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
Top Sells
| 1 |
COR
Coresite Realty Corporation
COR
|
+$276M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$202M |
| 3 |
Credit Acceptance
CACC
|
+$193M |
| 4 |
CONE
CyrusOne Inc Common Stock
CONE
|
+$187M |
| 5 |
Apple
AAPL
|
+$135M |
Sector Composition
| 1 | Technology | 19.24% |
| 2 | Real Estate | 17.07% |
| 3 | Financials | 13.46% |
| 4 | Consumer Discretionary | 11.82% |
| 5 | Healthcare | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
FTCH
1976
DELISTED
Farfetch Limited Class A Ordinary Shares
FTCH
| $1.02M | ﹤0.01% |
30,358
+2,506
| +9% | +$83.8K |
|
|
SMAR
1977
DELISTED
Smartsheet Inc.
SMAR
| $1.01M | ﹤0.01% |
13,051
+681
| +6% | +$52.8K |
|
1978
Annaly Capital Management
NLY
$14.2B
| $1.01M | ﹤0.01% |
32,274
-3,492
| -10% | -$109K |
|
1979
iRhythm Technologies
IRTC
$5.85B
| $1.01M | ﹤0.01% |
8,552
-3,436
| -29% | -$405K |
|
1980
Kodiak Sciences
KOD
$513M
| $1.01M | ﹤0.01% |
11,879
-5,399
| -31% | -$458K |
|
1981
FIVE9
FIVN
$1.95B
| $997K | ﹤0.01% |
7,260
+366
| +5% | +$50.3K |
|
1982
SI-BONE Inc
SIBN
$676M
| $992K | ﹤0.01% |
44,646
-1,865
| -4% | -$41.4K |
|
1983
Pacific Biosciences
PACB
$366M
| $986K | ﹤0.01% |
48,236
-18,355
| -28% | -$375K |
|
|
FBMS
1984
DELISTED
The First Bancshares, Inc.
FBMS
| $986K | ﹤0.01% |
+25,521
| New | +$986K |
|
1985
CI&T Inc
CINT
$676M
| $983K | ﹤0.01% |
+82,700
| New | +$983K |
|
1986
Elastic
ESTC
$9.56B
| $979K | ﹤0.01% |
7,956
+781
| +11% | +$96.1K |
|
1987
Zentalis Pharmaceuticals
ZNTL
$105M
| $972K | ﹤0.01% |
11,559
-4,272
| -27% | -$359K |
|
1988
Vistra
VST
$70.9B
| $970K | ﹤0.01% |
42,611
-5,100
| -11% | -$116K |
|
1989
Sinclair Inc
SBGI
$933M
| $967K | ﹤0.01% |
36,575
-77,360
| -68% | -$2.05M |
|
1990
Ionis Pharmaceuticals
IONS
$10.2B
| $966K | ﹤0.01% |
31,755
-10,930
| -26% | -$332K |
|
1991
First Citizens BancShares
FCNCA
$25.2B
| $963K | ﹤0.01% |
1,160
-105
| -8% | -$87.2K |
|
1992
SiriusXM
SIRI
$8.02B
| $961K | ﹤0.01% |
15,135
-347
| -2% | -$22K |
|
|
KRTX
1993
DELISTED
Karuna Therapeutics, Inc. Common Stock
KRTX
| $956K | ﹤0.01% |
7,293
-2,883
| -28% | -$378K |
|
1994
BlackLine
BL
$3.32B
| $955K | ﹤0.01% |
9,221
-8,318
| -47% | -$861K |
|
1995
Flushing Financial
FFIC
$465M
| $951K | ﹤0.01% |
39,151
-164
| -0.4% | -$3.98K |
|
1996
Workiva
WK
$4.24B
| $950K | ﹤0.01% |
7,283
-1,702
| -19% | -$222K |
|
1997
IDT Corp
IDT
$1.62B
| $948K | ﹤0.01% |
21,457
+5,720
| +36% | +$253K |
|
1998
SiteOne Landscape Supply
SITE
$6.39B
| $945K | ﹤0.01% |
3,899
-107
| -3% | -$25.9K |
|
|
LSXMK
1999
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $942K | ﹤0.01% |
24,175
-56,780
| -70% | -$2.21M |
|
2000
Pinduoduo
PDD
$177B
| $934K | ﹤0.01% |
16,021
-1,100
| -6% | -$64.1K |
|