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 | |
|---|---|---|---|---|---|---|
|
SAFE
1676
DELISTED
Safehold Inc.
SAFE
| $3.44M | ﹤0.01% |
97,289
+3,932
| +4% | +$139K |
|
1677
Virtu Financial
VIRT
$3.1B
| $3.44M | ﹤0.01% |
146,750
+122,083
| +495% | +$2.86M |
|
1678
Inogen
INGN
$231M
| $3.42M | ﹤0.01% |
141,464
-8,821
| -6% | -$213K |
|
1679
Arlo Technologies
ARLO
$1.81B
| $3.42M | ﹤0.01% |
544,832
-27,188
| -5% | -$170K |
|
|
RUTH
1680
DELISTED
Ruth's Hospitality Group, Inc.
RUTH
| $3.42M | ﹤0.01% |
210,034
+509
| +0.2% | +$8.28K |
|
1681
Coherus Oncology, Inc. Common Stock
CHRS
$150M
| $3.41M | ﹤0.01% |
470,805
-20,141
| -4% | -$146K |
|
|
UBA
1682
DELISTED
Urstadt Biddle Properties Inc. Class A
UBA
| $3.38M | ﹤0.01% |
208,318
-8,097
| -4% | -$131K |
|
1683
Bristow Group
VTOL
$1.09B
| $3.35M | ﹤0.01% |
143,275
-36,257
| -20% | -$849K |
|
1684
HCI Group
HCI
$2.34B
| $3.35M | ﹤0.01% |
49,392
-3,352
| -6% | -$227K |
|
|
HNGR
1685
DELISTED
Hanger Inc.
HNGR
| $3.34M | ﹤0.01% |
232,926
-9,969
| -4% | -$143K |
|
1686
Peabody Energy
BTU
$2.24B
| $3.33M | ﹤0.01% |
+156,077
| New | +$3.33M |
|
1687
NETGEAR
NTGR
$831M
| $3.29M | ﹤0.01% |
177,670
-15,633
| -8% | -$289K |
|
1688
Movado Group
MOV
$438M
| $3.29M | ﹤0.01% |
106,202
-9,720
| -8% | -$301K |
|
1689
TruBridge
TBRG
$302M
| $3.28M | ﹤0.01% |
102,645
-4,741
| -4% | -$152K |
|
1690
Surmodics
SRDX
$457M
| $3.26M | ﹤0.01% |
87,666
-8,170
| -9% | -$304K |
|
1691
Mercer International
MERC
$206M
| $3.25M | ﹤0.01% |
247,371
-19,043
| -7% | -$250K |
|
1692
DXP Enterprises
DXPE
$1.85B
| $3.24M | ﹤0.01% |
105,676
-8,115
| -7% | -$249K |
|
1693
ADC Therapeutics
ADCT
$372M
| $3.23M | ﹤0.01% |
406,102
+100,856
| +33% | +$802K |
|
|
GPMT
1694
Granite Point Mortgage Trust
GPMT
$142M
| $3.19M | ﹤0.01% |
333,426
-22,695
| -6% | -$217K |
|
1695
Ethan Allen Interiors
ETD
$742M
| $3.18M | ﹤0.01% |
157,542
-6,823
| -4% | -$138K |
|
1696
Dorian LPG
LPG
$1.35B
| $3.18M | ﹤0.01% |
208,886
-9,768
| -4% | -$148K |
|
1697
Manulife Financial
MFC
$54.2B
| $3.16M | ﹤0.01% |
182,375
-21,666
| -11% | -$375K |
|
1698
Ambac
AMBC
$413M
| $3.15M | ﹤0.01% |
277,809
-27,629
| -9% | -$314K |
|
|
CLDT
1699
Chatham Lodging
CLDT
$348M
| $3.15M | ﹤0.01% |
301,701
-20,746
| -6% | -$217K |
|
1700
ATN International
ATNI
$250M
| $3.15M | ﹤0.01% |
67,152
-5,020
| -7% | -$235K |
|