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 | |
|---|---|---|---|---|---|---|
2126
V2X
VVX
$1.72B
| $230K | ﹤0.01% |
+4,453
| New | +$230K |
|
2127
Amneal Pharmaceuticals
AMRX
$3.11B
| $230K | ﹤0.01% |
54,432
+5,092
| +10% | +$21.5K |
|
2128
Beazer Homes USA
BZH
$749M
| $227K | ﹤0.01% |
+9,116
| New | +$227K |
|
2129
Hovnanian Enterprises
HOV
$868M
| $227K | ﹤0.01% |
+2,233
| New | +$227K |
|
2130
RLJ Lodging Trust
RLJ
$1.14B
| $226K | ﹤0.01% |
23,056
+6,155
| +36% | +$60.3K |
|
2131
Malibu Boats
MBUU
$626M
| $226K | ﹤0.01% |
4,604
+906
| +24% | +$44.4K |
|
2132
Bumble
BMBL
$689M
| $225K | ﹤0.01% |
15,048
+4,254
| +39% | +$63.5K |
|
|
VERV
2133
DELISTED
Verve Therapeutics
VERV
| $223K | ﹤0.01% |
16,847
+2,566
| +18% | +$34K |
|
2134
Ramaco Resources Class A
METC
$1.68B
| $222K | ﹤0.01% |
20,900
+7,138
| +52% | +$75.9K |
|
|
PETQ
2135
DELISTED
PetIQ, Inc. Class A Common Stock
PETQ
| $221K | ﹤0.01% |
+11,239
| New | +$221K |
|
2136
Mirion Technologies
MIR
$5.09B
| $221K | ﹤0.01% |
29,620
+8,335
| +39% | +$62.3K |
|
|
DO
2137
DELISTED
Diamond Offshore Drilling, Inc.
DO
| $221K | ﹤0.01% |
15,070
+4,260
| +39% | +$62.5K |
|
2138
Acco Brands
ACCO
$361M
| $219K | ﹤0.01% |
38,100
+12,497
| +49% | +$71.7K |
|
2139
Pegasystems
PEGA
$9.75B
| $219K | ﹤0.01% |
10,070
+1,054
| +12% | +$22.9K |
|
2140
Day One Biopharmaceuticals
DAWN
$759M
| $218K | ﹤0.01% |
17,781
+1,569
| +10% | +$19.3K |
|
2141
Smith & Wesson
SWBI
$390M
| $217K | ﹤0.01% |
16,789
+5,483
| +48% | +$70.8K |
|
2142
1st Source
SRCE
$1.57B
| $216K | ﹤0.01% |
+5,137
| New | +$216K |
|
|
DOYU
2143
DouYu International Holdings
DOYU
$241M
| $216K | ﹤0.01% |
22,182
+1,479
| +7% | +$14.4K |
|
2144
Upstart Holdings
UPST
$6.63B
| $215K | ﹤0.01% |
7,534
-979
| -12% | -$27.9K |
|
|
PFC
2145
DELISTED
Premier Financial Corp. Common Stock
PFC
| $215K | ﹤0.01% |
+12,595
| New | +$215K |
|
2146
Surgery Partners
SGRY
$2.81B
| $215K | ﹤0.01% |
7,340
-539
| -7% | -$15.8K |
|
2147
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.43B
| $214K | ﹤0.01% |
3,258
| – | – |
|
|
DNB
2148
DELISTED
Dun & Bradstreet
DNB
| $214K | ﹤0.01% |
21,433
+1,127
| +6% | +$11.3K |
|
|
FNA
2149
DELISTED
Paragon 28, Inc.
FNA
| $213K | ﹤0.01% |
16,943
-33
| -0.2% | -$414 |
|
2150
Montauk Renewables
MNTK
$285M
| $213K | ﹤0.01% |
23,328
+4,931
| +27% | +$44.9K |
|