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 |
American Tower
AMT
|
+$462M |
| 2 |
SBA Communications
SBAC
|
+$330M |
| 3 |
CCC Intelligent Solutions
CCCS
|
+$219M |
| 4 |
Equinix
EQIX
|
+$176M |
| 5 |
Teck Resources
TECK
|
+$140M |
Top Sells
| 1 |
First Industrial Realty Trust
FR
|
+$216M |
| 2 |
Digital Realty Trust
DLR
|
+$213M |
| 3 |
TransDigm Group
TDG
|
+$207M |
| 4 |
Public Storage
PSA
|
+$174M |
| 5 |
Realty Income
O
|
+$149M |
Sector Composition
| 1 | Technology | 18.87% |
| 2 | Financials | 15.58% |
| 3 | Real Estate | 14.17% |
| 4 | Consumer Discretionary | 11.56% |
| 5 | Industrials | 11.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1926
Daktronics
DAKT
$1.03B
| $687K | ﹤0.01% |
+69,009
| New | +$687K |
|
|
PETQ
1927
DELISTED
PetIQ, Inc. Class A Common Stock
PETQ
| $687K | ﹤0.01% |
37,599
+23,177
| +161% | +$424K |
|
1928
Marathon Digital Holdings
MARA
$5.88B
| $681K | ﹤0.01% |
30,141
+5,534
| +22% | +$125K |
|
1929
IDEAYA Biosciences
IDYA
$2.17B
| $670K | ﹤0.01% |
15,275
+648
| +4% | +$28.4K |
|
1930
Amneal Pharmaceuticals
AMRX
$3.08B
| $667K | ﹤0.01% |
110,085
+59,671
| +118% | +$362K |
|
1931
Gold Fields
GFI
$33.1B
| $665K | ﹤0.01% |
+41,877
| New | +$665K |
|
1932
Procore
PCOR
$10.3B
| $657K | ﹤0.01% |
7,997
-133
| -2% | -$10.9K |
|
|
LGF.B
1933
DELISTED
Lions Gate Entertainment Corp. Class B Non-Voting Shares
LGF.B
| $648K | ﹤0.01% |
69,635
+55,422
| +390% | +$516K |
|
1934
Herc Holdings
HRI
$4.43B
| $640K | ﹤0.01% |
3,803
-18,952
| -83% | -$3.19M |
|
1935
AvePoint
AVPT
$3.34B
| $639K | ﹤0.01% |
80,697
+63,538
| +370% | +$503K |
|
1936
Zillow
Z
$20.8B
| $637K | ﹤0.01% |
13,063
+3,339
| +34% | +$163K |
|
1937
Quanterix
QTRX
$201M
| $632K | ﹤0.01% |
26,824
+15,909
| +146% | +$375K |
|
1938
Rivian
RIVN
$16.9B
| $628K | ﹤0.01% |
57,371
+15,603
| +37% | +$171K |
|
1939
PubMatic
PUBM
$370M
| $625K | ﹤0.01% |
26,342
-76
| -0.3% | -$1.8K |
|
1940
Allison Transmission
ALSN
$7.41B
| $625K | ﹤0.01% |
7,695
+1,467
| +24% | +$119K |
|
1941
Beazer Homes USA
BZH
$758M
| $614K | ﹤0.01% |
18,734
+8,563
| +84% | +$281K |
|
|
AZEK
1942
DELISTED
The AZEK Co
AZEK
| $612K | ﹤0.01% |
12,189
+3,889
| +47% | +$195K |
|
1943
Globalstar
GSAT
$3.94B
| $612K | ﹤0.01% |
27,743
+22,324
| +412% | +$492K |
|
1944
4D Molecular Therapeutics
FDMT
$324M
| $611K | ﹤0.01% |
19,185
+9,204
| +92% | +$293K |
|
1945
Beam Therapeutics
BEAM
$2.01B
| $609K | ﹤0.01% |
18,418
+789
| +4% | +$26.1K |
|
1946
Liberty Broadband Class C
LBRDK
$8.67B
| $604K | ﹤0.01% |
10,546
-35,595
| -77% | -$2.04M |
|
1947
U-Haul Holding Co Series N
UHAL.B
$9.83B
| $599K | ﹤0.01% |
8,980
+852
| +10% | +$56.8K |
|
1948
iShares MBS ETF
MBB
$41.5B
| $596K | ﹤0.01% |
6,448
+229
| +4% | +$21.2K |
|
1949
Arcturus Therapeutics
ARCT
$489M
| $592K | ﹤0.01% |
17,516
+10,454
| +148% | +$353K |
|
1950
Transmedics
TMDX
$3.67B
| $590K | ﹤0.01% |
7,980
-13,949
| -64% | -$1.03M |
|