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 |
CoStar Group
CSGP
|
+$466M |
| 2 |
Broadstone Net Lease
BNL
|
+$266M |
| 3 |
Tyler Technologies
TYL
|
+$250M |
| 4 |
Marriott Vacations Worldwide
VAC
|
+$229M |
| 5 |
Equinix
EQIX
|
+$187M |
Top Sells
| 1 |
Motorola Solutions
MSI
|
+$335M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$318M |
| 3 |
Prologis
PLD
|
+$309M |
| 4 |
Gartner
IT
|
+$290M |
| 5 |
CBRE Group
CBRE
|
+$214M |
Sector Composition
| 1 | Technology | 18.71% |
| 2 | Real Estate | 16% |
| 3 | Financials | 14.9% |
| 4 | Consumer Discretionary | 12.38% |
| 5 | Industrials | 9.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1851
Alto Ingredients
ALTO
$89.8M
| $2.6M | ﹤0.01% |
+425,428
| New | +$2.6M |
|
|
MRTX
1852
DELISTED
Mirati Therapeutics, Inc. Common Stock
MRTX
| $2.57M | ﹤0.01% |
15,931
-40,812
| -72% | -$6.59M |
|
|
COUP
1853
DELISTED
Coupa Software Incorporated
COUP
| $2.55M | ﹤0.01% |
9,737
+1,989
| +26% | +$521K |
|
1854
UNIFI
UFI
$84.3M
| $2.53M | ﹤0.01% |
103,700
+812
| +0.8% | +$19.8K |
|
1855
Twist Bioscience
TWST
$1.49B
| $2.52M | ﹤0.01% |
18,941
-32,108
| -63% | -$4.28M |
|
1856
Pinduoduo
PDD
$176B
| $2.52M | ﹤0.01% |
19,861
+1,396
| +8% | +$177K |
|
|
ROCC
1857
DELISTED
Ranger Oil Corporation Class A Common Stock
ROCC
| $2.52M | ﹤0.01% |
106,533
+2,061
| +2% | +$48.7K |
|
1858
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
| $2.51M | ﹤0.01% |
34,095
-2,169
| -6% | -$160K |
|
1859
Pacific Biosciences
PACB
$372M
| $2.51M | ﹤0.01% |
71,649
-4,567
| -6% | -$160K |
|
1860
Tredegar Corp
TG
$270M
| $2.47M | ﹤0.01% |
179,286
+2,004
| +1% | +$27.6K |
|
1861
Domo
DOMO
$647M
| $2.43M | ﹤0.01% |
30,112
+24,419
| +429% | +$1.97M |
|
1862
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.7B
| $2.42M | ﹤0.01% |
46,088
+27,474
| +148% | +$1.44M |
|
|
NVTA
1863
DELISTED
Invitae Corporation
NVTA
| $2.41M | ﹤0.01% |
71,457
+15,969
| +29% | +$539K |
|
1864
El Pollo Loco
LOCO
$303M
| $2.41M | ﹤0.01% |
131,696
-18,779
| -12% | -$344K |
|
1865
ANI Pharmaceuticals
ANIP
$2.13B
| $2.41M | ﹤0.01% |
68,646
-6,112
| -8% | -$214K |
|
1866
Carisma Therapeutics
CARM
$16.7M
| $2.38M | ﹤0.01% |
+25,735
| New | +$2.38M |
|
1867
Evolent Health
EVH
$1.09B
| $2.38M | ﹤0.01% |
112,574
+93,552
| +492% | +$1.98M |
|
1868
Seneca Foods Class A
SENEA
$744M
| $2.37M | ﹤0.01% |
46,445
+423
| +0.9% | +$21.6K |
|
1869
iShares Russell Mid-Cap Growth ETF
IWP
$20.5B
| $2.33M | ﹤0.01% |
20,567
-7,829
| -28% | -$886K |
|
1870
Yum China
YUMC
$16.2B
| $2.32M | ﹤0.01% |
35,012
+6,387
| +22% | +$423K |
|
|
DSPG
1871
DELISTED
DSP Group Inc
DSPG
| $2.31M | ﹤0.01% |
155,868
+5,036
| +3% | +$74.5K |
|
|
IVC
1872
DELISTED
Invacare Corporation
IVC
| $2.29M | ﹤0.01% |
283,807
+20,438
| +8% | +$165K |
|
1873
Plug Power
PLUG
$1.65B
| $2.28M | ﹤0.01% |
66,801
-21,113
| -24% | -$722K |
|
1874
Kadant
KAI
$3.7B
| $2.28M | ﹤0.01% |
12,963
+2,058
| +19% | +$362K |
|
|
WSR
1875
Whitestone REIT
WSR
$653M
| $2.28M | ﹤0.01% |
276,079
+1,635
| +0.6% | +$13.5K |
|