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 |
Equinix
EQIX
|
+$313M |
| 2 |
Welltower
WELL
|
+$213M |
| 3 |
Brookfield
BN
|
+$162M |
| 4 |
MSCI
MSCI
|
+$146M |
| 5 |
Extra Space Storage
EXR
|
+$143M |
Top Sells
| 1 |
BKI
Black Knight, Inc. Common Stock
BKI
|
+$373M |
| 2 |
Moody's
MCO
|
+$178M |
| 3 |
Dollar General
DG
|
+$169M |
| 4 |
CubeSmart
CUBE
|
+$166M |
| 5 |
Equity Lifestyle Properties
ELS
|
+$156M |
Sector Composition
| 1 | Technology | 17.98% |
| 2 | Financials | 15.34% |
| 3 | Real Estate | 15.22% |
| 4 | Consumer Discretionary | 11.31% |
| 5 | Industrials | 11.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1826
Avantor
AVTR
$8.6B
| $1.12M | ﹤0.01% |
53,019
+2,750
| +5% | +$58K |
|
1827
iShares MSCI USA Quality Factor ETF
QUAL
$54.6B
| $1.11M | ﹤0.01% |
8,432
+887
| +12% | +$117K |
|
1828
Vaxcyte
PCVX
$4.15B
| $1.1M | ﹤0.01% |
21,632
-524
| -2% | -$26.7K |
|
1829
Burlington
BURL
$17.6B
| $1.08M | ﹤0.01% |
7,986
+267
| +3% | +$36.1K |
|
1830
Dillards
DDS
$8.88B
| $1.08M | ﹤0.01% |
3,259
+1,039
| +47% | +$344K |
|
1831
Futu Holdings
FUTU
$25.3B
| $1.07M | ﹤0.01% |
18,532
+757
| +4% | +$43.8K |
|
1832
DocuSign
DOCU
$15.9B
| $1.05M | ﹤0.01% |
25,027
+859
| +4% | +$36.1K |
|
1833
Expro
XPRO
$1.42B
| $1.05M | ﹤0.01% |
45,243
+26,356
| +140% | +$612K |
|
1834
Vertiv
VRT
$52.2B
| $1.05M | ﹤0.01% |
28,177
-542,170
| -95% | -$20.2M |
|
|
CLLS
1835
Cellectis
CLLS
$306M
| $1.04M | ﹤0.01% |
656,600
-10,441
| -2% | -$16.5K |
|
1836
Apellis Pharmaceuticals
APLS
$3.29B
| $1.03M | ﹤0.01% |
26,983
-23,973
| -47% | -$912K |
|
1837
Okta
OKTA
$15.9B
| $1.01M | ﹤0.01% |
12,339
+694
| +6% | +$56.6K |
|
1838
AppFolio
APPF
$9.92B
| $1M | ﹤0.01% |
5,492
-267
| -5% | -$48.8K |
|
1839
Veracyte
VCYT
$2.42B
| $997K | ﹤0.01% |
44,666
+12,674
| +40% | +$283K |
|
1840
PJT Partners
PJT
$4.37B
| $997K | ﹤0.01% |
12,550
+3,363
| +37% | +$267K |
|
|
BBU
1841
Brookfield Business Partners
BBU
$2.41B
| $991K | ﹤0.01% |
65,176
+28,541
| +78% | +$434K |
|
1842
Transmedics
TMDX
$3.67B
| $989K | ﹤0.01% |
18,071
-8,608
| -32% | -$471K |
|
1843
Sterling Infrastructure
STRL
$9.16B
| $987K | ﹤0.01% |
13,434
+3,586
| +36% | +$263K |
|
1844
Nutrien
NTR
$27.9B
| $982K | ﹤0.01% |
15,835
-55,600
| -78% | -$3.45M |
|
|
MIR.WS
1845
DELISTED
Mirion Technologies, Inc. Redeemable Warrants, each whole warrant exercisable for one share of Class A common stock at an exercise price of $11.50
MIR.WS
| $982K | ﹤0.01% |
727,186
-16
| -0% | -$22 |
|
1846
10x Genomics
TXG
$1.57B
| $979K | ﹤0.01% |
23,741
+948
| +4% | +$39.1K |
|
1847
Remitly
RELY
$3.89B
| $976K | ﹤0.01% |
38,686
+3,709
| +11% | +$93.5K |
|
1848
Stevanato
STVN
$7.05B
| $951K | ﹤0.01% |
32,000
-7,987
| -20% | -$237K |
|
1849
Vanguard Small-Cap ETF
VB
$66.7B
| $938K | ﹤0.01% |
4,964
+468
| +10% | +$88.5K |
|
|
CNH
1850
CNH Industrial
CNH
$14.1B
| $929K | ﹤0.01% |
76,778
+3,983
| +5% | +$48.2K |
|