$13K |
|
1820
Carvana
CVNA
$50.4B
| $1.35M | ﹤0.01% |
7,738
-574
| -7% | -$99.9K |
|
1821
Kiniksa Pharmaceuticals
KNSA
$2.68B
| $1.32M | ﹤0.01% |
52,851
-14,100
| -21% | -$352K |
|
1822
ACV Auctions
ACVA
$1.8B
| $1.32M | ﹤0.01% |
64,925
+3,022
| +5% | +$61.4K |
|
1823
Qfin Holdings, Inc. American Depositary Shares
QFIN
$3.73B
| $1.31M | ﹤0.01% |
43,900
-1,061,706
| -96% | -$31.6M |
|
1824
Coca-Cola Europacific Partners
CCEP
$40.3B
| $1.3M | ﹤0.01% |
16,535
-3,262
| -16% | -$257K |
|
1825
Telus
TU
$24.1B
| $1.3M | ﹤0.01% |
77,504
-3,000
| -4% | -$50.4K |
|