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
Top Sells
| 1 |
COR
Coresite Realty Corporation
COR
|
+$276M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$202M |
| 3 |
Credit Acceptance
CACC
|
+$193M |
| 4 |
CONE
CyrusOne Inc Common Stock
CONE
|
+$187M |
| 5 |
Apple
AAPL
|
+$135M |
Sector Composition
| 1 | Technology | 19.24% |
| 2 | Real Estate | 17.07% |
| 3 | Financials | 13.46% |
| 4 | Consumer Discretionary | 11.82% |
| 5 | Healthcare | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1751
OneSpan
OSPN
$590M
| $3.87M | ﹤0.01% |
228,693
-7,006
| -3% | -$119K |
|
|
CZOO
1752
DELISTED
Cazoo Group Ltd
CZOO
| $3.85M | ﹤0.01% |
319
-12
| -4% | -$145K |
|
1753
iShares Core US Aggregate Bond ETF
AGG
$132B
| $3.84M | ﹤0.01% |
+33,620
| New | +$3.84M |
|
1754
Universal Electronics
UEIC
$63.8M
| $3.82M | ﹤0.01% |
93,683
-8,422
| -8% | -$343K |
|
|
ROCC
1755
DELISTED
Ranger Oil Corporation Class A Common Stock
ROCC
| $3.78M | ﹤0.01% |
140,487
+35,744
| +34% | +$962K |
|
|
FSP
1756
Franklin Street Properties
FSP
$175M
| $3.76M | ﹤0.01% |
632,575
-26,215
| -4% | -$156K |
|
1757
Okta
OKTA
$16.2B
| $3.75M | ﹤0.01% |
16,706
+849
| +5% | +$190K |
|
1758
Titan International
TWI
$559M
| $3.74M | ﹤0.01% |
340,892
-8,104
| -2% | -$88.8K |
|
1759
Atlassian
TEAM
$46.3B
| $3.71M | ﹤0.01% |
9,738
-284
| -3% | -$108K |
|
|
CIR
1760
DELISTED
CIRCOR International, Inc
CIR
| $3.66M | ﹤0.01% |
134,790
-3,253
| -2% | -$88.4K |
|
1761
PC Connection
CNXN
$1.66B
| $3.64M | ﹤0.01% |
84,390
-2,744
| -3% | -$118K |
|
1762
ANI Pharmaceuticals
ANIP
$2.14B
| $3.59M | ﹤0.01% |
77,830
+11,774
| +18% | +$542K |
|
1763
Allogene Therapeutics
ALLO
$255M
| $3.55M | ﹤0.01% |
238,117
+97,060
| +69% | +$1.45M |
|
1764
PetMed Express
PETS
$58.7M
| $3.52M | ﹤0.01% |
139,511
+468
| +0.3% | +$11.8K |
|
1765
NetEase
NTES
$94.9B
| $3.49M | ﹤0.01% |
34,273
-666
| -2% | -$67.8K |
|
|
ITCI
1766
DELISTED
Intra-Cellular Therapies Inc.
ITCI
| $3.49M | ﹤0.01% |
66,580
+35,208
| +112% | +$1.84M |
|
1767
Coursera
COUR
$1.77B
| $3.46M | ﹤0.01% |
141,400
-6,700
| -5% | -$164K |
|
1768
Exact Sciences
EXAS
$10.6B
| $3.43M | ﹤0.01% |
44,034
-13,109
| -23% | -$1.02M |
|
1769
Central Garden & Pet
CENT
$2.31B
| $3.43M | ﹤0.01% |
81,348
-1,988
| -2% | -$83.7K |
|
1770
BioMarin Pharmaceuticals
BMRN
$10.7B
| $3.42M | ﹤0.01% |
38,765
-16,502
| -30% | -$1.46M |
|
|
HAYN
1771
DELISTED
Haynes International, Inc.
HAYN
| $3.41M | ﹤0.01% |
84,541
-2,059
| -2% | -$83.1K |
|
1772
iShares California Muni Bond ETF
CMF
$3.39B
| $3.39M | ﹤0.01% |
54,424
-1,712
| -3% | -$107K |
|
1773
SS&C Technologies
SSNC
$22B
| $3.36M | ﹤0.01% |
41,023
-3,563
| -8% | -$292K |
|
1774
REX American Resources
REX
$1.02B
| $3.36M | ﹤0.01% |
104,886
-3,117
| -3% | -$99.7K |
|
1775
Intellia Therapeutics
NTLA
$1.22B
| $3.36M | ﹤0.01% |
28,375
-93,053
| -77% | -$11M |
|