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 |
Martin Marietta Materials
MLM
|
+$379M |
| 2 |
Apple
AAPL
|
+$367M |
| 3 |
Hilton Worldwide
HLT
|
+$330M |
| 4 |
Veeva Systems
VEEV
|
+$266M |
| 5 |
Waste Connections
WCN
|
+$260M |
Top Sells
| 1 |
American Tower
AMT
|
+$612M |
| 2 |
Agilent Technologies
A
|
+$279M |
| 3 |
Aon
AON
|
+$220M |
| 4 |
Progressive
PGR
|
+$199M |
| 5 |
VeriSign
VRSN
|
+$193M |
Sector Composition
| 1 | Technology | 19.83% |
| 2 | Financials | 15.97% |
| 3 | Real Estate | 13.93% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Industrials | 10.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1851
iShares Short Treasury Bond ETF
SHV
$20.7B
| $1.04M | ﹤0.01% |
9,390
-10,050
| -52% | -$1.11M |
|
1852
Veracyte
VCYT
$2.42B
| $1.04M | ﹤0.01% |
30,486
-14,712
| -33% | -$501K |
|
1853
Nutanix
NTNX
$20.7B
| $1.04M | ﹤0.01% |
17,490
-1,458
| -8% | -$86.4K |
|
1854
iShares Floating Rate Bond ETF
FLOT
$9.06B
| $1.04M | ﹤0.01% |
20,300
-21,775
| -52% | -$1.11M |
|
1855
iShares 0-5 Year TIPS Bond ETF
STIP
$12.7B
| $1.04M | ﹤0.01% |
10,220
-10,025
| -50% | -$1.02M |
|
1856
SS&C Technologies
SSNC
$21.6B
| $1.04M | ﹤0.01% |
13,952
-2,039
| -13% | -$151K |
|
1857
Sun Life Financial
SLF
$33B
| $1.02M | ﹤0.01% |
17,633
-700
| -4% | -$40.6K |
|
|
BPMC
1858
DELISTED
Blueprint Medicines
BPMC
| $1.02M | ﹤0.01% |
11,038
-47,153
| -81% | -$4.36M |
|
1859
Robinhood
HOOD
$104B
| $1.01M | ﹤0.01% |
43,125
-6,434
| -13% | -$151K |
|
|
PYCR
1860
DELISTED
Paycor HCM, Inc. Common Stock
PYCR
| $962K | ﹤0.01% |
+67,811
| New | +$962K |
|
1861
Kornit Digital
KRNT
$662M
| $934K | ﹤0.01% |
+36,168
| New | +$934K |
|
1862
Ardelyx
ARDX
$1.6B
| $933K | ﹤0.01% |
135,439
-336,014
| -71% | -$2.32M |
|
1863
Costamare
CMRE
$1.46B
| $930K | ﹤0.01% |
59,177
+15,092
| +34% | +$237K |
|
1864
Brookdale Senior Living
BKD
$1.81B
| $927K | ﹤0.01% |
136,531
+111,686
| +450% | +$758K |
|
1865
Kinetik
KNTK
$2.58B
| $921K | ﹤0.01% |
+20,346
| New | +$921K |
|
1866
Bumble
BMBL
$682M
| $911K | ﹤0.01% |
+142,832
| New | +$911K |
|
1867
Enact Holdings
ACT
$5.71B
| $887K | ﹤0.01% |
24,403
-8,745
| -26% | -$318K |
|
1868
Infosys
INFY
$70.4B
| $883K | ﹤0.01% |
39,668
-443,601
| -92% | -$9.88M |
|
|
CLLS
1869
Cellectis
CLLS
$306M
| $881K | ﹤0.01% |
411,800
-25,200
| -6% | -$53.9K |
|
1870
Limbach Holdings
LMB
$1.2B
| $880K | ﹤0.01% |
11,616
-250
| -2% | -$18.9K |
|
1871
Alkami Technology
ALKT
$2.62B
| $875K | ﹤0.01% |
+27,755
| New | +$875K |
|
1872
Okta
OKTA
$15.9B
| $872K | ﹤0.01% |
11,726
-654
| -5% | -$48.6K |
|
1873
iShares Russell Mid-Cap Growth ETF
IWP
$20.5B
| $856K | ﹤0.01% |
7,300
-15,800
| -68% | -$1.85M |
|
|
FBMS
1874
DELISTED
The First Bancshares, Inc.
FBMS
| $846K | ﹤0.01% |
+26,320
| New | +$846K |
|
1875
Atlas Energy Solutions
AESI
$1.32B
| $844K | ﹤0.01% |
+38,715
| New | +$844K |
|