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 |
Ventas
VTR
|
+$594M |
| 2 |
Etsy
ETSY
|
+$382M |
| 3 |
Medical Properties Trust
MPW
|
+$325M |
| 4 |
Moderna
MRNA
|
+$155M |
| 5 |
HR
Healthcare Realty Trust Incorporated
HR
|
+$136M |
Top Sells
| 1 |
Welltower
WELL
|
+$695M |
| 2 |
Restaurant Brands International
QSR
|
+$257M |
| 3 |
Fidelity National Financial
FNF
|
+$178M |
| 4 |
Credit Acceptance
CACC
|
+$174M |
| 5 |
Prologis
PLD
|
+$157M |
Sector Composition
| 1 | Technology | 19.14% |
| 2 | Real Estate | 16.4% |
| 3 | Financials | 14.65% |
| 4 | Consumer Discretionary | 12.11% |
| 5 | Healthcare | 9.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1751
EchoStar
SATS
$22.2B
| $3.95M | ﹤0.01% |
154,789
+4,728
| +3% | +$121K |
|
1752
Atlassian
TEAM
$46.4B
| $3.92M | ﹤0.01% |
10,022
-682
| -6% | -$267K |
|
1753
Cloudflare
NET
$78.3B
| $3.92M | ﹤0.01% |
34,823
-1,063
| -3% | -$120K |
|
|
SILK
1754
DELISTED
Silk Road Medical, Inc. Common Stock
SILK
| $3.92M | ﹤0.01% |
71,256
+2,556
| +4% | +$141K |
|
1755
Liquidity Services
LQDT
$851M
| $3.92M | ﹤0.01% |
181,352
-5,885
| -3% | -$127K |
|
1756
Shoe Carnival
SCVL
$651M
| $3.9M | ﹤0.01% |
120,189
+325
| +0.3% | +$10.5K |
|
|
UBA
1757
DELISTED
Urstadt Biddle Properties Inc. Class A
UBA
| $3.89M | ﹤0.01% |
205,465
-2,647
| -1% | -$50.1K |
|
1758
Talos Energy
TALO
$1.7B
| $3.84M | ﹤0.01% |
279,013
+58,693
| +27% | +$808K |
|
1759
Fossil Group
FOSL
$167M
| $3.84M | ﹤0.01% |
324,149
-4,284
| -1% | -$50.8K |
|
1760
PC Connection
CNXN
$1.65B
| $3.84M | ﹤0.01% |
87,134
-1,153
| -1% | -$50.8K |
|
1761
AdaptHealth
AHCO
$1.29B
| $3.82M | ﹤0.01% |
164,155
-6,455
| -4% | -$150K |
|
|
CHS
1762
DELISTED
Chicos FAS, Inc.
CHS
| $3.82M | ﹤0.01% |
849,822
-14,123
| -2% | -$63.4K |
|
1763
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.73B
| $3.8M | ﹤0.01% |
126,604
-67,728
| -35% | -$2.03M |
|
1764
Okta
OKTA
$16.2B
| $3.76M | ﹤0.01% |
15,857
-639
| -4% | -$152K |
|
1765
STAG Industrial
STAG
$6.8B
| $3.75M | ﹤0.01% |
95,607
-18,576
| -16% | -$729K |
|
1766
Forrester Research
FORR
$191M
| $3.74M | ﹤0.01% |
75,895
-934
| -1% | -$46K |
|
1767
Arlo Technologies
ARLO
$1.81B
| $3.74M | ﹤0.01% |
583,015
+7,383
| +1% | +$47.3K |
|
1768
PetMed Express
PETS
$58.5M
| $3.74M | ﹤0.01% |
139,043
-1,388
| -1% | -$37.3K |
|
|
ALTR
1769
DELISTED
Altair Engineering Inc. Class A Common Stock
ALTR
| $3.74M | ﹤0.01% |
54,192
+4,237
| +8% | +$292K |
|
1770
Guardant Health
GH
$7.08B
| $3.68M | ﹤0.01% |
29,465
-3,756
| -11% | -$470K |
|
1771
Metallus
MTUS
$710M
| $3.67M | ﹤0.01% |
280,819
+14,629
| +5% | +$191K |
|
1772
Opko Health
OPK
$1.14B
| $3.63M | ﹤0.01% |
994,872
+1,938
| +0.2% | +$7.07K |
|
1773
Allogene Therapeutics
ALLO
$260M
| $3.63M | ﹤0.01% |
141,057
-878
| -0.6% | -$22.6K |
|
1774
Movado Group
MOV
$441M
| $3.62M | ﹤0.01% |
115,060
-1,528
| -1% | -$48.1K |
|
1775
Jackson Financial
JXN
$6.9B
| $3.62M | ﹤0.01% |
+139,123
| New | +$3.62M |
|