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 |
Equinix
EQIX
|
+$313M |
| 2 |
Welltower
WELL
|
+$213M |
| 3 |
Brookfield
BN
|
+$162M |
| 4 |
MSCI
MSCI
|
+$146M |
| 5 |
Extra Space Storage
EXR
|
+$143M |
Top Sells
| 1 |
BKI
Black Knight, Inc. Common Stock
BKI
|
+$373M |
| 2 |
Moody's
MCO
|
+$178M |
| 3 |
Dollar General
DG
|
+$169M |
| 4 |
CubeSmart
CUBE
|
+$166M |
| 5 |
Equity Lifestyle Properties
ELS
|
+$156M |
Sector Composition
| 1 | Technology | 17.98% |
| 2 | Financials | 15.34% |
| 3 | Real Estate | 15.22% |
| 4 | Consumer Discretionary | 11.31% |
| 5 | Industrials | 11.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
HTLF
1976
DELISTED
Heartland Financial USA, Inc.
HTLF
| $445K | ﹤0.01% |
15,132
+4,923
| +48% | +$145K |
|
1977
NIO
NIO
$12.7B
| $443K | ﹤0.01% |
+49,003
| New | +$443K |
|
1978
Nuvalent
NUVL
$5.71B
| $443K | ﹤0.01% |
9,635
+8
| +0.1% | +$368 |
|
1979
AGNC Investment
AGNC
$10.7B
| $440K | ﹤0.01% |
46,660
+3,947
| +9% | +$37.3K |
|
1980
Repay Holdings
RPAY
$503M
| $438K | ﹤0.01% |
57,734
+19,584
| +51% | +$149K |
|
1981
BlueLinx
BXC
$628M
| $430K | ﹤0.01% |
5,240
+1,772
| +51% | +$145K |
|
|
BBUC
1982
Brookfield Business Corp
BBUC
$2.34B
| $428K | ﹤0.01% |
23,678
-335
| -1% | -$6.06K |
|
1983
AbCellera Biologics
ABCL
$1.27B
| $428K | ﹤0.01% |
92,971
+20,450
| +28% | +$94.1K |
|
1984
Southern Copper
SCCO
$82.2B
| $427K | ﹤0.01% |
5,957
-1,788
| -23% | -$128K |
|
|
ESGR
1985
DELISTED
Enstar Group
ESGR
| $425K | ﹤0.01% |
1,757
+493
| +39% | +$119K |
|
1986
NovoCure
NVCR
$1.38B
| $421K | ﹤0.01% |
26,092
+1,539
| +6% | +$24.9K |
|
1987
Lyft
LYFT
$7.99B
| $418K | ﹤0.01% |
39,617
+3,029
| +8% | +$31.9K |
|
1988
Beam Therapeutics
BEAM
$2.06B
| $417K | ﹤0.01% |
17,345
+19
| +0.1% | +$457 |
|
1989
Alight
ALIT
$1.94B
| $417K | ﹤0.01% |
58,809
+16,507
| +39% | +$117K |
|
1990
Marqeta
MQ
$2.65B
| $417K | ﹤0.01% |
69,650
+16,814
| +32% | +$101K |
|
|
EVBG
1991
DELISTED
Everbridge, Inc. Common Stock
EVBG
| $415K | ﹤0.01% |
18,518
+4,526
| +32% | +$101K |
|
1992
Schwab US Large- Cap ETF
SCHX
$60B
| $414K | ﹤0.01% |
24,156
| – | – |
|
1993
JELD-WEN Holding
JELD
$527M
| $410K | ﹤0.01% |
30,696
+9,970
| +48% | +$133K |
|
1994
Ryerson Holding
RYI
$707M
| $409K | ﹤0.01% |
14,050
+4,838
| +53% | +$141K |
|
|
SILK
1995
DELISTED
Silk Road Medical, Inc. Common Stock
SILK
| $408K | ﹤0.01% |
27,195
+6,042
| +29% | +$90.6K |
|
1996
WesBanco
WSBC
$3.05B
| $407K | ﹤0.01% |
16,657
+5,301
| +47% | +$129K |
|
1997
Agios Pharmaceuticals
AGIO
$2.06B
| $401K | ﹤0.01% |
16,188
+2,609
| +19% | +$64.6K |
|
1998
Bright Horizons
BFAM
$6.54B
| $399K | ﹤0.01% |
4,894
+295
| +6% | +$24K |
|
1999
PTC Therapeutics
PTCT
$4.64B
| $395K | ﹤0.01% |
17,624
+323
| +2% | +$7.24K |
|
2000
Kosmos Energy
KOS
$803M
| $391K | ﹤0.01% |
47,777
-6,141
| -11% | -$50.2K |
|