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 |
TransDigm Group
TDG
|
+$406M |
| 2 |
Welltower
WELL
|
+$262M |
| 3 |
Camden Property Trust
CPT
|
+$199M |
| 4 |
Autodesk
ADSK
|
+$198M |
| 5 |
CONE
CyrusOne Inc Common Stock
CONE
|
+$193M |
Top Sells
| 1 |
Alibaba
BABA
|
+$419M |
| 2 |
Digital Realty Trust
DLR
|
+$252M |
| 3 |
DRE
Duke Realty Corp.
DRE
|
+$207M |
| 4 |
iShares MBS ETF
MBB
|
+$192M |
| 5 |
Americold
COLD
|
+$173M |
Sector Composition
| 1 | Technology | 19.05% |
| 2 | Real Estate | 15.53% |
| 3 | Financials | 15% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Healthcare | 9.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1726
Cross Country Healthcare
CCRN
$411M
| $1.72M | ﹤0.01% |
279,793
+15
| +0% | +$92 |
|
1727
Ultragenyx Pharmaceutical
RARE
$2.92B
| $1.72M | ﹤0.01% |
21,961
+5,937
| +37% | +$464K |
|
1728
Match Group
MTCH
$9.08B
| $1.71M | ﹤0.01% |
16,002
-5,902
| -27% | -$632K |
|
1729
Vanguard Mid-Cap ETF
VO
$88B
| $1.71M | ﹤0.01% |
10,419
-23,641
| -69% | -$3.88M |
|
1730
Seneca Foods Class A
SENEA
$751M
| $1.71M | ﹤0.01% |
50,426
-1,485
| -3% | -$50.2K |
|
1731
MongoDB
MDB
$26.9B
| $1.68M | ﹤0.01% |
7,404
+5,918
| +398% | +$1.34M |
|
1732
SouthState Bank Corporation
SSB
$10.2B
| $1.67M | ﹤0.01% |
35,143
+17,567
| +100% | +$837K |
|
1733
Cooper-Standard Automotive
CPS
$667M
| $1.67M | ﹤0.01% |
126,285
-1,644
| -1% | -$21.8K |
|
1734
Neurocrine Biosciences
NBIX
$14.1B
| $1.67M | ﹤0.01% |
13,686
+3,369
| +33% | +$411K |
|
1735
Cheniere Energy
LNG
$51.9B
| $1.66M | ﹤0.01% |
34,431
+11,577
| +51% | +$560K |
|
1736
Blackstone Mortgage Trust
BXMT
$3.35B
| $1.66M | ﹤0.01% |
69,053
+8,933
| +15% | +$215K |
|
1737
Chord Energy
CHRD
$5.96B
| $1.63M | ﹤0.01% |
2,178,218
-43,705
| -2% | -$32.8K |
|
|
CUTR
1738
DELISTED
Cutera, Inc.
CUTR
| $1.62M | ﹤0.01% |
133,464
+23,416
| +21% | +$285K |
|
1739
Park Aerospace
PKE
$372M
| $1.62M | ﹤0.01% |
145,594
-2,284
| -2% | -$25.4K |
|
1740
Fossil Group
FOSL
$168M
| $1.62M | ﹤0.01% |
347,516
-5,077
| -1% | -$23.6K |
|
1741
Booz Allen Hamilton
BAH
$12.9B
| $1.59M | ﹤0.01% |
20,479
+1,142
| +6% | +$88.8K |
|
|
VRTV
1742
DELISTED
VERITIV CORPORATION
VRTV
| $1.59M | ﹤0.01% |
93,623
-2,870
| -3% | -$48.7K |
|
1743
Applied Optoelectronics
AAOI
$1.69B
| $1.57M | ﹤0.01% |
144,321
-676
| -0.5% | -$7.35K |
|
|
HT
1744
DELISTED
Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest
HT
| $1.55M | ﹤0.01% |
268,911
-3,519
| -1% | -$20.3K |
|
|
BPMC
1745
DELISTED
Blueprint Medicines
BPMC
| $1.53M | ﹤0.01% |
19,622
+5,250
| +37% | +$410K |
|
1746
OneMain Financial
OMF
$7.2B
| $1.53M | ﹤0.01% |
62,167
+40,620
| +189% | +$997K |
|
1747
Yum China
YUMC
$16.1B
| $1.52M | ﹤0.01% |
31,681
-7,063
| -18% | -$340K |
|
|
AVLR
1748
DELISTED
Avalara, Inc.
AVLR
| $1.52M | ﹤0.01% |
11,444
+5,024
| +78% | +$669K |
|
|
NPKI
1749
NPK International Inc.
NPKI
$889M
| $1.52M | ﹤0.01% |
682,515
+942
| +0.1% | +$2.1K |
|
1750
Arlo Technologies
ARLO
$1.82B
| $1.5M | ﹤0.01% |
582,779
+8,396
| +1% | +$21.7K |
|