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 | |
|---|---|---|---|---|---|---|
|
NEWR
2201
DELISTED
New Relic, Inc.
NEWR
| $342K | ﹤0.01% |
5,110
-479
| -9% | -$32.1K |
|
2202
Procore
PCOR
$10.5B
| $339K | ﹤0.01% |
5,849
+84
| +1% | +$4.87K |
|
2203
Schwab US Dividend Equity ETF
SCHD
$71.8B
| $339K | ﹤0.01% |
+12,906
| New | +$339K |
|
2204
A-Mark Precious Metals
AMRK
$587M
| $338K | ﹤0.01% |
8,728
-4,550
| -34% | -$176K |
|
|
RDFN
2205
DELISTED
Redfin
RDFN
| $338K | ﹤0.01% |
18,738
+1,181
| +7% | +$21.3K |
|
|
AGTI
2206
DELISTED
Agiliti, Inc.
AGTI
| $338K | ﹤0.01% |
16,041
-8,052
| -33% | -$170K |
|
2207
APi Group
APG
$14.5B
| $337K | ﹤0.01% |
24,029
-2,214
| -8% | -$31.1K |
|
2208
FuelCell Energy
FCEL
$92.3M
| $337K | ﹤0.01% |
1,950
+89
| +5% | +$15.4K |
|
2209
BridgeBio Pharma
BBIO
$10.2B
| $336K | ﹤0.01% |
33,083
-275
| -0.8% | -$2.79K |
|
2210
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.6B
| $335K | ﹤0.01% |
+6,471
| New | +$335K |
|
2211
Madison Square Garden
MSGS
$4.71B
| $335K | ﹤0.01% |
1,866
+284
| +18% | +$51K |
|
2212
Merchants Bancorp
MBIN
$1.51B
| $334K | ﹤0.01% |
12,196
-6,301
| -34% | -$173K |
|
2213
NovaGold Resources
NG
$2.75B
| $333K | ﹤0.01% |
43,075
+2,737
| +7% | +$21.2K |
|
|
CTO
2214
CTO Realty Growth
CTO
$574M
| $330K | ﹤0.01% |
14,910
-7,875
| -35% | -$174K |
|
2215
National Healthcare
NHC
$1.78B
| $330K | ﹤0.01% |
4,699
-2,281
| -33% | -$160K |
|
|
LFG
2216
DELISTED
Archaea Energy Inc.
LFG
| $329K | ﹤0.01% |
14,980
+1,570
| +12% | +$34.5K |
|
2217
GrafTech
EAF
$256M
| $328K | ﹤0.01% |
3,409
+188
| +6% | +$18.1K |
|
2218
Pegasystems
PEGA
$9.5B
| $326K | ﹤0.01% |
8,076
-662
| -8% | -$26.7K |
|
2219
Cardlytics
CDLX
$49.6M
| $323K | ﹤0.01% |
5,876
+373
| +7% | +$20.5K |
|
2220
REV Group
REVG
$3.05B
| $322K | ﹤0.01% |
24,038
-12,095
| -33% | -$162K |
|
2221
White Mountains Insurance
WTM
$4.63B
| $322K | ﹤0.01% |
+283
| New | +$322K |
|
2222
Citi Trends
CTRN
$313M
| $321K | ﹤0.01% |
10,486
-5,244
| -33% | -$161K |
|
|
CSW
2223
CSW Industrials, Inc.
CSW
$4.46B
| $320K | ﹤0.01% |
2,720
+193
| +8% | +$22.7K |
|
2224
GlobalFoundries
GFS
$18.5B
| $320K | ﹤0.01% |
5,133
+476
| +10% | +$29.7K |
|
2225
Clearway Energy Class C
CWEN
$3.38B
| $316K | ﹤0.01% |
8,652
-208
| -2% | -$7.6K |
|