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 | |
|---|---|---|---|---|---|---|
1951
Herc Holdings
HRI
$4.55B
| $507K | ﹤0.01% |
3,802
-1
| -0% | -$133 |
|
|
AZEK
1952
DELISTED
The AZEK Co
AZEK
| $504K | ﹤0.01% |
11,966
-223
| -2% | -$9.4K |
|
1953
Western Alliance Bancorporation
WAL
$9.91B
| $502K | ﹤0.01% |
7,990
-1,029
| -11% | -$64.6K |
|
1954
Mitek Systems
MITK
$458M
| $501K | ﹤0.01% |
44,843
+5,373
| +14% | +$60.1K |
|
1955
Yext
YEXT
$1.05B
| $500K | ﹤0.01% |
93,516
+9,849
| +12% | +$52.7K |
|
1956
AGNC Investment
AGNC
$10.7B
| $499K | ﹤0.01% |
52,314
-6,426
| -11% | -$61.3K |
|
1957
Workiva
WK
$4.32B
| $498K | ﹤0.01% |
6,823
+137
| +2% | +$10K |
|
1958
Allison Transmission
ALSN
$7.47B
| $498K | ﹤0.01% |
6,561
-1,134
| -15% | -$86.1K |
|
1959
REV Group
REVG
$3.05B
| $498K | ﹤0.01% |
19,990
+4,559
| +30% | +$113K |
|
|
SMAR
1960
DELISTED
Smartsheet Inc.
SMAR
| $497K | ﹤0.01% |
11,272
-1,590
| -12% | -$70.1K |
|
|
CERE
1961
DELISTED
Cerevel Therapeutics Holdings, Inc. Common Stock
CERE
| $497K | ﹤0.01% |
12,146
-15,085
| -55% | -$617K |
|
1962
Apellis Pharmaceuticals
APLS
$3.34B
| $494K | ﹤0.01% |
12,885
-71,719
| -85% | -$2.75M |
|
1963
Dyne Therapeutics
DYN
$1.88B
| $486K | ﹤0.01% |
13,771
-1,632
| -11% | -$57.6K |
|
1964
Dream Finders Homes
DFH
$2.73B
| $486K | ﹤0.01% |
18,817
+2,705
| +17% | +$69.8K |
|
1965
Amalgamated Financial
AMAL
$871M
| $483K | ﹤0.01% |
17,638
+1,755
| +11% | +$48.1K |
|
1966
Inspire Medical Systems
INSP
$2.35B
| $483K | ﹤0.01% |
3,606
-6,336
| -64% | -$848K |
|
|
ENFN
1967
DELISTED
Enfusion, Inc.
ENFN
| $482K | ﹤0.01% |
56,524
+7,611
| +16% | +$64.8K |
|
1968
U-Haul Holding Co Series N
UHAL.B
$9.92B
| $481K | ﹤0.01% |
8,015
-965
| -11% | -$57.9K |
|
1969
Liberty Broadband Class C
LBRDK
$8.71B
| $480K | ﹤0.01% |
8,760
-1,786
| -17% | -$97.9K |
|
1970
Nuvalent
NUVL
$5.71B
| $480K | ﹤0.01% |
6,324
-3,456
| -35% | -$262K |
|
1971
Bright Horizons
BFAM
$6.54B
| $479K | ﹤0.01% |
4,354
-559
| -11% | -$61.5K |
|
1972
Impinj
PI
$5.82B
| $479K | ﹤0.01% |
3,054
-83
| -3% | -$13K |
|
1973
CleanSpark
CLSK
$2.84B
| $477K | ﹤0.01% |
29,937
+7,426
| +33% | +$118K |
|
|
AMK
1974
DELISTED
AssetMark Financial Holdings, Inc.
AMK
| $476K | ﹤0.01% |
13,770
+1,124
| +9% | +$38.8K |
|
1975
Genie Energy
GNE
$401M
| $473K | ﹤0.01% |
32,355
+2,941
| +10% | +$43K |
|