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 |
TransDigm Group
TDG
|
+$406M |
| 2 |
Welltower
WELL
|
+$262M |
| 3 |
Camden Property Trust
CPT
|
+$199M |
| 4 |
Autodesk
ADSK
|
+$198M |
| 5 |
CONE
CyrusOne Inc Common Stock
CONE
|
+$193M |
Top Sells
| 1 |
Alibaba
BABA
|
+$419M |
| 2 |
Digital Realty Trust
DLR
|
+$252M |
| 3 |
DRE
Duke Realty Corp.
DRE
|
+$207M |
| 4 |
iShares MBS ETF
MBB
|
+$192M |
| 5 |
Americold
COLD
|
+$173M |
Sector Composition
| 1 | Technology | 19.05% |
| 2 | Real Estate | 15.53% |
| 3 | Financials | 15% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Healthcare | 9.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1901
BWX Technologies
BWXT
$15.4B
| $675K | ﹤0.01% |
11,915
-1,176
| -9% | -$66.6K |
|
1902
Invesco Leisure and Entertainment ETF
PEJ
$486M
| $674K | ﹤0.01% |
+23,118
| New | +$674K |
|
1903
ON Semiconductor
ON
$19.7B
| $670K | ﹤0.01% |
33,818
-13,641
| -29% | -$270K |
|
1904
Puma Biotechnology
PBYI
$225M
| $669K | ﹤0.01% |
+64,134
| New | +$669K |
|
|
RDFN
1905
DELISTED
Redfin
RDFN
| $664K | ﹤0.01% |
+15,848
| New | +$664K |
|
1906
Levi Strauss
LEVI
$8.67B
| $663K | ﹤0.01% |
49,452
+2,942
| +6% | +$39.4K |
|
1907
Lyft
LYFT
$7.73B
| $656K | ﹤0.01% |
19,866
+10,151
| +104% | +$335K |
|
|
DRNA
1908
DELISTED
Dicerna Pharmaceuticals, Inc.
DRNA
| $653K | ﹤0.01% |
25,727
+15,297
| +147% | +$388K |
|
1909
US Global Jets ETF
JETS
$824M
| $650K | ﹤0.01% |
+39,051
| New | +$650K |
|
|
NGM
1910
DELISTED
NGM Biopharmaceuticals, Inc. Common Stock
NGM
| $650K | ﹤0.01% |
+32,919
| New | +$650K |
|
|
AGEN
1911
Agenus
AGEN
$143M
| $645K | ﹤0.01% |
8,358
+6,575
| +369% | +$507K |
|
|
ENV
1912
DELISTED
ENVESTNET, INC.
ENV
| $645K | ﹤0.01% |
8,769
+1,909
| +28% | +$140K |
|
1913
Vanguard Health Care ETF
VHT
$15.7B
| $641K | ﹤0.01% |
3,325
-13
| -0.4% | -$2.51K |
|
|
ATH
1914
DELISTED
Athene Holding Ltd. Class A Common Shares
ATH
| $641K | ﹤0.01% |
20,545
-14,952
| -42% | -$466K |
|
|
CDR
1915
DELISTED
Cedar Realty Trust, Inc
CDR
| $639K | ﹤0.01% |
97,730
-1,062
| -1% | -$6.94K |
|
|
RRD
1916
DELISTED
RR Donnelley & Sons Co.
RRD
| $634K | ﹤0.01% |
532,534
-5,373
| -1% | -$6.4K |
|
|
WMGI
1917
DELISTED
Wright Medical Group Inc
WMGI
| $632K | ﹤0.01% |
21,254
+9,075
| +75% | +$270K |
|
1918
Lattice Semiconductor
LSCC
$8.82B
| $630K | ﹤0.01% |
22,207
-87,458
| -80% | -$2.48M |
|
1919
Nutanix
NTNX
$21.2B
| $629K | ﹤0.01% |
+26,515
| New | +$629K |
|
|
QTS
1920
DELISTED
QTS REALTY TRUST, INC.
QTS
| $625K | ﹤0.01% |
9,749
+4,199
| +76% | +$269K |
|
|
BERY
1921
DELISTED
Berry Global Group, Inc.
BERY
| $622K | ﹤0.01% |
15,271
-1,319
| -8% | -$53.7K |
|
|
MSGN
1922
DELISTED
MSG Networks Inc.
MSGN
| $622K | ﹤0.01% |
62,539
+32,747
| +110% | +$326K |
|
1923
Ally Financial
ALLY
$13B
| $618K | ﹤0.01% |
31,140
-13,150
| -30% | -$261K |
|
|
PEI
1924
DELISTED
Pennsylvania Real Estate Investment Trust
PEI
| $617K | ﹤0.01% |
30,241
-682
| -2% | -$13.9K |
|
|
PETQ
1925
DELISTED
PetIQ, Inc. Class A Common Stock
PETQ
| $616K | ﹤0.01% |
17,669
-5,607
| -24% | -$195K |
|