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 |
Equity Residential
EQR
|
+$411M |
| 2 |
Cadence Design Systems
CDNS
|
+$345M |
| 3 |
MSCI
MSCI
|
+$300M |
| 4 |
Equinix
EQIX
|
+$181M |
| 5 |
Gartner
IT
|
+$154M |
Top Sells
| 1 |
Union Pacific
UNP
|
+$403M |
| 2 |
TransDigm Group
TDG
|
+$264M |
| 3 |
AIRC
Apartment Income REIT Corp.
AIRC
|
+$238M |
| 4 |
Essex Property Trust
ESS
|
+$205M |
| 5 |
NVIDIA
NVDA
|
+$184M |
Sector Composition
| 1 | Technology | 20.77% |
| 2 | Financials | 15.31% |
| 3 | Real Estate | 13.85% |
| 4 | Consumer Discretionary | 11.12% |
| 5 | Industrials | 10.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1976
Universal Insurance Holdings
UVE
$704M
| $468K | ﹤0.01% |
24,963
+2,479
| +11% | +$46.5K |
|
1977
Hovnanian Enterprises
HOV
$906M
| $468K | ﹤0.01% |
3,298
+327
| +11% | +$46.4K |
|
1978
CAE Inc
CAE
$8.54B
| $466K | ﹤0.01% |
25,100
-1,400
| -5% | -$26K |
|
1979
Guardant Health
GH
$7.41B
| $460K | ﹤0.01% |
15,942
-212,273
| -93% | -$6.13M |
|
1980
VanEck Short Muni ETF
SMB
$286M
| $456K | ﹤0.01% |
26,851
| – | – |
|
1981
Consolidated Water Co
CWCO
$534M
| $454K | ﹤0.01% |
17,106
+1,909
| +13% | +$50.7K |
|
1982
QCR Holdings
QCRH
$1.34B
| $448K | ﹤0.01% |
7,472
+463
| +7% | +$27.8K |
|
1983
IDEAYA Biosciences
IDYA
$2.05B
| $445K | ﹤0.01% |
12,688
-2,587
| -17% | -$90.8K |
|
1984
4D Molecular Therapeutics
FDMT
$326M
| $442K | ﹤0.01% |
21,034
+1,849
| +10% | +$38.8K |
|
|
BBUC
1985
Brookfield Business Corp
BBUC
$2.43B
| $437K | ﹤0.01% |
21,421
-2,100
| -9% | -$42.9K |
|
1986
Barrett Business Services
BBSI
$1.22B
| $437K | ﹤0.01% |
13,340
+1,144
| +9% | +$37.5K |
|
1987
SiteOne Landscape Supply
SITE
$6.78B
| $434K | ﹤0.01% |
3,573
-399
| -10% | -$48.4K |
|
1988
Grid Dynamics Holdings
GDYN
$665M
| $431K | ﹤0.01% |
41,044
+4,134
| +11% | +$43.4K |
|
1989
First Advantage
FA
$2.81B
| $431K | ﹤0.01% |
26,827
+2,491
| +10% | +$40K |
|
1990
Old Second Bancorp
OSBC
$975M
| $428K | ﹤0.01% |
28,930
+2,462
| +9% | +$36.5K |
|
1991
ZipRecruiter
ZIP
$436M
| $428K | ﹤0.01% |
47,060
+5,372
| +13% | +$48.8K |
|
1992
Ultragenyx Pharmaceutical
RARE
$3.04B
| $423K | ﹤0.01% |
10,290
-5,687
| -36% | -$234K |
|
1993
Lyft
LYFT
$7.63B
| $422K | ﹤0.01% |
29,958
-192,727
| -87% | -$2.72M |
|
1994
UiPath
PATH
$6.37B
| $421K | ﹤0.01% |
33,208
-3,564
| -10% | -$45.2K |
|
1995
BILL Holdings
BILL
$5.17B
| $418K | ﹤0.01% |
7,947
-615
| -7% | -$32.4K |
|
1996
Oscar Health
OSCR
$5.18B
| $416K | ﹤0.01% |
26,266
+7,616
| +41% | +$120K |
|
1997
8x8 Inc
EGHT
$285M
| $414K | ﹤0.01% |
186,604
+21,087
| +13% | +$46.8K |
|
1998
NVE Corp
NVEC
$324M
| $412K | ﹤0.01% |
5,519
+637
| +13% | +$47.6K |
|
1999
Maplebear
CART
$11.9B
| $411K | ﹤0.01% |
+12,797
| New | +$411K |
|
|
PFC
2000
DELISTED
Premier Financial Corp. Common Stock
PFC
| $410K | ﹤0.01% |
20,031
+1,520
| +8% | +$31.1K |
|