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 |
American Tower
AMT
|
+$462M |
| 2 |
SBA Communications
SBAC
|
+$330M |
| 3 |
CCC Intelligent Solutions
CCCS
|
+$219M |
| 4 |
Equinix
EQIX
|
+$176M |
| 5 |
Teck Resources
TECK
|
+$140M |
Top Sells
| 1 |
First Industrial Realty Trust
FR
|
+$216M |
| 2 |
Digital Realty Trust
DLR
|
+$213M |
| 3 |
TransDigm Group
TDG
|
+$207M |
| 4 |
Public Storage
PSA
|
+$174M |
| 5 |
Realty Income
O
|
+$149M |
Sector Composition
| 1 | Technology | 18.87% |
| 2 | Financials | 15.58% |
| 3 | Real Estate | 14.17% |
| 4 | Consumer Discretionary | 11.56% |
| 5 | Industrials | 11.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1826
Vanguard Small-Cap ETF
VB
$66.7B
| $1.4M | ﹤0.01% |
3,920
-1,355
| -26% | -$483K |
|
1827
Agnico Eagle Mines
AEM
$76.8B
| $1.39M | ﹤0.01% |
+23,250
| New | +$1.39M |
|
1828
Okta
OKTA
$15.9B
| $1.38M | ﹤0.01% |
13,144
+2,925
| +29% | +$306K |
|
1829
iShares MSCI USA Quality Factor ETF
QUAL
$54.6B
| $1.36M | ﹤0.01% |
8,282
| – | – |
|
1830
Twist Bioscience
TWST
$1.46B
| $1.36M | ﹤0.01% |
39,624
+23,850
| +151% | +$818K |
|
|
SPWR
1831
DELISTED
SunPower Corporation Common Stock
SPWR
| $1.34M | ﹤0.01% |
448,020
+1,267
| +0.3% | +$3.8K |
|
|
TEN
1832
Tsakos Energy Navigation Ltd.
TEN
$648M
| $1.34M | ﹤0.01% |
+52,776
| New | +$1.34M |
|
1833
RB Global
RBA
$21.6B
| $1.34M | ﹤0.01% |
17,539
+515
| +3% | +$39.2K |
|
1834
Nutanix
NTNX
$20.7B
| $1.33M | ﹤0.01% |
21,521
+3,990
| +23% | +$246K |
|
1835
TransUnion
TRU
$17.5B
| $1.33M | ﹤0.01% |
16,609
+4,021
| +32% | +$321K |
|
|
BWIN
1836
Baldwin Insurance Group
BWIN
$2.17B
| $1.3M | ﹤0.01% |
+44,840
| New | +$1.3M |
|
1837
Atlassian
TEAM
$45.7B
| $1.29M | ﹤0.01% |
6,637
-2,052
| -24% | -$400K |
|
1838
Ionis Pharmaceuticals
IONS
$10.2B
| $1.29M | ﹤0.01% |
29,824
-1,315
| -4% | -$57K |
|
1839
Biohaven
BHVN
$1.48B
| $1.29M | ﹤0.01% |
23,633
-4,302
| -15% | -$235K |
|
1840
Primoris Services
PRIM
$6.35B
| $1.25M | ﹤0.01% |
29,332
+22,656
| +339% | +$964K |
|
1841
Applovin
APP
$192B
| $1.25M | ﹤0.01% |
18,007
+2,459
| +16% | +$170K |
|
1842
Intercorp Financial Services
IFS
$4.65B
| $1.22M | ﹤0.01% |
51,226
| – | – |
|
1843
DocuSign
DOCU
$15.9B
| $1.21M | ﹤0.01% |
20,317
-576
| -3% | -$34.3K |
|
1844
E.W. Scripps
SSP
$246M
| $1.2M | ﹤0.01% |
305,775
-917
| -0.3% | -$3.6K |
|
1845
iShares Short Treasury Bond ETF
SHV
$20.7B
| $1.2M | ﹤0.01% |
10,865
-14,385
| -57% | -$1.59M |
|
1846
iShares Floating Rate Bond ETF
FLOT
$9.06B
| $1.2M | ﹤0.01% |
23,475
-31,500
| -57% | -$1.61M |
|
1847
SS&C Technologies
SSNC
$21.6B
| $1.19M | ﹤0.01% |
18,422
+4,732
| +35% | +$305K |
|
1848
argenx
ARGX
$46.7B
| $1.17M | ﹤0.01% |
2,961
| – | – |
|
1849
Kiniksa Pharmaceuticals
KNSA
$2.68B
| $1.16M | ﹤0.01% |
58,991
+17,659
| +43% | +$348K |
|
|
CERE
1850
DELISTED
Cerevel Therapeutics Holdings, Inc. Common Stock
CERE
| $1.15M | ﹤0.01% |
27,231
+114
| +0.4% | +$4.82K |
|