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 |
iShares Core S&P 500 ETF
IVV
|
+$158M |
| 2 |
Gaming and Leisure Properties
GLPI
|
+$122M |
| 3 |
Boston Properties
BXP
|
+$92.5M |
| 4 |
iShares MBS ETF
MBB
|
+$90.6M |
| 5 |
Extra Space Storage
EXR
|
+$77.3M |
Top Sells
| 1 |
TransDigm Group
TDG
|
+$214M |
| 2 |
Toronto Dominion Bank
TD
|
+$142M |
| 3 |
Credit Acceptance
CACC
|
+$122M |
| 4 |
Medical Properties Trust
MPW
|
+$101M |
| 5 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
+$87.4M |
Sector Composition
| 1 | Technology | 17.6% |
| 2 | Real Estate | 15.87% |
| 3 | Financials | 14.95% |
| 4 | Consumer Discretionary | 11.17% |
| 5 | Industrials | 10.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1901
Enbridge
ENB
$105B
| $754K | ﹤0.01% |
19,762
-477
| -2% | -$18.2K |
|
|
BERY
1902
DELISTED
Berry Global Group, Inc.
BERY
| $740K | ﹤0.01% |
13,685
-1,650
| -11% | -$89.2K |
|
1903
Intellia Therapeutics
NTLA
$1.28B
| $738K | ﹤0.01% |
19,804
-31
| -0.2% | -$1.16K |
|
|
RETA
1904
DELISTED
Reata Pharmaceuticals, Inc. Class A Common Stock
RETA
| $727K | ﹤0.01% |
7,992
-207
| -3% | -$18.8K |
|
1905
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.1B
| $707K | ﹤0.01% |
19,900
+6,450
| +48% | +$229K |
|
1906
Carlyle Group
CG
$23B
| $704K | ﹤0.01% |
22,680
+2,971
| +15% | +$92.3K |
|
1907
Pacific Biosciences
PACB
$393M
| $703K | ﹤0.01% |
60,691
+12,007
| +25% | +$139K |
|
1908
STAG Industrial
STAG
$6.75B
| $695K | ﹤0.01% |
20,558
+8,837
| +75% | +$299K |
|
1909
iQIYI
IQ
$2.69B
| $691K | ﹤0.01% |
94,876
+7,877
| +9% | +$57.3K |
|
|
CERE
1910
DELISTED
Cerevel Therapeutics Holdings, Inc. Common Stock
CERE
| $687K | ﹤0.01% |
28,179
-1,714
| -6% | -$41.8K |
|
1911
Teck Resources
TECK
$19.1B
| $687K | ﹤0.01% |
18,829
-1,482
| -7% | -$54K |
|
1912
Ultragenyx Pharmaceutical
RARE
$3.04B
| $679K | ﹤0.01% |
16,932
-1,338
| -7% | -$53.7K |
|
|
BPMC
1913
DELISTED
Blueprint Medicines
BPMC
| $675K | ﹤0.01% |
15,009
-990
| -6% | -$44.5K |
|
|
MOMO
1914
Hello Group
MOMO
$1.27B
| $675K | ﹤0.01% |
74,196
+5,300
| +8% | +$48.2K |
|
1915
JELD-WEN Holding
JELD
$529M
| $669K | ﹤0.01% |
52,876
-8,124
| -13% | -$103K |
|
|
AXNX
1916
DELISTED
Axonics, Inc. Common Stock
AXNX
| $669K | ﹤0.01% |
12,261
-87,772
| -88% | -$4.79M |
|
1917
Vaxcyte
PCVX
$4.25B
| $649K | ﹤0.01% |
17,308
-1,154
| -6% | -$43.3K |
|
|
AQUA
1918
DELISTED
Evoqua Water Technologies Corp. Common Stock
AQUA
| $645K | ﹤0.01% |
12,968
-5,647
| -30% | -$281K |
|
|
SMAR
1919
DELISTED
Smartsheet Inc.
SMAR
| $644K | ﹤0.01% |
13,479
-2,638
| -16% | -$126K |
|
1920
SiteOne Landscape Supply
SITE
$6.36B
| $630K | ﹤0.01% |
4,606
-487
| -10% | -$66.7K |
|
1921
Vanguard Small-Cap ETF
VB
$66.8B
| $629K | ﹤0.01% |
3,317
+242
| +8% | +$45.9K |
|
1922
Rush Enterprises Class A
RUSHA
$4.48B
| $629K | ﹤0.01% |
17,270
-1,639,245
| -99% | -$59.7M |
|
1923
Plug Power
PLUG
$1.63B
| $626K | ﹤0.01% |
53,455
-4,162
| -7% | -$48.8K |
|
|
NVEI
1924
DELISTED
Nuvei Corporation Subordinate Voting Shares
NVEI
| $624K | ﹤0.01% |
+14,347
| New | +$624K |
|
1925
Genco Shipping & Trading
GNK
$772M
| $624K | ﹤0.01% |
39,847
-5,195
| -12% | -$81.4K |
|