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 | |
|---|---|---|---|---|---|---|
1926
OceanFirst Financial
OCFC
$1.03B
| $1.4M | ﹤0.01% |
63,255
-18,013
| -22% | -$400K |
|
1927
Check Point Software Technologies
CHKP
$20.9B
| $1.39M | ﹤0.01% |
11,923
+490
| +4% | +$57.1K |
|
1928
W.P. Carey
WPC
$14.8B
| $1.38M | ﹤0.01% |
17,211
-1,746
| -9% | -$140K |
|
|
OSH
1929
DELISTED
Oak Street Health, Inc.
OSH
| $1.38M | ﹤0.01% |
41,651
+31,719
| +319% | +$1.05M |
|
1930
Columbia Financial
CLBK
$1.6B
| $1.37M | ﹤0.01% |
+65,754
| New | +$1.37M |
|
1931
GoDaddy
GDDY
$20.1B
| $1.37M | ﹤0.01% |
16,126
-1,548
| -9% | -$131K |
|
1932
Primoris Services
PRIM
$6.35B
| $1.36M | ﹤0.01% |
56,716
-19,895
| -26% | -$477K |
|
1933
Zynex
ZYXI
$44.2M
| $1.32M | ﹤0.01% |
145,098
-3,447
| -2% | -$31.2K |
|
1934
Future Fuel
FF
$171M
| $1.31M | ﹤0.01% |
171,800
-4,187
| -2% | -$32K |
|
1935
First Busey Corp
BUSE
$2.19B
| $1.31M | ﹤0.01% |
48,212
+3,720
| +8% | +$101K |
|
1936
Rivian
RIVN
$16.9B
| $1.3M | ﹤0.01% |
+12,550
| New | +$1.3M |
|
1937
Metropolitan Bank Holding Corp
MCB
$813M
| $1.3M | ﹤0.01% |
12,159
-1,429
| -11% | -$152K |
|
|
AGEN
1938
Agenus
AGEN
$154M
| $1.29M | ﹤0.01% |
20,453
-4,655
| -19% | -$294K |
|
|
GOOD
1939
Gladstone Commercial Corp
GOOD
$598M
| $1.27M | ﹤0.01% |
+49,443
| New | +$1.27M |
|
1940
Quanterix
QTRX
$201M
| $1.27M | ﹤0.01% |
+29,890
| New | +$1.27M |
|
1941
A10 Networks
ATEN
$1.26B
| $1.27M | ﹤0.01% |
76,382
+64,974
| +570% | +$1.08M |
|
1942
Stride
LRN
$6.89B
| $1.26M | ﹤0.01% |
+37,764
| New | +$1.26M |
|
|
FRGI
1943
DELISTED
Fiesta Restaurant Group, Inc.
FRGI
| $1.26M | ﹤0.01% |
114,010
-5,421
| -5% | -$59.7K |
|
|
ZUO
1944
DELISTED
Zuora, Inc.
ZUO
| $1.23M | ﹤0.01% |
65,987
-21,043
| -24% | -$393K |
|
|
EAR
1945
DELISTED
Eargo, Inc. Common Stock
EAR
| $1.23M | ﹤0.01% |
+12,050
| New | +$1.23M |
|
|
ARNA
1946
DELISTED
Arena Pharmaceuticals Inc
ARNA
| $1.22M | ﹤0.01% |
13,144
-5,040
| -28% | -$469K |
|
|
VZIO
1947
DELISTED
VIZIO Holding Corp.
VZIO
| $1.21M | ﹤0.01% |
+62,484
| New | +$1.21M |
|
1948
Ultragenyx Pharmaceutical
RARE
$3.02B
| $1.21M | ﹤0.01% |
14,403
-5,332
| -27% | -$448K |
|
1949
LoveSac
LOVE
$302M
| $1.2M | ﹤0.01% |
18,174
-9,833
| -35% | -$651K |
|
1950
Planet Fitness
PLNT
$8.52B
| $1.2M | ﹤0.01% |
13,281
-183,752
| -93% | -$16.6M |
|