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 |
TransDigm Group
TDG
|
+$406M |
| 2 |
Welltower
WELL
|
+$262M |
| 3 |
Camden Property Trust
CPT
|
+$199M |
| 4 |
Autodesk
ADSK
|
+$198M |
| 5 |
CONE
CyrusOne Inc Common Stock
CONE
|
+$193M |
Top Sells
| 1 |
Alibaba
BABA
|
+$419M |
| 2 |
Digital Realty Trust
DLR
|
+$252M |
| 3 |
DRE
Duke Realty Corp.
DRE
|
+$207M |
| 4 |
iShares MBS ETF
MBB
|
+$192M |
| 5 |
Americold
COLD
|
+$173M |
Sector Composition
| 1 | Technology | 19.05% |
| 2 | Real Estate | 15.53% |
| 3 | Financials | 15% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Healthcare | 9.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1576
Inspire Medical Systems
INSP
$2.37B
| $3.38M | ﹤0.01% |
38,834
+7,818
| +25% | +$680K |
|
1577
Alkermes
ALKS
$4.45B
| $3.36M | ﹤0.01% |
172,954
+132,733
| +330% | +$2.58M |
|
1578
Palo Alto Networks
PANW
$131B
| $3.34M | ﹤0.01% |
87,300
+23,304
| +36% | +$892K |
|
1579
Heidrick & Struggles
HSII
$1.03B
| $3.32M | ﹤0.01% |
153,442
-2,578
| -2% | -$55.7K |
|
1580
Transocean
RIG
$3.11B
| $3.31M | ﹤0.01% |
1,807,656
+63,522
| +4% | +$116K |
|
1581
National Presto Industries
NPK
$802M
| $3.3M | ﹤0.01% |
37,745
-477
| -1% | -$41.7K |
|
1582
American Public Education
APEI
$645M
| $3.27M | ﹤0.01% |
110,399
-6,423
| -5% | -$190K |
|
1583
iShares Russell 1000 Value ETF
IWD
$63.8B
| $3.22M | ﹤0.01% |
+28,591
| New | +$3.22M |
|
|
SDC
1584
DELISTED
SmileDirectClub, Inc. Class A Common Stock
SDC
| $3.21M | ﹤0.01% |
+406,617
| New | +$3.21M |
|
1585
Greif
GEF
$3.59B
| $3.21M | ﹤0.01% |
93,187
+14,888
| +19% | +$512K |
|
1586
Guess, Inc.
GES
$869M
| $3.18M | ﹤0.01% |
328,398
+4,706
| +1% | +$45.5K |
|
1587
Workday
WDAY
$59.6B
| $3.16M | ﹤0.01% |
16,849
+3,488
| +26% | +$654K |
|
|
PENG
1588
Penguin Solutions, Inc. Ordinary Shares
PENG
$1.36B
| $3.15M | ﹤0.01% |
231,782
-724
| -0.3% | -$9.84K |
|
1589
WisdomTree
WT
$2.11B
| $3.14M | ﹤0.01% |
904,498
+9,540
| +1% | +$33.1K |
|
1590
Chefs' Warehouse
CHEF
$2.7B
| $3.14M | ﹤0.01% |
230,886
+29,663
| +15% | +$403K |
|
1591
Garrett Motion
GTX
$2.64B
| $3.13M | ﹤0.01% |
564,562
-3,128
| -0.6% | -$17.3K |
|
1592
WisdomTree US High Dividend Fund
DHS
$1.3B
| $3.11M | ﹤0.01% |
49,852
+13,228
| +36% | +$824K |
|
|
PMOM
1593
DELISTED
Principal Sustainable Momentum Index ETF
PMOM
| $3.09M | ﹤0.01% |
104,905
-29,690
| -22% | -$875K |
|
1594
Independent Bank Corp
IBCP
$657M
| $3.07M | ﹤0.01% |
207,019
+10,633
| +5% | +$158K |
|
1595
Monarch Casino & Resort
MCRI
$1.9B
| $3.05M | ﹤0.01% |
89,578
-960
| -1% | -$32.7K |
|
1596
Hawkins
HWKN
$3.62B
| $3.05M | ﹤0.01% |
143,206
-5,882
| -4% | -$125K |
|
1597
AngioDynamics
ANGO
$433M
| $3.05M | ﹤0.01% |
299,625
+13,707
| +5% | +$139K |
|
1598
Community Health Systems
CYH
$412M
| $3.04M | ﹤0.01% |
1,010,730
+54,517
| +6% | +$164K |
|
1599
DMC Global
BOOM
$145M
| $3.04M | ﹤0.01% |
110,173
-941
| -0.8% | -$26K |
|
|
PRSU
1600
Pursuit Attractions and Hospitality, Inc.
PRSU
$1.04B
| $3.03M | ﹤0.01% |
159,234
-1,446
| -0.9% | -$27.5K |
|