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 |
Brookfield
BN
|
+$186M |
| 2 |
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
|
+$166M |
| 3 |
HEICO Class A
HEI.A
|
+$145M |
| 4 |
Ventas
VTR
|
+$113M |
| 5 |
Cemex
CX
|
+$111M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$285M |
| 2 |
TransDigm Group
TDG
|
+$203M |
| 3 |
Verizon
VZ
|
+$174M |
| 4 |
Moody's
MCO
|
+$167M |
| 5 |
Digital Realty Trust
DLR
|
+$161M |
Sector Composition
| 1 | Technology | 18.33% |
| 2 | Real Estate | 15.51% |
| 3 | Financials | 14.64% |
| 4 | Industrials | 11.44% |
| 5 | Consumer Discretionary | 11.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1876
Ultragenyx Pharmaceutical
RARE
$3.04B
| $781K | ﹤0.01% |
16,922
-10
| -0.1% | -$461 |
|
1877
Principal Spectrum Preferred Securities Active ETF
PREF
$1.29B
| $768K | ﹤0.01% |
45,320
+241
| +0.5% | +$4.09K |
|
1878
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.13B
| $767K | ﹤0.01% |
16,265
| – | – |
|
1879
iRhythm Technologies
IRTC
$5.99B
| $766K | ﹤0.01% |
7,341
-189
| -3% | -$19.7K |
|
1880
Qiagen
QGEN
$10.2B
| $763K | ﹤0.01% |
15,974
-5,365
| -25% | -$256K |
|
1881
Vertex
VERX
$3.95B
| $747K | ﹤0.01% |
38,328
+10,296
| +37% | +$201K |
|
1882
Imperial Oil
IMO
$45.6B
| $735K | ﹤0.01% |
+14,343
| New | +$735K |
|
1883
XP
XP
$9.59B
| $728K | ﹤0.01% |
+31,050
| New | +$728K |
|
1884
Teck Resources
TECK
$19.1B
| $728K | ﹤0.01% |
17,271
-1,558
| -8% | -$65.6K |
|
1885
Dillards
DDS
$8.87B
| $724K | ﹤0.01% |
2,220
-337
| -13% | -$110K |
|
|
MOMO
1886
Hello Group
MOMO
$1.27B
| $720K | ﹤0.01% |
74,871
+675
| +0.9% | +$6.49K |
|
|
RETA
1887
DELISTED
Reata Pharmaceuticals, Inc. Class A Common Stock
RETA
| $719K | ﹤0.01% |
7,051
-941
| -12% | -$95.9K |
|
1888
Tradeweb Markets
TW
$25.5B
| $708K | ﹤0.01% |
10,342
-22,136
| -68% | -$1.52M |
|
1889
Futu Holdings
FUTU
$26.2B
| $706K | ﹤0.01% |
17,775
+454
| +3% | +$18K |
|
1890
Syndax Pharmaceuticals
SNDX
$1.37B
| $706K | ﹤0.01% |
33,749
+6,014
| +22% | +$126K |
|
1891
PTC Therapeutics
PTCT
$4.64B
| $704K | ﹤0.01% |
17,301
-556
| -3% | -$22.6K |
|
1892
FIVE9
FIVN
$2.04B
| $700K | ﹤0.01% |
8,494
+1,118
| +15% | +$92.2K |
|
1893
BridgeBio Pharma
BBIO
$10.2B
| $695K | ﹤0.01% |
40,417
+6,946
| +21% | +$119K |
|
1894
Krystal Biotech
KRYS
$4.09B
| $692K | ﹤0.01% |
5,893
-240
| -4% | -$28.2K |
|
|
SILK
1895
DELISTED
Silk Road Medical, Inc. Common Stock
SILK
| $687K | ﹤0.01% |
21,153
+5,245
| +33% | +$170K |
|
1896
AvidXchange
AVDX
$2.06B
| $684K | ﹤0.01% |
65,944
+49,982
| +313% | +$519K |
|
1897
Roku
ROKU
$14.3B
| $680K | ﹤0.01% |
10,633
-2,501
| -19% | -$160K |
|
1898
UiPath
PATH
$6.37B
| $678K | ﹤0.01% |
40,943
-187,574
| -82% | -$3.11M |
|
1899
Revolution Medicines
RVMD
$7.65B
| $678K | ﹤0.01% |
25,330
+2,773
| +12% | +$74.2K |
|
1900
Peloton Interactive
PTON
$3.24B
| $677K | ﹤0.01% |
88,038
-3,919
| -4% | -$30.1K |
|