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 |
Microsoft
MSFT
|
+$344M |
| 2 |
Moody's
MCO
|
+$284M |
| 3 |
VICI Properties
VICI
|
+$249M |
| 4 |
Progressive
PGR
|
+$246M |
| 5 |
Amazon
AMZN
|
+$167M |
Top Sells
| 1 |
Salesforce
CRM
|
+$235M |
| 2 |
MGP
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
|
+$202M |
| 3 |
Healthcare Realty
HR
|
+$179M |
| 4 |
Etsy
ETSY
|
+$168M |
| 5 |
Charter Communications
CHTR
|
+$141M |
Sector Composition
| 1 | Real Estate | 17.6% |
| 2 | Technology | 16.42% |
| 3 | Financials | 14.71% |
| 4 | Consumer Discretionary | 10.49% |
| 5 | Industrials | 9.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
KRTX
1926
DELISTED
Karuna Therapeutics, Inc. Common Stock
KRTX
| $947K | ﹤0.01% |
7,483
+21
| +0.3% | +$2.66K |
|
1927
Dropbox
DBX
$8.29B
| $936K | ﹤0.01% |
44,590
+14,734
| +49% | +$309K |
|
1928
HEICO
HEI
$44.1B
| $931K | ﹤0.01% |
7,096
-7,690
| -52% | -$1.01M |
|
1929
Western Alliance Bancorporation
WAL
$9.8B
| $923K | ﹤0.01% |
13,074
-16,991
| -57% | -$1.2M |
|
1930
iShares MSCI EAFE Small-Cap ETF
SCZ
$10.9B
| $922K | ﹤0.01% |
16,883
| – | – |
|
1931
Prothena Corp
PRTA
$447M
| $921K | ﹤0.01% |
33,936
+3,363
| +11% | +$91.3K |
|
|
CAMP
1932
DELISTED
CalAmp Corp.
CAMP
| $919K | ﹤0.01% |
9,587
-710
| -7% | -$68.1K |
|
1933
Stride
LRN
$6.89B
| $915K | ﹤0.01% |
22,440
-2,555
| -10% | -$104K |
|
1934
McGrath RentCorp
MGRC
$3.02B
| $909K | ﹤0.01% |
11,961
+8,331
| +230% | +$633K |
|
1935
Aramark
ARMK
$10B
| $908K | ﹤0.01% |
41,025
+2,192
| +6% | +$48.5K |
|
1936
Intellia Therapeutics
NTLA
$1.23B
| $908K | ﹤0.01% |
17,547
-8,123
| -32% | -$420K |
|
1937
iShare MSCI Eurozone ETF
EZU
$7.98B
| $903K | ﹤0.01% |
24,842
| – | – |
|
1938
Futu Holdings
FUTU
$25.9B
| $897K | ﹤0.01% |
+17,179
| New | +$897K |
|
1939
Huron Consulting
HURN
$2.36B
| $897K | ﹤0.01% |
+13,808
| New | +$897K |
|
1940
iShares US Treasury Bond ETF
GOVT
$28.2B
| $896K | ﹤0.01% |
37,484
+5,368
| +17% | +$128K |
|
1941
AMC Entertainment Holdings
AMC
$1.44B
| $894K | ﹤0.01% |
6,599
+1,257
| +24% | +$170K |
|
1942
Helios Technologies
HLIO
$1.82B
| $890K | ﹤0.01% |
13,434
-2,899
| -18% | -$192K |
|
1943
Floor & Decor
FND
$9.16B
| $887K | ﹤0.01% |
14,084
+4,031
| +40% | +$254K |
|
1944
Sinclair Inc
SBGI
$933M
| $883K | ﹤0.01% |
43,269
+18,940
| +78% | +$387K |
|
1945
Genco Shipping & Trading
GNK
$763M
| $878K | ﹤0.01% |
+45,441
| New | +$878K |
|
1946
iShares Short-Term National Muni Bond ETF
SUB
$10.3B
| $877K | ﹤0.01% |
8,374
-40,000
| -83% | -$4.19M |
|
1947
FIVE9
FIVN
$2.02B
| $859K | ﹤0.01% |
9,422
+2,807
| +42% | +$256K |
|
1948
Newmark Group
NMRK
$3.4B
| $857K | ﹤0.01% |
88,675
-7,557
| -8% | -$73K |
|
|
MNRL
1949
DELISTED
Brigham Minerals, Inc. Class A Common Stock
MNRL
| $853K | ﹤0.01% |
34,629
+9,618
| +38% | +$237K |
|
|
BERY
1950
DELISTED
Berry Global Group, Inc.
BERY
| $851K | ﹤0.01% |
16,962
+2,675
| +19% | +$134K |
|