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
Top Sells
| 1 |
COR
Coresite Realty Corporation
COR
|
+$276M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$202M |
| 3 |
Credit Acceptance
CACC
|
+$193M |
| 4 |
CONE
CyrusOne Inc Common Stock
CONE
|
+$187M |
| 5 |
Apple
AAPL
|
+$135M |
Sector Composition
| 1 | Technology | 19.24% |
| 2 | Real Estate | 17.07% |
| 3 | Financials | 13.46% |
| 4 | Consumer Discretionary | 11.82% |
| 5 | Healthcare | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2026
PTC Therapeutics
PTCT
$4.63B
| $807K | ﹤0.01% |
20,275
-8,660
| -30% | -$345K |
|
2027
Tencent Music
TME
$39.2B
| $806K | ﹤0.01% |
117,662
+9,556
| +9% | +$65.5K |
|
2028
Catalyst Pharmaceutical
CPRX
$2.42B
| $803K | ﹤0.01% |
+118,680
| New | +$803K |
|
2029
Dropbox
DBX
$8.29B
| $803K | ﹤0.01% |
32,737
-6,410
| -16% | -$157K |
|
2030
OrthoPediatrics
KIDS
$484M
| $793K | ﹤0.01% |
13,247
+9,341
| +239% | +$559K |
|
|
MNRL
2031
DELISTED
Brigham Minerals, Inc. Class A Common Stock
MNRL
| $793K | ﹤0.01% |
+37,607
| New | +$793K |
|
2032
Certara
CERT
$1.65B
| $792K | ﹤0.01% |
27,861
+20,230
| +265% | +$575K |
|
|
CERE
2033
DELISTED
Cerevel Therapeutics Holdings, Inc. Common Stock
CERE
| $788K | ﹤0.01% |
24,326
+15,916
| +189% | +$516K |
|
2034
Texas Pacific Land
TPL
$21.6B
| $787K | ﹤0.01% |
1,890
+93
| +5% | +$38.7K |
|
2035
Strategy Inc Common Stock Class A
MSTR
$92.6B
| $785K | ﹤0.01% |
14,420
-2,110
| -13% | -$115K |
|
2036
Aramark
ARMK
$10B
| $777K | ﹤0.01% |
29,200
+4,314
| +17% | +$115K |
|
2037
Impinj
PI
$5.53B
| $770K | ﹤0.01% |
8,684
+4,763
| +121% | +$422K |
|
2038
Kymera Therapeutics
KYMR
$3.11B
| $760K | ﹤0.01% |
11,977
+4,767
| +66% | +$302K |
|
2039
Hilton Grand Vacations
HGV
$3.99B
| $758K | ﹤0.01% |
14,552
-3,396
| -19% | -$177K |
|
2040
AnaptysBio
ANAB
$637M
| $754K | ﹤0.01% |
+21,700
| New | +$754K |
|
2041
Curis
CRIS
$22.4M
| $745K | ﹤0.01% |
7,831
-701
| -8% | -$66.7K |
|
2042
TG Therapeutics
TGTX
$5.05B
| $743K | ﹤0.01% |
39,121
-16,163
| -29% | -$307K |
|
2043
Q2 Holdings
QTWO
$5.13B
| $739K | ﹤0.01% |
9,300
-2,173
| -19% | -$173K |
|
2044
Upstart Holdings
UPST
$6.01B
| $738K | ﹤0.01% |
4,878
+244
| +5% | +$36.9K |
|
2045
Gaming and Leisure Properties
GLPI
$13.6B
| $733K | ﹤0.01% |
15,071
-2,118
| -12% | -$103K |
|
|
ONEM
2046
DELISTED
1Life Healthcare, Inc. Common Stock
ONEM
| $731K | ﹤0.01% |
41,617
-10,493
| -20% | -$184K |
|
|
NVTA
2047
DELISTED
Invitae Corporation
NVTA
| $726K | ﹤0.01% |
47,564
-15,517
| -25% | -$237K |
|
2048
AGNC Investment
AGNC
$10.7B
| $724K | ﹤0.01% |
48,112
-5,608
| -10% | -$84.4K |
|
2049
Regional Management Corp
RM
$412M
| $722K | ﹤0.01% |
+12,568
| New | +$722K |
|
|
PLAN
2050
DELISTED
Anaplan, Inc.
PLAN
| $702K | ﹤0.01% |
15,320
+763
| +5% | +$35K |
|