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 | |
|---|---|---|---|---|---|---|
1801
Twilio
TWLO
$15.5B
| $2.02M | ﹤0.01% |
24,060
+13,568
| +129% | +$1.14M |
|
1802
Marcus Corp
MCS
$505M
| $2.01M | ﹤0.01% |
136,360
-8,147
| -6% | -$120K |
|
1803
W.P. Carey
WPC
$15.1B
| $2.01M | ﹤0.01% |
24,718
+1,352
| +6% | +$110K |
|
1804
CommScope
COMM
$3.63B
| $2M | ﹤0.01% |
327,094
+39,754
| +14% | +$243K |
|
1805
Zscaler
ZS
$44.1B
| $2M | ﹤0.01% |
13,391
-43,850
| -77% | -$6.56M |
|
1806
iShares S&P 500 Value ETF
IVE
$41.3B
| $2M | ﹤0.01% |
14,560
+666
| +5% | +$91.5K |
|
|
HT
1807
DELISTED
Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest
HT
| $2M | ﹤0.01% |
203,956
-13,910
| -6% | -$136K |
|
1808
Universal Electronics
UEIC
$62.6M
| $1.99M | ﹤0.01% |
77,856
-12,846
| -14% | -$329K |
|
1809
Chewy
CHWY
$14.6B
| $1.99M | ﹤0.01% |
+57,263
| New | +$1.99M |
|
1810
NovoCure
NVCR
$1.38B
| $1.96M | ﹤0.01% |
28,255
+3,922
| +16% | +$273K |
|
1811
PG&E
PCG
$34.1B
| $1.96M | ﹤0.01% |
196,870
-32,548
| -14% | -$325K |
|
1812
Royalty Pharma
RPRX
$15.8B
| $1.95M | ﹤0.01% |
46,432
+6,175
| +15% | +$260K |
|
1813
Vanguard S&P 500 ETF
VOO
$741B
| $1.95M | ﹤0.01% |
+5,616
| New | +$1.95M |
|
1814
nLIGHT
LASR
$1.45B
| $1.94M | ﹤0.01% |
189,692
+2,292
| +1% | +$23.4K |
|
1815
Invesco QQQ Trust
QQQ
$373B
| $1.93M | ﹤0.01% |
6,882
+17
| +0.2% | +$4.77K |
|
1816
Sun Life Financial
SLF
$33.3B
| $1.93M | ﹤0.01% |
42,187
-5,942
| -12% | -$272K |
|
1817
SelectQuote
SLQT
$356M
| $1.91M | ﹤0.01% |
771,009
-75,488
| -9% | -$187K |
|
1818
Booz Allen Hamilton
BAH
$12.9B
| $1.91M | ﹤0.01% |
21,140
-18,462
| -47% | -$1.67M |
|
|
MAGN
1819
Magnera Corporation
MAGN
$395M
| $1.9M | ﹤0.01% |
21,247
-1,381
| -6% | -$124K |
|
1820
Dillards
DDS
$9B
| $1.9M | ﹤0.01% |
8,605
-7,271
| -46% | -$1.6M |
|
|
VMW
1821
DELISTED
VMware, Inc
VMW
| $1.88M | ﹤0.01% |
16,493
+1,622
| +11% | +$185K |
|
1822
American Public Education
APEI
$648M
| $1.88M | ﹤0.01% |
116,277
-7,133
| -6% | -$115K |
|
1823
Ovintiv
OVV
$10.8B
| $1.85M | ﹤0.01% |
41,793
-20,003
| -32% | -$884K |
|
1824
DocuSign
DOCU
$16.2B
| $1.82M | ﹤0.01% |
31,745
+7,895
| +33% | +$453K |
|
1825
MACOM Technology Solutions
MTSI
$9.84B
| $1.81M | ﹤0.01% |
39,277
-8,230
| -17% | -$379K |
|