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 |
Intuit
INTU
|
$210M |
| 2 |
Truist Financial
TFC
|
$192M |
| 3 |
Charter Communications
CHTR
|
$181M |
| 4 |
Park Hotels & Resorts
PK
|
$157M |
| 5 |
Credit Acceptance
CACC
|
$156M |
Top Sells
| 1 |
Albemarle
ALB
|
$166M |
| 2 |
STI
SunTrust Banks, Inc.
STI
|
$162M |
| 3 |
Apple
AAPL
|
$117M |
| 4 |
CELG
Celgene Corp
CELG
|
$109M |
| 5 |
DOC
PHYSICIANS REALTY TRUST
DOC
|
$106M |
Sector Composition
| 1 | Real Estate | 16.21% |
| 2 | Financials | 16.12% |
| 3 | Technology | 15.6% |
| 4 | Consumer Discretionary | 11.07% |
| 5 | Industrials | 9.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2026
Ormat Technologies
ORA
$5.5B
| $341K | ﹤0.01% |
4,577
+1,075
| +31% | +$80.1K |
|
2027
First Citizens BancShares
FCNCA
$25.7B
| $339K | ﹤0.01% |
637
-56
| -8% | -$29.8K |
|
|
BDSI
2028
DELISTED
BioDelivery Sciences International, Inc.
BDSI
| $339K | ﹤0.01% |
53,564
+11,391
| +27% | +$72.1K |
|
2029
Energy Recovery
ERII
$763M
| $338K | ﹤0.01% |
34,568
-396,333
| -92% | -$3.88M |
|
|
PDLI
2030
DELISTED
PDL BioPharma, Inc.
PDLI
| $338K | ﹤0.01% |
104,189
+6,745
| +7% | +$21.9K |
|
2031
Qiagen
QGEN
$10.2B
| $335K | ﹤0.01% |
9,924
-5,731
| -37% | -$193K |
|
2032
PG&E
PCG
$33.7B
| $332K | ﹤0.01% |
30,543
-2,676
| -8% | -$29.1K |
|
|
CIM
2033
Chimera Investment
CIM
$1.14B
| $331K | ﹤0.01% |
16,112
-1,251
| -7% | -$25.7K |
|
2034
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.06B
| $329K | ﹤0.01% |
9,585
+146
| +2% | +$5.01K |
|
2035
Lyft
LYFT
$6.97B
| $329K | ﹤0.01% |
+7,657
| New | +$329K |
|
2036
Twilio
TWLO
$16B
| $329K | ﹤0.01% |
3,344
-3,385
| -50% | -$333K |
|
2037
National Research Corp
NRC
$348M
| $328K | ﹤0.01% |
+4,978
| New | +$328K |
|
|
IPHI
2038
DELISTED
INPHI CORPORATION
IPHI
| $328K | ﹤0.01% |
4,429
-758
| -15% | -$56.1K |
|
2039
ARK Innovation ETF
ARKK
$7.4B
| $326K | ﹤0.01% |
6,505
-2
| -0% | -$100 |
|
|
TPTX
2040
DELISTED
Turning Point Therapeutics, Inc. Common Stock
TPTX
| $326K | ﹤0.01% |
+5,231
| New | +$326K |
|
2041
SPDR DoubleLine Total Return Tactical ETF
TOTL
$3.84B
| $324K | ﹤0.01% |
6,623
+278
| +4% | +$13.6K |
|
2042
Erie Indemnity
ERIE
$17.7B
| $321K | ﹤0.01% |
1,933
-524
| -21% | -$87K |
|
2043
Roku
ROKU
$14.1B
| $320K | ﹤0.01% |
2,387
-459
| -16% | -$61.5K |
|
2044
Madison Square Garden
MSGS
$4.7B
| $319K | ﹤0.01% |
1,086
-136
| -11% | -$39.9K |
|
2045
MGE Energy Inc
MGEE
$3.1B
| $318K | ﹤0.01% |
4,032
+947
| +31% | +$74.7K |
|
|
GTS
2046
DELISTED
Triple-S Management Corporation
GTS
| $316K | ﹤0.01% |
+17,106
| New | +$316K |
|
2047
Surgery Partners
SGRY
$2.89B
| $315K | ﹤0.01% |
20,126
+3,447
| +21% | +$54K |
|
|
EIDX
2048
DELISTED
Eidos Therapeutics, Inc. Common Stock
EIDX
| $311K | ﹤0.01% |
+5,413
| New | +$311K |
|
2049
Center Bancorp
CNOB
$1.28B
| $310K | ﹤0.01% |
12,069
+267
| +2% | +$6.86K |
|
|
AIMT
2050
DELISTED
Aimmune Therapeutics, Inc.
AIMT
| $306K | ﹤0.01% |
9,148
-437
| -5% | -$14.6K |
|