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 |
TransDigm Group
TDG
|
+$406M |
| 2 |
Welltower
WELL
|
+$262M |
| 3 |
Camden Property Trust
CPT
|
+$199M |
| 4 |
Autodesk
ADSK
|
+$198M |
| 5 |
CONE
CyrusOne Inc Common Stock
CONE
|
+$193M |
Top Sells
| 1 |
Alibaba
BABA
|
+$419M |
| 2 |
Digital Realty Trust
DLR
|
+$252M |
| 3 |
DRE
Duke Realty Corp.
DRE
|
+$207M |
| 4 |
iShares MBS ETF
MBB
|
+$192M |
| 5 |
Americold
COLD
|
+$173M |
Sector Composition
| 1 | Technology | 19.05% |
| 2 | Real Estate | 15.53% |
| 3 | Financials | 15% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Healthcare | 9.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
TMX
2026
DELISTED
Terminix Global Holdings, Inc.
TMX
| $393K | ﹤0.01% |
+11,025
| New | +$393K |
|
2027
Vanguard Total Bond Market
BND
$135B
| $392K | ﹤0.01% |
4,433
-1,488
| -25% | -$132K |
|
2028
PG&E
PCG
$33.8B
| $392K | ﹤0.01% |
44,185
-27,958
| -39% | -$248K |
|
2029
Sangamo Therapeutics
SGMO
$151M
| $392K | ﹤0.01% |
43,773
+11,807
| +37% | +$106K |
|
|
MIME
2030
DELISTED
Mimecast Limited
MIME
| $388K | ﹤0.01% |
+9,320
| New | +$388K |
|
|
GTT
2031
DELISTED
GTT Communications, Inc.
GTT
| $386K | ﹤0.01% |
47,312
+14,258
| +43% | +$116K |
|
|
SAIL
2032
DELISTED
SailPoint Technologies Holdings, Inc. Common Stock
SAIL
| $385K | ﹤0.01% |
14,540
-74,375
| -84% | -$1.97M |
|
2033
National Vision
EYE
$1.88B
| $384K | ﹤0.01% |
+12,580
| New | +$384K |
|
2034
Madrigal Pharmaceuticals
MDGL
$9.53B
| $383K | ﹤0.01% |
+3,382
| New | +$383K |
|
2035
ARK Innovation ETF
ARKK
$7.49B
| $382K | ﹤0.01% |
5,356
-332
| -6% | -$23.7K |
|
|
EIDX
2036
DELISTED
Eidos Therapeutics, Inc. Common Stock
EIDX
| $382K | ﹤0.01% |
8,007
+2,413
| +43% | +$115K |
|
2037
The RMR Group
RMR
$286M
| $381K | ﹤0.01% |
12,914
-2,337
| -15% | -$68.9K |
|
2038
Casella Waste Systems
CWST
$5.71B
| $380K | ﹤0.01% |
+7,292
| New | +$380K |
|
2039
Invesco Global Listed Private Equity ETF
PSP
$334M
| $380K | ﹤0.01% |
7,334
+333
| +5% | +$17.3K |
|
2040
Steelcase
SCS
$1.93B
| $380K | ﹤0.01% |
31,532
-11,369
| -27% | -$137K |
|
|
HEES
2041
DELISTED
H&E Equipment Services
HEES
| $379K | ﹤0.01% |
+20,517
| New | +$379K |
|
2042
Dolby
DLB
$6.87B
| $378K | ﹤0.01% |
5,740
-2,848
| -33% | -$188K |
|
|
AMRS
2043
DELISTED
Amyris Inc.
AMRS
| $376K | ﹤0.01% |
87,941
+73,170
| +495% | +$313K |
|
|
ANAT
2044
DELISTED
American National Group, Inc. Common Stock
ANAT
| $371K | ﹤0.01% |
+5,152
| New | +$371K |
|
2045
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.73B
| $370K | ﹤0.01% |
13,122
-10,200
| -44% | -$288K |
|
2046
CarGurus
CARG
$3.6B
| $362K | ﹤0.01% |
14,265
+3,623
| +34% | +$91.9K |
|
2047
Kadant
KAI
$3.7B
| $362K | ﹤0.01% |
3,634
-1,028
| -22% | -$102K |
|
|
CLDR
2048
DELISTED
Cloudera, Inc.
CLDR
| $362K | ﹤0.01% |
28,463
+8,757
| +44% | +$111K |
|
2049
Brown-Forman Class A
BF.A
$13.1B
| $361K | ﹤0.01% |
6,275
-356
| -5% | -$20.5K |
|
2050
US Foods
USFD
$17.9B
| $361K | ﹤0.01% |
18,310
-3,705
| -17% | -$73K |
|