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 |
Copart
CPRT
|
$844M |
| 2 |
Equinix
EQIX
|
$313M |
| 3 |
Welltower
WELL
|
$213M |
| 4 |
Brookfield
BN
|
$162M |
| 5 |
MSCI
MSCI
|
$146M |
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 | 11.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2451
Helios Technologies
HLIO
$1.8B
| – | – | -3,871 | Closed | -$256K |
|
2452
Infosys
INFY
$69.7B
| – | – | -16,728 | Closed | -$269K |
|
2453
Janus International
JBI
$1.44B
| – | – | -10,031 | Closed | -$107K |
|
2454
OrthoPediatrics
KIDS
$536M
| – | – | -5,110 | Closed | -$224K |
|
2455
El Pollo Loco
LOCO
$319M
| – | – | -109,871 | Closed | -$964K |
|
2456
Nice
NICE
$8.73B
| – | – | -8,892 | Closed | -$1.84M |
|
2457
NETGEAR
NTGR
$788M
| – | – | -165,053 | Closed | -$2.34M |
|
|
ONL
2458
Orion Office REIT
ONL
$167M
| – | – | -322,132 | Closed | -$2.13M |
|
2459
Impinj
PI
$5.45B
| – | – | -2,716 | Closed | -$243K |
|
2460
uniQure
QURE
$896M
| – | – | -233,584 | Closed | -$2.68M |
|
2461
Seneca Foods Class A
SENEA
$777M
| – | – | -30,188 | Closed | -$987K |
|
2462
Spirit AeroSystems
SPR
$4.88B
| – | – | -8,273 | Closed | -$241K |
|
|
STKL
2463
SunOpta
STKL
$741M
| – | – | -10,665 | Closed | -$71.3K |
|
2464
Tecnoglass
TGLS
$3.41B
| – | – | -11,163 | Closed | -$577K |
|
2465
Trinseo
TSE
$86.3M
| – | – | -199,637 | Closed | -$2.53M |
|
2466
Udemy
UDMY
$1.03B
| – | – | -10,130 | Closed | -$109K |
|
2467
Universal Insurance Holdings
UVE
$691M
| – | – | -159,502 | Closed | -$2.46M |
|
2468
Vipshop
VIPS
$8.25B
| – | – | -10,501 | Closed | -$173K |
|
2469
Verint Systems
VRNT
$1.23B
| – | – | -7,418 | Closed | -$260K |
|
2470
Invesco Variable Rate Preferred ETF
VRP
$2.17B
| – | – | -107,588 | Closed | -$2.39M |
|
2471
WNS Holdings
WNS
$3.24B
| – | – | -21,873 | Closed | -$1.61M |
|
2472
Warby Parker
WRBY
$3.2B
| – | – | -10,010 | Closed | -$117K |
|
2473
Clear Secure
YOU
$3.48B
| – | – | -9,845 | Closed | -$228K |
|
2474
Zillow
ZG
$19.7B
| – | – | -160,680 | Closed | -$7.91M |
|
2475
Zynex
ZYXI
$49.7M
| – | – | -125,611 | Closed | -$1.2M |
|