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 |
Microsoft
MSFT
|
+$344M |
| 2 |
Moody's
MCO
|
+$284M |
| 3 |
VICI Properties
VICI
|
+$249M |
| 4 |
Progressive
PGR
|
+$246M |
| 5 |
Amazon
AMZN
|
+$167M |
Top Sells
| 1 |
Salesforce
CRM
|
+$235M |
| 2 |
MGP
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
|
+$202M |
| 3 |
Healthcare Realty
HR
|
+$179M |
| 4 |
Etsy
ETSY
|
+$168M |
| 5 |
Charter Communications
CHTR
|
+$141M |
Sector Composition
| 1 | Real Estate | 17.6% |
| 2 | Technology | 16.42% |
| 3 | Financials | 14.71% |
| 4 | Consumer Discretionary | 10.49% |
| 5 | Industrials | 9.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1776
Jackson Financial
JXN
$6.81B
| $2.21M | ﹤0.01% |
+82,699
| New | +$2.21M |
|
|
BECN
1777
DELISTED
Beacon Roofing Supply, Inc.
BECN
| $2.21M | ﹤0.01% |
43,019
+34,308
| +394% | +$1.76M |
|
1778
Vale
VALE
$45.5B
| $2.19M | ﹤0.01% |
149,904
-112,431
| -43% | -$1.64M |
|
1779
Shopify
SHOP
$186B
| $2.18M | ﹤0.01% |
70,020
-16,660
| -19% | -$519K |
|
1780
Anika Therapeutics
ANIK
$125M
| $2.18M | ﹤0.01% |
97,620
-6,079
| -6% | -$136K |
|
1781
Atlassian
TEAM
$45.9B
| $2.18M | ﹤0.01% |
11,620
+2,128
| +22% | +$399K |
|
1782
DMC Global
BOOM
$145M
| $2.18M | ﹤0.01% |
120,661
-6,488
| -5% | -$117K |
|
1783
Gerdau
GGB
$6.03B
| $2.17M | ﹤0.01% |
+636,406
| New | +$2.17M |
|
1784
Douglas Elliman
DOUG
$241M
| $2.17M | ﹤0.01% |
475,110
+908
| +0.2% | +$4.14K |
|
1785
Organogenesis Holdings
ORGO
$625M
| $2.17M | ﹤0.01% |
444,014
-37,995
| -8% | -$185K |
|
1786
Elanco Animal Health
ELAN
$9.21B
| $2.16M | ﹤0.01% |
110,236
+2,152
| +2% | +$42.2K |
|
1787
iRhythm Technologies
IRTC
$5.78B
| $2.14M | ﹤0.01% |
19,828
+11,062
| +126% | +$1.2M |
|
1788
United Parks & Resorts
PRKS
$2.79B
| $2.13M | ﹤0.01% |
48,297
+41,459
| +606% | +$1.83M |
|
1789
Sociedad Química y Minera de Chile
SQM
$12B
| $2.13M | ﹤0.01% |
25,489
-47,723
| -65% | -$3.99M |
|
1790
BioCryst Pharmaceuticals
BCRX
$1.66B
| $2.11M | ﹤0.01% |
199,409
+162,417
| +439% | +$1.72M |
|
|
WW
1791
DELISTED
WW International
WW
| $2.11M | ﹤0.01% |
329,687
-21,347
| -6% | -$136K |
|
1792
Vanguard FTSE Developed Markets ETF
VEA
$174B
| $2.1M | ﹤0.01% |
51,496
-12,716
| -20% | -$519K |
|
1793
Seneca Foods Class A
SENEA
$751M
| $2.08M | ﹤0.01% |
37,480
-2,616
| -7% | -$145K |
|
1794
Oil States International
OIS
$341M
| $2.07M | ﹤0.01% |
381,654
-23,206
| -6% | -$126K |
|
1795
iShares US Real Estate ETF
IYR
$3.65B
| $2.06M | ﹤0.01% |
+22,425
| New | +$2.06M |
|
1796
National Presto Industries
NPK
$802M
| $2.06M | ﹤0.01% |
31,390
-2,114
| -6% | -$139K |
|
1797
ZimVie
ZIMV
$532M
| $2.06M | ﹤0.01% |
128,667
-9,066
| -7% | -$145K |
|
|
CIR
1798
DELISTED
CIRCOR International, Inc
CIR
| $2.05M | ﹤0.01% |
125,354
-8,274
| -6% | -$136K |
|
1799
National Health Investors
NHI
$3.72B
| $2.04M | ﹤0.01% |
33,586
-27,839
| -45% | -$1.69M |
|
1800
Schneider National
SNDR
$4.18B
| $2.02M | ﹤0.01% |
+90,327
| New | +$2.02M |
|