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 |
CoStar Group
CSGP
|
$466M |
| 2 |
Broadstone Net Lease
BNL
|
$266M |
| 3 |
Tyler Technologies
TYL
|
$250M |
| 4 |
Marriott Vacations Worldwide
VAC
|
$229M |
| 5 |
Equinix
EQIX
|
$187M |
Top Sells
| 1 |
Motorola Solutions
MSI
|
$335M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
$318M |
| 3 |
Prologis
PLD
|
$309M |
| 4 |
Gartner
IT
|
$290M |
| 5 |
CBRE Group
CBRE
|
$214M |
Sector Composition
| 1 | Technology | 18.71% |
| 2 | Real Estate | 16% |
| 3 | Financials | 14.9% |
| 4 | Consumer Discretionary | 12.38% |
| 5 | Industrials | 9.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2051
Beyond Meat
BYND
$189M
| $952K | ﹤0.01% |
6,045
+609
| +11% | +$95.9K |
|
|
SMAR
2052
DELISTED
Smartsheet Inc.
SMAR
| $945K | ﹤0.01% |
13,062
+542
| +4% | +$39.2K |
|
2053
AGNC Investment
AGNC
$10.8B
| $941K | ﹤0.01% |
55,724
+18,625
| +50% | +$315K |
|
2054
Baidu
BIDU
$35.1B
| $935K | ﹤0.01% |
4,588
-32,226
| -88% | -$6.57M |
|
|
BBBY
2055
Bed Bath & Beyond, Inc.
BBBY
$567M
| $934K | ﹤0.01% |
10,132
+1,917
| +23% | +$177K |
|
2056
Veracyte
VCYT
$2.55B
| $929K | ﹤0.01% |
23,254
-3,486
| -13% | -$139K |
|
2057
Globant
GLOB
$2.78B
| $927K | ﹤0.01% |
4,230
-97
| -2% | -$21.3K |
|
2058
Community Trust Bancorp
CTBI
$1.06B
| $923K | ﹤0.01% |
22,859
+10,739
| +89% | +$434K |
|
2059
FibroGen
FGEN
$48.9M
| $917K | ﹤0.01% |
1,378
-12,211
| -90% | -$8.13M |
|
2060
Lexicon Pharmaceuticals
LXRX
$396M
| $915K | ﹤0.01% |
199,282
+17,420
| +10% | +$80K |
|
2061
Aramark
ARMK
$10.2B
| $902K | ﹤0.01% |
33,545
+11,907
| +55% | +$320K |
|
2062
Clearfield
CLFD
$455M
| $900K | ﹤0.01% |
+24,031
| New | +$900K |
|
2063
Rocket Pharmaceuticals
RCKT
$354M
| $900K | ﹤0.01% |
20,336
+97
| +0.5% | +$4.29K |
|
2064
Axogen
AXGN
$735M
| $899K | ﹤0.01% |
+41,618
| New | +$899K |
|
2065
Q2 Holdings
QTWO
$4.92B
| $897K | ﹤0.01% |
8,744
-1,996
| -19% | -$205K |
|
2066
Western Alliance Bancorporation
WAL
$10B
| $896K | ﹤0.01% |
9,647
-115,770
| -92% | -$10.8M |
|
|
SCPX
2067
DELISTED
Scorpius Holdings, Inc.
SCPX
| $892K | ﹤0.01% |
33
-5
| -13% | -$135K |
|
2068
Qiagen
QGEN
$10.3B
| $889K | ﹤0.01% |
17,320
+2,806
| +19% | +$144K |
|
2069
Vanguard Health Care ETF
VHT
$15.7B
| $889K | ﹤0.01% |
3,598
+467
| +15% | +$115K |
|
|
PFC
2070
DELISTED
Premier Financial Corp. Common Stock
PFC
| $886K | ﹤0.01% |
31,196
+4,753
| +18% | +$135K |
|
2071
Axsome Therapeutics
AXSM
$6.25B
| $882K | ﹤0.01% |
13,064
-1,131
| -8% | -$76.4K |
|
2072
Cass Information Systems
CASS
$569M
| $867K | ﹤0.01% |
21,274
+14,208
| +201% | +$579K |
|
2073
Appian
APPN
$2.26B
| $866K | ﹤0.01% |
6,289
-1,301
| -17% | -$179K |
|
|
ALX
2074
Alexander's
ALX
$1.2B
| $854K | ﹤0.01% |
3,187
-43
| -1% | -$11.5K |
|
|
TTOO
2075
DELISTED
T2 Biosystems, Inc
TTOO
| $854K | ﹤0.01% |
144
+24
| +20% | +$142K |
|