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
|
$317M |
| 2 |
Digital Realty Trust
DLR
|
$256M |
| 3 |
American Tower
AMT
|
$201M |
| 4 |
COR
Coresite Realty Corporation
COR
|
$158M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$136M |
Top Sells
| 1 |
INXN
Interxion Holding N.V.
INXN
|
$358M |
| 2 |
Wayfair
W
|
$187M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$146M |
| 4 |
Welltower
WELL
|
$145M |
| 5 |
Host Hotels & Resorts
HST
|
$125M |
Sector Composition
| 1 | Technology | 17.28% |
| 2 | Real Estate | 16.9% |
| 3 | Financials | 15.46% |
| 4 | Consumer Discretionary | 10.43% |
| 5 | Healthcare | 9.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1901
Axalta
AXTA
$6.68B
| $410K | ﹤0.01% |
23,752
+2,494
| +12% | +$43.1K |
|
1902
Chegg
CHGG
$167M
| $409K | ﹤0.01% |
11,428
-130
| -1% | -$4.65K |
|
1903
Rapid7
RPD
$1.27B
| $409K | ﹤0.01% |
9,442
-4,855
| -34% | -$210K |
|
1904
Verint Systems
VRNT
$1.23B
| $408K | ﹤0.01% |
18,635
-1,280
| -6% | -$28K |
|
1905
Rayonier Advanced Materials
RYAM
$372M
| $402K | ﹤0.01% |
378,861
-19,155
| -5% | -$20.3K |
|
|
RDUS
1906
DELISTED
Radius Health, Inc.
RDUS
| $402K | ﹤0.01% |
30,947
+492
| +2% | +$6.39K |
|
1907
Herbalife
HLF
$1.03B
| $401K | ﹤0.01% |
13,746
+3,010
| +28% | +$87.8K |
|
1908
Barnes & Noble Education
BNED
$283M
| $399K | ﹤0.01% |
2,931
-122
| -4% | -$16.6K |
|
1909
Opko Health
OPK
$1.08B
| $395K | ﹤0.01% |
294,653
+17,674
| +6% | +$23.7K |
|
1910
Pegasystems
PEGA
$9.02B
| $394K | ﹤0.01% |
11,070
+420
| +4% | +$14.9K |
|
1911
US Foods
USFD
$17.4B
| $390K | ﹤0.01% |
22,015
+945
| +4% | +$16.7K |
|
|
ACOR
1912
DELISTED
Acorda Therapeutics, Inc.
ACOR
| $387K | ﹤0.01% |
3,455
-124
| -3% | -$13.9K |
|
1913
Simply Good Foods
SMPL
$2.87B
| $385K | ﹤0.01% |
19,970
+82
| +0.4% | +$1.58K |
|
1914
Brookdale Senior Living
BKD
$1.83B
| $382K | ﹤0.01% |
122,540
+736
| +0.6% | +$2.29K |
|
|
ONC
1915
BeOne Medicines Ltd. American Depositary Shares
ONC
$35B
| $378K | ﹤0.01% |
3,072
+247
| +9% | +$30.4K |
|
1916
RBC Bearings
RBC
$12.2B
| $376K | ﹤0.01% |
3,334
+917
| +38% | +$103K |
|
1917
iShares Core MSCI EAFE ETF
IEFA
$149B
| $374K | ﹤0.01% |
7,503
+521
| +7% | +$26K |
|
|
TRTX
1918
TPG RE Finance Trust
TRTX
$743M
| $373K | ﹤0.01% |
68,010
+2,193
| +3% | +$12K |
|
1919
Zillow
Z
$20.3B
| $372K | ﹤0.01% |
10,314
+87
| +0.9% | +$3.14K |
|
|
MNK
1920
DELISTED
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
| $372K | ﹤0.01% |
188,004
-1,027
| -0.5% | -$2.03K |
|
|
ENV
1921
DELISTED
ENVESTNET, INC.
ENV
| $369K | ﹤0.01% |
6,860
-251
| -4% | -$13.5K |
|
1922
Amplify Cybersecurity ETF
HACK
$2.24B
| $364K | ﹤0.01% |
10,207
+2,926
| +40% | +$104K |
|
1923
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.89B
| $364K | ﹤0.01% |
11,855
-2,181
| -16% | -$67K |
|
1924
Diageo
DEO
$61B
| $362K | ﹤0.01% |
2,850
-98
| -3% | -$12.4K |
|
1925
SPDR S&P 600 Small Cap Value ETF
SLYV
$4.02B
| $361K | ﹤0.01% |
8,837
+1,571
| +22% | +$64.2K |
|