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 |
Microsoft
MSFT
|
+$344M |
| 2 |
Moody's
MCO
|
+$284M |
| 3 |
VICI Properties
VICI
|
+$249M |
| 4 |
Progressive
PGR
|
+$246M |
| 5 |
Amazon
AMZN
|
+$167M |
Top Sells
| 1 |
Salesforce
CRM
|
+$235M |
| 2 |
MGP
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
|
+$202M |
| 3 |
Healthcare Realty
HR
|
+$179M |
| 4 |
Etsy
ETSY
|
+$168M |
| 5 |
Charter Communications
CHTR
|
+$141M |
Sector Composition
| 1 | Real Estate | 17.6% |
| 2 | Technology | 16.42% |
| 3 | Financials | 14.71% |
| 4 | Consumer Discretionary | 10.49% |
| 5 | Industrials | 9.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
QVCGA
1976
QVC Group, Inc. Series A Common Stock
QVCGA
$83.7M
| $736K | ﹤0.01% |
5,128
-3,042
| -37% | -$437K |
|
1977
Erie Indemnity
ERIE
$17.3B
| $728K | ﹤0.01% |
3,789
+1,269
| +50% | +$244K |
|
1978
Victory Capital Holdings
VCTR
$4.58B
| $728K | ﹤0.01% |
30,202
+17,707
| +142% | +$427K |
|
1979
UiPath
PATH
$6.25B
| $724K | ﹤0.01% |
+39,777
| New | +$724K |
|
|
MRTX
1980
DELISTED
Mirati Therapeutics, Inc. Common Stock
MRTX
| $724K | ﹤0.01% |
10,791
+703
| +7% | +$47.2K |
|
1981
Kforce
KFRC
$550M
| $711K | ﹤0.01% |
11,588
-6,027
| -34% | -$370K |
|
1982
Clearfield
CLFD
$456M
| $709K | ﹤0.01% |
11,456
+5,046
| +79% | +$312K |
|
1983
Smith & Wesson
SWBI
$416M
| $708K | ﹤0.01% |
53,915
-56,324
| -51% | -$740K |
|
1984
RingCentral
RNG
$2.77B
| $707K | ﹤0.01% |
13,513
+3,544
| +36% | +$185K |
|
1985
Certara
CERT
$1.65B
| $705K | ﹤0.01% |
32,835
+4,402
| +15% | +$94.5K |
|
1986
Elastic
ESTC
$9.46B
| $704K | ﹤0.01% |
10,405
+3,104
| +43% | +$210K |
|
1987
Brown-Forman Class A
BF.A
$13.2B
| $688K | ﹤0.01% |
10,170
-29,724
| -75% | -$2.01M |
|
1988
PTC Therapeutics
PTCT
$4.84B
| $687K | ﹤0.01% |
17,143
-3,675
| -18% | -$147K |
|
1989
Beam Therapeutics
BEAM
$2.01B
| $681K | ﹤0.01% |
17,573
-3,795
| -18% | -$147K |
|
1990
Mirum Pharmaceuticals
MIRM
$3.82B
| $681K | ﹤0.01% |
+34,971
| New | +$681K |
|
|
FRG
1991
DELISTED
Franchise Group, Inc.
FRG
| $680K | ﹤0.01% |
19,383
+5,701
| +42% | +$200K |
|
1992
Zillow
Z
$20.8B
| $677K | ﹤0.01% |
21,306
+593
| +3% | +$18.8K |
|
1993
SiriusXM
SIRI
$8.02B
| $675K | ﹤0.01% |
11,011
-16,289
| -60% | -$999K |
|
1994
AerCap
AER
$21.7B
| $673K | ﹤0.01% |
16,445
-632
| -4% | -$25.9K |
|
1995
Center Bancorp
CNOB
$1.25B
| $669K | ﹤0.01% |
+27,396
| New | +$669K |
|
1996
Novanta
NOVT
$4.14B
| $669K | ﹤0.01% |
5,513
-895
| -14% | -$109K |
|
|
CERE
1997
DELISTED
Cerevel Therapeutics Holdings, Inc. Common Stock
CERE
| $669K | ﹤0.01% |
25,309
+1,075
| +4% | +$28.4K |
|
1998
First Busey Corp
BUSE
$2.19B
| $653K | ﹤0.01% |
28,567
-3,383
| -11% | -$77.3K |
|
1999
SiteOne Landscape Supply
SITE
$6.39B
| $653K | ﹤0.01% |
5,493
+1,188
| +28% | +$141K |
|
|
PFC
2000
DELISTED
Premier Financial Corp. Common Stock
PFC
| $652K | ﹤0.01% |
25,723
+7,292
| +40% | +$185K |
|