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 |
iShares Core S&P 500 ETF
IVV
|
+$158M |
| 2 |
Gaming and Leisure Properties
GLPI
|
+$122M |
| 3 |
Boston Properties
BXP
|
+$92.5M |
| 4 |
iShares MBS ETF
MBB
|
+$90.6M |
| 5 |
Extra Space Storage
EXR
|
+$77.3M |
Top Sells
| 1 |
TransDigm Group
TDG
|
+$214M |
| 2 |
Toronto Dominion Bank
TD
|
+$142M |
| 3 |
Credit Acceptance
CACC
|
+$122M |
| 4 |
Medical Properties Trust
MPW
|
+$101M |
| 5 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
+$87.4M |
Sector Composition
| 1 | Technology | 17.6% |
| 2 | Real Estate | 15.87% |
| 3 | Financials | 14.95% |
| 4 | Consumer Discretionary | 11.17% |
| 5 | Industrials | 10.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1576
Simulations Plus
SLP
$280M
| $4.38M | ﹤0.01% |
99,682
-2,605
| -3% | -$114K |
|
1577
PMV Pharmaceuticals
PMVP
$67.3M
| $4.38M | ﹤0.01% |
917,885
+22,019
| +2% | +$105K |
|
1578
Quanex
NX
$697M
| $4.33M | ﹤0.01% |
201,236
-1,702
| -0.8% | -$36.6K |
|
1579
Cheniere Energy
LNG
$52.1B
| $4.33M | ﹤0.01% |
27,491
-46,411
| -63% | -$7.31M |
|
1580
Herc Holdings
HRI
$4.43B
| $4.31M | ﹤0.01% |
37,864
-7,345
| -16% | -$837K |
|
1581
Usana Health Sciences
USNA
$551M
| $4.31M | ﹤0.01% |
68,549
-1,785
| -3% | -$112K |
|
1582
Vanguard FTSE Europe ETF
VGK
$26.9B
| $4.29M | ﹤0.01% |
+70,449
| New | +$4.29M |
|
1583
Thryv Holdings
THRY
$551M
| $4.26M | ﹤0.01% |
184,879
-2,848
| -2% | -$65.7K |
|
1584
Sleep Number
SNBR
$211M
| $4.26M | ﹤0.01% |
140,156
-3,444
| -2% | -$105K |
|
1585
CGI
GIB
$20.7B
| $4.26M | ﹤0.01% |
44,279
+4,152
| +10% | +$400K |
|
1586
Standard Motor Products
SMP
$874M
| $4.26M | ﹤0.01% |
115,385
-1,576
| -1% | -$58.2K |
|
1587
CEVA Inc
CEVA
$549M
| $4.26M | ﹤0.01% |
139,849
-2,956
| -2% | -$90K |
|
|
VMW
1588
DELISTED
VMware, Inc
VMW
| $4.24M | ﹤0.01% |
33,974
-1,532
| -4% | -$191K |
|
1589
Impinj
PI
$5.53B
| $4.23M | ﹤0.01% |
31,203
-9,372
| -23% | -$1.27M |
|
1590
Ambac
AMBC
$415M
| $4.21M | ﹤0.01% |
272,068
-2,694
| -1% | -$41.7K |
|
1591
Alnylam Pharmaceuticals
ALNY
$61.5B
| $4.2M | ﹤0.01% |
20,984
-2,979
| -12% | -$597K |
|
1592
SiriusPoint
SPNT
$2.18B
| $4.18M | ﹤0.01% |
514,743
-5,053
| -1% | -$41.1K |
|
1593
Deluxe
DLX
$858M
| $4.17M | ﹤0.01% |
260,697
-2,904
| -1% | -$46.5K |
|
1594
ProPetro Holding
PUMP
$505M
| $4.17M | ﹤0.01% |
579,786
-7,544
| -1% | -$54.2K |
|
1595
Enhabit
EHAB
$409M
| $4.17M | ﹤0.01% |
299,484
-4,977
| -2% | -$69.2K |
|
1596
Evolent Health
EVH
$1.07B
| $4.16M | ﹤0.01% |
128,206
+88,680
| +224% | +$2.88M |
|
|
CHS
1597
DELISTED
Chicos FAS, Inc.
CHS
| $4.16M | ﹤0.01% |
756,048
-14,264
| -2% | -$78.5K |
|
1598
Banc of California
BANC
$2.65B
| $4.16M | ﹤0.01% |
331,734
-9,977
| -3% | -$125K |
|
1599
Design Therapeutics
DSGN
$349M
| $4.15M | ﹤0.01% |
719,937
-62,772
| -8% | -$362K |
|
1600
Vicor
VICR
$2.25B
| $4.15M | ﹤0.01% |
88,439
+479
| +0.5% | +$22.5K |
|