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 | |
|---|---|---|---|---|---|---|
1751
Invesco Short Term Treasury ETF
TBLL
$2.18B
| $1.5M | ﹤0.01% |
14,188
+2,381
| +20% | +$252K |
|
1752
Regis Corp
RGS
$70.8M
| $1.48M | ﹤0.01% |
9,032
-138
| -2% | -$22.6K |
|
1753
iShares MSCI USA Min Vol Factor ETF
USMV
$23.5B
| $1.48M | ﹤0.01% |
24,359
+1,364
| +6% | +$82.7K |
|
1754
HEICO
HEI
$44.4B
| $1.48M | ﹤0.01% |
14,805
+9,100
| +160% | +$907K |
|
1755
iShares Russell Mid-Cap ETF
IWR
$44.8B
| $1.47M | ﹤0.01% |
27,461
-61,995
| -69% | -$3.32M |
|
1756
Amicus Therapeutics
FOLD
$2.46B
| $1.47M | ﹤0.01% |
97,184
+25,355
| +35% | +$382K |
|
1757
Halozyme
HALO
$8.99B
| $1.45M | ﹤0.01% |
54,162
+14,521
| +37% | +$389K |
|
|
CONN
1758
DELISTED
Conn's Inc.
CONN
| $1.44M | ﹤0.01% |
143,058
-1,665
| -1% | -$16.8K |
|
1759
Novavax
NVAX
$1.3B
| $1.42M | ﹤0.01% |
+17,028
| New | +$1.42M |
|
|
SAVE
1760
DELISTED
Spirit Airlines, Inc.
SAVE
| $1.41M | ﹤0.01% |
+79,286
| New | +$1.41M |
|
1761
UNIFI
UFI
$82.8M
| $1.4M | ﹤0.01% |
108,841
-2,013
| -2% | -$25.9K |
|
|
CHS
1762
DELISTED
Chicos FAS, Inc.
CHS
| $1.4M | ﹤0.01% |
1,014,930
+72,694
| +8% | +$100K |
|
1763
ACM Research
ACMR
$1.92B
| $1.4M | ﹤0.01% |
+67,137
| New | +$1.4M |
|
|
CIO
1764
City Office REIT
CIO
$280M
| $1.39M | ﹤0.01% |
138,338
-22,309
| -14% | -$224K |
|
1765
Vanguard Real Estate ETF
VNQ
$34.8B
| $1.39M | ﹤0.01% |
17,657
-32,353
| -65% | -$2.54M |
|
1766
Cimpress
CMPR
$1.4B
| $1.38M | ﹤0.01% |
18,123
+5,985
| +49% | +$457K |
|
1767
Gannett
GCI
$620M
| $1.38M | ﹤0.01% |
1,001,619
+56,707
| +6% | +$78.3K |
|
1768
HubSpot
HUBS
$25.9B
| $1.38M | ﹤0.01% |
6,158
+1,203
| +24% | +$270K |
|
1769
RPC Inc
RES
$986M
| $1.38M | ﹤0.01% |
446,320
-21,715
| -5% | -$66.9K |
|
|
GBT
1770
DELISTED
Global Blood Therapeutics, Inc.
GBT
| $1.37M | ﹤0.01% |
21,734
+5,264
| +32% | +$332K |
|
|
QVCGA
1771
QVC Group, Inc. Series A Common Stock
QVCGA
$92M
| $1.37M | ﹤0.01% |
2,971
+2,123
| +250% | +$979K |
|
1772
Cato Corp
CATO
$91.1M
| $1.34M | ﹤0.01% |
163,730
-5,184
| -3% | -$42.4K |
|
1773
Movado Group
MOV
$438M
| $1.34M | ﹤0.01% |
123,394
-1,133
| -0.9% | -$12.3K |
|
1774
iShares Russell Mid-Cap Growth ETF
IWP
$20.6B
| $1.31M | ﹤0.01% |
16,574
+11,854
| +251% | +$937K |
|
|
AYX
1775
DELISTED
Alteryx, Inc.
AYX
| $1.29M | ﹤0.01% |
7,835
+2,090
| +36% | +$343K |
|