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 |
Martin Marietta Materials
MLM
|
+$379M |
| 2 |
Apple
AAPL
|
+$367M |
| 3 |
Hilton Worldwide
HLT
|
+$330M |
| 4 |
Veeva Systems
VEEV
|
+$266M |
| 5 |
Waste Connections
WCN
|
+$260M |
Top Sells
| 1 |
American Tower
AMT
|
+$612M |
| 2 |
Agilent Technologies
A
|
+$279M |
| 3 |
Aon
AON
|
+$220M |
| 4 |
Progressive
PGR
|
+$199M |
| 5 |
VeriSign
VRSN
|
+$193M |
Sector Composition
| 1 | Technology | 19.83% |
| 2 | Financials | 15.97% |
| 3 | Real Estate | 13.93% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Industrials | 10.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2026
Axsome Therapeutics
AXSM
$6.27B
| $305K | ﹤0.01% |
3,393
-3,161
| -48% | -$284K |
|
2027
Vimeo
VMEO
$797M
| $294K | ﹤0.01% |
58,312
-21,629
| -27% | -$109K |
|
2028
Atmus Filtration Technologies
ATMU
$3.73B
| $292K | ﹤0.01% |
7,786
-3,534
| -31% | -$133K |
|
2029
Xeris Biopharma Holdings
XERS
$1.24B
| $292K | ﹤0.01% |
102,469
+23,843
| +30% | +$68K |
|
2030
Turning Point Brands
TPB
$1.79B
| $292K | ﹤0.01% |
6,765
-1,691
| -20% | -$73K |
|
2031
Amicus Therapeutics
FOLD
$2.43B
| $291K | ﹤0.01% |
27,275
-213,538
| -89% | -$2.28M |
|
2032
iQIYI
IQ
$2.69B
| $290K | ﹤0.01% |
101,500
+65,396
| +181% | +$187K |
|
2033
iShares MBS ETF
MBB
$41.4B
| $289K | ﹤0.01% |
+3,021
| New | +$289K |
|
2034
TriNet
TNET
$3.32B
| $288K | ﹤0.01% |
2,967
-18,892
| -86% | -$1.83M |
|
2035
Upstart Holdings
UPST
$6.63B
| $286K | ﹤0.01% |
7,157
-3,248
| -31% | -$130K |
|
|
ESGR
2036
DELISTED
Enstar Group
ESGR
| $285K | ﹤0.01% |
886
-356
| -29% | -$114K |
|
2037
OraSure Technologies
OSUR
$245M
| $282K | ﹤0.01% |
66,060
+14,480
| +28% | +$61.8K |
|
2038
Vaalco Energy
EGY
$402M
| $281K | ﹤0.01% |
48,965
+38,372
| +362% | +$220K |
|
|
PETQ
2039
DELISTED
PetIQ, Inc. Class A Common Stock
PETQ
| $279K | ﹤0.01% |
9,059
-74,839
| -89% | -$2.3M |
|
2040
Mayville Engineering Co
MEC
$293M
| $276K | ﹤0.01% |
+13,112
| New | +$276K |
|
2041
Kratos Defense & Security Solutions
KTOS
$10.9B
| $276K | ﹤0.01% |
11,842
-5,100
| -30% | -$119K |
|
2042
ZimVie
ZIMV
$532M
| $275K | ﹤0.01% |
+17,352
| New | +$275K |
|
2043
Hecla Mining
HL
$6.82B
| $273K | ﹤0.01% |
40,985
-15,748
| -28% | -$105K |
|
2044
Tactile Systems Technology
TCMD
$305M
| $271K | ﹤0.01% |
18,565
-654
| -3% | -$9.56K |
|
2045
Grid Dynamics Holdings
GDYN
$659M
| $270K | ﹤0.01% |
19,305
-21,739
| -53% | -$304K |
|
|
ALX
2046
Alexander's
ALX
$1.21B
| $270K | ﹤0.01% |
1,112
+115
| +12% | +$27.9K |
|
2047
Dyne Therapeutics
DYN
$1.88B
| $269K | ﹤0.01% |
7,497
-6,274
| -46% | -$225K |
|
2048
White Mountains Insurance
WTM
$4.62B
| $268K | ﹤0.01% |
158
-31
| -16% | -$52.6K |
|
2049
Y-mAbs Therapeutics
YMAB
$390M
| $267K | ﹤0.01% |
+20,294
| New | +$267K |
|
2050
Daktronics
DAKT
$856M
| $267K | ﹤0.01% |
20,648
-62,135
| -75% | -$802K |
|