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 |
Digital Realty Trust
DLR
|
+$398M |
| 2 |
Brookfield Asset Management
BAM
|
+$357M |
| 3 |
Gaming and Leisure Properties
GLPI
|
+$250M |
| 4 |
Welltower
WELL
|
+$222M |
| 5 |
Yum China
YUMC
|
+$182M |
Top Sells
| 1 |
STOR
STORE Capital Corporation
STOR
|
+$368M |
| 2 |
Equinix
EQIX
|
+$246M |
| 3 |
Brookfield
BN
|
+$220M |
| 4 |
Guidewire Software
GWRE
|
+$202M |
| 5 |
Lennar Class A
LEN
|
+$150M |
Sector Composition
| 1 | Real Estate | 16.55% |
| 2 | Technology | 15.81% |
| 3 | Financials | 15.77% |
| 4 | Industrials | 10.77% |
| 5 | Consumer Discretionary | 10.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1976
Amylyx Pharmaceuticals
AMLX
$1.06B
| $499K | ﹤0.01% |
+13,513
| New | +$499K |
|
1977
AbCellera Biologics
ABCL
$1.39B
| $497K | ﹤0.01% |
49,031
+23,906
| +95% | +$242K |
|
1978
Tactile Systems Technology
TCMD
$302M
| $496K | ﹤0.01% |
+43,181
| New | +$496K |
|
1979
Valaris
VAL
$3.75B
| $495K | ﹤0.01% |
7,318
-1,464
| -17% | -$99K |
|
1980
International Seaways
INSW
$2.27B
| $494K | ﹤0.01% |
13,331
-8,321
| -38% | -$308K |
|
1981
OceanFirst Financial
OCFC
$1.04B
| $493K | ﹤0.01% |
+23,195
| New | +$493K |
|
1982
Funko
FNKO
$183M
| $489K | ﹤0.01% |
44,800
+2,601
| +6% | +$28.4K |
|
1983
Cytek Biosciences
CTKB
$509M
| $486K | ﹤0.01% |
47,646
+1,634
| +4% | +$16.7K |
|
1984
iShares MBS ETF
MBB
$41.5B
| $483K | ﹤0.01% |
5,202
+2,312
| +80% | +$215K |
|
1985
Workiva
WK
$4.35B
| $481K | ﹤0.01% |
5,726
-1,194
| -17% | -$100K |
|
1986
Aehr Test Systems
AEHR
$834M
| $478K | ﹤0.01% |
23,776
+9,211
| +63% | +$185K |
|
1987
Allison Transmission
ALSN
$7.62B
| $476K | ﹤0.01% |
11,445
-34,597
| -75% | -$1.44M |
|
|
PGRE
1988
Paramount Group
PGRE
$1.57B
| $476K | ﹤0.01% |
80,119
+60,358
| +305% | +$359K |
|
1989
Casella Waste Systems
CWST
$5.93B
| $476K | ﹤0.01% |
5,997
-13,678
| -70% | -$1.08M |
|
1990
Celldex Therapeutics
CLDX
$1.65B
| $475K | ﹤0.01% |
10,653
+108
| +1% | +$4.81K |
|
1991
Arvinas
ARVN
$572M
| $473K | ﹤0.01% |
13,816
+600
| +5% | +$20.5K |
|
1992
UiPath
PATH
$6.13B
| $471K | ﹤0.01% |
37,039
-4,444
| -11% | -$56.5K |
|
1993
TG Therapeutics
TGTX
$5.11B
| $469K | ﹤0.01% |
39,630
+3,722
| +10% | +$44K |
|
|
SAGE
1994
DELISTED
Sage Therapeutics
SAGE
| $468K | ﹤0.01% |
12,276
+67
| +0.5% | +$2.56K |
|
1995
TriCo Bancshares
TCBK
$1.48B
| $468K | ﹤0.01% |
9,172
+1,428
| +18% | +$72.8K |
|
1996
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.1B
| $464K | ﹤0.01% |
+13,450
| New | +$464K |
|
1997
Sinclair Inc
SBGI
$949M
| $463K | ﹤0.01% |
29,879
+10,729
| +56% | +$166K |
|
1998
iQIYI
IQ
$2.49B
| $461K | ﹤0.01% |
86,999
+4,714
| +6% | +$25K |
|
|
STKL
1999
SunOpta
STKL
$753M
| $460K | ﹤0.01% |
54,455
+40,506
| +290% | +$342K |
|
2000
Lucid Motors
LCID
$6.16B
| $455K | ﹤0.01% |
6,666
+549
| +9% | +$37.5K |
|