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 |
Alibaba
BABA
|
+$205M |
| 2 |
Boston Properties
BXP
|
+$179M |
| 3 |
Domino's
DPZ
|
+$178M |
| 4 |
VICI Properties
VICI
|
+$124M |
| 5 |
Vail Resorts
MTN
|
+$115M |
Top Sells
| 1 |
O'Reilly Automotive
ORLY
|
+$127M |
| 2 |
CDK
CDK Global, Inc.
CDK
|
+$124M |
| 3 |
SBA Communications
SBAC
|
+$118M |
| 4 |
Steris
STE
|
+$116M |
| 5 |
Equinix
EQIX
|
+$111M |
Sector Composition
| 1 | Real Estate | 16.13% |
| 2 | Financials | 15.66% |
| 3 | Technology | 14.58% |
| 4 | Consumer Discretionary | 11.38% |
| 5 | Industrials | 9.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1751
Verint Systems
VRNT
$1.23B
| $1.81M | ﹤0.01% |
59,506
-1,977
| -3% | -$60.3K |
|
|
RVNC
1752
DELISTED
Revance Therapeutics, Inc.
RVNC
| $1.8M | ﹤0.01% |
114,268
+167
| +0.1% | +$2.63K |
|
1753
Tile Shop Holdings
TTSH
$283M
| $1.78M | ﹤0.01% |
314,702
-2,268
| -0.7% | -$12.8K |
|
|
ARCH
1754
DELISTED
Arch Resources, Inc.
ARCH
| $1.75M | ﹤0.01% |
19,179
+280
| +1% | +$25.5K |
|
|
LKSD
1755
DELISTED
LSC Communications, Inc.
LKSD
| $1.75M | ﹤0.01% |
267,722
-2,792
| -1% | -$18.2K |
|
|
ROAN
1756
DELISTED
Roan Resources, Inc.
ROAN
| $1.73M | ﹤0.01% |
282,722
| – | – |
|
1757
Veeva Systems
VEEV
$45.6B
| $1.71M | ﹤0.01% |
13,450
+1,377
| +11% | +$175K |
|
|
IBTX
1758
DELISTED
Independent Bank Group, Inc.
IBTX
| $1.7M | ﹤0.01% |
33,072
+5,075
| +18% | +$260K |
|
1759
Allogene Therapeutics
ALLO
$246M
| $1.69M | ﹤0.01% |
58,500
-5,800
| -9% | -$168K |
|
1760
Etsy
ETSY
$5.55B
| $1.69M | ﹤0.01% |
25,069
-5,090
| -17% | -$342K |
|
|
FTR
1761
DELISTED
Frontier Communications Corp.
FTR
| $1.68M | ﹤0.01% |
846,202
-23,082
| -3% | -$45.9K |
|
1762
Liquidity Services
LQDT
$829M
| $1.65M | ﹤0.01% |
214,119
-719
| -0.3% | -$5.54K |
|
1763
Spirit AeroSystems
SPR
$4.8B
| $1.65M | ﹤0.01% |
18,029
+6,749
| +60% | +$617K |
|
1764
PTC Therapeutics
PTCT
$4.65B
| $1.65M | ﹤0.01% |
43,698
+1,367
| +3% | +$51.5K |
|
1765
Vanguard FTSE Emerging Markets ETF
VWO
$98.5B
| $1.64M | ﹤0.01% |
38,592
-6,706
| -15% | -$285K |
|
|
HTO
1766
H2O America Common Stock
HTO
$1.76B
| $1.6M | ﹤0.01% |
25,949
-2,266
| -8% | -$140K |
|
|
ENV
1767
DELISTED
ENVESTNET, INC.
ENV
| $1.58M | ﹤0.01% |
24,117
-1,894
| -7% | -$124K |
|
1768
Atlassian
TEAM
$47.2B
| $1.57M | ﹤0.01% |
13,926
+4,193
| +43% | +$471K |
|
1769
Bloomin' Brands
BLMN
$585M
| $1.56M | ﹤0.01% |
76,230
+721
| +1% | +$14.7K |
|
1770
RingCentral
RNG
$2.85B
| $1.56M | ﹤0.01% |
14,429
+2,003
| +16% | +$216K |
|
1771
Alkermes
ALKS
$4.63B
| $1.53M | ﹤0.01% |
41,927
+2,984
| +8% | +$109K |
|
1772
Warrior Met Coal
HCC
$3.06B
| $1.53M | ﹤0.01% |
50,305
+907
| +2% | +$27.6K |
|
1773
Euronet Worldwide
EEFT
$3.57B
| $1.53M | ﹤0.01% |
10,722
+2,637
| +33% | +$376K |
|
1774
QuidelOrtho
QDEL
$1.93B
| $1.52M | ﹤0.01% |
23,232
+433
| +2% | +$28.3K |
|
|
ASNA
1775
DELISTED
Ascena Retail Group, Inc.
ASNA
| $1.51M | ﹤0.01% |
69,809
-1,769
| -2% | -$38.2K |
|