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 |
American Tower
AMT
|
+$462M |
| 2 |
SBA Communications
SBAC
|
+$330M |
| 3 |
CCC Intelligent Solutions
CCCS
|
+$219M |
| 4 |
Equinix
EQIX
|
+$176M |
| 5 |
Teck Resources
TECK
|
+$140M |
Top Sells
| 1 |
First Industrial Realty Trust
FR
|
+$216M |
| 2 |
Digital Realty Trust
DLR
|
+$213M |
| 3 |
TransDigm Group
TDG
|
+$207M |
| 4 |
Public Storage
PSA
|
+$174M |
| 5 |
Realty Income
O
|
+$149M |
Sector Composition
| 1 | Technology | 18.87% |
| 2 | Financials | 15.58% |
| 3 | Real Estate | 14.17% |
| 4 | Consumer Discretionary | 11.56% |
| 5 | Industrials | 11.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
PFC
2051
DELISTED
Premier Financial Corp. Common Stock
PFC
| $376K | ﹤0.01% |
18,511
+3,832
| +26% | +$77.8K |
|
2052
Old Second Bancorp
OSBC
$966M
| $366K | ﹤0.01% |
+26,468
| New | +$366K |
|
2053
Kosmos Energy
KOS
$837M
| $366K | ﹤0.01% |
61,338
+8,431
| +16% | +$50.2K |
|
2054
Sana Biotechnology
SANA
$734M
| $364K | ﹤0.01% |
36,394
-2,834
| -7% | -$28.3K |
|
2055
Kimball Electronics
KE
$725M
| $364K | ﹤0.01% |
+16,803
| New | +$364K |
|
2056
Spirit AeroSystems
SPR
$4.74B
| $359K | ﹤0.01% |
9,959
+2,348
| +31% | +$84.7K |
|
|
INBX
2057
DELISTED
Inhibrx, Inc. Common Stock
INBX
| $357K | ﹤0.01% |
10,218
-150
| -1% | -$5.24K |
|
2058
Shift4
FOUR
$5.86B
| $356K | ﹤0.01% |
5,388
-353
| -6% | -$23.3K |
|
2059
Gray Television
GTN
$579M
| $355K | ﹤0.01% |
56,208
+545
| +1% | +$3.44K |
|
2060
Credit Acceptance
CACC
$5.79B
| $354K | ﹤0.01% |
641
-230
| -26% | -$127K |
|
2061
AtriCure
ATRC
$1.74B
| $353K | ﹤0.01% |
11,592
+51
| +0.4% | +$1.55K |
|
2062
Tactile Systems Technology
TCMD
$296M
| $352K | ﹤0.01% |
21,667
+8,021
| +59% | +$130K |
|
2063
NovoCure
NVCR
$1.34B
| $350K | ﹤0.01% |
22,413
-1,886
| -8% | -$29.5K |
|
2064
Dole
DOLE
$1.29B
| $350K | ﹤0.01% |
+29,329
| New | +$350K |
|
2065
Hecla Mining
HL
$7.27B
| $348K | ﹤0.01% |
72,436
-3,212
| -4% | -$15.5K |
|
2066
Akero Therapeutics
AKRO
$3.42B
| $348K | ﹤0.01% |
13,766
+1,858
| +16% | +$46.9K |
|
|
MORF
2067
DELISTED
Morphic Holding, Inc. Common Stock
MORF
| $346K | ﹤0.01% |
9,822
+349
| +4% | +$12.3K |
|
2068
REV Group
REVG
$3.06B
| $341K | ﹤0.01% |
+15,431
| New | +$341K |
|
2069
GlobalFoundries
GFS
$17.7B
| $340K | ﹤0.01% |
6,530
+1,603
| +33% | +$83.5K |
|
2070
Apogee Therapeutics
APGE
$2.24B
| $339K | ﹤0.01% |
+5,102
| New | +$339K |
|
2071
Mueller Water Products
MWA
$3.88B
| $336K | ﹤0.01% |
20,880
-39,283
| -65% | -$632K |
|
|
PRMW
2072
DELISTED
Primo Water Corporation
PRMW
| $334K | ﹤0.01% |
18,326
-33,440
| -65% | -$609K |
|
|
BRSL
2073
Brightstar Lottery PLC
BRSL
$3.15B
| $330K | ﹤0.01% |
14,610
+2,065
| +16% | +$46.6K |
|
2074
Marqeta
MQ
$2.61B
| $329K | ﹤0.01% |
55,155
-4,730
| -8% | -$28.2K |
|
2075
IAC Inc
IAC
$2.88B
| $329K | ﹤0.01% |
7,510
+1,825
| +32% | +$79.9K |
|