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 |
Equity Residential
EQR
|
+$411M |
| 2 |
Cadence Design Systems
CDNS
|
+$345M |
| 3 |
MSCI
MSCI
|
+$300M |
| 4 |
Equinix
EQIX
|
+$181M |
| 5 |
Gartner
IT
|
+$154M |
Top Sells
| 1 |
Union Pacific
UNP
|
+$403M |
| 2 |
TransDigm Group
TDG
|
+$264M |
| 3 |
AIRC
Apartment Income REIT Corp.
AIRC
|
+$238M |
| 4 |
Essex Property Trust
ESS
|
+$205M |
| 5 |
NVIDIA
NVDA
|
+$184M |
Sector Composition
| 1 | Technology | 20.77% |
| 2 | Financials | 15.31% |
| 3 | Real Estate | 13.85% |
| 4 | Consumer Discretionary | 11.12% |
| 5 | Industrials | 10.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2051
Red Rock Resorts
RRR
$3.65B
| $310K | ﹤0.01% |
5,652
-6,725
| -54% | -$369K |
|
2052
Enovix
ENVX
$2.04B
| $310K | ﹤0.01% |
22,947
+1,638
| +8% | +$22.2K |
|
|
NPKI
2053
NPK International Inc.
NPKI
$885M
| $310K | ﹤0.01% |
37,348
+3,270
| +10% | +$27.2K |
|
2054
Sinclair Inc
SBGI
$970M
| $310K | ﹤0.01% |
23,248
+2,847
| +14% | +$38K |
|
|
ATRI
2055
DELISTED
Atrion Corp
ATRI
| $308K | ﹤0.01% |
681
+77
| +13% | +$34.8K |
|
2056
Golar LNG
GLNG
$4.22B
| $304K | ﹤0.01% |
9,704
-1,643
| -14% | -$51.5K |
|
2057
Novavax
NVAX
$1.26B
| $299K | ﹤0.01% |
23,597
-3,090
| -12% | -$39.1K |
|
2058
Vimeo
VMEO
$774M
| $298K | ﹤0.01% |
79,941
+5,107
| +7% | +$19K |
|
2059
Evolent Health
EVH
$1.12B
| $298K | ﹤0.01% |
15,594
+480
| +3% | +$9.18K |
|
2060
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.72B
| $297K | ﹤0.01% |
11,672
| – | – |
|
2061
Xponential Fitness
XPOF
$305M
| $297K | ﹤0.01% |
19,021
+2,203
| +13% | +$34.4K |
|
2062
Arvinas
ARVN
$583M
| $295K | ﹤0.01% |
11,090
-2,217
| -17% | -$59K |
|
2063
Syndax Pharmaceuticals
SNDX
$1.41B
| $291K | ﹤0.01% |
14,167
-4,662
| -25% | -$95.7K |
|
2064
Intellia Therapeutics
NTLA
$1.27B
| $288K | ﹤0.01% |
12,860
-7,691
| -37% | -$172K |
|
2065
Spirit AeroSystems
SPR
$4.82B
| $286K | ﹤0.01% |
8,701
-1,258
| -13% | -$41.4K |
|
2066
AvidXchange
AVDX
$2.06B
| $283K | ﹤0.01% |
23,479
+3,421
| +17% | +$41.3K |
|
2067
Summit Therapeutics
SMMT
$14.4B
| $282K | ﹤0.01% |
36,133
+20,553
| +132% | +$160K |
|
2068
FIVE9
FIVN
$2.06B
| $281K | ﹤0.01% |
6,381
-840
| -12% | -$37K |
|
2069
Joby Aviation
JOBY
$11.5B
| $277K | ﹤0.01% |
54,294
+20,280
| +60% | +$103K |
|
2070
PagerDuty
PD
$1.6B
| $276K | ﹤0.01% |
12,057
+52
| +0.4% | +$1.19K |
|
2071
Hecla Mining
HL
$6.78B
| $275K | ﹤0.01% |
56,733
-15,703
| -22% | -$76.2K |
|
2072
Aurora
AUR
$10.6B
| $275K | ﹤0.01% |
99,270
+58,477
| +143% | +$162K |
|
2073
Braze
BRZE
$3.59B
| $275K | ﹤0.01% |
7,070
-124
| -2% | -$4.82K |
|
|
HCP
2074
DELISTED
HashiCorp, Inc. Class A Common Stock
HCP
| $273K | ﹤0.01% |
8,117
-988
| -11% | -$33.3K |
|
|
GMRE
2075
Global Medical REIT
GMRE
$509M
| $273K | ﹤0.01% |
30,107
+2,033
| +7% | +$18.5K |
|