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 | |
|---|---|---|---|---|---|---|
1951
SoFi Technologies
SOFI
$30.6B
| $589K | ﹤0.01% |
80,650
+21,805
| +37% | +$159K |
|
1952
BILL Holdings
BILL
$5.38B
| $588K | ﹤0.01% |
8,562
+2,109
| +33% | +$145K |
|
1953
Merchants Bancorp
MBIN
$1.45B
| $584K | ﹤0.01% |
+13,528
| New | +$584K |
|
1954
AGNC Investment
AGNC
$10.7B
| $582K | ﹤0.01% |
58,740
+17,992
| +44% | +$178K |
|
1955
Vera Therapeutics
VERA
$1.55B
| $581K | ﹤0.01% |
13,467
+147
| +1% | +$6.34K |
|
1956
Western Alliance Bancorporation
WAL
$9.8B
| $579K | ﹤0.01% |
9,019
+2,220
| +33% | +$143K |
|
1957
Orion
OEC
$570M
| $569K | ﹤0.01% |
+24,193
| New | +$569K |
|
|
BBUC
1958
Brookfield Business Corp
BBUC
$2.36B
| $568K | ﹤0.01% |
23,521
-407
| -2% | -$9.83K |
|
1959
Workiva
WK
$4.24B
| $567K | ﹤0.01% |
6,686
+951
| +17% | +$80.6K |
|
1960
Rogers Communications
RCI
$19.1B
| $566K | ﹤0.01% |
13,812
| – | – |
|
1961
Intellia Therapeutics
NTLA
$1.21B
| $565K | ﹤0.01% |
20,551
-1,293
| -6% | -$35.6K |
|
1962
Sapiens International
SPNS
$2.4B
| $561K | ﹤0.01% |
17,444
+6,061
| +53% | +$195K |
|
1963
Integral Ad Science
IAS
$1.41B
| $558K | ﹤0.01% |
55,919
+38,376
| +219% | +$383K |
|
1964
Bright Horizons
BFAM
$6.36B
| $557K | ﹤0.01% |
4,913
+885
| +22% | +$100K |
|
1965
Mitek Systems
MITK
$454M
| $557K | ﹤0.01% |
39,470
+17,337
| +78% | +$244K |
|
1966
Celldex Therapeutics
CLDX
$1.66B
| $552K | ﹤0.01% |
13,153
+1,194
| +10% | +$50.1K |
|
1967
Arvinas
ARVN
$575M
| $549K | ﹤0.01% |
13,307
+486
| +4% | +$20.1K |
|
1968
CAE Inc
CAE
$8.44B
| $548K | ﹤0.01% |
26,500
+11,800
| +80% | +$244K |
|
1969
Silicon Motion
SIMO
$2.84B
| $547K | ﹤0.01% |
+7,111
| New | +$547K |
|
1970
OceanFirst Financial
OCFC
$1.03B
| $541K | ﹤0.01% |
32,964
+8,155
| +33% | +$134K |
|
1971
TG Therapeutics
TGTX
$5.05B
| $538K | ﹤0.01% |
35,374
+1,322
| +4% | +$20.1K |
|
1972
Liquidia Corp
LQDA
$2.35B
| $538K | ﹤0.01% |
36,462
+19,288
| +112% | +$284K |
|
1973
Ryan Specialty Holdings
RYAN
$6.53B
| $534K | ﹤0.01% |
9,613
-490
| -5% | -$27.2K |
|
|
PDM
1974
Piedmont Realty Trust, Inc.
PDM
$1.08B
| $528K | ﹤0.01% |
75,112
-67,656
| -47% | -$476K |
|
1975
GitLab
GTLB
$8.17B
| $525K | ﹤0.01% |
9,010
-92
| -1% | -$5.37K |
|