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 |
Ventas
VTR
|
+$594M |
| 2 |
Etsy
ETSY
|
+$382M |
| 3 |
Medical Properties Trust
MPW
|
+$325M |
| 4 |
Moderna
MRNA
|
+$155M |
| 5 |
HR
Healthcare Realty Trust Incorporated
HR
|
+$136M |
Top Sells
| 1 |
Welltower
WELL
|
+$695M |
| 2 |
Restaurant Brands International
QSR
|
+$257M |
| 3 |
Fidelity National Financial
FNF
|
+$178M |
| 4 |
Credit Acceptance
CACC
|
+$174M |
| 5 |
Prologis
PLD
|
+$157M |
Sector Composition
| 1 | Technology | 19.14% |
| 2 | Real Estate | 16.4% |
| 3 | Financials | 14.65% |
| 4 | Consumer Discretionary | 12.11% |
| 5 | Healthcare | 9.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1976
Avidity Biosciences
RNA
$4.76B
| $1.15M | ﹤0.01% |
46,734
-1,498
| -3% | -$36.9K |
|
1977
Metropolitan Bank Holding Corp
MCB
$812M
| $1.15M | ﹤0.01% |
13,588
-100
| -0.7% | -$8.43K |
|
1978
Dropbox
DBX
$8.28B
| $1.14M | ﹤0.01% |
39,147
-1,762
| -4% | -$51.5K |
|
1979
Novanta
NOVT
$4.2B
| $1.14M | ﹤0.01% |
7,405
+1,762
| +31% | +$272K |
|
1980
iShares MSCI USA Min Vol Factor ETF
USMV
$23.6B
| $1.13M | ﹤0.01% |
15,325
-18,770
| -55% | -$1.38M |
|
1981
Bumble
BMBL
$677M
| $1.12M | ﹤0.01% |
+22,417
| New | +$1.12M |
|
1982
Upwork
UPWK
$2.15B
| $1.11M | ﹤0.01% |
24,747
-9,797
| -28% | -$441K |
|
1983
FIVE9
FIVN
$1.96B
| $1.1M | ﹤0.01% |
6,894
-55,163
| -89% | -$8.81M |
|
1984
First Busey Corp
BUSE
$2.2B
| $1.1M | ﹤0.01% |
44,492
-332
| -0.7% | -$8.18K |
|
1985
Stock Yards Bancorp
SYBT
$2.29B
| $1.09M | ﹤0.01% |
18,634
-143
| -0.8% | -$8.39K |
|
1986
Royalty Pharma
RPRX
$15.7B
| $1.09M | ﹤0.01% |
30,216
-1,507
| -5% | -$54.5K |
|
|
LORL
1987
DELISTED
Loral Space and Communications, Inc.
LORL
| $1.08M | ﹤0.01% |
25,210
-184
| -0.7% | -$7.91K |
|
|
ARNA
1988
DELISTED
Arena Pharmaceuticals Inc
ARNA
| $1.08M | ﹤0.01% |
18,184
-3,027
| -14% | -$180K |
|
1989
PTC Therapeutics
PTCT
$4.78B
| $1.08M | ﹤0.01% |
28,935
+1,596
| +6% | +$59.4K |
|
1990
Elastic
ESTC
$9.56B
| $1.07M | ﹤0.01% |
7,175
-262
| -4% | -$39K |
|
|
RDFN
1991
DELISTED
Redfin
RDFN
| $1.07M | ﹤0.01% |
21,338
+5,070
| +31% | +$254K |
|
1992
First Citizens BancShares
FCNCA
$25.2B
| $1.07M | ﹤0.01% |
1,265
+775
| +158% | +$654K |
|
|
VER
1993
DELISTED
VEREIT, Inc.
VER
| $1.06M | ﹤0.01% |
23,447
-678
| -3% | -$30.7K |
|
1994
1st Source
SRCE
$1.57B
| $1.06M | ﹤0.01% |
22,421
-165
| -0.7% | -$7.79K |
|
1995
Amneal Pharmaceuticals
AMRX
$3.18B
| $1.06M | ﹤0.01% |
198,109
-282
| -0.1% | -$1.51K |
|
1996
Zentalis Pharmaceuticals
ZNTL
$107M
| $1.06M | ﹤0.01% |
15,831
+1,140
| +8% | +$76K |
|
|
ONEM
1997
DELISTED
1Life Healthcare, Inc. Common Stock
ONEM
| $1.06M | ﹤0.01% |
52,110
+1,405
| +3% | +$28.4K |
|
1998
Clearfield
CLFD
$478M
| $1.05M | ﹤0.01% |
23,857
-174
| -0.7% | -$7.68K |
|
1999
Kornit Digital
KRNT
$669M
| $1.05M | ﹤0.01% |
+7,262
| New | +$1.05M |
|
|
FTCH
2000
DELISTED
Farfetch Limited Class A Ordinary Shares
FTCH
| $1.04M | ﹤0.01% |
27,852
-4,956
| -15% | -$186K |
|