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 |
Equinix
EQIX
|
+$313M |
| 2 |
Welltower
WELL
|
+$213M |
| 3 |
Brookfield
BN
|
+$162M |
| 4 |
MSCI
MSCI
|
+$146M |
| 5 |
Extra Space Storage
EXR
|
+$143M |
Top Sells
| 1 |
BKI
Black Knight, Inc. Common Stock
BKI
|
+$373M |
| 2 |
Moody's
MCO
|
+$178M |
| 3 |
Dollar General
DG
|
+$169M |
| 4 |
CubeSmart
CUBE
|
+$166M |
| 5 |
Equity Lifestyle Properties
ELS
|
+$156M |
Sector Composition
| 1 | Technology | 17.98% |
| 2 | Financials | 15.34% |
| 3 | Real Estate | 15.22% |
| 4 | Consumer Discretionary | 11.31% |
| 5 | Industrials | 11.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1926
Zillow
Z
$21B
| $560K | ﹤0.01% |
12,137
+631
| +5% | +$29.1K |
|
|
MOMO
1927
Hello Group
MOMO
$1.22B
| $552K | ﹤0.01% |
79,070
+4,199
| +6% | +$29.3K |
|
1928
iShares MBS ETF
MBB
$41.5B
| $551K | ﹤0.01% |
6,202
+1,182
| +24% | +$105K |
|
1929
Camping World
CWH
$1.07B
| $547K | ﹤0.01% |
26,808
+646
| +2% | +$13.2K |
|
1930
Madrigal Pharmaceuticals
MDGL
$9.79B
| $545K | ﹤0.01% |
3,733
-78
| -2% | -$11.4K |
|
1931
CI&T Inc
CINT
$685M
| $538K | ﹤0.01% |
82,700
| – | – |
|
|
ATSG
1932
DELISTED
Air Transport Services Group, Inc.
ATSG
| $537K | ﹤0.01% |
25,736
+8,521
| +49% | +$178K |
|
1933
Pacific Biosciences
PACB
$381M
| $536K | ﹤0.01% |
64,224
+4,488
| +8% | +$37.5K |
|
1934
Tenable Holdings
TENB
$3.64B
| $535K | ﹤0.01% |
11,944
-1,543
| -11% | -$69.1K |
|
1935
Rogers Communications
RCI
$19.1B
| $535K | ﹤0.01% |
13,865
+400
| +3% | +$15.4K |
|
1936
FIGS
FIGS
$1.09B
| $534K | ﹤0.01% |
90,545
+26,168
| +41% | +$154K |
|
1937
Liberty Latin America Class C
LILAK
$1.54B
| $523K | ﹤0.01% |
64,089
+21,133
| +49% | +$172K |
|
1938
Warner Music
WMG
$17.5B
| $522K | ﹤0.01% |
16,638
+1,109
| +7% | +$34.8K |
|
1939
Revolve Group
RVLV
$1.66B
| $522K | ﹤0.01% |
38,344
+8,157
| +27% | +$111K |
|
1940
AtriCure
ATRC
$1.75B
| $519K | ﹤0.01% |
11,839
+395
| +3% | +$17.3K |
|
1941
Workiva
WK
$4.25B
| $518K | ﹤0.01% |
5,111
-666
| -12% | -$67.5K |
|
1942
Carvana
CVNA
$50.7B
| $518K | ﹤0.01% |
12,336
+1,642
| +15% | +$68.9K |
|
1943
Crinetics Pharmaceuticals
CRNX
$3.35B
| $515K | ﹤0.01% |
17,301
+3,649
| +27% | +$109K |
|
1944
Grab
GRAB
$21.6B
| $514K | ﹤0.01% |
145,062
+961
| +0.7% | +$3.4K |
|
1945
Robinhood
HOOD
$106B
| $512K | ﹤0.01% |
52,159
+2,710
| +5% | +$26.6K |
|
1946
iShares Russell 2500 ETF
SMMD
$1.65B
| $509K | ﹤0.01% |
9,340
+1,655
| +22% | +$90.2K |
|
1947
Schwab U.S Small- Cap ETF
SCHA
$18.7B
| $507K | ﹤0.01% |
24,466
+4,276
| +21% | +$88.6K |
|
1948
Enterprise Financial Services Corp
EFSC
$2.27B
| $504K | ﹤0.01% |
13,436
-274,924
| -95% | -$10.3M |
|
1949
Ryman Hospitality Properties
RHP
$6.32B
| $503K | ﹤0.01% |
6,040
-785
| -12% | -$65.4K |
|
1950
Blue Owl Capital
OWL
$11.8B
| $502K | ﹤0.01% |
38,703
+2,051
| +6% | +$26.6K |
|