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 | |
|---|---|---|---|---|---|---|
1876
Powell Industries
POWL
$3.49B
| $2.28M | ﹤0.01% |
73,502
+3,740
| +5% | +$116K |
|
1877
Primoris Services
PRIM
$6.32B
| $2.27M | ﹤0.01% |
77,177
+69,129
| +859% | +$2.03M |
|
1878
Cato Corp
CATO
$87.4M
| $2.26M | ﹤0.01% |
133,939
-1,381
| -1% | -$23.3K |
|
1879
LoveSac
LOVE
$292M
| $2.25M | ﹤0.01% |
+28,221
| New | +$2.25M |
|
1880
Tenable Holdings
TENB
$3.64B
| $2.25M | ﹤0.01% |
54,418
+8,859
| +19% | +$366K |
|
1881
Lakeland Financial Corp
LKFN
$1.69B
| $2.25M | ﹤0.01% |
36,486
+8,478
| +30% | +$523K |
|
1882
Lyft
LYFT
$7.85B
| $2.23M | ﹤0.01% |
36,808
+19,816
| +117% | +$1.2M |
|
|
CDMO
1883
DELISTED
Avid Bioservices, Inc. Common Stock
CDMO
| $2.22M | ﹤0.01% |
86,413
+74,199
| +607% | +$1.9M |
|
1884
Ezcorp Inc
EZPW
$1.02B
| $2.21M | ﹤0.01% |
366,697
+4,977
| +1% | +$30K |
|
1885
Vanguard Mid-Cap ETF
VO
$87.4B
| $2.2M | ﹤0.01% |
9,270
-936
| -9% | -$222K |
|
1886
MannKind Corp
MNKD
$1.71B
| $2.16M | ﹤0.01% |
396,213
+295,730
| +294% | +$1.61M |
|
|
BHVN
1887
DELISTED
Biohaven Pharmaceutical Holding Company Ltd.
BHVN
| $2.15M | ﹤0.01% |
22,142
-165,728
| -88% | -$16.1M |
|
|
SASR
1888
DELISTED
Sandy Spring Bancorp Inc
SASR
| $2.15M | ﹤0.01% |
48,699
+5,364
| +12% | +$237K |
|
|
LX
1889
LexinFintech Holdings
LX
$983M
| $2.13M | ﹤0.01% |
173,878
+159,976
| +1,151% | +$1.96M |
|
1890
Dell
DELL
$84.3B
| $2.12M | ﹤0.01% |
41,942
+24,445
| +140% | +$1.24M |
|
1891
Ultragenyx Pharmaceutical
RARE
$3.01B
| $2.12M | ﹤0.01% |
22,222
-57,596
| -72% | -$5.49M |
|
1892
Helios Technologies
HLIO
$1.8B
| $2.12M | ﹤0.01% |
27,095
+8,517
| +46% | +$665K |
|
1893
Zynex
ZYXI
$44.5M
| $2.1M | ﹤0.01% |
148,657
+1,319
| +0.9% | +$18.6K |
|
|
LSXMA
1894
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
| $2.09M | ﹤0.01% |
60,950
-1,574,285
| -96% | -$53.9M |
|
1895
IAC Inc
IAC
$2.82B
| $2.08M | ﹤0.01% |
16,475
+1,024
| +7% | +$129K |
|
1896
Sarepta Therapeutics
SRPT
$1.84B
| $2.08M | ﹤0.01% |
26,782
-63
| -0.2% | -$4.9K |
|
1897
Akebia Therapeutics
AKBA
$798M
| $2.08M | ﹤0.01% |
547,868
-25,369
| -4% | -$96.1K |
|
1898
TG Therapeutics
TGTX
$4.97B
| $2.07M | ﹤0.01% |
53,424
+877
| +2% | +$34K |
|
1899
Tandem Diabetes Care
TNDM
$839M
| $2.07M | ﹤0.01% |
21,207
+1,133
| +6% | +$110K |
|
1900
Vanguard Short-Term Bond ETF
BSV
$38.5B
| $2.06M | ﹤0.01% |
25,080
+1,660
| +7% | +$136K |
|