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
|
+$317M |
| 2 |
Digital Realty Trust
DLR
|
+$256M |
| 3 |
American Tower
AMT
|
+$201M |
| 4 |
COR
Coresite Realty Corporation
COR
|
+$158M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$136M |
Top Sells
| 1 |
INXN
Interxion Holding N.V.
INXN
|
+$358M |
| 2 |
Wayfair
W
|
+$187M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$146M |
| 4 |
Welltower
WELL
|
+$145M |
| 5 |
Host Hotels & Resorts
HST
|
+$125M |
Sector Composition
| 1 | Technology | 17.28% |
| 2 | Real Estate | 16.9% |
| 3 | Financials | 15.46% |
| 4 | Consumer Discretionary | 10.43% |
| 5 | Healthcare | 9.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
LCI
1601
DELISTED
Lannett Company, Inc.
LCI
| $1.96M | ﹤0.01% |
70,403
-2,597
| -4% | -$72.2K |
|
1602
Lattice Semiconductor
LSCC
$9.07B
| $1.95M | ﹤0.01% |
109,665
+161
| +0.1% | +$2.87K |
|
|
KRA
1603
DELISTED
Kraton Corporation
KRA
| $1.95M | ﹤0.01% |
240,531
-9,948
| -4% | -$80.6K |
|
1604
Tradeweb Markets
TW
$25.4B
| $1.94M | ﹤0.01% |
46,101
+1,017
| +2% | +$42.8K |
|
|
RC
1605
Ready Capital
RC
$690M
| $1.93M | ﹤0.01% |
267,491
-11,063
| -4% | -$79.9K |
|
1606
DocuSign
DOCU
$16B
| $1.92M | ﹤0.01% |
20,823
+919
| +5% | +$84.9K |
|
1607
Ethan Allen Interiors
ETD
$748M
| $1.92M | ﹤0.01% |
188,249
-7,678
| -4% | -$78.5K |
|
1608
Adaptive Biotechnologies
ADPT
$1.93B
| $1.92M | ﹤0.01% |
69,070
-4,800
| -6% | -$133K |
|
1609
Dorian LPG
LPG
$1.34B
| $1.91M | ﹤0.01% |
+219,702
| New | +$1.91M |
|
|
WSR
1610
Whitestone REIT
WSR
$654M
| $1.91M | ﹤0.01% |
308,280
-12,751
| -4% | -$79K |
|
1611
Macerich
MAC
$4.6B
| $1.9M | ﹤0.01% |
338,363
-129,473
| -28% | -$729K |
|
1612
Sarepta Therapeutics
SRPT
$1.83B
| $1.9M | ﹤0.01% |
19,438
+763
| +4% | +$74.7K |
|
1613
SPDR Bloomberg High Yield Bond ETF
JNK
$8.11B
| $1.9M | ﹤0.01% |
20,000
-1,045,000
| -98% | -$99M |
|
1614
Cross Country Healthcare
CCRN
$461M
| $1.89M | ﹤0.01% |
279,778
-11,571
| -4% | -$78K |
|
1615
Inspire Medical Systems
INSP
$2.3B
| $1.87M | ﹤0.01% |
31,016
+576
| +2% | +$34.7K |
|
|
NVTA
1616
DELISTED
Invitae Corporation
NVTA
| $1.87M | ﹤0.01% |
136,624
+853
| +0.6% | +$11.7K |
|
1617
Park Aerospace
PKE
$377M
| $1.86M | ﹤0.01% |
147,878
-6,120
| -4% | -$77.1K |
|
1618
iRhythm Technologies
IRTC
$5.95B
| $1.86M | ﹤0.01% |
22,886
+3,133
| +16% | +$255K |
|
1619
IAC Inc
IAC
$2.86B
| $1.86M | ﹤0.01% |
57,924
-16,556
| -22% | -$530K |
|
1620
Insteel Industries
IIIN
$745M
| $1.84M | ﹤0.01% |
138,821
-5,743
| -4% | -$76.1K |
|
1621
Motorcar Parts of America
MPAA
$288M
| $1.81M | ﹤0.01% |
143,827
-5,951
| -4% | -$74.8K |
|
1622
Atlassian
TEAM
$46.1B
| $1.8M | ﹤0.01% |
13,137
+1,781
| +16% | +$244K |
|
1623
Cato Corp
CATO
$86.2M
| $1.8M | ﹤0.01% |
168,914
-6,804
| -4% | -$72.6K |
|
1624
Helix Energy Solutions
HLX
$926M
| $1.79M | ﹤0.01% |
1,089,202
-41,015
| -4% | -$67.3K |
|
1625
Brinker International
EAT
$6.81B
| $1.78M | ﹤0.01% |
147,848
-54,374
| -27% | -$653K |
|