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 |
Idexx Laboratories
IDXX
|
+$197M |
| 2 |
Welltower
WELL
|
+$143M |
| 3 |
Healthcare Realty
HR
|
+$133M |
| 4 |
Moody's
MCO
|
+$97.3M |
| 5 |
Equity Lifestyle Properties
ELS
|
+$83.9M |
Top Sells
Sector Composition
| 1 | Real Estate | 17.29% |
| 2 | Technology | 16.23% |
| 3 | Financials | 15.24% |
| 4 | Consumer Discretionary | 11.06% |
| 5 | Industrials | 10.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2051
Kosmos Energy
KOS
$818M
| $336K | ﹤0.01% |
65,016
-5,035
| -7% | -$26K |
|
2052
Lyell Immunopharma
LYEL
$245M
| $335K | ﹤0.01% |
2,285
+483
| +27% | +$70.8K |
|
|
ALTR
2053
DELISTED
Altair Engineering Inc. Class A Common Stock
ALTR
| $335K | ﹤0.01% |
7,565
-500
| -6% | -$22.1K |
|
2054
Metropolitan Bank Holding Corp
MCB
$813M
| $332K | ﹤0.01% |
5,159
-6,633
| -56% | -$427K |
|
2055
StoneCo
STNE
$4.85B
| $331K | ﹤0.01% |
34,730
+5,411
| +18% | +$51.6K |
|
2056
Revolution Medicines
RVMD
$8.67B
| $329K | ﹤0.01% |
16,672
+4,082
| +32% | +$80.6K |
|
2057
Vertiv
VRT
$52.2B
| $329K | ﹤0.01% |
33,862
+837
| +3% | +$8.13K |
|
2058
SPDR S&P Dividend ETF
SDY
$20.5B
| $327K | ﹤0.01% |
2,936
| – | – |
|
|
AGR
2059
DELISTED
Avangrid, Inc.
AGR
| $327K | ﹤0.01% |
7,847
+507
| +7% | +$21.1K |
|
2060
Duolingo
DUOL
$14B
| $326K | ﹤0.01% |
3,426
-45,645
| -93% | -$4.34M |
|
2061
Novavax
NVAX
$1.32B
| $326K | ﹤0.01% |
17,923
-1,396
| -7% | -$25.4K |
|
|
LSXMA
2062
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
| $325K | ﹤0.01% |
11,631
-2,564
| -18% | -$71.6K |
|
2063
First Busey Corp
BUSE
$2.2B
| $323K | ﹤0.01% |
14,721
-13,846
| -48% | -$304K |
|
2064
Olaplex Holdings
OLPX
$954M
| $323K | ﹤0.01% |
33,822
-2,625
| -7% | -$25.1K |
|
|
SI
2065
DELISTED
Silvergate Capital Corporation
SI
| $323K | ﹤0.01% |
4,282
+90
| +2% | +$6.79K |
|
2066
Westlake Corp
WLK
$11.3B
| $317K | ﹤0.01% |
3,653
-695
| -16% | -$60.3K |
|
|
PFC
2067
DELISTED
Premier Financial Corp. Common Stock
PFC
| $317K | ﹤0.01% |
12,319
-13,404
| -52% | -$345K |
|
2068
Corebridge Financial
CRBG
$18.1B
| $315K | ﹤0.01% |
+16,000
| New | +$315K |
|
2069
Warner Music
WMG
$17.6B
| $314K | ﹤0.01% |
13,509
+126
| +0.9% | +$2.93K |
|
2070
Invesco Variable Rate Preferred ETF
VRP
$2.2B
| $313K | ﹤0.01% |
14,284
-34,682
| -71% | -$760K |
|
2071
Warby Parker
WRBY
$3.31B
| $309K | ﹤0.01% |
23,167
-473
| -2% | -$6.31K |
|
2072
Ameresco
AMRC
$1.43B
| $308K | ﹤0.01% |
4,630
-307
| -6% | -$20.4K |
|
2073
Ingles Markets
IMKTA
$1.3B
| $308K | ﹤0.01% |
3,891
-3,568
| -48% | -$282K |
|
|
LAC
2074
DELISTED
Lithium Americas Corp. Common Shares
LAC
| $306K | ﹤0.01% |
11,600
-1,000
| -8% | -$26.4K |
|
2075
BridgeBio Pharma
BBIO
$10.2B
| $305K | ﹤0.01% |
30,619
+1,907
| +7% | +$19K |
|