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
|
+$280M |
| 2 |
Canadian National Railway
CNI
|
+$221M |
| 3 |
Visa
V
|
+$220M |
| 4 |
Canadian Pacific Kansas City
CP
|
+$214M |
| 5 |
HEICO Class A
HEI.A
|
+$209M |
Top Sells
| 1 |
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
|
+$420M |
| 2 |
NVIDIA
NVDA
|
+$275M |
| 3 |
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
|
+$249M |
| 4 |
Invitation Homes
INVH
|
+$232M |
| 5 |
Mettler-Toledo International
MTD
|
+$166M |
Sector Composition
| 1 | Technology | 17.56% |
| 2 | Real Estate | 17.45% |
| 3 | Financials | 14.34% |
| 4 | Consumer Discretionary | 11.05% |
| 5 | Industrials | 9.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1901
Royalty Pharma
RPRX
$15.8B
| $1.57M | ﹤0.01% |
40,257
+2,168
| +6% | +$84.4K |
|
1902
10x Genomics
TXG
$1.68B
| $1.57M | ﹤0.01% |
20,625
-1,225
| -6% | -$93.1K |
|
1903
Health Catalyst
HCAT
$239M
| $1.57M | ﹤0.01% |
59,925
-22,482
| -27% | -$588K |
|
1904
Agilon Health
AGL
$477M
| $1.56M | ﹤0.01% |
61,480
-3,031
| -5% | -$76.8K |
|
|
PYCR
1905
DELISTED
Paycor HCM, Inc. Common Stock
PYCR
| $1.55M | ﹤0.01% |
53,239
+22,388
| +73% | +$652K |
|
|
GBT
1906
DELISTED
Global Blood Therapeutics, Inc.
GBT
| $1.55M | ﹤0.01% |
44,629
+26,620
| +148% | +$922K |
|
1907
Dynavax Technologies
DVAX
$1.16B
| $1.54M | ﹤0.01% |
142,269
-54,775
| -28% | -$594K |
|
1908
Newmark Group
NMRK
$3.3B
| $1.53M | ﹤0.01% |
96,232
-28,082
| -23% | -$447K |
|
1909
Westlake Corp
WLK
$11B
| $1.52M | ﹤0.01% |
12,312
+9,743
| +379% | +$1.2M |
|
1910
Check Point Software Technologies
CHKP
$21.1B
| $1.51M | ﹤0.01% |
10,909
-1,014
| -9% | -$140K |
|
1911
El Pollo Loco
LOCO
$313M
| $1.49M | ﹤0.01% |
128,557
-934
| -0.7% | -$10.9K |
|
1912
Burlington
BURL
$17.7B
| $1.49M | ﹤0.01% |
8,174
-486
| -6% | -$88.5K |
|
1913
Brookdale Senior Living
BKD
$1.81B
| $1.46M | ﹤0.01% |
207,028
-89,068
| -30% | -$628K |
|
1914
Celldex Therapeutics
CLDX
$1.61B
| $1.45M | ﹤0.01% |
42,489
-15,114
| -26% | -$515K |
|
1915
Dynatrace
DT
$15.3B
| $1.41M | ﹤0.01% |
29,928
-488,542
| -94% | -$23M |
|
1916
First Citizens BancShares
FCNCA
$25.1B
| $1.38M | ﹤0.01% |
2,076
+916
| +79% | +$610K |
|
1917
iRhythm Technologies
IRTC
$5.99B
| $1.38M | ﹤0.01% |
8,766
+214
| +3% | +$33.7K |
|
|
GHL
1918
DELISTED
Greenhill & Co., Inc.
GHL
| $1.38M | ﹤0.01% |
89,095
-3,458
| -4% | -$53.5K |
|
1919
Lyft
LYFT
$7.63B
| $1.37M | ﹤0.01% |
35,581
-1,877
| -5% | -$72.1K |
|
1920
Sarepta Therapeutics
SRPT
$1.85B
| $1.36M | ﹤0.01% |
17,454
-1,172
| -6% | -$91.6K |
|
1921
Guardant Health
GH
$7.41B
| $1.36M | ﹤0.01% |
20,558
-1,343
| -6% | -$88.9K |
|
1922
Carvana
CVNA
$51.8B
| $1.36M | ﹤0.01% |
11,387
-2,742
| -19% | -$327K |
|
1923
Otter Tail
OTTR
$3.46B
| $1.33M | ﹤0.01% |
21,351
-9,413
| -31% | -$588K |
|
1924
CI&T Inc
CINT
$698M
| $1.33M | ﹤0.01% |
82,700
| – | – |
|
1925
Enterprise Financial Services Corp
EFSC
$2.25B
| $1.32M | ﹤0.01% |
27,996
-14,162
| -34% | -$670K |
|