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 |
Idexx Laboratories
IDXX
|
+$197M |
| 2 |
Welltower
WELL
|
+$143M |
| 3 |
Healthcare Realty
HR
|
+$133M |
| 4 |
Moody's
MCO
|
+$97.3M |
| 5 |
Equity Lifestyle Properties
ELS
|
+$83.9M |
Top Sells
Sector Composition
| 1 | Real Estate | 17.29% |
| 2 | Technology | 16.23% |
| 3 | Financials | 15.24% |
| 4 | Consumer Discretionary | 11.06% |
| 5 | Industrials | 10.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
HTO
1951
H2O America Common Stock
HTO
$1.76B
| $522K | ﹤0.01% |
9,060
-9,540
| -51% | -$550K |
|
1952
Fate Therapeutics
FATE
$118M
| $521K | ﹤0.01% |
23,250
-465
| -2% | -$10.4K |
|
1953
Vanguard Small-Cap ETF
VB
$67.9B
| $520K | ﹤0.01% |
3,041
+24
| +0.8% | +$4.1K |
|
1954
Axalta
AXTA
$6.88B
| $515K | ﹤0.01% |
24,455
+36
| +0.1% | +$758 |
|
1955
Zillow
Z
$21.6B
| $513K | ﹤0.01% |
17,916
-3,390
| -16% | -$97.1K |
|
|
TMX
1956
DELISTED
Terminix Global Holdings, Inc.
TMX
| $512K | ﹤0.01% |
13,377
+872
| +7% | +$33.4K |
|
1957
Bloom Energy
BE
$15.7B
| $507K | ﹤0.01% |
25,384
+121
| +0.5% | +$2.42K |
|
1958
Agnico Eagle Mines
AEM
$77.2B
| $505K | ﹤0.01% |
11,881
-50,280
| -81% | -$2.14M |
|
1959
Applovin
APP
$193B
| $502K | ﹤0.01% |
25,736
-7,824
| -23% | -$153K |
|
1960
Stock Yards Bancorp
SYBT
$2.28B
| $502K | ﹤0.01% |
7,372
-5,972
| -45% | -$407K |
|
|
RVNC
1961
DELISTED
Revance Therapeutics, Inc.
RVNC
| $502K | ﹤0.01% |
18,603
-290
| -2% | -$7.83K |
|
1962
Weatherford International
WFRD
$4.51B
| $501K | ﹤0.01% |
15,535
-9,890
| -39% | -$319K |
|
|
COUP
1963
DELISTED
Coupa Software Incorporated
COUP
| $501K | ﹤0.01% |
8,526
-2,449
| -22% | -$144K |
|
1964
Clarivate
CLVT
$2.94B
| $500K | ﹤0.01% |
53,201
-4,089
| -7% | -$38.4K |
|
|
SMAR
1965
DELISTED
Smartsheet Inc.
SMAR
| $500K | ﹤0.01% |
14,542
-2,662
| -15% | -$91.5K |
|
1966
Nutanix
NTNX
$21.7B
| $498K | ﹤0.01% |
23,924
-1,480
| -6% | -$30.8K |
|
1967
AGNC Investment
AGNC
$10.8B
| $485K | ﹤0.01% |
57,587
+3,743
| +7% | +$31.5K |
|
1968
Toast
TOST
$23.8B
| $481K | ﹤0.01% |
28,744
-2,084
| -7% | -$34.9K |
|
1969
BlackLine
BL
$3.41B
| $479K | ﹤0.01% |
7,989
-582
| -7% | -$34.9K |
|
1970
IAC Inc
IAC
$2.95B
| $479K | ﹤0.01% |
10,546
-1,671
| -14% | -$75.9K |
|
|
SAGE
1971
DELISTED
Sage Therapeutics
SAGE
| $478K | ﹤0.01% |
12,209
+2,862
| +31% | +$112K |
|
|
ATSG
1972
DELISTED
Air Transport Services Group, Inc.
ATSG
| $478K | ﹤0.01% |
19,835
-20,797
| -51% | -$501K |
|
1973
Enel Chile
ENIC
$5.17B
| $475K | ﹤0.01% |
344,368
+101,086
| +42% | +$139K |
|
1974
Phillips Edison & Co
PECO
$4.52B
| $474K | ﹤0.01% |
16,903
-839
| -5% | -$23.5K |
|
1975
Tencent Music
TME
$39.5B
| $466K | ﹤0.01% |
114,796
+921
| +0.8% | +$3.74K |
|