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 |
CoStar Group
CSGP
|
$466M |
| 2 |
Broadstone Net Lease
BNL
|
$266M |
| 3 |
Tyler Technologies
TYL
|
$250M |
| 4 |
Marriott Vacations Worldwide
VAC
|
$229M |
| 5 |
Equinix
EQIX
|
$187M |
Top Sells
| 1 |
Motorola Solutions
MSI
|
$335M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
$318M |
| 3 |
Prologis
PLD
|
$309M |
| 4 |
Gartner
IT
|
$290M |
| 5 |
CBRE Group
CBRE
|
$214M |
Sector Composition
| 1 | Technology | 18.71% |
| 2 | Real Estate | 16% |
| 3 | Financials | 14.9% |
| 4 | Consumer Discretionary | 12.38% |
| 5 | Industrials | 9.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2201
Opendoor
OPEN
$4.89B
| $532K | ﹤0.01% |
+30,023
| New | +$532K |
|
2202
iShares Core Dividend Growth ETF
DGRO
$33.7B
| $524K | ﹤0.01% |
+10,399
| New | +$524K |
|
|
CLDR
2203
DELISTED
Cloudera, Inc.
CLDR
| $523K | ﹤0.01% |
32,995
+877
| +3% | +$13.9K |
|
2204
Antero Resources
AR
$10.1B
| $520K | ﹤0.01% |
34,567
+10,011
| +41% | +$151K |
|
|
CSOD
2205
DELISTED
Cornerstone OnDemand, Inc.
CSOD
| $520K | ﹤0.01% |
10,072
-91,954
| -90% | -$4.75M |
|
2206
Seaboard Corp
SEB
$3.78B
| $515K | ﹤0.01% |
133
+1
| +0.8% | +$3.87K |
|
2207
Dolby
DLB
$6.96B
| $511K | ﹤0.01% |
5,199
+505
| +11% | +$49.6K |
|
2208
Fastly
FSLY
$1.1B
| $510K | ﹤0.01% |
8,561
-304
| -3% | -$18.1K |
|
2209
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$3.51B
| $508K | ﹤0.01% |
9,048
+1,237
| +16% | +$69.5K |
|
2210
Hecla Mining
HL
$6.04B
| $508K | ﹤0.01% |
68,335
+15,545
| +29% | +$116K |
|
2211
Hovnanian Enterprises
HOV
$908M
| $508K | ﹤0.01% |
+4,784
| New | +$508K |
|
2212
International Seaways
INSW
$2.31B
| $508K | ﹤0.01% |
26,467
-1,065
| -4% | -$20.4K |
|
2213
Riot Platforms
RIOT
$4.91B
| $508K | ﹤0.01% |
+13,481
| New | +$508K |
|
|
NARI
2214
DELISTED
Inari Medical, Inc. Common Stock
NARI
| $507K | ﹤0.01% |
5,434
-8,685
| -62% | -$810K |
|
2215
Accuray
ARAY
$170M
| $506K | ﹤0.01% |
111,835
+91,106
| +440% | +$412K |
|
|
MIME
2216
DELISTED
Mimecast Limited
MIME
| $506K | ﹤0.01% |
9,538
-2,957
| -24% | -$157K |
|
2217
Bandwidth Inc
BAND
$473M
| $504K | ﹤0.01% |
3,651
-29,092
| -89% | -$4.02M |
|
|
TMX
2218
DELISTED
Terminix Global Holdings, Inc.
TMX
| $496K | ﹤0.01% |
10,392
+1,347
| +15% | +$64.3K |
|
2219
Merchants Bancorp
MBIN
$1.51B
| $494K | ﹤0.01% |
+18,872
| New | +$494K |
|
|
KBAL
2220
DELISTED
Kimball International
KBAL
| $492K | ﹤0.01% |
37,384
+22,417
| +150% | +$295K |
|
|
IGMS
2221
DELISTED
IGM Biosciences
IGMS
| $489K | ﹤0.01% |
5,883
+500
| +9% | +$41.6K |
|
2222
Casella Waste Systems
CWST
$6.01B
| $488K | ﹤0.01% |
7,696
-1,979
| -20% | -$125K |
|
2223
Erie Indemnity
ERIE
$17.5B
| $486K | ﹤0.01% |
2,516
+153
| +6% | +$29.6K |
|
2224
Herbalife
HLF
$1.02B
| $484K | ﹤0.01% |
9,188
+2,509
| +38% | +$132K |
|
|
WBT
2225
DELISTED
Welbilt, Inc.
WBT
| $484K | ﹤0.01% |
20,905
-126,615
| -86% | -$2.93M |
|