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 |
Digital Realty Trust
DLR
|
+$398M |
| 2 |
Brookfield Asset Management
BAM
|
+$357M |
| 3 |
Gaming and Leisure Properties
GLPI
|
+$250M |
| 4 |
Welltower
WELL
|
+$222M |
| 5 |
Yum China
YUMC
|
+$182M |
Top Sells
| 1 |
STOR
STORE Capital Corporation
STOR
|
+$368M |
| 2 |
Equinix
EQIX
|
+$246M |
| 3 |
Brookfield
BN
|
+$220M |
| 4 |
Guidewire Software
GWRE
|
+$202M |
| 5 |
Lennar Class A
LEN
|
+$150M |
Sector Composition
| 1 | Real Estate | 16.55% |
| 2 | Technology | 15.81% |
| 3 | Financials | 15.77% |
| 4 | Industrials | 10.77% |
| 5 | Consumer Discretionary | 10.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1901
WesBanco
WSBC
$3.06B
| $731K | ﹤0.01% |
19,761
+13,729
| +228% | +$508K |
|
1902
Americold
COLD
$3.88B
| $728K | ﹤0.01% |
25,732
-4,097
| -14% | -$116K |
|
|
ISEE
1903
DELISTED
IVERIC bio, Inc. Common Stock
ISEE
| $722K | ﹤0.01% |
33,705
+3,321
| +11% | +$71.1K |
|
1904
Western Alliance Bancorporation
WAL
$9.89B
| $721K | ﹤0.01% |
12,104
+107
| +0.9% | +$6.37K |
|
1905
Mercado Libre
MELI
$119B
| $717K | ﹤0.01% |
847
| – | – |
|
1906
Plug Power
PLUG
$1.74B
| $713K | ﹤0.01% |
57,617
-15,648
| -21% | -$194K |
|
1907
Beam Therapeutics
BEAM
$2.18B
| $704K | ﹤0.01% |
18,006
+895
| +5% | +$35K |
|
|
BPMC
1908
DELISTED
Blueprint Medicines
BPMC
| $701K | ﹤0.01% |
15,999
+393
| +3% | +$17.2K |
|
1909
Ally Financial
ALLY
$13B
| $699K | ﹤0.01% |
28,589
-5,658
| -17% | -$138K |
|
1910
Syndax Pharmaceuticals
SNDX
$1.41B
| $695K | ﹤0.01% |
27,318
+15,280
| +127% | +$389K |
|
1911
Intellia Therapeutics
NTLA
$1.23B
| $692K | ﹤0.01% |
19,835
+1,253
| +7% | +$43.7K |
|
1912
Genco Shipping & Trading
GNK
$763M
| $692K | ﹤0.01% |
45,042
+25,391
| +129% | +$390K |
|
1913
PTC Therapeutics
PTCT
$4.84B
| $690K | ﹤0.01% |
18,069
+397
| +2% | +$15.2K |
|
1914
BGC Group
BGC
$4.84B
| $683K | ﹤0.01% |
181,148
+148,124
| +449% | +$558K |
|
1915
Coinbase
COIN
$83.2B
| $674K | ﹤0.01% |
19,054
-16,473
| -46% | -$583K |
|
1916
Nutanix
NTNX
$21.7B
| $672K | ﹤0.01% |
25,811
+1,887
| +8% | +$49.2K |
|
|
COUP
1917
DELISTED
Coupa Software Incorporated
COUP
| $672K | ﹤0.01% |
8,485
-41
| -0.5% | -$3.25K |
|
1918
Futu Holdings
FUTU
$25.9B
| $667K | ﹤0.01% |
16,415
+518
| +3% | +$21.1K |
|
1919
Advanced Drainage Systems
WMS
$11.4B
| $666K | ﹤0.01% |
8,127
+731
| +10% | +$59.9K |
|
1920
US Foods
USFD
$18B
| $657K | ﹤0.01% |
19,311
-3,118
| -14% | -$106K |
|
1921
Champion Homes, Inc.
SKY
$4.31B
| $648K | ﹤0.01% |
12,583
-3,738
| -23% | -$193K |
|
|
EGLE
1922
DELISTED
Eagle Bulk Shipping Inc.
EGLE
| $647K | ﹤0.01% |
12,949
+6,549
| +102% | +$327K |
|
|
KDNY
1923
DELISTED
Chinook Therapeutics, Inc. Common Stock
KDNY
| $643K | ﹤0.01% |
24,555
+12,401
| +102% | +$325K |
|
|
RVNC
1924
DELISTED
Revance Therapeutics, Inc.
RVNC
| $638K | ﹤0.01% |
34,566
+15,963
| +86% | +$295K |
|
|
PDM
1925
Piedmont Realty Trust, Inc.
PDM
$1.09B
| $638K | ﹤0.01% |
69,555
+56,850
| +447% | +$521K |
|