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 |
CoStar Group
CSGP
|
+$466M |
| 2 |
Broadstone Net Lease
BNL
|
+$266M |
| 3 |
Tyler Technologies
TYL
|
+$250M |
| 4 |
Marriott Vacations Worldwide
VAC
|
+$229M |
| 5 |
Equinix
EQIX
|
+$187M |
Top Sells
| 1 |
Motorola Solutions
MSI
|
+$335M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$318M |
| 3 |
Prologis
PLD
|
+$309M |
| 4 |
Gartner
IT
|
+$290M |
| 5 |
CBRE Group
CBRE
|
+$214M |
Sector Composition
| 1 | Technology | 18.71% |
| 2 | Real Estate | 16% |
| 3 | Financials | 14.9% |
| 4 | Consumer Discretionary | 12.38% |
| 5 | Industrials | 9.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1826
NovoCure
NVCR
$1.35B
| $2.97M | ﹤0.01% |
13,403
+2,177
| +19% | +$483K |
|
|
ESGR
1827
DELISTED
Enstar Group
ESGR
| $2.97M | ﹤0.01% |
12,442
-1,904
| -13% | -$455K |
|
1828
Vanguard FTSE Emerging Markets ETF
VWO
$99B
| $2.97M | ﹤0.01% |
54,722
+2,080
| +4% | +$113K |
|
1829
Titan International
TWI
$546M
| $2.97M | ﹤0.01% |
349,770
+3,380
| +1% | +$28.7K |
|
1830
Motorcar Parts of America
MPAA
$284M
| $2.97M | ﹤0.01% |
132,139
+1,165
| +0.9% | +$26.1K |
|
1831
Personalis
PSNL
$473M
| $2.95M | ﹤0.01% |
116,627
+74,685
| +178% | +$1.89M |
|
1832
Rayonier Advanced Materials
RYAM
$403M
| $2.95M | ﹤0.01% |
440,720
+5,242
| +1% | +$35.1K |
|
1833
DraftKings
DKNG
$22.7B
| $2.94M | ﹤0.01% |
56,390
-264,020
| -82% | -$13.8M |
|
1834
SS&C Technologies
SSNC
$21.6B
| $2.93M | ﹤0.01% |
40,647
+8,667
| +27% | +$625K |
|
1835
Rithm Capital
RITM
$6.64B
| $2.89M | ﹤0.01% |
273,301
+82,679
| +43% | +$875K |
|
1836
CRISPR Therapeutics
CRSP
$4.77B
| $2.85M | ﹤0.01% |
17,629
+1,875
| +12% | +$304K |
|
1837
Burlington
BURL
$17.6B
| $2.82M | ﹤0.01% |
8,746
+1,744
| +25% | +$562K |
|
1838
Celldex Therapeutics
CLDX
$1.67B
| $2.8M | ﹤0.01% |
+83,865
| New | +$2.8M |
|
1839
CareDx
CDNA
$711M
| $2.78M | ﹤0.01% |
30,350
+8,766
| +41% | +$802K |
|
1840
Atlassian
TEAM
$45.8B
| $2.75M | ﹤0.01% |
10,704
+742
| +7% | +$191K |
|
|
HT
1841
DELISTED
Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest
HT
| $2.74M | ﹤0.01% |
254,717
+3,764
| +1% | +$40.5K |
|
1842
Universal Insurance Holdings
UVE
$691M
| $2.73M | ﹤0.01% |
196,833
+1,655
| +0.8% | +$23K |
|
|
MOMO
1843
Hello Group
MOMO
$1.22B
| $2.73M | ﹤0.01% |
+178,411
| New | +$2.73M |
|
1844
Cheniere Energy
LNG
$52B
| $2.73M | ﹤0.01% |
31,414
+5,389
| +21% | +$467K |
|
|
AGEN
1845
Agenus
AGEN
$157M
| $2.69M | ﹤0.01% |
24,998
+13,171
| +111% | +$1.42M |
|
1846
Beam Therapeutics
BEAM
$2.03B
| $2.69M | ﹤0.01% |
20,892
+674
| +3% | +$86.8K |
|
1847
AMC Entertainment Holdings
AMC
$1.42B
| $2.66M | ﹤0.01% |
4,701
-22,488
| -83% | -$12.7M |
|
1848
Dorian LPG
LPG
$1.35B
| $2.65M | ﹤0.01% |
187,837
-57,738
| -24% | -$815K |
|
1849
Zillow
Z
$20.8B
| $2.65M | ﹤0.01% |
21,674
+11,147
| +106% | +$1.36M |
|
1850
Gray Television
GTN
$578M
| $2.65M | ﹤0.01% |
113,065
+101,022
| +839% | +$2.36M |
|