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 |
iShares Core S&P 500 ETF
IVV
|
+$158M |
| 2 |
Gaming and Leisure Properties
GLPI
|
+$122M |
| 3 |
Boston Properties
BXP
|
+$92.5M |
| 4 |
iShares MBS ETF
MBB
|
+$90.6M |
| 5 |
Extra Space Storage
EXR
|
+$77.3M |
Top Sells
| 1 |
TransDigm Group
TDG
|
+$214M |
| 2 |
Toronto Dominion Bank
TD
|
+$142M |
| 3 |
Credit Acceptance
CACC
|
+$122M |
| 4 |
Medical Properties Trust
MPW
|
+$101M |
| 5 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
+$87.4M |
Sector Composition
| 1 | Technology | 17.6% |
| 2 | Real Estate | 15.87% |
| 3 | Financials | 14.95% |
| 4 | Consumer Discretionary | 11.17% |
| 5 | Industrials | 10.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1876
PTC Therapeutics
PTCT
$4.64B
| $865K | ﹤0.01% |
17,857
-212
| -1% | -$10.3K |
|
1877
Roku
ROKU
$14.3B
| $864K | ﹤0.01% |
13,134
-138
| -1% | -$9.08K |
|
1878
Champion Homes, Inc.
SKY
$4.21B
| $839K | ﹤0.01% |
11,158
-1,425
| -11% | -$107K |
|
1879
Ally Financial
ALLY
$12.7B
| $817K | ﹤0.01% |
32,043
+3,454
| +12% | +$88K |
|
1880
Nektar Therapeutics
NKTR
$924M
| $816K | ﹤0.01% |
77,395
-1,125
| -1% | -$11.9K |
|
1881
HEICO
HEI
$44B
| $814K | ﹤0.01% |
4,762
-839
| -15% | -$144K |
|
1882
TriNet
TNET
$3.32B
| $805K | ﹤0.01% |
9,990
-1,446
| -13% | -$117K |
|
1883
Unity
U
$19.2B
| $804K | ﹤0.01% |
24,778
-4,347
| -15% | -$141K |
|
1884
Rivian
RIVN
$16.9B
| $804K | ﹤0.01% |
51,914
+2,209
| +4% | +$34.2K |
|
1885
BILL Holdings
BILL
$5.17B
| $802K | ﹤0.01% |
9,882
+406
| +4% | +$32.9K |
|
1886
DraftKings
DKNG
$22.8B
| $796K | ﹤0.01% |
41,124
-7,203
| -15% | -$139K |
|
1887
Camping World
CWH
$1.12B
| $791K | ﹤0.01% |
37,912
-753
| -2% | -$15.7K |
|
|
XYZ
1888
Block, Inc.
XYZ
$46B
| $790K | ﹤0.01% |
11,512
-1,866
| -14% | -$128K |
|
1889
Dillards
DDS
$8.87B
| $787K | ﹤0.01% |
2,557
-456
| -15% | -$140K |
|
|
GTM
1890
ZoomInfo Technologies
GTM
$3.36B
| $784K | ﹤0.01% |
31,717
-3,135
| -9% | -$77.5K |
|
1891
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.13B
| $782K | ﹤0.01% |
+16,265
| New | +$782K |
|
1892
Zillow
Z
$21.1B
| $781K | ﹤0.01% |
17,559
+2,022
| +13% | +$89.9K |
|
1893
Remitly
RELY
$4.18B
| $780K | ﹤0.01% |
46,006
+34,062
| +285% | +$577K |
|
1894
Pure Storage
PSTG
$25.9B
| $776K | ﹤0.01% |
30,413
-493,726
| -94% | -$12.6M |
|
|
ISEE
1895
DELISTED
IVERIC bio, Inc. Common Stock
ISEE
| $775K | ﹤0.01% |
31,848
-1,857
| -6% | -$45.2K |
|
1896
Principal Spectrum Preferred Securities Active ETF
PREF
$1.29B
| $766K | ﹤0.01% |
45,079
+31,349
| +228% | +$533K |
|
1897
Americold
COLD
$3.84B
| $764K | ﹤0.01% |
26,869
+1,137
| +4% | +$32.3K |
|
1898
Integral Ad Science
IAS
$1.42B
| $758K | ﹤0.01% |
+53,086
| New | +$758K |
|
1899
Sensata Technologies
ST
$4.62B
| $755K | ﹤0.01% |
15,091
+625
| +4% | +$31.3K |
|
1900
RBC Bearings
RBC
$11.8B
| $755K | ﹤0.01% |
3,242
-55,421
| -94% | -$12.9M |
|