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 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
+$225M |
| 2 |
Cousins Properties
CUZ
|
+$225M |
| 3 |
Americold
COLD
|
+$147M |
| 4 |
WORK
Slack Technologies, Inc.
WORK
|
+$138M |
| 5 |
Domino's
DPZ
|
+$129M |
Top Sells
| 1 |
SBA Communications
SBAC
|
+$180M |
| 2 |
HPP
Hudson Pacific Properties
HPP
|
+$138M |
| 3 |
Hilton Grand Vacations
HGV
|
+$111M |
| 4 |
Openlane
KAR
|
+$103M |
| 5 |
Prologis
PLD
|
+$93.9M |
Sector Composition
| 1 | Financials | 16.16% |
| 2 | Real Estate | 15.93% |
| 3 | Technology | 14.95% |
| 4 | Consumer Discretionary | 11.4% |
| 5 | Industrials | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
LCI
1726
DELISTED
Lannett Company, Inc.
LCI
| $1.93M | ﹤0.01% |
79,700
+11,034
| +16% | +$267K |
|
1727
Catheter Precision
VTAK
$3.01M
| $1.93M | ﹤0.01% |
2
+1
| +100% | +$965K |
|
1728
Bright Horizons
BFAM
$6.45B
| $1.92M | ﹤0.01% |
12,706
-20,218
| -61% | -$3.05M |
|
1729
Equitable Holdings
EQH
$16.2B
| $1.91M | ﹤0.01% |
91,262
-575,532
| -86% | -$12M |
|
1730
Assertio
ASRT
$78.3M
| $1.89M | ﹤0.01% |
136,685
+3,337
| +3% | +$46K |
|
1731
Owens & Minor
OMI
$412M
| $1.88M | ﹤0.01% |
588,624
+55,559
| +10% | +$178K |
|
1732
Atlassian
TEAM
$45.9B
| $1.88M | ﹤0.01% |
14,390
+464
| +3% | +$60.7K |
|
1733
El Pollo Loco
LOCO
$304M
| $1.87M | ﹤0.01% |
175,697
-3,246
| -2% | -$34.6K |
|
|
WP
1734
DELISTED
Worldpay, Inc.
WP
| $1.87M | ﹤0.01% |
15,249
-7,205
| -32% | -$883K |
|
1735
Euronet Worldwide
EEFT
$3.6B
| $1.86M | ﹤0.01% |
11,036
+314
| +3% | +$52.8K |
|
1736
Tesla
TSLA
$1.28T
| $1.85M | ﹤0.01% |
124,005
+8,145
| +7% | +$121K |
|
1737
Penske Automotive Group
PAG
$11.9B
| $1.84M | ﹤0.01% |
+38,900
| New | +$1.84M |
|
|
CDR
1738
DELISTED
Cedar Realty Trust, Inc
CDR
| $1.83M | ﹤0.01% |
104,423
-450
| -0.4% | -$7.87K |
|
|
FDC
1739
DELISTED
First Data Corporation
FDC
| $1.82M | ﹤0.01% |
67,351
-53,413
| -44% | -$1.45M |
|
1740
iRhythm Technologies
IRTC
$5.78B
| $1.82M | ﹤0.01% |
23,015
+8,089
| +54% | +$640K |
|
1741
Glaukos
GKOS
$4.75B
| $1.81M | ﹤0.01% |
23,995
+5,936
| +33% | +$448K |
|
1742
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.4B
| $1.8M | ﹤0.01% |
49,390
-35,720
| -42% | -$1.3M |
|
1743
Trip.com Group
TCOM
$48.3B
| $1.79M | ﹤0.01% |
48,371
-141,108
| -74% | -$5.21M |
|
1744
Insulet
PODD
$24.1B
| $1.77M | ﹤0.01% |
14,823
+3,173
| +27% | +$379K |
|
1745
Pacira BioSciences
PCRX
$1.22B
| $1.75M | ﹤0.01% |
40,330
+27,442
| +213% | +$1.19M |
|
1746
Okta
OKTA
$15.9B
| $1.74M | ﹤0.01% |
14,092
+2,899
| +26% | +$358K |
|
1747
Virtu Financial
VIRT
$3.1B
| $1.73M | ﹤0.01% |
+79,610
| New | +$1.73M |
|
1748
Verint Systems
VRNT
$1.23B
| $1.7M | ﹤0.01% |
62,172
+2,666
| +4% | +$73.1K |
|
|
ACIA
1749
DELISTED
Acacia Communications, Inc. Common Stock
ACIA
| $1.67M | ﹤0.01% |
+35,296
| New | +$1.67M |
|
1750
Geospace Technologies
GEOS
$209M
| $1.65M | ﹤0.01% |
109,332
-220
| -0.2% | -$3.32K |
|