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 | |
|---|---|---|---|---|---|---|
|
ITCI
1826
DELISTED
Intra-Cellular Therapies Inc.
ITCI
| $1.32M | ﹤0.01% |
24,929
-20,947
| -46% | -$1.11M |
|
1827
iShares California Muni Bond ETF
CMF
$3.39B
| $1.31M | ﹤0.01% |
23,402
| – | – |
|
1828
The Joint Corp
JYNT
$157M
| $1.31M | ﹤0.01% |
93,620
+3,821
| +4% | +$53.4K |
|
1829
Future Fuel
FF
$172M
| $1.29M | ﹤0.01% |
158,619
-902
| -0.6% | -$7.33K |
|
1830
Organogenesis Holdings
ORGO
$639M
| $1.25M | ﹤0.01% |
465,407
+10,674
| +2% | +$28.7K |
|
|
BBBY
1831
DELISTED
Bed Bath & Beyond Inc
BBBY
| $1.22M | ﹤0.01% |
487,705
+40,782
| +9% | +$102K |
|
1832
Madrigal Pharmaceuticals
MDGL
$9.79B
| $1.22M | ﹤0.01% |
4,197
+366
| +10% | +$106K |
|
1833
Permian Resources
PR
$9.8B
| $1.21M | ﹤0.01% |
129,043
+106,783
| +480% | +$1M |
|
1834
Zscaler
ZS
$44.6B
| $1.2M | ﹤0.01% |
10,757
+1,153
| +12% | +$129K |
|
1835
El Pollo Loco
LOCO
$313M
| $1.2M | ﹤0.01% |
120,379
-760
| -0.6% | -$7.57K |
|
1836
Acadia Pharmaceuticals
ACAD
$4.08B
| $1.19M | ﹤0.01% |
74,973
+8,875
| +13% | +$141K |
|
1837
Crown Holdings
CCK
$11.4B
| $1.18M | ﹤0.01% |
14,394
+534
| +4% | +$43.9K |
|
1838
GoDaddy
GDDY
$20.6B
| $1.18M | ﹤0.01% |
15,708
-1,847
| -11% | -$138K |
|
1839
Scotiabank
BNS
$79.9B
| $1.18M | ﹤0.01% |
24,003
-900
| -4% | -$44.1K |
|
1840
Coca-Cola Europacific Partners
CCEP
$40.9B
| $1.17M | ﹤0.01% |
21,074
+5,679
| +37% | +$314K |
|
1841
Treace Medical Concepts
TMCI
$470M
| $1.15M | ﹤0.01% |
+50,148
| New | +$1.15M |
|
|
GOGL
1842
DELISTED
Golden Ocean Group
GOGL
| $1.15M | ﹤0.01% |
132,326
+119,638
| +943% | +$1.04M |
|
1843
Magnolia Oil & Gas
MGY
$4.47B
| $1.14M | ﹤0.01% |
48,743
-9,503
| -16% | -$223K |
|
|
RXDX
1844
DELISTED
Prometheus Biosciences, Inc. Common Stock
RXDX
| $1.13M | ﹤0.01% |
10,309
+1,404
| +16% | +$154K |
|
1845
Evolent Health
EVH
$1.08B
| $1.11M | ﹤0.01% |
39,526
+6,084
| +18% | +$171K |
|
1846
StoneCo
STNE
$4.85B
| $1.1M | ﹤0.01% |
116,923
+82,193
| +237% | +$776K |
|
1847
SS&C Technologies
SSNC
$22B
| $1.1M | ﹤0.01% |
21,150
-3,561
| -14% | -$185K |
|
1848
Dell
DELL
$84.3B
| $1.1M | ﹤0.01% |
27,324
-3,306
| -11% | -$133K |
|
1849
Alphatec Holdings
ATEC
$2.31B
| $1.08M | ﹤0.01% |
87,825
+66,324
| +308% | +$819K |
|
1850
Huron Consulting
HURN
$2.46B
| $1.08M | ﹤0.01% |
+14,921
| New | +$1.08M |
|