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 | |
|---|---|---|---|---|---|---|
1976
Winmark
WINA
$1.76B
| $524K | ﹤0.01% |
1,448
+674
| +87% | +$244K |
|
1977
PTC Therapeutics
PTCT
$4.63B
| $517K | ﹤0.01% |
17,764
+290
| +2% | +$8.44K |
|
1978
MiMedx Group
MDXG
$1.02B
| $508K | ﹤0.01% |
66,000
-116,526
| -64% | -$897K |
|
1979
Forestar Group
FOR
$1.4B
| $508K | ﹤0.01% |
+12,634
| New | +$508K |
|
1980
Wayfair
W
$11.3B
| $508K | ﹤0.01% |
7,479
+1,125
| +18% | +$76.4K |
|
1981
IES Holdings
IESC
$7.57B
| $505K | ﹤0.01% |
+4,148
| New | +$505K |
|
1982
Yext
YEXT
$1.04B
| $505K | ﹤0.01% |
83,667
+71,196
| +571% | +$429K |
|
1983
Peoples Bancorp
PEBO
$1.09B
| $499K | ﹤0.01% |
16,844
+3,453
| +26% | +$102K |
|
1984
Evolent Health
EVH
$1.07B
| $496K | ﹤0.01% |
15,114
+2,398
| +19% | +$78.6K |
|
|
SMAR
1985
DELISTED
Smartsheet Inc.
SMAR
| $495K | ﹤0.01% |
12,862
-638
| -5% | -$24.6K |
|
1986
Schwab US Large- Cap ETF
SCHX
$59.8B
| $494K | ﹤0.01% |
6,030
-17,862
| -75% | -$1.46M |
|
1987
Franklin FTSE India ETF
FLIN
$2.47B
| $488K | ﹤0.01% |
13,248
+3,414
| +35% | +$126K |
|
1988
Evolus
EOLS
$475M
| $487K | ﹤0.01% |
34,785
+20,391
| +142% | +$285K |
|
1989
Kymera Therapeutics
KYMR
$3.11B
| $486K | ﹤0.01% |
12,098
+547
| +5% | +$22K |
|
1990
Nicolet Bankshares
NIC
$2B
| $483K | ﹤0.01% |
+5,612
| New | +$483K |
|
1991
ZipRecruiter
ZIP
$404M
| $479K | ﹤0.01% |
41,688
-15,830
| -28% | -$182K |
|
1992
OneMain Financial
OMF
$7.22B
| $479K | ﹤0.01% |
9,368
-98,617
| -91% | -$5.04M |
|
1993
TriCo Bancshares
TCBK
$1.48B
| $478K | ﹤0.01% |
13,005
+3,460
| +36% | +$127K |
|
1994
CleanSpark
CLSK
$2.82B
| $477K | ﹤0.01% |
22,511
+3,810
| +20% | +$80.8K |
|
1995
Cadre Holdings
CDRE
$1.28B
| $474K | ﹤0.01% |
+13,092
| New | +$474K |
|
|
BELFB
1996
Bel Fuse Class B
BELFB
$1.84B
| $471K | ﹤0.01% |
+7,808
| New | +$471K |
|
1997
Keros Therapeutics
KROS
$636M
| $468K | ﹤0.01% |
7,063
+574
| +9% | +$38K |
|
1998
Metropolitan Bank Holding Corp
MCB
$813M
| $467K | ﹤0.01% |
+12,135
| New | +$467K |
|
1999
Alight
ALIT
$1.89B
| $466K | ﹤0.01% |
47,350
-4,895
| -9% | -$48.2K |
|
2000
Hovnanian Enterprises
HOV
$869M
| $466K | ﹤0.01% |
2,971
+313
| +12% | +$49.1K |
|