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 |
TransDigm Group
TDG
|
+$406M |
| 2 |
Welltower
WELL
|
+$262M |
| 3 |
Camden Property Trust
CPT
|
+$199M |
| 4 |
Autodesk
ADSK
|
+$198M |
| 5 |
CONE
CyrusOne Inc Common Stock
CONE
|
+$193M |
Top Sells
| 1 |
Alibaba
BABA
|
+$419M |
| 2 |
Digital Realty Trust
DLR
|
+$252M |
| 3 |
DRE
Duke Realty Corp.
DRE
|
+$207M |
| 4 |
iShares MBS ETF
MBB
|
+$192M |
| 5 |
Americold
COLD
|
+$173M |
Sector Composition
| 1 | Technology | 19.05% |
| 2 | Real Estate | 15.53% |
| 3 | Financials | 15% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Healthcare | 9.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1851
Fate Therapeutics
FATE
$111M
| $919K | ﹤0.01% |
26,780
+16,816
| +169% | +$577K |
|
|
KRTX
1852
DELISTED
Karuna Therapeutics, Inc. Common Stock
KRTX
| $914K | ﹤0.01% |
+8,204
| New | +$914K |
|
1853
U-Haul Holding Co
UHAL
$10.8B
| $899K | ﹤0.01% |
29,740
-3,969,800
| -99% | -$120M |
|
|
PLAN
1854
DELISTED
Anaplan, Inc.
PLAN
| $879K | ﹤0.01% |
+19,391
| New | +$879K |
|
|
INOV
1855
DELISTED
Inovalon Holdings, Inc. Class A Common Stock
INOV
| $872K | ﹤0.01% |
45,246
+32,504
| +255% | +$626K |
|
1856
Bright Horizons
BFAM
$6.45B
| $870K | ﹤0.01% |
7,424
-3,014
| -29% | -$353K |
|
1857
MGIC Investment
MTG
$6.55B
| $859K | ﹤0.01% |
104,948
-1,393,923
| -93% | -$11.4M |
|
1858
Apellis Pharmaceuticals
APLS
$3.14B
| $854K | ﹤0.01% |
26,144
+16,528
| +172% | +$540K |
|
|
ONC
1859
BeOne Medicines Ltd. American Depositary Shares
ONC
$35.7B
| $846K | ﹤0.01% |
4,494
+1,422
| +46% | +$268K |
|
|
BMCH
1860
DELISTED
BMC Stock Holdings, Inc
BMCH
| $841K | ﹤0.01% |
33,463
-102
| -0.3% | -$2.56K |
|
1861
Arvinas
ARVN
$568M
| $837K | ﹤0.01% |
24,969
+19,834
| +386% | +$665K |
|
|
SMAR
1862
DELISTED
Smartsheet Inc.
SMAR
| $837K | ﹤0.01% |
+16,434
| New | +$837K |
|
|
IPHI
1863
DELISTED
INPHI CORPORATION
IPHI
| $836K | ﹤0.01% |
7,112
+2,779
| +64% | +$327K |
|
1864
iShares US Treasury Bond ETF
GOVT
$28.2B
| $834K | ﹤0.01% |
29,785
+617
| +2% | +$17.3K |
|
|
IMGN
1865
DELISTED
Immunogen Inc
IMGN
| $830K | ﹤0.01% |
180,299
+138,791
| +334% | +$639K |
|
|
MNK
1866
DELISTED
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
| $827K | ﹤0.01% |
308,466
+120,462
| +64% | +$323K |
|
1867
Bel Fuse Class A
BELFA
$1.5B
| $811K | ﹤0.01% |
+75,594
| New | +$811K |
|
1868
Globant
GLOB
$2.47B
| $806K | ﹤0.01% |
+5,380
| New | +$806K |
|
|
HTO
1869
H2O America Common Stock
HTO
$1.75B
| $805K | ﹤0.01% |
12,967
-9,703
| -43% | -$602K |
|
1870
Qiagen
QGEN
$9.82B
| $802K | ﹤0.01% |
17,675
+487
| +3% | +$22.1K |
|
1871
Olympic Steel
ZEUS
$368M
| $800K | ﹤0.01% |
68,105
-1,135
| -2% | -$13.3K |
|
1872
Dropbox
DBX
$8.34B
| $795K | ﹤0.01% |
36,518
+5,518
| +18% | +$120K |
|
|
TPTX
1873
DELISTED
Turning Point Therapeutics, Inc. Common Stock
TPTX
| $795K | ﹤0.01% |
12,303
+6,899
| +128% | +$446K |
|
1874
SiteOne Landscape Supply
SITE
$6.23B
| $787K | ﹤0.01% |
6,901
+2,963
| +75% | +$338K |
|
1875
Annaly Capital Management
NLY
$14.1B
| $783K | ﹤0.01% |
29,827
-9,548
| -24% | -$251K |
|