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 | |
|---|---|---|---|---|---|---|
2126
Magnite
MGNI
$3.49B
| $219K | ﹤0.01% |
16,484
-153
| -0.9% | -$2.03K |
|
2127
Coeur Mining
CDE
$9.16B
| $218K | ﹤0.01% |
38,743
-2,247
| -5% | -$12.6K |
|
2128
Definitive Healthcare
DH
$424M
| $218K | ﹤0.01% |
39,856
+3,874
| +11% | +$21.2K |
|
2129
Liberty Global Class A
LBTYA
$3.99B
| $215K | ﹤0.01% |
+12,336
| New | +$215K |
|
2130
LSI Industries
LYTS
$687M
| $214K | ﹤0.01% |
14,793
+1,398
| +10% | +$20.2K |
|
2131
nCino
NCNO
$3.52B
| $214K | ﹤0.01% |
6,792
+915
| +16% | +$28.8K |
|
2132
First Interstate BancSystem
FIBK
$3.44B
| $213K | ﹤0.01% |
7,686
-1,814
| -19% | -$50.4K |
|
2133
Eastern Bankshares
EBC
$3.44B
| $213K | ﹤0.01% |
15,240
-2,559
| -14% | -$35.8K |
|
2134
Expro
XPRO
$1.42B
| $213K | ﹤0.01% |
9,286
-1,603
| -15% | -$36.7K |
|
2135
Liberty Latin America Class A
LILA
$1.55B
| $213K | ﹤0.01% |
22,129
+1,523
| +7% | +$14.6K |
|
2136
Covenant Logistics
CVLG
$589M
| $212K | ﹤0.01% |
+8,594
| New | +$212K |
|
2137
Array Technologies
ARRY
$1.28B
| $212K | ﹤0.01% |
20,631
+253
| +1% | +$2.6K |
|
2138
PAR Technology
PAR
$1.92B
| $211K | ﹤0.01% |
+4,482
| New | +$211K |
|
2139
Core Scientific
CORZ
$4.5B
| $211K | ﹤0.01% |
+22,673
| New | +$211K |
|
2140
OneSpaWorld
OSW
$2.28B
| $209K | ﹤0.01% |
13,572
+2,350
| +21% | +$36.1K |
|
|
DNB
2141
DELISTED
Dun & Bradstreet
DNB
| $205K | ﹤0.01% |
22,110
-738
| -3% | -$6.83K |
|
2142
Accel Entertainment
ACEL
$945M
| $205K | ﹤0.01% |
19,938
+1,519
| +8% | +$15.6K |
|
2143
Teekay
TK
$721M
| $203K | ﹤0.01% |
22,680
+501
| +2% | +$4.49K |
|
2144
Cricut
CRCT
$1.3B
| $203K | ﹤0.01% |
33,899
+3,034
| +10% | +$18.2K |
|
|
EQC
2145
DELISTED
Equity Commonwealth
EQC
| $201K | ﹤0.01% |
10,371
-1,378
| -12% | -$26.7K |
|
2146
Alphatec Holdings
ATEC
$2.4B
| $195K | ﹤0.01% |
18,694
-301,836
| -94% | -$3.15M |
|
2147
Warby Parker
WRBY
$3.23B
| $189K | ﹤0.01% |
11,779
+202
| +2% | +$3.24K |
|
2148
IonQ
IONQ
$12.6B
| $188K | ﹤0.01% |
26,801
+7,744
| +41% | +$54.4K |
|
2149
Health Catalyst
HCAT
$233M
| $188K | ﹤0.01% |
29,469
+1,907
| +7% | +$12.2K |
|
2150
Pangaea Logistics
PANL
$359M
| $188K | ﹤0.01% |
24,047
+1,514
| +7% | +$11.9K |
|