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 |
Brookfield
BN
|
$186M |
| 2 |
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
|
$166M |
| 3 |
HEICO Class A
HEI.A
|
$145M |
| 4 |
Ventas
VTR
|
$113M |
| 5 |
Cemex
CX
|
$111M |
Top Sells
| 1 |
Microsoft
MSFT
|
$285M |
| 2 |
TransDigm Group
TDG
|
$203M |
| 3 |
Verizon
VZ
|
$174M |
| 4 |
Moody's
MCO
|
$167M |
| 5 |
Digital Realty Trust
DLR
|
$161M |
Sector Composition
| 1 | Technology | 18.33% |
| 2 | Real Estate | 15.51% |
| 3 | Financials | 14.64% |
| 4 | Industrials | 11.45% |
| 5 | Consumer Discretionary | 11.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2026
Kforce
KFRC
$598M
| $364K | ﹤0.01% |
5,809
+74
| +1% | +$4.64K |
|
2027
JELD-WEN Holding
JELD
$577M
| $364K | ﹤0.01% |
20,726
-32,150
| -61% | -$564K |
|
2028
Procept Biorobotics
PRCT
$2.26B
| $363K | ﹤0.01% |
10,267
+948
| +10% | +$33.5K |
|
2029
SPDR S&P Dividend ETF
SDY
$20.5B
| $360K | ﹤0.01% |
2,936
| – | – |
|
2030
IAC Inc
IAC
$2.98B
| $360K | ﹤0.01% |
6,980
-2,428
| -26% | -$125K |
|
2031
BlackLine
BL
$3.32B
| $358K | ﹤0.01% |
6,658
+570
| +9% | +$30.7K |
|
2032
Energy Recovery
ERII
$767M
| $358K | ﹤0.01% |
+12,806
| New | +$358K |
|
2033
BGC Group
BGC
$4.71B
| $356K | ﹤0.01% |
80,271
-85,329
| -52% | -$378K |
|
2034
Surgery Partners
SGRY
$2.89B
| $354K | ﹤0.01% |
+7,879
| New | +$354K |
|
2035
Lyft
LYFT
$6.91B
| $351K | ﹤0.01% |
36,588
+2,493
| +7% | +$23.9K |
|
2036
Ambarella
AMBA
$3.54B
| $347K | ﹤0.01% |
4,146
+80
| +2% | +$6.69K |
|
2037
Treace Medical Concepts
TMCI
$453M
| $346K | ﹤0.01% |
13,535
-43,626
| -76% | -$1.12M |
|
2038
Enel Chile
ENIC
$5.12B
| $345K | ﹤0.01% |
103,688
-94,611
| -48% | -$315K |
|
|
HUYA
2039
Huya Inc
HUYA
$796M
| $345K | ﹤0.01% |
96,416
| – | – |
|
2040
Rocket Pharmaceuticals
RCKT
$354M
| $344K | ﹤0.01% |
17,330
+1,333
| +8% | +$26.5K |
|
2041
Varonis Systems
VRNS
$6.28B
| $342K | ﹤0.01% |
12,840
+1,068
| +9% | +$28.5K |
|
2042
InMode
INMD
$947M
| $342K | ﹤0.01% |
+9,147
| New | +$342K |
|
2043
Aurinia Pharmaceuticals
AUPH
$1.63B
| $341K | ﹤0.01% |
35,249
-3,243
| -8% | -$31.4K |
|
2044
Arcellx
ACLX
$4.03B
| $341K | ﹤0.01% |
10,771
+837
| +8% | +$26.5K |
|
2045
Hecla Mining
HL
$6.04B
| $336K | ﹤0.01% |
65,324
+2,301
| +4% | +$11.9K |
|
2046
Freshworks
FRSH
$3.74B
| $336K | ﹤0.01% |
19,136
-215,163
| -92% | -$3.78M |
|
2047
BioCryst Pharmaceuticals
BCRX
$1.74B
| $335K | ﹤0.01% |
47,558
+353
| +0.7% | +$2.49K |
|
2048
Expro
XPRO
$1.43B
| $335K | ﹤0.01% |
+18,887
| New | +$335K |
|
2049
Clarivate
CLVT
$2.96B
| $334K | ﹤0.01% |
35,056
-12,293
| -26% | -$117K |
|
2050
Rithm Capital
RITM
$6.69B
| $331K | ﹤0.01% |
35,387
-7,548
| -18% | -$70.6K |
|