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
Top Sells
| 1 |
COR
Coresite Realty Corporation
COR
|
+$276M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$202M |
| 3 |
Credit Acceptance
CACC
|
+$193M |
| 4 |
CONE
CyrusOne Inc Common Stock
CONE
|
+$187M |
| 5 |
Apple
AAPL
|
+$135M |
Sector Composition
| 1 | Technology | 19.24% |
| 2 | Real Estate | 17.07% |
| 3 | Financials | 13.46% |
| 4 | Consumer Discretionary | 11.82% |
| 5 | Healthcare | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2051
CRISPR Therapeutics
CRSP
$4.71B
| $694K | ﹤0.01% |
9,159
-6,043
| -40% | -$458K |
|
|
SI
2052
DELISTED
Silvergate Capital Corporation
SI
| $694K | ﹤0.01% |
4,682
-77,098
| -94% | -$11.4M |
|
2053
TETRA Technologies
TTI
$640M
| $690K | ﹤0.01% |
242,993
+54,965
| +29% | +$156K |
|
|
SCPL
2054
DELISTED
SciPlay Corporation Class A Common Stock
SCPL
| $690K | ﹤0.01% |
50,104
-30,576
| -38% | -$421K |
|
2055
Relay Therapeutics
RLAY
$700M
| $688K | ﹤0.01% |
22,400
-7,776
| -26% | -$239K |
|
2056
Victory Capital Holdings
VCTR
$4.58B
| $686K | ﹤0.01% |
+18,789
| New | +$686K |
|
2057
Upwork
UPWK
$2.11B
| $685K | ﹤0.01% |
20,065
-4,682
| -19% | -$160K |
|
2058
Hovnanian Enterprises
HOV
$869M
| $682K | ﹤0.01% |
5,358
+609
| +13% | +$77.5K |
|
2059
CareDx
CDNA
$710M
| $678K | ﹤0.01% |
14,907
-6,225
| -29% | -$283K |
|
|
RDFN
2060
DELISTED
Redfin
RDFN
| $674K | ﹤0.01% |
17,557
-3,781
| -18% | -$145K |
|
|
SWTX
2061
DELISTED
SpringWorks Therapeutics
SWTX
| $672K | ﹤0.01% |
10,840
-5,233
| -33% | -$324K |
|
|
BERY
2062
DELISTED
Berry Global Group, Inc.
BERY
| $671K | ﹤0.01% |
9,903
-1,572
| -14% | -$107K |
|
2063
Co-Diagnostics
CODX
$11.8M
| $668K | ﹤0.01% |
74,833
-65,396
| -47% | -$584K |
|
2064
Amneal Pharmaceuticals
AMRX
$3.08B
| $661K | ﹤0.01% |
138,041
-60,068
| -30% | -$288K |
|
2065
Aclaris Therapeutics
ACRS
$221M
| $660K | ﹤0.01% |
45,405
-7,590
| -14% | -$110K |
|
2066
Cambium Networks
CMBM
$19.8M
| $659K | ﹤0.01% |
25,705
-1,381
| -5% | -$35.4K |
|
2067
TriNet
TNET
$3.3B
| $657K | ﹤0.01% |
6,896
-1,611
| -19% | -$153K |
|
|
DEN
2068
DELISTED
Denbury Inc.
DEN
| $657K | ﹤0.01% |
8,581
-2,005
| -19% | -$154K |
|
2069
Baidu
BIDU
$37B
| $655K | ﹤0.01% |
4,403
+402
| +10% | +$59.8K |
|
2070
Origin Bancorp
OBK
$1.18B
| $643K | ﹤0.01% |
14,977
+1,393
| +10% | +$59.8K |
|
2071
Albertsons Companies
ACI
$10.4B
| $641K | ﹤0.01% |
21,225
-502
| -2% | -$15.2K |
|
2072
Aviat Networks
AVNW
$289M
| $640K | ﹤0.01% |
+19,938
| New | +$640K |
|
2073
Clarus
CLAR
$149M
| $639K | ﹤0.01% |
+23,055
| New | +$639K |
|
2074
Ingles Markets
IMKTA
$1.29B
| $637K | ﹤0.01% |
7,382
-6,658
| -47% | -$575K |
|
2075
IDEAYA Biosciences
IDYA
$2.17B
| $629K | ﹤0.01% |
+26,598
| New | +$629K |
|