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 |
TransDigm Group
TDG
|
+$406M |
| 2 |
Welltower
WELL
|
+$262M |
| 3 |
Camden Property Trust
CPT
|
+$199M |
| 4 |
Autodesk
ADSK
|
+$198M |
| 5 |
CONE
CyrusOne Inc Common Stock
CONE
|
+$193M |
Top Sells
| 1 |
Alibaba
BABA
|
+$419M |
| 2 |
Digital Realty Trust
DLR
|
+$252M |
| 3 |
DRE
Duke Realty Corp.
DRE
|
+$207M |
| 4 |
iShares MBS ETF
MBB
|
+$192M |
| 5 |
Americold
COLD
|
+$173M |
Sector Composition
| 1 | Technology | 19.05% |
| 2 | Real Estate | 15.53% |
| 3 | Financials | 15% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Healthcare | 9.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1976
Ferrari
RACE
$85.1B
| $487K | ﹤0.01% |
2,850
+1,350
| +90% | +$231K |
|
1977
Invesco Water Resources ETF
PHO
$2.22B
| $485K | ﹤0.01% |
13,340
-125
| -0.9% | -$4.55K |
|
1978
Diageo
DEO
$55.8B
| $484K | ﹤0.01% |
3,600
+750
| +26% | +$101K |
|
1979
Veracyte
VCYT
$2.5B
| $484K | ﹤0.01% |
18,686
-20,012
| -52% | -$518K |
|
1980
Sensata Technologies
ST
$4.62B
| $479K | ﹤0.01% |
12,860
-10,031
| -44% | -$374K |
|
|
SAGE
1981
DELISTED
Sage Therapeutics
SAGE
| $478K | ﹤0.01% |
11,490
+3,522
| +44% | +$147K |
|
1982
Karyopharm Therapeutics
KPTI
$53.4M
| $476K | ﹤0.01% |
+1,675
| New | +$476K |
|
1983
Progyny
PGNY
$1.92B
| $474K | ﹤0.01% |
+18,377
| New | +$474K |
|
|
BDSI
1984
DELISTED
BioDelivery Sciences International, Inc.
BDSI
| $471K | ﹤0.01% |
107,931
+54,210
| +101% | +$237K |
|
1985
Amplify Cybersecurity ETF
HACK
$2.32B
| $468K | ﹤0.01% |
10,530
+323
| +3% | +$14.4K |
|
1986
Bruker
BRKR
$4.84B
| $467K | ﹤0.01% |
11,474
-2,489
| -18% | -$101K |
|
|
RCM
1987
DELISTED
R1 RCM Inc. Common Stock
RCM
| $466K | ﹤0.01% |
41,754
+5,730
| +16% | +$64K |
|
|
HDS
1988
DELISTED
HD Supply Holdings, Inc.
HDS
| $465K | ﹤0.01% |
13,412
-6,408
| -32% | -$222K |
|
|
MNTV
1989
DELISTED
Momentive Global Inc. Common Stock
MNTV
| $464K | ﹤0.01% |
+19,694
| New | +$464K |
|
1990
Barnes & Noble Education
BNED
$290M
| $462K | ﹤0.01% |
2,886
-45
| -2% | -$7.2K |
|
1991
Vanguard Total Stock Market ETF
VTI
$538B
| $458K | ﹤0.01% |
2,923
-662
| -18% | -$104K |
|
1992
Varonis Systems
VRNS
$6.35B
| $455K | ﹤0.01% |
+15,441
| New | +$455K |
|
1993
VanEck High Yield Muni ETF
HYD
$3.38B
| $453K | ﹤0.01% |
7,638
-700
| -8% | -$41.5K |
|
1994
OceanFirst Financial
OCFC
$1.03B
| $442K | ﹤0.01% |
+25,081
| New | +$442K |
|
1995
Plug Power
PLUG
$1.8B
| $440K | ﹤0.01% |
53,537
+24,763
| +86% | +$204K |
|
1996
PIMCO Active Bond Exchange-Traded Fund
BOND
$5.9B
| $438K | ﹤0.01% |
3,928
+41
| +1% | +$4.57K |
|
|
ACIA
1997
DELISTED
Acacia Communications, Inc. Common Stock
ACIA
| $431K | ﹤0.01% |
6,420
+2,767
| +76% | +$186K |
|
1998
AppFolio
APPF
$9.95B
| $429K | ﹤0.01% |
2,639
-12,243
| -82% | -$1.99M |
|
1999
Aramark
ARMK
$9.96B
| $429K | ﹤0.01% |
26,348
-2,201
| -8% | -$35.8K |
|
2000
uniQure
QURE
$822M
| $426K | ﹤0.01% |
9,454
+3,598
| +61% | +$162K |
|