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 | |
|---|---|---|---|---|---|---|
|
BELFB
1926
Bel Fuse Class B
BELFB
$1.84B
| $563K | ﹤0.01% |
8,631
+823
| +11% | +$53.7K |
|
1927
BlueLinx
BXC
$620M
| $563K | ﹤0.01% |
6,047
+545
| +10% | +$50.7K |
|
1928
Ardmore Shipping
ASC
$500M
| $559K | ﹤0.01% |
24,802
+1,877
| +8% | +$42.3K |
|
1929
TriCo Bancshares
TCBK
$1.49B
| $553K | ﹤0.01% |
13,978
+973
| +7% | +$38.5K |
|
1930
Winmark
WINA
$1.71B
| $549K | ﹤0.01% |
1,558
+110
| +8% | +$38.8K |
|
1931
Zillow
Z
$21.3B
| $547K | ﹤0.01% |
11,800
-1,263
| -10% | -$58.6K |
|
1932
Ceco Environmental
CECO
$1.63B
| $546K | ﹤0.01% |
18,916
+2,439
| +15% | +$70.4K |
|
1933
CRA International
CRAI
$1.28B
| $546K | ﹤0.01% |
3,168
+295
| +10% | +$50.8K |
|
1934
Peoples Bancorp
PEBO
$1.09B
| $543K | ﹤0.01% |
18,112
+1,268
| +8% | +$38K |
|
1935
WillScot Mobile Mini Holdings
WSC
$4.2B
| $543K | ﹤0.01% |
14,433
-2,192
| -13% | -$82.5K |
|
1936
Immersion
IMMR
$223M
| $540K | ﹤0.01% |
57,340
+6,263
| +12% | +$58.9K |
|
1937
XP
XP
$9.8B
| $534K | ﹤0.01% |
30,362
+2,505
| +9% | +$44.1K |
|
1938
Rocket Pharmaceuticals
RCKT
$346M
| $532K | ﹤0.01% |
24,702
-6,072
| -20% | -$131K |
|
1939
JELD-WEN Holding
JELD
$529M
| $529K | ﹤0.01% |
39,274
+3,538
| +10% | +$47.7K |
|
1940
Axsome Therapeutics
AXSM
$6.33B
| $528K | ﹤0.01% |
6,554
-3,219
| -33% | -$259K |
|
1941
Cadre Holdings
CDRE
$1.28B
| $521K | ﹤0.01% |
15,534
+2,442
| +19% | +$82K |
|
1942
SoFi Technologies
SOFI
$31.2B
| $520K | ﹤0.01% |
78,729
-1,921
| -2% | -$12.7K |
|
1943
Globalstar
GSAT
$4.24B
| $516K | ﹤0.01% |
30,711
+2,968
| +11% | +$49.9K |
|
1944
Grab
GRAB
$21.6B
| $514K | ﹤0.01% |
144,649
+11,987
| +9% | +$42.6K |
|
1945
GitLab
GTLB
$8.06B
| $513K | ﹤0.01% |
10,324
+1,314
| +15% | +$65.3K |
|
1946
Nordic American Tanker
NAT
$680M
| $512K | ﹤0.01% |
128,756
+10,171
| +9% | +$40.5K |
|
1947
Nicolet Bankshares
NIC
$2.02B
| $512K | ﹤0.01% |
6,167
+555
| +10% | +$46.1K |
|
1948
Affirm
AFRM
$28.6B
| $512K | ﹤0.01% |
16,947
-2,118
| -11% | -$64K |
|
1949
Schwab US Large- Cap ETF
SCHX
$60B
| $512K | ﹤0.01% |
23,892
+17,862
| +296% | +$383K |
|
1950
Transcat
TRNS
$737M
| $507K | ﹤0.01% |
4,238
+450
| +12% | +$53.9K |
|