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
Top Sells
| 1 |
COR
Coresite Realty Corporation
COR
|
+$276M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$202M |
| 3 |
Credit Acceptance
CACC
|
+$193M |
| 4 |
CONE
CyrusOne Inc Common Stock
CONE
|
+$187M |
| 5 |
Apple
AAPL
|
+$135M |
Sector Composition
| 1 | Technology | 19.24% |
| 2 | Real Estate | 17.07% |
| 3 | Financials | 13.46% |
| 4 | Consumer Discretionary | 11.82% |
| 5 | Healthcare | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
ICPT
1901
DELISTED
Intercept Pharmaceuticals, Inc.
ICPT
| $1.54M | ﹤0.01% |
94,811
+2,719
| +3% | +$44.3K |
|
|
COUP
1902
DELISTED
Coupa Software Incorporated
COUP
| $1.54M | ﹤0.01% |
9,712
+394
| +4% | +$62.3K |
|
|
MRTX
1903
DELISTED
Mirati Therapeutics, Inc. Common Stock
MRTX
| $1.53M | ﹤0.01% |
10,440
-3,643
| -26% | -$535K |
|
1904
Brookdale Senior Living
BKD
$1.81B
| $1.53M | ﹤0.01% |
296,096
+83,421
| +39% | +$430K |
|
1905
Ally Financial
ALLY
$12.7B
| $1.53M | ﹤0.01% |
32,052
-5,049
| -14% | -$240K |
|
1906
Royalty Pharma
RPRX
$15.6B
| $1.52M | ﹤0.01% |
38,089
+7,873
| +26% | +$314K |
|
1907
Yum China
YUMC
$16.2B
| $1.51M | ﹤0.01% |
30,290
-3,517
| -10% | -$175K |
|
1908
Energy Recovery
ERII
$776M
| $1.51M | ﹤0.01% |
70,224
-5,767
| -8% | -$124K |
|
1909
Kearny Financial
KRNY
$415M
| $1.51M | ﹤0.01% |
113,584
+14,950
| +15% | +$198K |
|
1910
Kadant
KAI
$3.75B
| $1.5M | ﹤0.01% |
6,521
-7,702
| -54% | -$1.78M |
|
1911
Invesco QQQ Trust
QQQ
$369B
| $1.49M | ﹤0.01% |
+3,751
| New | +$1.49M |
|
1912
Citi Trends
CTRN
$286M
| $1.49M | ﹤0.01% |
15,730
-3,330
| -17% | -$315K |
|
|
ATH
1913
DELISTED
Athene Holding Ltd. Class A Common Shares
ATH
| $1.49M | ﹤0.01% |
17,853
-1,247
| -7% | -$104K |
|
1914
MannKind Corp
MNKD
$1.71B
| $1.48M | ﹤0.01% |
338,126
-41,792
| -11% | -$183K |
|
|
MOMO
1915
Hello Group
MOMO
$1.21B
| $1.47M | ﹤0.01% |
164,017
+13,739
| +9% | +$123K |
|
|
SILK
1916
DELISTED
Silk Road Medical, Inc. Common Stock
SILK
| $1.46M | ﹤0.01% |
34,301
-36,955
| -52% | -$1.58M |
|
1917
Olympic Steel
ZEUS
$365M
| $1.46M | ﹤0.01% |
62,071
-1,696
| -3% | -$39.9K |
|
|
AVLR
1918
DELISTED
Avalara, Inc.
AVLR
| $1.46M | ﹤0.01% |
11,303
-48,851
| -81% | -$6.31M |
|
1919
Big 5 Sporting Goods
BGFV
$32.5M
| $1.46M | ﹤0.01% |
76,697
-2,603
| -3% | -$49.5K |
|
1920
Vera Bradley
VRA
$63.7M
| $1.45M | ﹤0.01% |
170,170
-4,442
| -3% | -$37.8K |
|
|
SPPI
1921
DELISTED
Spectrum Pharmaceuticals Inc
SPPI
| $1.45M | ﹤0.01% |
1,138,160
-42,824
| -4% | -$54.4K |
|
1922
Bloom Energy
BE
$14.7B
| $1.44M | ﹤0.01% |
65,662
+36,458
| +125% | +$799K |
|
1923
Zillow
Z
$20.8B
| $1.43M | ﹤0.01% |
22,386
+1,008
| +5% | +$64.3K |
|
1924
Montrose Environmental
MEG
$1.02B
| $1.42M | ﹤0.01% |
20,080
+8,224
| +69% | +$580K |
|
1925
Vanguard Mid-Cap ETF
VO
$87.4B
| $1.41M | ﹤0.01% |
5,973
| – | – |
|