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 |
iShares Core S&P 500 ETF
IVV
|
$158M |
| 2 |
Gaming and Leisure Properties
GLPI
|
$122M |
| 3 |
Boston Properties
BXP
|
$92.5M |
| 4 |
iShares MBS ETF
MBB
|
$90.6M |
| 5 |
Extra Space Storage
EXR
|
$77.3M |
Top Sells
| 1 |
TransDigm Group
TDG
|
$214M |
| 2 |
Toronto Dominion Bank
TD
|
$142M |
| 3 |
Credit Acceptance
CACC
|
$122M |
| 4 |
Medical Properties Trust
MPW
|
$101M |
| 5 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
$87.4M |
Sector Composition
| 1 | Technology | 17.6% |
| 2 | Real Estate | 15.87% |
| 3 | Financials | 14.95% |
| 4 | Consumer Discretionary | 11.17% |
| 5 | Industrials | 10.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2026
Cytek Biosciences
CTKB
$511M
| $395K | ﹤0.01% |
43,025
-4,621
| -10% | -$42.5K |
|
2027
Bloom Energy
BE
$13.4B
| $395K | ﹤0.01% |
19,831
-1,781
| -8% | -$35.5K |
|
2028
BioCryst Pharmaceuticals
BCRX
$1.74B
| $394K | ﹤0.01% |
47,205
+384
| +0.8% | +$3.2K |
|
2029
Bilibili
BILI
$9.25B
| $391K | ﹤0.01% |
16,631
+1,188
| +8% | +$27.9K |
|
2030
Western Alliance Bancorporation
WAL
$10B
| $389K | ﹤0.01% |
10,959
-1,145
| -9% | -$40.7K |
|
2031
Schwab US Large- Cap ETF
SCHX
$59.2B
| $389K | ﹤0.01% |
24,156
| – | – |
|
2032
Spirit AeroSystems
SPR
$4.8B
| $383K | ﹤0.01% |
11,104
-2,030
| -15% | -$70.1K |
|
2033
Premier
PINC
$2.13B
| $381K | ﹤0.01% |
11,783
+530
| +5% | +$17.2K |
|
|
AYX
2034
DELISTED
Alteryx, Inc.
AYX
| $378K | ﹤0.01% |
6,432
-1,258
| -16% | -$74K |
|
2035
Duolingo
DUOL
$12.4B
| $377K | ﹤0.01% |
2,642
-208
| -7% | -$29.7K |
|
2036
Madison Square Garden
MSGS
$4.71B
| $376K | ﹤0.01% |
1,932
-177
| -8% | -$34.5K |
|
2037
Immunovant
IMVT
$2.99B
| $373K | ﹤0.01% |
24,052
+1,319
| +6% | +$20.5K |
|
2038
Applovin
APP
$166B
| $372K | ﹤0.01% |
23,617
-4,589
| -16% | -$72.3K |
|
2039
Kosmos Energy
KOS
$784M
| $370K | ﹤0.01% |
49,702
-4,462
| -8% | -$33.2K |
|
2040
Penske Automotive Group
PAG
$12.4B
| $369K | ﹤0.01% |
2,605
+98
| +4% | +$13.9K |
|
|
PGRE
2041
Paramount Group
PGRE
$1.66B
| $368K | ﹤0.01% |
80,762
+643
| +0.8% | +$2.93K |
|
2042
Ventyx Biosciences
VTYX
$180M
| $368K | ﹤0.01% |
10,979
-604
| -5% | -$20.2K |
|
2043
Kymera Therapeutics
KYMR
$3.11B
| $367K | ﹤0.01% |
12,379
+1,533
| +14% | +$45.4K |
|
2044
SPDR S&P Dividend ETF
SDY
$20.5B
| $363K | ﹤0.01% |
2,936
| – | – |
|
2045
Kforce
KFRC
$598M
| $363K | ﹤0.01% |
5,735
-1,047
| -15% | -$66.2K |
|
2046
AbCellera Biologics
ABCL
$1.26B
| $362K | ﹤0.01% |
48,048
-983
| -2% | -$7.41K |
|
2047
FTAI Aviation
FTAI
$15.8B
| $362K | ﹤0.01% |
+12,947
| New | +$362K |
|
2048
Travere Therapeutics
TVTX
$1.93B
| $358K | ﹤0.01% |
15,930
-903
| -5% | -$20.3K |
|
2049
SiriusXM
SIRI
$8.1B
| $358K | ﹤0.01% |
9,013
+459
| +5% | +$18.2K |
|
2050
Arvinas
ARVN
$575M
| $355K | ﹤0.01% |
12,979
-837
| -6% | -$22.9K |
|