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 |
Ventas
VTR
|
+$594M |
| 2 |
Etsy
ETSY
|
+$382M |
| 3 |
Medical Properties Trust
MPW
|
+$325M |
| 4 |
Moderna
MRNA
|
+$155M |
| 5 |
HR
Healthcare Realty Trust Incorporated
HR
|
+$136M |
Top Sells
| 1 |
Welltower
WELL
|
+$695M |
| 2 |
Restaurant Brands International
QSR
|
+$257M |
| 3 |
Fidelity National Financial
FNF
|
+$178M |
| 4 |
Credit Acceptance
CACC
|
+$174M |
| 5 |
Prologis
PLD
|
+$157M |
Sector Composition
| 1 | Technology | 19.14% |
| 2 | Real Estate | 16.4% |
| 3 | Financials | 14.65% |
| 4 | Consumer Discretionary | 12.11% |
| 5 | Healthcare | 9.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2001
Amicus Therapeutics
FOLD
$2.45B
| $1.04M | ﹤0.01% |
108,372
+6,171
| +6% | +$58.9K |
|
|
SWTX
2002
DELISTED
SpringWorks Therapeutics
SWTX
| $1.02M | ﹤0.01% |
16,073
+102
| +0.6% | +$6.47K |
|
2003
iShares MSCI Japan ETF
EWJ
$15.6B
| $998K | ﹤0.01% |
14,207
-65,995
| -82% | -$4.64M |
|
2004
SI-BONE Inc
SIBN
$676M
| $996K | ﹤0.01% |
46,511
-516,883
| -92% | -$11.1M |
|
2005
Apellis Pharmaceuticals
APLS
$3.29B
| $986K | ﹤0.01% |
29,909
+972
| +3% | +$32K |
|
|
PFC
2006
DELISTED
Premier Financial Corp. Common Stock
PFC
| $986K | ﹤0.01% |
30,964
-232
| -0.7% | -$7.39K |
|
|
RVI
2007
DELISTED
Retail Value Inc. Common Shares
RVI
| $984K | ﹤0.01% |
406,961
-2,985
| -0.7% | -$7.22K |
|
2008
Cardiff Oncology
CRDF
$136M
| $981K | ﹤0.01% |
147,341
-2,231
| -1% | -$14.9K |
|
2009
Cambium Networks
CMBM
$19.8M
| $980K | ﹤0.01% |
27,086
-200
| -0.7% | -$7.24K |
|
2010
Acadia Pharmaceuticals
ACAD
$4.02B
| $961K | ﹤0.01% |
57,843
+1,759
| +3% | +$29.2K |
|
2011
iShares Core Total USD Bond Market ETF
IUSB
$34.4B
| $957K | ﹤0.01% |
17,972
-3,529
| -16% | -$188K |
|
2012
Strategy Inc Common Stock Class A
MSTR
$92.6B
| $956K | ﹤0.01% |
16,530
-534,250
| -97% | -$30.9M |
|
2013
Community Trust Bancorp
CTBI
$1.04B
| $955K | ﹤0.01% |
22,686
-173
| -0.8% | -$7.28K |
|
|
TPTX
2014
DELISTED
Turning Point Therapeutics, Inc. Common Stock
TPTX
| $955K | ﹤0.01% |
14,375
-2,280
| -14% | -$151K |
|
2015
Aclaris Therapeutics
ACRS
$221M
| $954K | ﹤0.01% |
52,995
+8,799
| +20% | +$158K |
|
2016
Relay Therapeutics
RLAY
$700M
| $952K | ﹤0.01% |
30,176
+326
| +1% | +$10.3K |
|
2017
SiriusXM
SIRI
$8.02B
| $944K | ﹤0.01% |
15,482
-1,443
| -9% | -$88K |
|
2018
Invesco Leisure and Entertainment ETF
PEJ
$469M
| $943K | ﹤0.01% |
18,730
-451
| -2% | -$22.7K |
|
2019
Quince Therapeutics
QNCX
$86.5M
| $937K | ﹤0.01% |
10,222
+3,412
| +50% | +$313K |
|
2020
Vanguard Total Bond Market
BND
$135B
| $931K | ﹤0.01% |
10,893
+1,325
| +14% | +$113K |
|
2021
Chegg
CHGG
$179M
| $930K | ﹤0.01% |
13,678
-657
| -5% | -$44.7K |
|
2022
Lexicon Pharmaceuticals
LXRX
$392M
| $930K | ﹤0.01% |
193,412
-5,870
| -3% | -$28.2K |
|
2023
Ingles Markets
IMKTA
$1.29B
| $927K | ﹤0.01% |
14,040
-105
| -0.7% | -$6.93K |
|
|
BBBY
2024
Bed Bath & Beyond, Inc.
BBBY
$592M
| $919K | ﹤0.01% |
11,787
+1,655
| +16% | +$129K |
|
2025
Carriage Services
CSV
$652M
| $919K | ﹤0.01% |
20,609
-158
| -0.8% | -$7.05K |
|