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 | |
|---|---|---|---|---|---|---|
1876
Rush Street Interactive
RSI
$2.01B
| $843K | ﹤0.01% |
77,658
+67,388
| +656% | +$731K |
|
1877
Blue Owl Capital
OWL
$12.1B
| $836K | ﹤0.01% |
43,157
-363,675
| -89% | -$7.04M |
|
1878
Enterprise Financial Services Corp
EFSC
$2.27B
| $827K | ﹤0.01% |
16,124
-3,268
| -17% | -$168K |
|
1879
Arhaus
ARHS
$1.56B
| $814K | ﹤0.01% |
+66,089
| New | +$814K |
|
1880
Delcath Systems
DCTH
$389M
| $808K | ﹤0.01% |
+89,447
| New | +$808K |
|
1881
AvePoint
AVPT
$3.34B
| $799K | ﹤0.01% |
67,862
-18,862
| -22% | -$222K |
|
1882
BCE
BCE
$22.5B
| $790K | ﹤0.01% |
22,700
-1,723,285
| -99% | -$60M |
|
1883
Madison Square Garden
MSGE
$2.03B
| $788K | ﹤0.01% |
+18,532
| New | +$788K |
|
1884
Napco Security Technologies
NSSC
$1.43B
| $784K | ﹤0.01% |
19,386
-5,929
| -23% | -$240K |
|
1885
CRA International
CRAI
$1.27B
| $782K | ﹤0.01% |
4,459
+1,291
| +41% | +$226K |
|
1886
Paysafe
PSFE
$820M
| $764K | ﹤0.01% |
+34,076
| New | +$764K |
|
1887
Twilio
TWLO
$16B
| $759K | ﹤0.01% |
11,643
-1,746
| -13% | -$114K |
|
1888
Amneal Pharmaceuticals
AMRX
$3.08B
| $737K | ﹤0.01% |
88,622
-4,944
| -5% | -$41.1K |
|
1889
Petco
WOOF
$1B
| $728K | ﹤0.01% |
+159,892
| New | +$728K |
|
1890
BrightView Holdings
BV
$1.31B
| $723K | ﹤0.01% |
+45,929
| New | +$723K |
|
1891
Royalty Pharma
RPRX
$15.6B
| $719K | ﹤0.01% |
25,409
-3,704
| -13% | -$105K |
|
1892
Cadre Holdings
CDRE
$1.28B
| $698K | ﹤0.01% |
18,390
+2,856
| +18% | +$108K |
|
1893
Latham Group
SWIM
$911M
| $697K | ﹤0.01% |
+102,446
| New | +$697K |
|
|
GRP.U
1894
Granite Real Estate Investment Trust
GRP.U
$3.47B
| $695K | ﹤0.01% |
11,500
-400
| -3% | -$24.2K |
|
|
UMH
1895
UMH Properties
UMH
$1.28B
| $675K | ﹤0.01% |
+34,314
| New | +$675K |
|
1896
1st Source
SRCE
$1.56B
| $664K | ﹤0.01% |
+11,095
| New | +$664K |
|
1897
Zillow
Z
$20.8B
| $662K | ﹤0.01% |
10,365
-1,435
| -12% | -$91.6K |
|
1898
Qiagen
QGEN
$9.98B
| $659K | ﹤0.01% |
14,062
-1,918
| -12% | -$89.9K |
|
1899
Barrett Business Services
BBSI
$1.18B
| $649K | ﹤0.01% |
17,300
+3,960
| +30% | +$149K |
|
|
SMAR
1900
DELISTED
Smartsheet Inc.
SMAR
| $639K | ﹤0.01% |
11,538
+266
| +2% | +$14.7K |
|