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 |
Idexx Laboratories
IDXX
|
+$197M |
| 2 |
Welltower
WELL
|
+$143M |
| 3 |
Healthcare Realty
HR
|
+$133M |
| 4 |
Moody's
MCO
|
+$97.3M |
| 5 |
Equity Lifestyle Properties
ELS
|
+$83.9M |
Top Sells
Sector Composition
| 1 | Real Estate | 17.29% |
| 2 | Technology | 16.23% |
| 3 | Financials | 15.24% |
| 4 | Consumer Discretionary | 11.06% |
| 5 | Industrials | 10.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1976
Lyft
LYFT
$7.6B
| $464K | ﹤0.01% |
35,244
-11,966
| -25% | -$158K |
|
1977
Levi Strauss
LEVI
$8.74B
| $463K | ﹤0.01% |
31,966
-50,882
| -61% | -$737K |
|
1978
SPDR S&P Bank ETF
KBE
$1.56B
| $462K | ﹤0.01% |
+10,420
| New | +$462K |
|
1979
Relay Therapeutics
RLAY
$710M
| $462K | ﹤0.01% |
20,648
+3,899
| +23% | +$87.2K |
|
1980
SPDR S&P 500 ESG ETF
EFIV
$1.16B
| $460K | ﹤0.01% |
13,500
| – | – |
|
1981
VanEck High Yield Muni ETF
HYD
$3.38B
| $452K | ﹤0.01% |
9,048
-15,000
| -62% | -$749K |
|
1982
StepStone Group
STEP
$4.99B
| $452K | ﹤0.01% |
18,455
-19,401
| -51% | -$475K |
|
|
CTEV
1983
Claritev Corporation
CTEV
$1.02B
| $450K | ﹤0.01% |
3,934
-1,405
| -26% | -$161K |
|
1984
Driven Brands
DRVN
$3.05B
| $447K | ﹤0.01% |
15,961
-134,139
| -89% | -$3.76M |
|
1985
Schwab US Dividend Equity ETF
SCHD
$72.2B
| $447K | ﹤0.01% |
20,178
+7,674
| +61% | +$170K |
|
1986
VanEck Short Muni ETF
SMB
$287M
| $447K | ﹤0.01% |
26,851
| – | – |
|
1987
Marqeta
MQ
$2.68B
| $445K | ﹤0.01% |
62,566
-1,874,016
| -97% | -$13.3M |
|
1988
Dolby
DLB
$6.91B
| $444K | ﹤0.01% |
6,817
+212
| +3% | +$13.8K |
|
1989
AtriCure
ATRC
$1.87B
| $441K | ﹤0.01% |
11,281
+689
| +7% | +$26.9K |
|
1990
SPDR Bloomberg High Yield Bond ETF
JNK
$8.12B
| $439K | ﹤0.01% |
5,000
-10,000
| -67% | -$878K |
|
1991
Blue Owl Capital
OWL
$12.2B
| $435K | ﹤0.01% |
47,136
-7,816
| -14% | -$72.1K |
|
1992
SoFi Technologies
SOFI
$31.1B
| $430K | ﹤0.01% |
88,067
+5,658
| +7% | +$27.6K |
|
1993
Valaris
VAL
$3.76B
| $430K | ﹤0.01% |
8,782
-672
| -7% | -$32.9K |
|
1994
argenx
ARGX
$46.7B
| $427K | ﹤0.01% |
1,210
-24,896
| -95% | -$8.79M |
|
1995
Certara
CERT
$1.75B
| $427K | ﹤0.01% |
32,132
-703
| -2% | -$9.34K |
|
1996
Cassava Sciences
SAVA
$104M
| $426K | ﹤0.01% |
10,181
-229
| -2% | -$9.58K |
|
|
MNRL
1997
DELISTED
Brigham Minerals, Inc. Class A Common Stock
MNRL
| $426K | ﹤0.01% |
17,274
-17,355
| -50% | -$428K |
|
1998
AXIS Capital
AXS
$7.76B
| $420K | ﹤0.01% |
8,553
+559
| +7% | +$27.5K |
|
1999
Armstrong World Industries
AWI
$8.61B
| $419K | ﹤0.01% |
5,284
-424
| -7% | -$33.6K |
|
2000
Brookdale Senior Living
BKD
$1.77B
| $417K | ﹤0.01% |
97,734
-89,515
| -48% | -$382K |
|