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 |
Digital Realty Trust
DLR
|
+$398M |
| 2 |
Brookfield Asset Management
BAM
|
+$357M |
| 3 |
Gaming and Leisure Properties
GLPI
|
+$250M |
| 4 |
Welltower
WELL
|
+$222M |
| 5 |
Yum China
YUMC
|
+$182M |
Top Sells
| 1 |
STOR
STORE Capital Corporation
STOR
|
+$368M |
| 2 |
Equinix
EQIX
|
+$246M |
| 3 |
Brookfield
BN
|
+$220M |
| 4 |
Guidewire Software
GWRE
|
+$202M |
| 5 |
Lennar Class A
LEN
|
+$150M |
Sector Composition
| 1 | Real Estate | 16.55% |
| 2 | Technology | 15.81% |
| 3 | Financials | 15.77% |
| 4 | Industrials | 10.77% |
| 5 | Consumer Discretionary | 10.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1801
Corebridge Financial
CRBG
$18.2B
| $1.58M | ﹤0.01% |
78,749
+62,749
| +392% | +$1.26M |
|
1802
Allogene Therapeutics
ALLO
$260M
| $1.58M | ﹤0.01% |
250,859
+2,316
| +0.9% | +$14.6K |
|
1803
Tredegar Corp
TG
$278M
| $1.58M | ﹤0.01% |
154,224
-1,284
| -0.8% | -$13.1K |
|
1804
Amicus Therapeutics
FOLD
$2.47B
| $1.57M | ﹤0.01% |
128,214
+56,034
| +78% | +$684K |
|
1805
Planet Fitness
PLNT
$8.68B
| $1.56M | ﹤0.01% |
19,832
+507
| +3% | +$40K |
|
1806
W.P. Carey
WPC
$15B
| $1.54M | ﹤0.01% |
20,166
-1,527
| -7% | -$117K |
|
1807
ADC Therapeutics
ADCT
$375M
| $1.54M | ﹤0.01% |
400,300
-100
| -0% | -$384 |
|
1808
Universal Electronics
UEIC
$64M
| $1.53M | ﹤0.01% |
73,547
-484
| -0.7% | -$10.1K |
|
|
ILPT
1809
Industrial Logistics Properties Trust
ILPT
$417M
| $1.53M | ﹤0.01% |
467,483
-312,634
| -40% | -$1.02M |
|
1810
Palantir
PLTR
$390B
| $1.51M | ﹤0.01% |
235,221
+26,154
| +13% | +$168K |
|
1811
DoorDash
DASH
$111B
| $1.51M | ﹤0.01% |
30,831
+2,121
| +7% | +$104K |
|
1812
Ionis Pharmaceuticals
IONS
$10.2B
| $1.45M | ﹤0.01% |
38,322
-21,947
| -36% | -$829K |
|
1813
Atlassian
TEAM
$46.4B
| $1.42M | ﹤0.01% |
11,017
+558
| +5% | +$71.8K |
|
1814
Motorcar Parts of America
MPAA
$310M
| $1.41M | ﹤0.01% |
118,749
+190
| +0.2% | +$2.25K |
|
1815
Royalty Pharma
RPRX
$15.9B
| $1.41M | ﹤0.01% |
35,622
-5,027
| -12% | -$199K |
|
1816
Procept Biorobotics
PRCT
$2.15B
| $1.41M | ﹤0.01% |
33,830
+25,073
| +286% | +$1.04M |
|
1817
Spotify
SPOT
$142B
| $1.4M | ﹤0.01% |
17,755
+1,598
| +10% | +$126K |
|
1818
DocuSign
DOCU
$16.1B
| $1.39M | ﹤0.01% |
25,095
+2,326
| +10% | +$129K |
|
1819
iShares MSCI Japan ETF
EWJ
$15.8B
| $1.38M | ﹤0.01% |
25,298
-35,027
| -58% | -$1.91M |
|
1820
Sea Limited
SE
$116B
| $1.37M | ﹤0.01% |
26,331
-1,599
| -6% | -$83.2K |
|
1821
Elanco Animal Health
ELAN
$9.33B
| $1.37M | ﹤0.01% |
111,917
+7,226
| +7% | +$88.3K |
|
1822
McGrath RentCorp
MGRC
$3.1B
| $1.36M | ﹤0.01% |
13,824
+7,281
| +111% | +$719K |
|
1823
ZimVie
ZIMV
$533M
| $1.36M | ﹤0.01% |
145,478
+17,006
| +13% | +$159K |
|
1824
World Acceptance Corp
WRLD
$923M
| $1.35M | ﹤0.01% |
20,428
-2,169
| -10% | -$143K |
|
|
WW
1825
DELISTED
WW International
WW
| $1.32M | ﹤0.01% |
342,171
+12,738
| +4% | +$49.2K |
|