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 | |
|---|---|---|---|---|---|---|
2476
cbdMD
YCBD
$6.59M
| $205K | ﹤0.01% |
+70,613
| New | +$205K |
|
2477
Arcturus Therapeutics
ARCT
$462M
| $202K | ﹤0.01% |
5,970
+553
| +10% | +$18.7K |
|
2478
LendingClub
LC
$1.97B
| $202K | ﹤0.01% |
+11,135
| New | +$202K |
|
2479
MiMedx Group
MDXG
$1.05B
| $202K | ﹤0.01% |
+16,120
| New | +$202K |
|
2480
Empire State Realty Trust
ESRT
$1.3B
| $198K | ﹤0.01% |
16,506
+6,271
| +61% | +$75.2K |
|
2481
Travere Therapeutics
TVTX
$1.56B
| $194K | ﹤0.01% |
13,298
-9,815
| -42% | -$143K |
|
2482
Ambev
ABEV
$34.9B
| $190K | ﹤0.01% |
55,156
-82,844
| -60% | -$285K |
|
2483
Select Water Solutions
WTTR
$895M
| $189K | ﹤0.01% |
31,228
-3,443
| -10% | -$20.8K |
|
2484
Syndax Pharmaceuticals
SNDX
$1.41B
| $187K | ﹤0.01% |
+10,893
| New | +$187K |
|
2485
MindMed
MNMD
$676M
| $178K | ﹤0.01% |
+51,494
| New | +$178K |
|
2486
Laureate Education
LAUR
$4.05B
| $177K | ﹤0.01% |
12,202
+1,106
| +10% | +$16K |
|
2487
TherapeuticsMD
TXMD
$12.8M
| $176K | ﹤0.01% |
147,362
+21,877
| +17% | +$26.1K |
|
2488
Hyliion Holdings
HYLN
$295M
| $169K | ﹤0.01% |
+14,531
| New | +$169K |
|
2489
Globalstar
GSAT
$3.79B
| $167K | ﹤0.01% |
+93,669
| New | +$167K |
|
|
PRTY
2490
DELISTED
Party City Holdco Inc.
PRTY
| $165K | ﹤0.01% |
+17,671
| New | +$165K |
|
2491
Gevo
GEVO
$418M
| $164K | ﹤0.01% |
+22,526
| New | +$164K |
|
2492
Clean Energy Fuels
CLNE
$577M
| $163K | ﹤0.01% |
16,051
+2,731
| +21% | +$27.7K |
|
2493
Passage Bio
PASG
$22.7M
| $162K | ﹤0.01% |
+12,216
| New | +$162K |
|
2494
Liberty Energy
LBRT
$1.82B
| $160K | ﹤0.01% |
+11,330
| New | +$160K |
|
|
AFMD
2495
DELISTED
Affimed
AFMD
| $158K | ﹤0.01% |
18,561
-5,505
| -23% | -$46.9K |
|
2496
Golar LNG
GLNG
$4.48B
| $157K | ﹤0.01% |
11,866
+1,513
| +15% | +$20K |
|
|
BRMK
2497
DELISTED
Broadmark Realty Capital Inc. Common Stock
BRMK
| $157K | ﹤0.01% |
14,800
+1,525
| +11% | +$16.2K |
|
|
ATNX
2498
DELISTED
Athenex, Inc. Common Stock
ATNX
| $157K | ﹤0.01% |
33,786
+133
| +0.4% | +$618 |
|
2499
Steelcase
SCS
$1.92B
| $155K | ﹤0.01% |
10,231
-53,307
| -84% | -$808K |
|
|
QUOT
2500
DELISTED
Quotient Technology Inc
QUOT
| $154K | ﹤0.01% |
14,211
-61,975
| -81% | -$672K |
|