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
Top Sells
| 1 |
Fidelity National Financial
FNF
|
$303M |
| 2 |
SFR
Starwood Waypoint Homes
SFR
|
$302M |
| 3 |
DaVita
DVA
|
$195M |
| 4 |
Crown Castle
CCI
|
$180M |
| 5 |
Wells Fargo
WFC
|
$164M |
Sector Composition
| 1 | Financials | 17.71% |
| 2 | Real Estate | 13.92% |
| 3 | Technology | 12.27% |
| 4 | Consumer Discretionary | 10.83% |
| 5 | Industrials | 9.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
BPMC
1851
DELISTED
Blueprint Medicines
BPMC
| $939K | ﹤0.01% |
12,452
+6,425
| +107% | +$485K |
|
1852
Sixth Street Specialty
TSLX
$2.33B
| $930K | ﹤0.01% |
+46,948
| New | +$930K |
|
1853
Varonis Systems
VRNS
$6.45B
| $929K | ﹤0.01% |
+57,393
| New | +$929K |
|
1854
Marvell Technology
MRVL
$56.9B
| $928K | ﹤0.01% |
43,222
+756
| +2% | +$16.2K |
|
1855
Liquidity Services
LQDT
$842M
| $926K | ﹤0.01% |
190,946
-1,489
| -0.8% | -$7.22K |
|
|
AERI
1856
DELISTED
Aerie Pharmaceuticals, Inc.
AERI
| $920K | ﹤0.01% |
15,406
+9,763
| +173% | +$583K |
|
|
ZAYO
1857
DELISTED
Zayo Group Holdings, Inc.
ZAYO
| $915K | ﹤0.01% |
24,862
-808
| -3% | -$29.7K |
|
1858
NetEase
NTES
$91.2B
| $910K | ﹤0.01% |
13,180
-1,756,935
| -99% | -$121M |
|
|
FTD
1859
DELISTED
FTD Companies, Inc. Common Stock
FTD
| $904K | ﹤0.01% |
125,741
-461
| -0.4% | -$3.31K |
|
1860
Veeva Systems
VEEV
$46.3B
| $892K | ﹤0.01% |
16,134
-609
| -4% | -$33.7K |
|
1861
Booz Allen Hamilton
BAH
$12.5B
| $880K | ﹤0.01% |
23,081
-430
| -2% | -$16.4K |
|
1862
Hexcel
HXL
$5.12B
| $869K | ﹤0.01% |
14,055
+8,752
| +165% | +$541K |
|
1863
BWX Technologies
BWXT
$15B
| $864K | ﹤0.01% |
14,277
-933
| -6% | -$56.5K |
|
1864
CommScope
COMM
$3.59B
| $861K | ﹤0.01% |
22,752
-2,212
| -9% | -$83.7K |
|
1865
QuidelOrtho
QDEL
$1.93B
| $859K | ﹤0.01% |
+19,794
| New | +$859K |
|
1866
Trade Desk
TTD
$25.4B
| $858K | ﹤0.01% |
187,710
+149,640
| +393% | +$684K |
|
|
AIMC
1867
DELISTED
Altra Industrial Motion Corp.
AIMC
| $858K | ﹤0.01% |
17,018
+2,581
| +18% | +$130K |
|
1868
Cohen & Steers
CNS
$3.67B
| $853K | ﹤0.01% |
18,028
-2,099
| -10% | -$99.3K |
|
1869
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$3.45B
| $851K | ﹤0.01% |
+35,381
| New | +$851K |
|
1870
Novo Nordisk
NVO
$241B
| $849K | ﹤0.01% |
31,640
-6,000
| -16% | -$161K |
|
1871
Halozyme
HALO
$8.87B
| $847K | ﹤0.01% |
41,785
+24,844
| +147% | +$504K |
|
|
VER
1872
DELISTED
VEREIT, Inc.
VER
| $831K | ﹤0.01% |
21,338
+601
| +3% | +$23.4K |
|
1873
ING
ING
$72.5B
| $830K | ﹤0.01% |
44,967
-5,000
| -10% | -$92.3K |
|
1874
Sangamo Therapeutics
SGMO
$158M
| $829K | ﹤0.01% |
50,570
+39,496
| +357% | +$647K |
|
1875
NovoCure
NVCR
$1.41B
| $823K | ﹤0.01% |
+40,743
| New | +$823K |
|