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 |
Idexx Laboratories
IDXX
|
+$197M |
| 2 |
Welltower
WELL
|
+$143M |
| 3 |
Healthcare Realty
HR
|
+$133M |
| 4 |
Moody's
MCO
|
+$97.3M |
| 5 |
Equity Lifestyle Properties
ELS
|
+$83.9M |
Top Sells
Sector Composition
| 1 | Real Estate | 17.29% |
| 2 | Technology | 16.23% |
| 3 | Financials | 15.24% |
| 4 | Consumer Discretionary | 11.06% |
| 5 | Industrials | 10.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2026
Vanguard Value ETF
VTV
$146B
| $373K | ﹤0.01% |
+3,020
| New | +$373K |
|
|
EQRX
2027
DELISTED
EQRx, Inc. Common Stock
EQRX
| $371K | ﹤0.01% |
75,024
+15,122
| +25% | +$74.8K |
|
2028
Hertz
HTZ
$1.88B
| $369K | ﹤0.01% |
22,687
-1,446
| -6% | -$23.5K |
|
2029
Affirm
AFRM
$26.8B
| $365K | ﹤0.01% |
19,438
-3,361
| -15% | -$63.1K |
|
|
BBU
2030
Brookfield Business Partners
BBU
$2.41B
| $364K | ﹤0.01% |
+18,694
| New | +$364K |
|
2031
Procept Biorobotics
PRCT
$2.14B
| $364K | ﹤0.01% |
8,757
-14,011
| -62% | -$582K |
|
|
VERV
2032
DELISTED
Verve Therapeutics
VERV
| $361K | ﹤0.01% |
+10,525
| New | +$361K |
|
2033
Rapid7
RPD
$1.28B
| $359K | ﹤0.01% |
8,373
-640
| -7% | -$27.4K |
|
2034
Air Lease Corp
AL
$7.11B
| $357K | ﹤0.01% |
11,499
+738
| +7% | +$22.9K |
|
2035
Newmark Group
NMRK
$3.44B
| $355K | ﹤0.01% |
44,138
-44,537
| -50% | -$358K |
|
2036
Kforce
KFRC
$566M
| $354K | ﹤0.01% |
6,034
-5,554
| -48% | -$326K |
|
2037
Shoals Technologies Group
SHLS
$1.17B
| $351K | ﹤0.01% |
16,282
-214,503
| -93% | -$4.62M |
|
2038
Recursion Pharmaceuticals
RXRX
$2.16B
| $350K | ﹤0.01% |
32,880
+6,701
| +26% | +$71.3K |
|
2039
Rithm Capital
RITM
$6.69B
| $347K | ﹤0.01% |
47,444
+3,991
| +9% | +$29.2K |
|
2040
Sinclair Inc
SBGI
$935M
| $346K | ﹤0.01% |
19,150
-24,119
| -56% | -$436K |
|
|
DNB
2041
DELISTED
Dun & Bradstreet
DNB
| $345K | ﹤0.01% |
27,837
+1,795
| +7% | +$22.2K |
|
2042
TriCo Bancshares
TCBK
$1.48B
| $345K | ﹤0.01% |
7,744
-6,475
| -46% | -$288K |
|
|
NEWR
2043
DELISTED
New Relic, Inc.
NEWR
| $344K | ﹤0.01% |
5,993
-1,048
| -15% | -$60.2K |
|
|
AERI
2044
DELISTED
Aerie Pharmaceuticals, Inc.
AERI
| $344K | ﹤0.01% |
22,706
-18,321
| -45% | -$278K |
|
2045
Eastern Bankshares
EBC
$3.37B
| $342K | ﹤0.01% |
17,399
+5,559
| +47% | +$109K |
|
2046
Vaxcyte
PCVX
$4.25B
| $342K | ﹤0.01% |
14,272
-225
| -2% | -$5.39K |
|
2047
Schwab US Large- Cap ETF
SCHX
$60.2B
| $341K | ﹤0.01% |
24,156
| – | – |
|
2048
Confluent
CFLT
$6.84B
| $340K | ﹤0.01% |
14,309
-2,627
| -16% | -$62.4K |
|
2049
Kearny Financial
KRNY
$416M
| $340K | ﹤0.01% |
32,004
-42,127
| -57% | -$448K |
|
2050
GlobalFoundries
GFS
$17.8B
| $338K | ﹤0.01% |
6,989
+23
| +0.3% | +$1.11K |
|