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 |
Brookfield
BN
|
$280M |
| 2 |
Canadian National Railway
CNI
|
$221M |
| 3 |
Visa
V
|
$220M |
| 4 |
Canadian Pacific Kansas City
CP
|
$214M |
| 5 |
HEICO Class A
HEI.A
|
$209M |
Top Sells
Sector Composition
| 1 | Technology | 17.56% |
| 2 | Real Estate | 17.45% |
| 3 | Financials | 14.34% |
| 4 | Consumer Discretionary | 11.05% |
| 5 | Industrials | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2101
Upstart Holdings
UPST
$6.44B
| $519K | ﹤0.01% |
4,759
-119
| -2% | -$13K |
|
2102
U-Haul Holding Co
UHAL
$11.2B
| $518K | ﹤0.01% |
8,680
+2,670
| +44% | +$159K |
|
2103
Cushman & Wakefield
CWK
$3.84B
| $517K | ﹤0.01% |
25,196
+1,600
| +7% | +$32.8K |
|
2104
Waterstone Financial
WSBF
$276M
| $517K | ﹤0.01% |
26,743
-13,893
| -34% | -$269K |
|
|
BECN
2105
DELISTED
Beacon Roofing Supply, Inc.
BECN
| $516K | ﹤0.01% |
8,711
+381
| +5% | +$22.6K |
|
|
MNDT
2106
DELISTED
Mandiant, Inc. Common Stock
MNDT
| $515K | ﹤0.01% |
23,073
+4,343
| +23% | +$96.9K |
|
2107
PagerDuty
PD
$1.54B
| $514K | ﹤0.01% |
15,030
+1,070
| +8% | +$36.6K |
|
2108
Restaurant Brands International
QSR
$20.7B
| $513K | ﹤0.01% |
8,776
-96,586
| -92% | -$5.65M |
|
2109
Quanterix
QTRX
$211M
| $513K | ﹤0.01% |
17,590
-12,300
| -41% | -$359K |
|
2110
Teck Resources
TECK
$16.8B
| $512K | ﹤0.01% |
+12,660
| New | +$512K |
|
2111
RBC Bearings
RBC
$12.2B
| $511K | ﹤0.01% |
2,634
-124
| -4% | -$24.1K |
|
2112
OrthoPediatrics
KIDS
$524M
| $510K | ﹤0.01% |
9,446
-3,801
| -29% | -$205K |
|
2113
Kymera Therapeutics
KYMR
$3.11B
| $510K | ﹤0.01% |
12,048
+71
| +0.6% | +$3.01K |
|
2114
1st Source
SRCE
$1.57B
| $510K | ﹤0.01% |
11,022
-5,594
| -34% | -$259K |
|
2115
United Parks & Resorts
PRKS
$2.99B
| $509K | ﹤0.01% |
6,838
-9
| -0.1% | -$670 |
|
|
CTEV
2116
Claritev Corporation
CTEV
$1.15B
| $509K | ﹤0.01% |
2,720
-228
| -8% | -$42.7K |
|
2117
Asana
ASAN
$3.18B
| $506K | ﹤0.01% |
12,664
+1,030
| +9% | +$41.2K |
|
2118
Spirit AeroSystems
SPR
$4.8B
| $504K | ﹤0.01% |
10,315
+1,948
| +23% | +$95.2K |
|
2119
York Water
YORW
$447M
| $504K | ﹤0.01% |
11,216
+2,436
| +28% | +$109K |
|
2120
Chegg
CHGG
$185M
| $500K | ﹤0.01% |
13,773
-195
| -1% | -$7.08K |
|
2121
Axalta
AXTA
$6.89B
| $498K | ﹤0.01% |
20,279
+4,723
| +30% | +$116K |
|
2122
SouthState Bank Corporation
SSB
$10.4B
| $498K | ﹤0.01% |
6,108
+51
| +0.8% | +$4.16K |
|
2123
Upwork
UPWK
$2.15B
| $498K | ﹤0.01% |
21,427
+1,362
| +7% | +$31.7K |
|
|
TCN
2124
DELISTED
Tricon Residential Inc.
TCN
| $495K | ﹤0.01% |
+31,100
| New | +$495K |
|
2125
BWX Technologies
BWXT
$15B
| $491K | ﹤0.01% |
9,118
-24
| -0.3% | -$1.29K |
|