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 |
Equity Residential
EQR
|
+$411M |
| 2 |
Cadence Design Systems
CDNS
|
+$345M |
| 3 |
MSCI
MSCI
|
+$300M |
| 4 |
Equinix
EQIX
|
+$181M |
| 5 |
Gartner
IT
|
+$154M |
Top Sells
| 1 |
Union Pacific
UNP
|
+$403M |
| 2 |
TransDigm Group
TDG
|
+$264M |
| 3 |
AIRC
Apartment Income REIT Corp.
AIRC
|
+$238M |
| 4 |
Essex Property Trust
ESS
|
+$205M |
| 5 |
NVIDIA
NVDA
|
+$184M |
Sector Composition
| 1 | Technology | 20.77% |
| 2 | Financials | 15.31% |
| 3 | Real Estate | 13.85% |
| 4 | Consumer Discretionary | 11.12% |
| 5 | Industrials | 10.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2026
Wayfair
W
$11.2B
| $362K | ﹤0.01% |
6,865
-614
| -8% | -$32.4K |
|
2027
MiMedx Group
MDXG
$1.05B
| $362K | ﹤0.01% |
52,203
-13,797
| -21% | -$95.6K |
|
2028
Evolus
EOLS
$478M
| $360K | ﹤0.01% |
33,174
-1,611
| -5% | -$17.5K |
|
|
PRMW
2029
DELISTED
Primo Water Corporation
PRMW
| $354K | ﹤0.01% |
16,196
-2,130
| -12% | -$46.6K |
|
2030
Clearwater Analytics
CWAN
$5.93B
| $350K | ﹤0.01% |
+18,915
| New | +$350K |
|
2031
Kosmos Energy
KOS
$775M
| $350K | ﹤0.01% |
63,205
+1,867
| +3% | +$10.3K |
|
2032
Freshworks
FRSH
$3.87B
| $349K | ﹤0.01% |
27,541
+5,745
| +26% | +$72.9K |
|
2033
Protagonist Therapeutics
PTGX
$3.63B
| $347K | ﹤0.01% |
10,028
-4,341
| -30% | -$150K |
|
2034
Alight
ALIT
$1.96B
| $344K | ﹤0.01% |
46,578
-772
| -2% | -$5.7K |
|
2035
White Mountains Insurance
WTM
$4.62B
| $343K | ﹤0.01% |
189
-27
| -13% | -$49.1K |
|
2036
Malibu Boats
MBUU
$626M
| $341K | ﹤0.01% |
9,728
+435
| +5% | +$15.2K |
|
2037
Kratos Defense & Security Solutions
KTOS
$10.9B
| $339K | ﹤0.01% |
16,942
-257,297
| -94% | -$5.15M |
|
2038
Weave Communications
WEAV
$602M
| $339K | ﹤0.01% |
37,558
+4,747
| +14% | +$42.8K |
|
2039
Mercantile Bank Corp
MBWM
$777M
| $337K | ﹤0.01% |
8,307
+620
| +8% | +$25.2K |
|
2040
United States Lime & Minerals
USLM
$3.53B
| $334K | ﹤0.01% |
4,585
+415
| +10% | +$30.2K |
|
2041
Marqeta
MQ
$2.69B
| $332K | ﹤0.01% |
60,636
+5,481
| +10% | +$30K |
|
2042
WNS Holdings
WNS
$3.24B
| $329K | ﹤0.01% |
+6,262
| New | +$329K |
|
2043
Agios Pharmaceuticals
AGIO
$2.1B
| $327K | ﹤0.01% |
7,594
-5,837
| -43% | -$252K |
|
2044
Atmus Filtration Technologies
ATMU
$3.73B
| $326K | ﹤0.01% |
11,320
-250,416
| -96% | -$7.21M |
|
2045
C3.ai
AI
$2.16B
| $323K | ﹤0.01% |
11,165
+462
| +4% | +$13.4K |
|
2046
Quanterix
QTRX
$199M
| $322K | ﹤0.01% |
24,397
-2,427
| -9% | -$32.1K |
|
2047
Gray Television
GTN
$597M
| $321K | ﹤0.01% |
61,763
+5,555
| +10% | +$28.9K |
|
2048
Uranium Energy
UEC
$5.37B
| $319K | ﹤0.01% |
53,137
+9,133
| +21% | +$54.9K |
|
2049
Credit Acceptance
CACC
$5.83B
| $314K | ﹤0.01% |
611
-30
| -5% | -$15.4K |
|
2050
NovoCure
NVCR
$1.42B
| $313K | ﹤0.01% |
18,287
-4,126
| -18% | -$70.7K |
|