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 | |
|---|---|---|---|---|---|---|
1801
iRhythm Technologies
IRTC
$5.78B
| $1.19M | ﹤0.01% |
10,235
-12,651
| -55% | -$1.47M |
|
|
WPG
1802
DELISTED
Washington Prime Group Inc.
WPG
| $1.18M | ﹤0.01% |
155,487
-1,814
| -1% | -$13.7K |
|
1803
Snap
SNAP
$12.4B
| $1.17M | ﹤0.01% |
49,841
-6,523
| -12% | -$153K |
|
1804
Metallus
MTUS
$697M
| $1.16M | ﹤0.01% |
298,904
-3,731
| -1% | -$14.5K |
|
|
ZNGA
1805
DELISTED
ZYNGA INC. CL A COMMON
ZNGA
| $1.16M | ﹤0.01% |
121,724
+9,155
| +8% | +$87.3K |
|
1806
Equitable Holdings
EQH
$16.2B
| $1.16M | ﹤0.01% |
+59,964
| New | +$1.16M |
|
|
CCXI
1807
DELISTED
ChemoCentryx, Inc.
CCXI
| $1.15M | ﹤0.01% |
19,963
+5,740
| +40% | +$330K |
|
1808
Zscaler
ZS
$44.8B
| $1.15M | ﹤0.01% |
+10,463
| New | +$1.15M |
|
1809
10x Genomics
TXG
$1.57B
| $1.14M | ﹤0.01% |
+12,755
| New | +$1.14M |
|
1810
Cohen & Steers
CNS
$3.65B
| $1.14M | ﹤0.01% |
16,676
-2,174
| -12% | -$148K |
|
|
GNMK
1811
DELISTED
GenMark Diagnostics, Inc
GNMK
| $1.14M | ﹤0.01% |
+77,157
| New | +$1.14M |
|
1812
Atlantic Union Bankshares
AUB
$5.05B
| $1.13M | ﹤0.01% |
+48,913
| New | +$1.13M |
|
|
EXTN
1813
DELISTED
Exterran Corporation
EXTN
| $1.12M | ﹤0.01% |
208,005
-5,479
| -3% | -$29.5K |
|
1814
Western Alliance Bancorporation
WAL
$9.77B
| $1.11M | ﹤0.01% |
29,397
+9,442
| +47% | +$357K |
|
|
ARNA
1815
DELISTED
Arena Pharmaceuticals Inc
ARNA
| $1.1M | ﹤0.01% |
17,521
+3,538
| +25% | +$223K |
|
|
GHL
1816
DELISTED
Greenhill & Co., Inc.
GHL
| $1.09M | ﹤0.01% |
109,426
-17,608
| -14% | -$176K |
|
1817
Agios Pharmaceuticals
AGIO
$2.14B
| $1.09M | ﹤0.01% |
20,320
+5,302
| +35% | +$283K |
|
|
NUAN
1818
DELISTED
Nuance Communications, Inc.
NUAN
| $1.08M | ﹤0.01% |
42,769
+1,194
| +3% | +$30.2K |
|
1819
WisdomTree International High Dividend Fund
DTH
$488M
| $1.08M | ﹤0.01% |
32,619
-85,415
| -72% | -$2.81M |
|
1820
Rayonier Advanced Materials
RYAM
$421M
| $1.05M | ﹤0.01% |
373,211
-5,650
| -1% | -$15.9K |
|
|
ALLK
1821
DELISTED
Allakos
ALLK
| $1.05M | ﹤0.01% |
14,560
+7,095
| +95% | +$510K |
|
1822
Avantor
AVTR
$8.39B
| $1.04M | ﹤0.01% |
61,285
-68,377
| -53% | -$1.16M |
|
1823
SiriusXM
SIRI
$7.84B
| $1.04M | ﹤0.01% |
17,646
-53
| -0.3% | -$3.11K |
|
|
DCPH
1824
DELISTED
Deciphera Pharmaceuticals, Inc. Common Stock
DCPH
| $1.03M | ﹤0.01% |
17,235
+9,667
| +128% | +$577K |
|
1825
CVR Energy
CVI
$3.13B
| $1.03M | ﹤0.01% |
+51,108
| New | +$1.03M |
|