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 |
Equinix
EQIX
|
+$313M |
| 2 |
Welltower
WELL
|
+$213M |
| 3 |
Brookfield
BN
|
+$162M |
| 4 |
MSCI
MSCI
|
+$146M |
| 5 |
Extra Space Storage
EXR
|
+$143M |
Top Sells
| 1 |
BKI
Black Knight, Inc. Common Stock
BKI
|
+$373M |
| 2 |
Moody's
MCO
|
+$178M |
| 3 |
Dollar General
DG
|
+$169M |
| 4 |
CubeSmart
CUBE
|
+$166M |
| 5 |
Equity Lifestyle Properties
ELS
|
+$156M |
Sector Composition
| 1 | Technology | 17.98% |
| 2 | Financials | 15.34% |
| 3 | Real Estate | 15.22% |
| 4 | Consumer Discretionary | 11.31% |
| 5 | Industrials | 11.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2051
Gray Television
GTN
$597M
| $313K | ﹤0.01% |
45,194
+14,951
| +49% | +$103K |
|
2052
Ero Copper
ERO
$1.63B
| $312K | ﹤0.01% |
18,000
-815,300
| -98% | -$14.1M |
|
2053
Funko
FNKO
$182M
| $310K | ﹤0.01% |
40,578
+2,384
| +6% | +$18.2K |
|
2054
Plug Power
PLUG
$1.63B
| $310K | ﹤0.01% |
40,818
+2,124
| +5% | +$16.1K |
|
2055
RingCentral
RNG
$2.88B
| $310K | ﹤0.01% |
10,450
+737
| +8% | +$21.8K |
|
2056
International Money Express
IMXI
$430M
| $310K | ﹤0.01% |
18,284
+5,041
| +38% | +$85.3K |
|
2057
OceanFirst Financial
OCFC
$1.03B
| $309K | ﹤0.01% |
21,334
+6,846
| +47% | +$99.1K |
|
|
LSXMK
2058
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $308K | ﹤0.01% |
12,085
-2,706
| -18% | -$68.9K |
|
2059
First Interstate BancSystem
FIBK
$3.41B
| $306K | ﹤0.01% |
12,250
-418,829
| -97% | -$10.4M |
|
2060
White Mountains Insurance
WTM
$4.62B
| $305K | ﹤0.01% |
204
+21
| +11% | +$31.4K |
|
2061
Armstrong World Industries
AWI
$8.4B
| $304K | ﹤0.01% |
4,219
+295
| +8% | +$21.2K |
|
2062
Transcat
TRNS
$736M
| $302K | ﹤0.01% |
3,084
+731
| +31% | +$71.6K |
|
2063
Open Lending Corp
LPRO
$264M
| $296K | ﹤0.01% |
40,467
+9,454
| +30% | +$69.2K |
|
2064
IAC Inc
IAC
$2.88B
| $296K | ﹤0.01% |
7,152
+172
| +2% | +$7.11K |
|
2065
Peoples Bancorp
PEBO
$1.09B
| $295K | ﹤0.01% |
11,632
+3,796
| +48% | +$96.3K |
|
2066
Zentalis Pharmaceuticals
ZNTL
$115M
| $294K | ﹤0.01% |
14,640
+559
| +4% | +$11.2K |
|
2067
Weis Markets
WMK
$1.76B
| $292K | ﹤0.01% |
4,627
+1,457
| +46% | +$91.8K |
|
|
AYX
2068
DELISTED
Alteryx, Inc.
AYX
| $290K | ﹤0.01% |
7,694
+742
| +11% | +$28K |
|
|
HUYA
2069
Huya Inc
HUYA
$783M
| $290K | ﹤0.01% |
102,011
+5,595
| +6% | +$15.9K |
|
2070
Eastern Bankshares
EBC
$3.4B
| $288K | ﹤0.01% |
22,928
+6,460
| +39% | +$81K |
|
2071
Rapid7
RPD
$1.32B
| $287K | ﹤0.01% |
6,271
-816
| -12% | -$37.4K |
|
|
EQC
2072
DELISTED
Equity Commonwealth
EQC
| $286K | ﹤0.01% |
15,545
+4,394
| +39% | +$80.7K |
|
2073
TriCo Bancshares
TCBK
$1.48B
| $281K | ﹤0.01% |
+8,781
| New | +$281K |
|
2074
TG Therapeutics
TGTX
$5.08B
| $281K | ﹤0.01% |
33,640
-18,439
| -35% | -$154K |
|
2075
Target Hospitality
TH
$869M
| $281K | ﹤0.01% |
17,685
+4,695
| +36% | +$74.6K |
|