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 | |
|---|---|---|---|---|---|---|
1901
Qiagen
QGEN
$9.98B
| $804K | ﹤0.01% |
18,174
+4,467
| +33% | +$198K |
|
1902
Brown-Forman Class A
BF.A
$13.2B
| $802K | ﹤0.01% |
15,142
-694
| -4% | -$36.7K |
|
1903
Axsome Therapeutics
AXSM
$6.19B
| $780K | ﹤0.01% |
9,773
+276
| +3% | +$22K |
|
1904
Tenable Holdings
TENB
$3.63B
| $774K | ﹤0.01% |
15,654
+2,459
| +19% | +$122K |
|
1905
WillScot Mobile Mini Holdings
WSC
$4.17B
| $773K | ﹤0.01% |
16,625
+2,513
| +18% | +$117K |
|
1906
Petrobras
PBR
$82.2B
| $772K | ﹤0.01% |
+50,726
| New | +$772K |
|
1907
Albertsons Companies
ACI
$10.4B
| $771K | ﹤0.01% |
35,943
+6,399
| +22% | +$137K |
|
1908
JELD-WEN Holding
JELD
$537M
| $759K | ﹤0.01% |
35,736
+335
| +0.9% | +$7.11K |
|
1909
Vita Coco
COCO
$2.19B
| $757K | ﹤0.01% |
31,004
+7,330
| +31% | +$179K |
|
1910
10x Genomics
TXG
$1.57B
| $752K | ﹤0.01% |
20,027
-1,441
| -7% | -$54.1K |
|
1911
Casella Waste Systems
CWST
$5.81B
| $751K | ﹤0.01% |
7,595
+1,062
| +16% | +$105K |
|
1912
Ultragenyx Pharmaceutical
RARE
$3.02B
| $746K | ﹤0.01% |
15,977
-730
| -4% | -$34.1K |
|
1913
Red Rock Resorts
RRR
$3.66B
| $740K | ﹤0.01% |
12,377
-4,224
| -25% | -$253K |
|
1914
Nuvalent
NUVL
$5.66B
| $734K | ﹤0.01% |
9,780
+6
| +0.1% | +$451 |
|
1915
Cenovus Energy
CVE
$30.7B
| $729K | ﹤0.01% |
+36,450
| New | +$729K |
|
1916
Enterprise Financial Services Corp
EFSC
$2.27B
| $726K | ﹤0.01% |
17,904
+2,276
| +15% | +$92.3K |
|
1917
BlueLinx
BXC
$628M
| $717K | ﹤0.01% |
5,502
-971
| -15% | -$126K |
|
1918
XP
XP
$9.83B
| $715K | ﹤0.01% |
27,857
+5,837
| +27% | +$150K |
|
1919
Affirm
AFRM
$27.6B
| $710K | ﹤0.01% |
19,065
+4,868
| +34% | +$181K |
|
1920
Roku
ROKU
$14B
| $710K | ﹤0.01% |
10,889
+2,512
| +30% | +$164K |
|
1921
Dream Finders Homes
DFH
$2.7B
| $705K | ﹤0.01% |
+16,112
| New | +$705K |
|
1922
Unity
U
$18.2B
| $701K | ﹤0.01% |
26,269
+2,999
| +13% | +$80.1K |
|
1923
Crinetics Pharmaceuticals
CRNX
$3.3B
| $701K | ﹤0.01% |
14,976
-909
| -6% | -$42.6K |
|
1924
SiteOne Landscape Supply
SITE
$6.39B
| $693K | ﹤0.01% |
3,972
+571
| +17% | +$99.7K |
|
1925
Kforce
KFRC
$550M
| $690K | ﹤0.01% |
9,784
-488
| -5% | -$34.4K |
|