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 |
Microsoft
MSFT
|
+$344M |
| 2 |
Moody's
MCO
|
+$284M |
| 3 |
VICI Properties
VICI
|
+$249M |
| 4 |
Progressive
PGR
|
+$246M |
| 5 |
Amazon
AMZN
|
+$167M |
Top Sells
| 1 |
Salesforce
CRM
|
+$235M |
| 2 |
MGP
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
|
+$202M |
| 3 |
Healthcare Realty
HR
|
+$179M |
| 4 |
Etsy
ETSY
|
+$168M |
| 5 |
Charter Communications
CHTR
|
+$141M |
Sector Composition
| 1 | Real Estate | 17.6% |
| 2 | Technology | 16.42% |
| 3 | Financials | 14.71% |
| 4 | Consumer Discretionary | 10.49% |
| 5 | Industrials | 9.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
MNDT
2051
DELISTED
Mandiant, Inc. Common Stock
MNDT
| $519K | ﹤0.01% |
23,789
+716
| +3% | +$15.6K |
|
2052
International Money Express
IMXI
$431M
| $515K | ﹤0.01% |
+25,159
| New | +$515K |
|
|
ISEE
2053
DELISTED
IVERIC bio, Inc. Common Stock
ISEE
| $515K | ﹤0.01% |
53,609
+30,271
| +130% | +$291K |
|
2054
Olaplex Holdings
OLPX
$961M
| $514K | ﹤0.01% |
36,447
+16,947
| +87% | +$239K |
|
2055
Snap
SNAP
$12.3B
| $513K | ﹤0.01% |
39,088
-429,005
| -92% | -$5.63M |
|
2056
Catalyst Pharmaceutical
CPRX
$2.48B
| $512K | ﹤0.01% |
72,996
-5,808
| -7% | -$40.7K |
|
|
JOYY
2057
JOYY Inc. American Depositary Shares
JOYY
$3.17B
| $511K | ﹤0.01% |
17,106
+9,224
| +117% | +$276K |
|
|
TMX
2058
DELISTED
Terminix Global Holdings, Inc.
TMX
| $508K | ﹤0.01% |
12,505
+720
| +6% | +$29.2K |
|
2059
Byline Bancorp
BY
$1.33B
| $506K | ﹤0.01% |
21,272
-7,548
| -26% | -$180K |
|
2060
SentinelOne
S
$6.19B
| $506K | ﹤0.01% |
21,704
-461,350
| -96% | -$10.8M |
|
2061
Wayfair
W
$11.7B
| $498K | ﹤0.01% |
11,414
+626
| +6% | +$27.3K |
|
2062
Hilton Grand Vacations
HGV
$4.07B
| $497K | ﹤0.01% |
13,917
-1,622
| -10% | -$57.9K |
|
2063
Gulfport Energy Corp
GPOR
$3.06B
| $496K | ﹤0.01% |
+6,240
| New | +$496K |
|
2064
Varonis Systems
VRNS
$6.41B
| $496K | ﹤0.01% |
16,904
-2,541
| -13% | -$74.6K |
|
|
IMAB
2065
I-MAB
IMAB
$318M
| $491K | ﹤0.01% |
43,457
-295,462
| -87% | -$3.34M |
|
2066
SPDR S&P 500 ESG ETF
EFIV
$1.16B
| $489K | ﹤0.01% |
13,500
| – | – |
|
2067
Workiva
WK
$4.39B
| $487K | ﹤0.01% |
7,377
-399
| -5% | -$26.3K |
|
|
WBT
2068
DELISTED
Welbilt, Inc.
WBT
| $486K | ﹤0.01% |
20,405
-3,337
| -14% | -$79.5K |
|
2069
ZIM Integrated Shipping Services
ZIM
$1.63B
| $483K | ﹤0.01% |
+10,237
| New | +$483K |
|
2070
Dolby
DLB
$6.91B
| $473K | ﹤0.01% |
6,605
+368
| +6% | +$26.4K |
|
2071
Robinhood
HOOD
$105B
| $473K | ﹤0.01% |
+57,596
| New | +$473K |
|
|
DEN
2072
DELISTED
Denbury Inc.
DEN
| $473K | ﹤0.01% |
7,880
-1,283
| -14% | -$77K |
|
2073
Carriage Services
CSV
$671M
| $467K | ﹤0.01% |
11,769
+732
| +7% | +$29K |
|
2074
Community Trust Bancorp
CTBI
$1.04B
| $463K | ﹤0.01% |
11,438
-2,163
| -16% | -$87.6K |
|
2075
Twist Bioscience
TWST
$1.55B
| $463K | ﹤0.01% |
13,241
-2,535
| -16% | -$88.6K |
|