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 | |
|---|---|---|---|---|---|---|
|
SILK
1926
DELISTED
Silk Road Medical, Inc. Common Stock
SILK
| $622K | ﹤0.01% |
15,908
-112,525
| -88% | -$4.4M |
|
1927
Vita Coco
COCO
$2.18B
| $621K | ﹤0.01% |
+31,646
| New | +$621K |
|
1928
Dropbox
DBX
$8.06B
| $618K | ﹤0.01% |
28,603
-5,061
| -15% | -$109K |
|
1929
Nutanix
NTNX
$20.1B
| $618K | ﹤0.01% |
23,768
-2,043
| -8% | -$53.1K |
|
1930
Rogers Communications
RCI
$19.3B
| $614K | ﹤0.01% |
13,265
-211
| -2% | -$9.77K |
|
|
SAGE
1931
DELISTED
Sage Therapeutics
SAGE
| $606K | ﹤0.01% |
14,431
+2,155
| +18% | +$90.4K |
|
1932
Axsome Therapeutics
AXSM
$6.45B
| $600K | ﹤0.01% |
9,720
-608
| -6% | -$37.5K |
|
1933
WesBanco
WSBC
$3.08B
| $598K | ﹤0.01% |
19,481
-280
| -1% | -$8.6K |
|
1934
Aehr Test Systems
AEHR
$754M
| $595K | ﹤0.01% |
19,168
-4,608
| -19% | -$143K |
|
1935
StepStone Group
STEP
$4.86B
| $593K | ﹤0.01% |
24,440
-4,903
| -17% | -$119K |
|
1936
International Seaways
INSW
$2.35B
| $593K | ﹤0.01% |
14,221
+890
| +7% | +$37.1K |
|
1937
BWX Technologies
BWXT
$15B
| $589K | ﹤0.01% |
9,338
-486
| -5% | -$30.6K |
|
1938
Syndax Pharmaceuticals
SNDX
$1.47B
| $586K | ﹤0.01% |
27,735
+417
| +2% | +$8.81K |
|
1939
Tenable Holdings
TENB
$3.77B
| $586K | ﹤0.01% |
12,327
-1,108
| -8% | -$52.6K |
|
1940
Vertex
VERX
$4.14B
| $580K | ﹤0.01% |
+28,032
| New | +$580K |
|
1941
AGNC Investment
AGNC
$10.8B
| $576K | ﹤0.01% |
57,101
+2,258
| +4% | +$22.8K |
|
1942
Kadant
KAI
$3.84B
| $570K | ﹤0.01% |
2,733
-350
| -11% | -$73K |
|
1943
Albertsons Companies
ACI
$10.8B
| $567K | ﹤0.01% |
27,278
+6,734
| +33% | +$140K |
|
1944
Constellium
CSTM
$2B
| $567K | ﹤0.01% |
37,093
-859,300
| -96% | -$13.1M |
|
1945
CBIZ
CBZ
$3.13B
| $565K | ﹤0.01% |
11,426
-1,506
| -12% | -$74.5K |
|
1946
Red Rock Resorts
RRR
$3.65B
| $563K | ﹤0.01% |
12,621
+71
| +0.6% | +$3.16K |
|
|
KDNY
1947
DELISTED
Chinook Therapeutics, Inc. Common Stock
KDNY
| $561K | ﹤0.01% |
24,244
-311
| -1% | -$7.2K |
|
1948
Robinhood
HOOD
$104B
| $555K | ﹤0.01% |
57,181
+3,825
| +7% | +$37.1K |
|
1949
BridgeBio Pharma
BBIO
$10.4B
| $555K | ﹤0.01% |
33,471
+474
| +1% | +$7.86K |
|
1950
Ryman Hospitality Properties
RHP
$6.33B
| $551K | ﹤0.01% |
6,137
+2,646
| +76% | +$237K |
|