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 | |
|---|---|---|---|---|---|---|
1826
Dell
DELL
$84.5B
| $1.81M | ﹤0.01% |
39,088
+19,158
| +96% | +$885K |
|
1827
Mueller Water Products
MWA
$3.94B
| $1.8M | ﹤0.01% |
153,149
-112,377
| -42% | -$1.32M |
|
1828
Spotify
SPOT
$143B
| $1.79M | ﹤0.01% |
19,095
-39,079
| -67% | -$3.67M |
|
|
TUP
1829
DELISTED
Tupperware Brands Corporation
TUP
| $1.79M | ﹤0.01% |
282,765
-39,667
| -12% | -$251K |
|
1830
Equitable Holdings
EQH
$16.3B
| $1.77M | ﹤0.01% |
67,822
+7,137
| +12% | +$186K |
|
1831
Crown Holdings
CCK
$11.3B
| $1.76M | ﹤0.01% |
19,114
-9,528
| -33% | -$878K |
|
1832
Exact Sciences
EXAS
$10.3B
| $1.76M | ﹤0.01% |
44,562
+2,352
| +6% | +$92.6K |
|
1833
iShares S&P 500 Growth ETF
IVW
$65.5B
| $1.75M | ﹤0.01% |
+29,048
| New | +$1.75M |
|
1834
Ecopetrol
EC
$18.8B
| $1.74M | ﹤0.01% |
160,105
-139,867
| -47% | -$1.52M |
|
|
LL
1835
DELISTED
LL Flooring Holdings, Inc.
LL
| $1.72M | ﹤0.01% |
183,618
-8,258
| -4% | -$77.4K |
|
1836
Alpha Metallurgical Resources
AMR
$1.87B
| $1.7M | ﹤0.01% |
13,188
+635
| +5% | +$82K |
|
1837
Peloton Interactive
PTON
$3.1B
| $1.69M | ﹤0.01% |
184,231
+14,031
| +8% | +$129K |
|
1838
SPDR Portfolio S&P 500 ETF
SPLG
$85.9B
| $1.68M | ﹤0.01% |
+37,857
| New | +$1.68M |
|
1839
Acadia Pharmaceuticals
ACAD
$3.96B
| $1.67M | ﹤0.01% |
118,403
+78,054
| +193% | +$1.1M |
|
1840
SS&C Technologies
SSNC
$21.9B
| $1.67M | ﹤0.01% |
28,717
-31,985
| -53% | -$1.86M |
|
1841
Sarepta Therapeutics
SRPT
$1.82B
| $1.6M | ﹤0.01% |
21,395
+3,941
| +23% | +$295K |
|
1842
Comtech Telecommunications
CMTL
$68.2M
| $1.6M | ﹤0.01% |
176,516
-12,000
| -6% | -$109K |
|
1843
Tredegar Corp
TG
$280M
| $1.59M | ﹤0.01% |
159,184
-10,410
| -6% | -$104K |
|
1844
Verra Mobility
VRRM
$3.97B
| $1.56M | ﹤0.01% |
99,048
+71,411
| +258% | +$1.12M |
|
1845
Motorcar Parts of America
MPAA
$307M
| $1.55M | ﹤0.01% |
117,974
-8,930
| -7% | -$117K |
|
1846
Okta
OKTA
$16B
| $1.54M | ﹤0.01% |
17,021
+976
| +6% | +$88.2K |
|
1847
Agilon Health
AGL
$443M
| $1.54M | ﹤0.01% |
70,400
+8,920
| +15% | +$195K |
|
1848
Park Aerospace
PKE
$376M
| $1.53M | ﹤0.01% |
120,257
-8,311
| -6% | -$106K |
|
1849
Otter Tail
OTTR
$3.49B
| $1.53M | ﹤0.01% |
22,771
+1,420
| +7% | +$95.3K |
|
1850
Champion Homes, Inc.
SKY
$4.25B
| $1.51M | ﹤0.01% |
31,814
-6,329
| -17% | -$300K |
|