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 |
Ventas
VTR
|
+$594M |
| 2 |
Etsy
ETSY
|
+$382M |
| 3 |
Medical Properties Trust
MPW
|
+$325M |
| 4 |
Moderna
MRNA
|
+$155M |
| 5 |
HR
Healthcare Realty Trust Incorporated
HR
|
+$136M |
Top Sells
| 1 |
Welltower
WELL
|
+$695M |
| 2 |
Restaurant Brands International
QSR
|
+$257M |
| 3 |
Fidelity National Financial
FNF
|
+$178M |
| 4 |
Credit Acceptance
CACC
|
+$174M |
| 5 |
Prologis
PLD
|
+$157M |
Sector Composition
| 1 | Technology | 19.14% |
| 2 | Real Estate | 16.4% |
| 3 | Financials | 14.65% |
| 4 | Consumer Discretionary | 12.11% |
| 5 | Healthcare | 9.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1851
Personalis
PSNL
$541M
| $2.2M | ﹤0.01% |
114,428
-2,199
| -2% | -$42.3K |
|
1852
Sarepta Therapeutics
SRPT
$1.87B
| $2.2M | ﹤0.01% |
23,799
-2,983
| -11% | -$276K |
|
1853
BILL Holdings
BILL
$5.26B
| $2.17M | ﹤0.01% |
8,145
-21,701
| -73% | -$5.79M |
|
1854
ANI Pharmaceuticals
ANIP
$2.14B
| $2.17M | ﹤0.01% |
66,056
-2,590
| -4% | -$85K |
|
1855
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
| $2.15M | ﹤0.01% |
24,520
-989,221
| -98% | -$86.5M |
|
1856
Dell
DELL
$84.3B
| $2.14M | ﹤0.01% |
40,624
-1,318
| -3% | -$69.5K |
|
1857
Calix
CALX
$4.13B
| $2.14M | ﹤0.01% |
43,235
+344
| +0.8% | +$17K |
|
1858
Seneca Foods Class A
SENEA
$765M
| $2.13M | ﹤0.01% |
44,176
-2,269
| -5% | -$109K |
|
1859
Tredegar Corp
TG
$278M
| $2.13M | ﹤0.01% |
174,709
-4,577
| -3% | -$55.7K |
|
1860
AMC Entertainment Holdings
AMC
$1.44B
| $2.13M | ﹤0.01% |
5,587
+886
| +19% | +$337K |
|
1861
iShares Russell Mid-Cap ETF
IWR
$45.2B
| $2.12M | ﹤0.01% |
27,147
+1,999
| +8% | +$156K |
|
1862
Twist Bioscience
TWST
$1.55B
| $2.11M | ﹤0.01% |
19,730
+789
| +4% | +$84.4K |
|
|
HT
1863
DELISTED
Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest
HT
| $2.1M | ﹤0.01% |
224,531
-30,186
| -12% | -$282K |
|
1864
Alto Ingredients
ALTO
$89.8M
| $2.09M | ﹤0.01% |
422,284
-3,144
| -0.7% | -$15.5K |
|
1865
UNIFI
UFI
$81.9M
| $2.09M | ﹤0.01% |
95,081
-8,619
| -8% | -$189K |
|
1866
BlackLine
BL
$3.41B
| $2.07M | ﹤0.01% |
17,539
+8,960
| +104% | +$1.06M |
|
|
COUP
1867
DELISTED
Coupa Software Incorporated
COUP
| $2.04M | ﹤0.01% |
9,318
-419
| -4% | -$91.8K |
|
1868
Lyft
LYFT
$7.6B
| $1.98M | ﹤0.01% |
36,858
+50
| +0.1% | +$2.68K |
|
|
SASR
1869
DELISTED
Sandy Spring Bancorp Inc
SASR
| $1.97M | ﹤0.01% |
43,023
-5,676
| -12% | -$260K |
|
1870
Olo Inc
OLO
$1.74B
| $1.97M | ﹤0.01% |
65,500
-62,724
| -49% | -$1.88M |
|
1871
Yum China
YUMC
$16.5B
| $1.97M | ﹤0.01% |
33,807
-1,205
| -3% | -$70K |
|
|
ACRE
1872
Ares Commercial Real Estate
ACRE
$265M
| $1.96M | ﹤0.01% |
130,237
-969
| -0.7% | -$14.6K |
|
1873
Kforce
KFRC
$583M
| $1.93M | ﹤0.01% |
32,396
+760
| +2% | +$45.3K |
|
|
LSXMA
1874
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
| $1.91M | ﹤0.01% |
55,095
-5,855
| -10% | -$203K |
|
|
ALLK
1875
DELISTED
Allakos
ALLK
| $1.9M | ﹤0.01% |
17,949
+57
| +0.3% | +$6.04K |
|