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 | |
|---|---|---|---|---|---|---|
|
CNSL
1701
DELISTED
Consolidated Communications Holdings, Inc.
CNSL
| $3.15M | ﹤0.01% |
449,836
-60,381
| -12% | -$423K |
|
1702
Teladoc Health
TDOC
$1.36B
| $3.14M | ﹤0.01% |
94,529
+3,004
| +3% | +$99.8K |
|
1703
PC Connection
CNXN
$1.6B
| $3.14M | ﹤0.01% |
71,167
-8,808
| -11% | -$388K |
|
1704
BJ's Restaurants
BJRI
$684M
| $3.13M | ﹤0.01% |
144,509
-9,212
| -6% | -$200K |
|
1705
QuinStreet
QNST
$930M
| $3.13M | ﹤0.01% |
311,348
-19,713
| -6% | -$198K |
|
1706
Orthofix Medical
OFIX
$589M
| $3.12M | ﹤0.01% |
132,670
-7,697
| -5% | -$181K |
|
1707
OptimizeRx
OPRX
$322M
| $3.12M | ﹤0.01% |
113,741
-13,476
| -11% | -$369K |
|
1708
BILL Holdings
BILL
$5.19B
| $3.1M | ﹤0.01% |
28,165
+1,273
| +5% | +$140K |
|
1709
Teck Resources
TECK
$20.5B
| $3.08M | ﹤0.01% |
101,032
+88,372
| +698% | +$2.7M |
|
1710
Lennar Class B
LEN.B
$34B
| $3.08M | ﹤0.01% |
55,178
+62
| +0.1% | +$3.46K |
|
|
WSR
1711
Whitestone REIT
WSR
$664M
| $3.07M | ﹤0.01% |
285,733
-19,587
| -6% | -$211K |
|
1712
RPC Inc
RES
$986M
| $3.06M | ﹤0.01% |
442,460
-21,636
| -5% | -$150K |
|
1713
Casella Waste Systems
CWST
$5.79B
| $3.04M | ﹤0.01% |
41,866
+14,746
| +54% | +$1.07M |
|
|
BHVN
1714
DELISTED
Biohaven Pharmaceutical Holding Company Ltd.
BHVN
| $3.03M | ﹤0.01% |
20,810
-4,762
| -19% | -$694K |
|
1715
LendingTree
TREE
$978M
| $3.02M | ﹤0.01% |
68,818
-8,995
| -12% | -$394K |
|
1716
Avantor
AVTR
$8.39B
| $3M | ﹤0.01% |
96,551
-610,734
| -86% | -$19M |
|
1717
Enbridge
ENB
$107B
| $2.99M | ﹤0.01% |
70,978
-3,240
| -4% | -$137K |
|
1718
Invesco Mortgage Capital
IVR
$502M
| $2.99M | ﹤0.01% |
203,751
-4,661
| -2% | -$68.4K |
|
1719
Workday
WDAY
$59.6B
| $2.97M | ﹤0.01% |
21,296
-73,474
| -78% | -$10.3M |
|
|
PLYM
1720
Plymouth Industrial REIT
PLYM
$980M
| $2.97M | ﹤0.01% |
169,401
-12,340
| -7% | -$216K |
|
1721
Community Health Systems
CYH
$412M
| $2.93M | ﹤0.01% |
781,273
-151,863
| -16% | -$570K |
|
1722
RE/MAX Holdings
RMAX
$195M
| $2.92M | ﹤0.01% |
118,983
-25,383
| -18% | -$623K |
|
1723
iShares Russell 2000 ETF
IWM
$66.9B
| $2.91M | ﹤0.01% |
17,202
-8,448
| -33% | -$1.43M |
|
1724
Trip.com Group
TCOM
$48.3B
| $2.91M | ﹤0.01% |
105,952
+8,790
| +9% | +$241K |
|
1725
SiriusPoint
SPNT
$2.22B
| $2.9M | ﹤0.01% |
535,483
-32,643
| -6% | -$177K |
|