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 |
Microsoft
MSFT
|
+$344M |
| 2 |
Moody's
MCO
|
+$284M |
| 3 |
VICI Properties
VICI
|
+$249M |
| 4 |
Progressive
PGR
|
+$246M |
| 5 |
Amazon
AMZN
|
+$167M |
Top Sells
| 1 |
Salesforce
CRM
|
+$235M |
| 2 |
MGP
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
|
+$202M |
| 3 |
Healthcare Realty
HR
|
+$179M |
| 4 |
Etsy
ETSY
|
+$168M |
| 5 |
Charter Communications
CHTR
|
+$141M |
Sector Composition
| 1 | Real Estate | 17.6% |
| 2 | Technology | 16.42% |
| 3 | Financials | 14.71% |
| 4 | Consumer Discretionary | 10.49% |
| 5 | Industrials | 9.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1651
Uber
UBER
$200B
| $3.71M | ﹤0.01% |
181,170
+45,438
| +33% | +$930K |
|
1652
Pitney Bowes
PBI
$1.96B
| $3.71M | ﹤0.01% |
1,023,757
-100,151
| -9% | -$363K |
|
1653
Bunge Global
BG
$16.3B
| $3.7M | ﹤0.01% |
40,812
-65,945
| -62% | -$5.98M |
|
|
BIG
1654
DELISTED
Big Lots, Inc.
BIG
| $3.7M | ﹤0.01% |
176,245
-25,362
| -13% | -$532K |
|
1655
BioMarin Pharmaceuticals
BMRN
$10.4B
| $3.69M | ﹤0.01% |
44,475
+1,193
| +3% | +$98.8K |
|
|
TBI
1656
Trueblue
TBI
$179M
| $3.68M | ﹤0.01% |
205,357
-28,880
| -12% | -$517K |
|
1657
Bank of Montreal
BMO
$90.5B
| $3.67M | ﹤0.01% |
38,240
-3,550
| -8% | -$341K |
|
1658
Premier
PINC
$2.2B
| $3.67M | ﹤0.01% |
102,749
-13,885
| -12% | -$495K |
|
1659
Trustco Bank Corp NY
TRST
$746M
| $3.66M | ﹤0.01% |
118,546
-8,410
| -7% | -$259K |
|
|
EGRX
1660
DELISTED
Eagle Pharmaceuticals, Inc.
EGRX
| $3.66M | ﹤0.01% |
82,259
-936
| -1% | -$41.6K |
|
|
AAMI
1661
Acadian Asset Management Inc.
AAMI
$1.73B
| $3.65M | ﹤0.01% |
202,757
-162,857
| -45% | -$2.93M |
|
1662
Apollo Global Management
APO
$79B
| $3.56M | ﹤0.01% |
73,354
+23,937
| +48% | +$1.16M |
|
1663
Airbnb
ABNB
$75B
| $3.56M | ﹤0.01% |
39,909
+32,753
| +458% | +$2.92M |
|
1664
Forrester Research
FORR
$195M
| $3.55M | ﹤0.01% |
74,261
+633
| +0.9% | +$30.3K |
|
1665
Verint Systems
VRNT
$1.23B
| $3.55M | ﹤0.01% |
83,885
+78,751
| +1,534% | +$3.33M |
|
|
NP
1666
DELISTED
Neenah, Inc. Common Stock
NP
| $3.54M | ﹤0.01% |
103,792
-17,135
| -14% | -$585K |
|
1667
Golub Capital BDC
GBDC
$3.93B
| $3.54M | ﹤0.01% |
272,743
+34,020
| +14% | +$441K |
|
1668
WisdomTree
WT
$2.11B
| $3.53M | ﹤0.01% |
695,200
-45,806
| -6% | -$232K |
|
|
PRSU
1669
Pursuit Attractions and Hospitality, Inc.
PRSU
$1.04B
| $3.51M | ﹤0.01% |
126,971
-8,454
| -6% | -$233K |
|
1670
Clearwater Paper
CLW
$344M
| $3.5M | ﹤0.01% |
104,131
-5,955
| -5% | -$200K |
|
1671
Enviri
NVRI
$983M
| $3.48M | ﹤0.01% |
489,742
-32,719
| -6% | -$233K |
|
|
FARO
1672
DELISTED
Faro Technologies
FARO
| $3.48M | ﹤0.01% |
112,752
-7,329
| -6% | -$226K |
|
|
ITOS
1673
DELISTED
iTeos Therapeutics
ITOS
| $3.46M | ﹤0.01% |
167,750
+31,004
| +23% | +$639K |
|
1674
HealthStream
HSTM
$855M
| $3.45M | ﹤0.01% |
159,131
-21,349
| -12% | -$463K |
|
1675
iShares Russell Mid-Cap Growth ETF
IWP
$20.6B
| $3.45M | ﹤0.01% |
43,579
+20,679
| +90% | +$1.64M |
|