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
|
$1.18B |
| 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 | |
|---|---|---|---|---|---|---|
|
PDM
2401
Piedmont Realty Trust, Inc.
PDM
$1.05B
| $264K | ﹤0.01% |
14,314
+1,756
| +14% | +$32.4K |
|
2402
Arbor Realty Trust
ABR
$2.26B
| $262K | ﹤0.01% |
14,685
+2,901
| +25% | +$51.8K |
|
2403
PJT Partners
PJT
$4.27B
| $262K | ﹤0.01% |
3,675
-1,289
| -26% | -$91.9K |
|
2404
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF
PDN
$357M
| $261K | ﹤0.01% |
+6,810
| New | +$261K |
|
|
KDMN
2405
DELISTED
Kadmon Holdings, Inc.
KDMN
| $260K | ﹤0.01% |
67,309
-7,506
| -10% | -$29K |
|
|
CSW
2406
CSW Industrials, Inc.
CSW
$4.46B
| $259K | ﹤0.01% |
2,189
-731
| -25% | -$86.5K |
|
2407
Westlake Corp
WLK
$10.8B
| $259K | ﹤0.01% |
2,870
+513
| +22% | +$46.3K |
|
|
FMTX
2408
DELISTED
Forma Therapeutics Holdings, Inc. Common Stock
FMTX
| $257K | ﹤0.01% |
10,330
+1,194
| +13% | +$29.7K |
|
2409
Shoals Technologies Group
SHLS
$1.19B
| $255K | ﹤0.01% |
7,190
-107,691
| -94% | -$3.82M |
|
2410
Ardelyx
ARDX
$1.54B
| $254K | ﹤0.01% |
33,453
-67,998
| -67% | -$516K |
|
2411
Yext
YEXT
$1.1B
| $254K | ﹤0.01% |
17,761
-4,767
| -21% | -$68.2K |
|
2412
Inspire 100 ETF
BIBL
$327M
| $252K | ﹤0.01% |
5,912
+231
| +4% | +$9.85K |
|
2413
PennyMac Financial
PFSI
$5.76B
| $252K | ﹤0.01% |
4,077
-792
| -16% | -$49K |
|
2414
Repay Holdings
RPAY
$478M
| $250K | ﹤0.01% |
10,392
-3,817
| -27% | -$91.8K |
|
2415
The RealReal
REAL
$921M
| $248K | ﹤0.01% |
12,572
-989
| -7% | -$19.5K |
|
2416
iShares Fallen Angels USD Bond ETF
FALN
$1.86B
| $246K | ﹤0.01% |
+8,220
| New | +$246K |
|
2417
Workhorse Group
WKHS
$20.1M
| $245K | ﹤0.01% |
+14,774
| New | +$245K |
|
|
CMRX
2418
DELISTED
Chimerix, Inc.
CMRX
| $244K | ﹤0.01% |
+30,533
| New | +$244K |
|
2419
Malibu Boats
MBUU
$612M
| $243K | ﹤0.01% |
3,314
-1,179
| -26% | -$86.5K |
|
|
LGF.B
2420
DELISTED
Lions Gate Entertainment Corp. Class B Non-Voting Shares
LGF.B
| $243K | ﹤0.01% |
+13,299
| New | +$243K |
|
2421
iShares MSCI USA Momentum Factor ETF
MTUM
$18B
| $241K | ﹤0.01% |
1,388
-65
| -4% | -$11.3K |
|
2422
XPEL
XPEL
$988M
| $241K | ﹤0.01% |
+2,871
| New | +$241K |
|
2423
Blink Charging
BLNK
$129M
| $240K | ﹤0.01% |
+5,838
| New | +$240K |
|
2424
OptimizeRx
OPRX
$318M
| $240K | ﹤0.01% |
+3,880
| New | +$240K |
|
2425
Immunovant
IMVT
$2.67B
| $239K | ﹤0.01% |
22,617
+3,094
| +16% | +$32.7K |
|