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 | |
|---|---|---|---|---|---|---|
1901
Roku
ROKU
$14B
| $637K | ﹤0.01% |
8,535
-999
| -10% | -$74.6K |
|
1902
International Money Express
IMXI
$430M
| $633K | ﹤0.01% |
+34,258
| New | +$633K |
|
1903
Dream Finders Homes
DFH
$2.7B
| $633K | ﹤0.01% |
17,472
-1,345
| -7% | -$48.7K |
|
1904
Liberty Broadband Class C
LBRDK
$8.67B
| $630K | ﹤0.01% |
8,151
-609
| -7% | -$47.1K |
|
1905
Ceco Environmental
CECO
$1.67B
| $627K | ﹤0.01% |
22,246
+3,330
| +18% | +$93.9K |
|
1906
QCR Holdings
QCRH
$1.32B
| $615K | ﹤0.01% |
8,306
+834
| +11% | +$61.7K |
|
1907
Affirm
AFRM
$27.6B
| $615K | ﹤0.01% |
15,059
-1,888
| -11% | -$77.1K |
|
1908
Kodiak Gas Services
KGS
$2.9B
| $610K | ﹤0.01% |
+21,020
| New | +$610K |
|
1909
Petrobras
PBR
$82.2B
| $607K | ﹤0.01% |
42,105
-8,167
| -16% | -$118K |
|
1910
Liberty Latin America Class C
LILAK
$1.54B
| $605K | ﹤0.01% |
63,771
-2,498
| -4% | -$23.7K |
|
1911
GeneDx Holdings
WGS
$3.54B
| $604K | ﹤0.01% |
+14,240
| New | +$604K |
|
1912
Aehr Test Systems
AEHR
$790M
| $601K | ﹤0.01% |
46,793
-21,066
| -31% | -$271K |
|
1913
Rivian
RIVN
$16.9B
| $600K | ﹤0.01% |
53,440
-7,780
| -13% | -$87.3K |
|
1914
German American Bancorp
GABC
$1.53B
| $597K | ﹤0.01% |
+15,411
| New | +$597K |
|
1915
Gold Fields
GFI
$33.1B
| $595K | ﹤0.01% |
38,767
+335
| +0.9% | +$5.14K |
|
|
DESP
1916
DELISTED
Despegar.com
DESP
| $591K | ﹤0.01% |
+47,634
| New | +$591K |
|
1917
Revolution Medicines
RVMD
$7.56B
| $587K | ﹤0.01% |
12,947
-11,275
| -47% | -$511K |
|
1918
Hyster-Yale Materials Handling
HY
$637M
| $582K | ﹤0.01% |
+9,120
| New | +$582K |
|
|
PFC
1919
DELISTED
Premier Financial Corp. Common Stock
PFC
| $577K | ﹤0.01% |
24,573
+4,542
| +23% | +$107K |
|
1920
United States Lime & Minerals
USLM
$3.56B
| $571K | ﹤0.01% |
5,844
+1,259
| +27% | +$123K |
|
1921
Casella Waste Systems
CWST
$5.81B
| $570K | ﹤0.01% |
5,733
-1,997
| -26% | -$199K |
|
1922
Ardmore Shipping
ASC
$502M
| $568K | ﹤0.01% |
31,355
+6,553
| +26% | +$119K |
|
1923
Procore
PCOR
$10.3B
| $561K | ﹤0.01% |
9,092
-84
| -0.9% | -$5.18K |
|
|
PLL
1924
DELISTED
Piedmont Lithium
PLL
| $558K | ﹤0.01% |
62,482
-283,179
| -82% | -$2.53M |
|
1925
Transcat
TRNS
$705M
| $557K | ﹤0.01% |
4,611
+373
| +9% | +$45K |
|