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 |
Equinix
EQIX
|
+$313M |
| 2 |
Welltower
WELL
|
+$213M |
| 3 |
Brookfield
BN
|
+$162M |
| 4 |
MSCI
MSCI
|
+$146M |
| 5 |
Extra Space Storage
EXR
|
+$143M |
Top Sells
| 1 |
BKI
Black Knight, Inc. Common Stock
BKI
|
+$373M |
| 2 |
Moody's
MCO
|
+$178M |
| 3 |
Dollar General
DG
|
+$169M |
| 4 |
CubeSmart
CUBE
|
+$166M |
| 5 |
Equity Lifestyle Properties
ELS
|
+$156M |
Sector Composition
| 1 | Technology | 17.98% |
| 2 | Financials | 15.34% |
| 3 | Real Estate | 15.22% |
| 4 | Consumer Discretionary | 11.31% |
| 5 | Industrials | 11.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1776
Canadian Imperial Bank of Commerce
CM
$73.3B
| $1.8M | ﹤0.01% |
46,467
-4,739
| -9% | -$184K |
|
1777
Forrester Research
FORR
$188M
| $1.78M | ﹤0.01% |
61,734
-2,891
| -4% | -$83.6K |
|
1778
Corebridge Financial
CRBG
$17.9B
| $1.77M | ﹤0.01% |
89,696
+8,603
| +11% | +$170K |
|
1779
Coca-Cola Europacific Partners
CCEP
$40.4B
| $1.77M | ﹤0.01% |
28,312
+2,253
| +9% | +$141K |
|
|
HA
1780
DELISTED
Hawaiian Holdings, Inc.
HA
| $1.76M | ﹤0.01% |
278,150
-14,578
| -5% | -$92.3K |
|
1781
Vanguard FTSE Developed Markets ETF
VEA
$173B
| $1.76M | ﹤0.01% |
40,159
+6,537
| +19% | +$286K |
|
1782
HCI Group
HCI
$2.31B
| $1.75M | ﹤0.01% |
32,168
-6,444
| -17% | -$350K |
|
1783
E.W. Scripps
SSP
$246M
| $1.73M | ﹤0.01% |
316,277
-18,020
| -5% | -$98.8K |
|
1784
Sonder
SOND
$21.6M
| $1.73M | ﹤0.01% |
210,258
-2,512
| -1% | -$20.6K |
|
1785
Design Therapeutics
DSGN
$349M
| $1.69M | ﹤0.01% |
716,818
-11,403
| -2% | -$26.9K |
|
1786
FTAI Aviation
FTAI
$17.2B
| $1.68M | ﹤0.01% |
47,262
+3,712
| +9% | +$132K |
|
1787
Zscaler
ZS
$43.4B
| $1.68M | ﹤0.01% |
10,790
+363
| +3% | +$56.5K |
|
1788
Amicus Therapeutics
FOLD
$2.45B
| $1.67M | ﹤0.01% |
137,686
+23,049
| +20% | +$280K |
|
|
ITOS
1789
DELISTED
iTeos Therapeutics
ITOS
| $1.67M | ﹤0.01% |
152,342
+5,555
| +4% | +$60.8K |
|
1790
American Vanguard Corp
AVD
$152M
| $1.66M | ﹤0.01% |
152,086
-8,789
| -5% | -$96.1K |
|
1791
Roblox
RBLX
$92.1B
| $1.65M | ﹤0.01% |
56,819
+1,956
| +4% | +$56.6K |
|
1792
Restaurant Brands International
QSR
$20.3B
| $1.64M | ﹤0.01% |
24,447
+2,266
| +10% | +$152K |
|
1793
Acadia Pharmaceuticals
ACAD
$4.02B
| $1.63M | ﹤0.01% |
78,140
+14,958
| +24% | +$312K |
|
1794
Open Text
OTEX
$8.93B
| $1.57M | ﹤0.01% |
44,667
+4,900
| +12% | +$173K |
|
1795
Ionis Pharmaceuticals
IONS
$10.2B
| $1.57M | ﹤0.01% |
34,651
+1,381
| +4% | +$62.6K |
|
|
KRTX
1796
DELISTED
Karuna Therapeutics, Inc. Common Stock
KRTX
| $1.5M | ﹤0.01% |
8,887
-2,839
| -24% | -$480K |
|
|
EBIX
1797
DELISTED
Ebix Inc
EBIX
| $1.49M | ﹤0.01% |
150,653
+4,271
| +3% | +$42.2K |
|
|
DEN
1798
DELISTED
Denbury Inc.
DEN
| $1.47M | ﹤0.01% |
14,996
+2,992
| +25% | +$293K |
|
1799
MiMedx Group
MDXG
$1.02B
| $1.44M | ﹤0.01% |
197,299
+74,255
| +60% | +$541K |
|
1800
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.15B
| $1.42M | ﹤0.01% |
31,384
+15,119
| +93% | +$685K |
|