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 | |
|---|---|---|---|---|---|---|
1876
Ramaco Resources Class A
METC
$1.72B
| $922K | ﹤0.01% |
56,570
+29,773
| +111% | +$485K |
|
1877
Toast
TOST
$23.3B
| $921K | ﹤0.01% |
36,947
+345
| +0.9% | +$8.6K |
|
1878
TFI International
TFII
$7.7B
| $910K | ﹤0.01% |
5,700
| – | – |
|
1879
Twilio
TWLO
$16B
| $907K | ﹤0.01% |
14,835
-84,924
| -85% | -$5.19M |
|
1880
ADMA Biologics
ADMA
$3.76B
| $899K | ﹤0.01% |
136,260
-22,374
| -14% | -$148K |
|
1881
Ardelyx
ARDX
$1.6B
| $897K | ﹤0.01% |
122,811
+95,361
| +347% | +$696K |
|
1882
iShares US Treasury Bond ETF
GOVT
$28.2B
| $888K | ﹤0.01% |
38,988
-944
| -2% | -$21.5K |
|
1883
Schwab U.S Small- Cap ETF
SCHA
$18.7B
| $882K | ﹤0.01% |
35,844
+8,706
| +32% | +$214K |
|
1884
iShares Russell 2500 ETF
SMMD
$1.65B
| $881K | ﹤0.01% |
13,433
+3,005
| +29% | +$197K |
|
1885
Empire State Realty Trust
ESRT
$1.3B
| $877K | ﹤0.01% |
86,584
-39,625
| -31% | -$401K |
|
1886
Enact Holdings
ACT
$5.71B
| $874K | ﹤0.01% |
28,031
+16,381
| +141% | +$511K |
|
1887
ACV Auctions
ACVA
$1.8B
| $873K | ﹤0.01% |
46,513
+31,827
| +217% | +$597K |
|
1888
IMAX
IMAX
$1.67B
| $871K | ﹤0.01% |
+53,844
| New | +$871K |
|
1889
DHT Holdings
DHT
$1.94B
| $863K | ﹤0.01% |
75,017
+57,606
| +331% | +$662K |
|
1890
Napco Security Technologies
NSSC
$1.43B
| $854K | ﹤0.01% |
21,273
+2,277
| +12% | +$91.4K |
|
1891
HEICO
HEI
$44.1B
| $851K | ﹤0.01% |
4,457
-4,030
| -47% | -$770K |
|
|
SWTX
1892
DELISTED
SpringWorks Therapeutics
SWTX
| $834K | ﹤0.01% |
16,944
+824
| +5% | +$40.6K |
|
1893
UiPath
PATH
$6.21B
| $834K | ﹤0.01% |
36,772
+622
| +2% | +$14.1K |
|
1894
Guidewire Software
GWRE
$21.3B
| $829K | ﹤0.01% |
7,105
+1,708
| +32% | +$199K |
|
1895
Rocket Pharmaceuticals
RCKT
$343M
| $829K | ﹤0.01% |
30,774
+12,811
| +71% | +$345K |
|
1896
Open Text
OTEX
$8.93B
| $823K | ﹤0.01% |
21,200
-18,400
| -46% | -$715K |
|
|
HTLF
1897
DELISTED
Heartland Financial USA, Inc.
HTLF
| $817K | ﹤0.01% |
23,256
+5,869
| +34% | +$206K |
|
1898
Southern Copper
SCCO
$82.9B
| $814K | ﹤0.01% |
8,024
+3,076
| +62% | +$312K |
|
1899
Bank of N.T. Butterfield & Son
NTB
$1.88B
| $812K | ﹤0.01% |
25,372
+6,080
| +32% | +$194K |
|
|
PWSC
1900
DELISTED
PowerSchool Holdings, Inc.
PWSC
| $807K | ﹤0.01% |
37,919
-2,140
| -5% | -$45.6K |
|