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 |
CoStar Group
CSGP
|
+$466M |
| 2 |
Broadstone Net Lease
BNL
|
+$266M |
| 3 |
Tyler Technologies
TYL
|
+$250M |
| 4 |
Marriott Vacations Worldwide
VAC
|
+$229M |
| 5 |
Equinix
EQIX
|
+$187M |
Top Sells
| 1 |
Motorola Solutions
MSI
|
+$335M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$318M |
| 3 |
Prologis
PLD
|
+$309M |
| 4 |
Gartner
IT
|
+$290M |
| 5 |
CBRE Group
CBRE
|
+$214M |
Sector Composition
| 1 | Technology | 18.71% |
| 2 | Real Estate | 16% |
| 3 | Financials | 14.9% |
| 4 | Consumer Discretionary | 12.38% |
| 5 | Industrials | 9.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2026
1st Source
SRCE
$1.58B
| $1.05M | ﹤0.01% |
22,586
+10,145
| +82% | +$471K |
|
|
SRNE
2027
DELISTED
Sorrento Therapeutics, Inc.
SRNE
| $1.04M | ﹤0.01% |
107,137
-3,212
| -3% | -$31.1K |
|
|
RDFN
2028
DELISTED
Redfin
RDFN
| $1.03M | ﹤0.01% |
16,268
-5,003
| -24% | -$317K |
|
2029
Outset Medical
OM
$245M
| $1.03M | ﹤0.01% |
+1,374
| New | +$1.03M |
|
2030
Digital Turbine
APPS
$473M
| $1.03M | ﹤0.01% |
13,510
-4,455
| -25% | -$339K |
|
|
ATRI
2031
DELISTED
Atrion Corp
ATRI
| $1.02M | ﹤0.01% |
1,647
+664
| +68% | +$412K |
|
|
BELFB
2032
Bel Fuse Class B
BELFB
$1.79B
| $1.02M | ﹤0.01% |
70,975
+773
| +1% | +$11.1K |
|
2033
Texas Pacific Land
TPL
$21B
| $1.02M | ﹤0.01% |
+1,917
| New | +$1.02M |
|
2034
Amneal Pharmaceuticals
AMRX
$3.06B
| $1.02M | ﹤0.01% |
198,391
+60,520
| +44% | +$310K |
|
|
RDUS
2035
DELISTED
Radius Health, Inc.
RDUS
| $1.01M | ﹤0.01% |
55,523
-29,471
| -35% | -$538K |
|
2036
Noodles & Co
NDLS
$30.9M
| $1.01M | ﹤0.01% |
81,008
-59,991
| -43% | -$749K |
|
2037
OneSpaWorld
OSW
$2.27B
| $1.01M | ﹤0.01% |
103,717
+30,634
| +42% | +$297K |
|
|
VMW
2038
DELISTED
VMware, Inc
VMW
| $1M | ﹤0.01% |
6,278
+273
| +5% | +$43.7K |
|
2039
Invesco Leisure and Entertainment ETF
PEJ
$364M
| $1M | ﹤0.01% |
19,181
-1,333
| -6% | -$69.7K |
|
|
SAGE
2040
DELISTED
Sage Therapeutics
SAGE
| $1M | ﹤0.01% |
17,638
+2,176
| +14% | +$124K |
|
|
ZNGA
2041
DELISTED
ZYNGA INC. CL A COMMON
ZNGA
| $1M | ﹤0.01% |
94,197
+890
| +1% | +$9.46K |
|
2042
Cardiff Oncology
CRDF
$148M
| $995K | ﹤0.01% |
+149,572
| New | +$995K |
|
|
LORL
2043
DELISTED
Loral Space and Communications, Inc.
LORL
| $987K | ﹤0.01% |
25,394
+9,881
| +64% | +$384K |
|
2044
Amicus Therapeutics
FOLD
$2.46B
| $985K | ﹤0.01% |
102,201
-10,859
| -10% | -$105K |
|
2045
BioCryst Pharmaceuticals
BCRX
$1.72B
| $981K | ﹤0.01% |
62,084
-10,657
| -15% | -$168K |
|
2046
Varonis Systems
VRNS
$6.45B
| $976K | ﹤0.01% |
16,936
-4,702
| -22% | -$271K |
|
|
HEES
2047
DELISTED
H&E Equipment Services
HEES
| $959K | ﹤0.01% |
28,838
-182
| -0.6% | -$6.05K |
|
2048
Stock Yards Bancorp
SYBT
$2.34B
| $956K | ﹤0.01% |
18,777
+510
| +3% | +$26K |
|
2049
BlackLine
BL
$3.37B
| $955K | ﹤0.01% |
8,579
-2,289
| -21% | -$255K |
|
2050
Sensata Technologies
ST
$4.66B
| $953K | ﹤0.01% |
16,440
+5,886
| +56% | +$341K |
|