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 |
Equity Residential
EQR
|
+$411M |
| 2 |
Cadence Design Systems
CDNS
|
+$345M |
| 3 |
MSCI
MSCI
|
+$300M |
| 4 |
Equinix
EQIX
|
+$181M |
| 5 |
Gartner
IT
|
+$154M |
Top Sells
| 1 |
Union Pacific
UNP
|
+$403M |
| 2 |
TransDigm Group
TDG
|
+$264M |
| 3 |
AIRC
Apartment Income REIT Corp.
AIRC
|
+$238M |
| 4 |
Essex Property Trust
ESS
|
+$205M |
| 5 |
NVIDIA
NVDA
|
+$184M |
Sector Composition
| 1 | Technology | 20.77% |
| 2 | Financials | 15.31% |
| 3 | Real Estate | 13.85% |
| 4 | Consumer Discretionary | 11.12% |
| 5 | Industrials | 10.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1901
Global E Online
GLBE
$6.24B
| $666K | ﹤0.01% |
18,365
+11,484
| +167% | +$417K |
|
1902
iShares MSCI Mexico ETF
EWW
$1.87B
| $660K | ﹤0.01% |
+11,663
| New | +$660K |
|
1903
Sapiens International
SPNS
$2.4B
| $658K | ﹤0.01% |
19,392
+1,948
| +11% | +$66.1K |
|
|
CNH
1904
CNH Industrial
CNH
$14.1B
| $658K | ﹤0.01% |
64,949
-17,882
| -22% | -$181K |
|
1905
IES Holdings
IESC
$7.51B
| $646K | ﹤0.01% |
4,633
+485
| +12% | +$67.6K |
|
1906
Liberty Latin America Class C
LILAK
$1.55B
| $638K | ﹤0.01% |
66,269
+4,180
| +7% | +$40.2K |
|
|
LGF.B
1907
DELISTED
Lions Gate Entertainment Corp. Class B Non-Voting Shares
LGF.B
| $635K | ﹤0.01% |
74,060
+4,425
| +6% | +$37.9K |
|
1908
PubMatic
PUBM
$370M
| $614K | ﹤0.01% |
30,236
+3,894
| +15% | +$79.1K |
|
1909
Merchants Bancorp
MBIN
$1.44B
| $612K | ﹤0.01% |
15,108
+1,580
| +12% | +$64.1K |
|
1910
Albertsons Companies
ACI
$10.4B
| $610K | ﹤0.01% |
30,865
-5,078
| -14% | -$100K |
|
1911
Procore
PCOR
$10.4B
| $608K | ﹤0.01% |
9,176
+1,179
| +15% | +$78.2K |
|
1912
Brown-Forman Class A
BF.A
$13.2B
| $602K | ﹤0.01% |
13,645
-1,497
| -10% | -$66.1K |
|
1913
Amneal Pharmaceuticals
AMRX
$3.11B
| $594K | ﹤0.01% |
93,566
-16,519
| -15% | -$105K |
|
1914
Integral Ad Science
IAS
$1.41B
| $594K | ﹤0.01% |
61,108
+5,189
| +9% | +$50.4K |
|
|
PDM
1915
Piedmont Realty Trust, Inc.
PDM
$1.07B
| $594K | ﹤0.01% |
81,890
+6,778
| +9% | +$49.1K |
|
1916
Establishment Labs
ESTA
$1.11B
| $593K | ﹤0.01% |
+13,049
| New | +$593K |
|
1917
Orion
OEC
$574M
| $592K | ﹤0.01% |
26,983
+2,790
| +12% | +$61.2K |
|
1918
Crinetics Pharmaceuticals
CRNX
$3.37B
| $591K | ﹤0.01% |
13,205
-1,771
| -12% | -$79.3K |
|
|
GRP.U
1919
Granite Real Estate Investment Trust
GRP.U
$3.47B
| $590K | ﹤0.01% |
11,900
-287,560
| -96% | -$14.2M |
|
1920
Gold Fields
GFI
$33.2B
| $573K | ﹤0.01% |
38,432
-3,445
| -8% | -$51.3K |
|
1921
Metropolitan Bank Holding Corp
MCB
$822M
| $572K | ﹤0.01% |
13,591
+1,456
| +12% | +$61.3K |
|
1922
Roku
ROKU
$13.8B
| $571K | ﹤0.01% |
9,534
-1,355
| -12% | -$81.2K |
|
1923
iRhythm Technologies
IRTC
$5.9B
| $570K | ﹤0.01% |
5,291
-57,301
| -92% | -$6.17M |
|
1924
OceanFirst Financial
OCFC
$1.03B
| $568K | ﹤0.01% |
35,758
+2,794
| +8% | +$44.4K |
|
1925
Beazer Homes USA
BZH
$753M
| $563K | ﹤0.01% |
20,505
+1,771
| +9% | +$48.7K |
|