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 |
Equinix
EQIX
|
+$313M |
| 2 |
Welltower
WELL
|
+$213M |
| 3 |
Brookfield
BN
|
+$162M |
| 4 |
MSCI
MSCI
|
+$146M |
| 5 |
Extra Space Storage
EXR
|
+$143M |
Top Sells
| 1 |
BKI
Black Knight, Inc. Common Stock
BKI
|
+$373M |
| 2 |
Moody's
MCO
|
+$178M |
| 3 |
Dollar General
DG
|
+$169M |
| 4 |
CubeSmart
CUBE
|
+$166M |
| 5 |
Equity Lifestyle Properties
ELS
|
+$156M |
Sector Composition
| 1 | Technology | 17.98% |
| 2 | Financials | 15.34% |
| 3 | Real Estate | 15.22% |
| 4 | Consumer Discretionary | 11.31% |
| 5 | Industrials | 11.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1851
Liberty Live Group Series A
LLYVA
$8.99B
| $927K | ﹤0.01% |
+29,034
| New | +$927K |
|
1852
iShares MSCI EAFE Small-Cap ETF
SCZ
$10.8B
| $920K | ﹤0.01% |
16,296
-554
| -3% | -$31.3K |
|
1853
W.P. Carey
WPC
$14.8B
| $901K | ﹤0.01% |
17,010
+884
| +5% | +$46.8K |
|
1854
SS&C Technologies
SSNC
$21.6B
| $897K | ﹤0.01% |
17,079
-390
| -2% | -$20.5K |
|
1855
Brown-Forman Class A
BF.A
$13.2B
| $893K | ﹤0.01% |
15,374
-1,227
| -7% | -$71.3K |
|
1856
Albertsons Companies
ACI
$10.4B
| $885K | ﹤0.01% |
38,903
+2,287
| +6% | +$52K |
|
1857
Vita Coco
COCO
$2.19B
| $876K | ﹤0.01% |
33,650
-2,901
| -8% | -$75.5K |
|
1858
BILL Holdings
BILL
$5.38B
| $875K | ﹤0.01% |
8,062
+421
| +6% | +$45.7K |
|
1859
Unity
U
$18.2B
| $870K | ﹤0.01% |
27,726
+1,218
| +5% | +$38.2K |
|
1860
Tradeweb Markets
TW
$25.3B
| $867K | ﹤0.01% |
10,812
+470
| +5% | +$37.7K |
|
1861
Invesco S&P 500 Equal Weight ETF
RSP
$74.2B
| $853K | ﹤0.01% |
6,001
| – | – |
|
1862
Allogene Therapeutics
ALLO
$246M
| $844K | ﹤0.01% |
266,154
+4,531
| +2% | +$14.4K |
|
1863
International Seaways
INSW
$2.28B
| $844K | ﹤0.01% |
18,747
+6,628
| +55% | +$298K |
|
1864
Kadant
KAI
$3.75B
| $837K | ﹤0.01% |
3,713
+728
| +24% | +$164K |
|
1865
Rush Enterprises Class A
RUSHA
$4.42B
| $836K | ﹤0.01% |
20,483
+6,311
| +45% | +$258K |
|
1866
Champion Homes, Inc.
SKY
$4.19B
| $835K | ﹤0.01% |
13,101
+2,866
| +28% | +$183K |
|
1867
Tronox
TROX
$755M
| $830K | ﹤0.01% |
61,756
+22,021
| +55% | +$296K |
|
1868
Toast
TOST
$23.3B
| $821K | ﹤0.01% |
43,809
-197,013
| -82% | -$3.69M |
|
|
CSW
1869
CSW Industrials, Inc.
CSW
$4.24B
| $805K | ﹤0.01% |
4,594
+956
| +26% | +$168K |
|
1870
Imperial Oil
IMO
$46.6B
| $801K | ﹤0.01% |
12,943
-1,400
| -10% | -$86.6K |
|
1871
Royalty Pharma
RPRX
$15.6B
| $792K | ﹤0.01% |
29,179
+1,514
| +5% | +$41.1K |
|
1872
Elastic
ESTC
$9.56B
| $782K | ﹤0.01% |
9,624
+334
| +4% | +$27.1K |
|
1873
iShares US Treasury Bond ETF
GOVT
$28.2B
| $782K | ﹤0.01% |
35,463
-5,774
| -14% | -$127K |
|
1874
Kiniksa Pharmaceuticals
KNSA
$2.68B
| $777K | ﹤0.01% |
+44,724
| New | +$777K |
|
1875
Empire State Realty Trust
ESRT
$1.3B
| $773K | ﹤0.01% |
96,162
+32,606
| +51% | +$262K |
|