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
|
+$199M |
| 2 |
Starbucks
SBUX
|
+$140M |
| 3 |
Netflix
NFLX
|
+$138M |
| 4 |
Tyler Technologies
TYL
|
+$137M |
| 5 |
Aon
AON
|
+$136M |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$434M |
| 2 |
Apple
AAPL
|
+$309M |
| 3 |
Healthpeak Properties
DOC
|
+$162M |
| 4 |
NXP Semiconductors
NXPI
|
+$138M |
| 5 |
Equinix
EQIX
|
+$127M |
Sector Composition
| 1 | Technology | 19.26% |
| 2 | Real Estate | 15.29% |
| 3 | Financials | 14.36% |
| 4 | Consumer Discretionary | 11.77% |
| 5 | Healthcare | 9.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1876
TG Therapeutics
TGTX
$5.05B
| $972K | ﹤0.01% |
36,322
-709
| -2% | -$19K |
|
1877
OrthoPediatrics
KIDS
$517M
| $970K | ﹤0.01% |
21,133
+8,139
| +63% | +$374K |
|
1878
Vera Bradley
VRA
$65.6M
| $963K | ﹤0.01% |
157,678
-13,957
| -8% | -$85.2K |
|
1879
Metallus
MTUS
$688M
| $961K | ﹤0.01% |
270,595
-28,309
| -9% | -$101K |
|
1880
SPDR Portfolio Developed World ex-US ETF
SPDW
$29.4B
| $958K | ﹤0.01% |
32,752
-1,412
| -4% | -$41.3K |
|
1881
Sabesp
SBS
$15.7B
| $954K | ﹤0.01% |
114,945
-7,045
| -6% | -$58.5K |
|
|
PETQ
1882
DELISTED
PetIQ, Inc. Class A Common Stock
PETQ
| $947K | ﹤0.01% |
28,770
+11,101
| +63% | +$365K |
|
|
ZNGA
1883
DELISTED
ZYNGA INC. CL A COMMON
ZNGA
| $945K | ﹤0.01% |
103,614
-18,110
| -15% | -$165K |
|
1884
Fastly
FSLY
$1.11B
| $933K | ﹤0.01% |
9,956
-882
| -8% | -$82.7K |
|
1885
Arvinas
ARVN
$591M
| $932K | ﹤0.01% |
39,487
+14,518
| +58% | +$343K |
|
1886
Equitable Holdings
EQH
$15.8B
| $930K | ﹤0.01% |
51,009
-8,955
| -15% | -$163K |
|
|
NBIS
1887
Nebius Group N.V. Class A Ordinary Shares
NBIS
$23.1B
| $930K | ﹤0.01% |
14,250
+7,592
| +114% | +$495K |
|
|
SASR
1888
DELISTED
Sandy Spring Bancorp Inc
SASR
| $919K | ﹤0.01% |
39,818
+18,744
| +89% | +$433K |
|
1889
Personalis
PSNL
$473M
| $910K | ﹤0.01% |
41,980
+16,513
| +65% | +$358K |
|
1890
Super Micro Computer
SMCI
$25.2B
| $910K | ﹤0.01% |
344,800
+161,880
| +88% | +$427K |
|
|
MNTA
1891
DELISTED
Momenta Pharmaceuticals, Inc.
MNTA
| $905K | ﹤0.01% |
17,236
-906,732
| -98% | -$47.6M |
|
|
SAGE
1892
DELISTED
Sage Therapeutics
SAGE
| $904K | ﹤0.01% |
14,798
+3,308
| +29% | +$202K |
|
1893
Twist Bioscience
TWST
$1.5B
| $899K | ﹤0.01% |
11,841
-114
| -1% | -$8.66K |
|
1894
American Coastal Insurance
ACIC
$537M
| $896K | ﹤0.01% |
147,869
-6,230
| -4% | -$37.8K |
|
1895
PG&E
PCG
$32.8B
| $894K | ﹤0.01% |
95,224
+51,039
| +116% | +$479K |
|
|
DNB
1896
DELISTED
Dun & Bradstreet
DNB
| $884K | ﹤0.01% |
+34,472
| New | +$884K |
|
1897
SPDR DoubleLine Total Return Tactical ETF
TOTL
$3.89B
| $875K | ﹤0.01% |
17,749
+12,630
| +247% | +$623K |
|
1898
iShares US Treasury Bond ETF
GOVT
$28.1B
| $873K | ﹤0.01% |
31,233
+1,448
| +5% | +$40.5K |
|
1899
Globant
GLOB
$2.66B
| $872K | ﹤0.01% |
4,864
-516
| -10% | -$92.5K |
|
|
WPG
1900
DELISTED
Washington Prime Group Inc.
WPG
| $868K | ﹤0.01% |
148,964
-6,523
| -4% | -$38K |
|