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 |
Martin Marietta Materials
MLM
|
+$379M |
| 2 |
Apple
AAPL
|
+$367M |
| 3 |
Hilton Worldwide
HLT
|
+$330M |
| 4 |
Veeva Systems
VEEV
|
+$266M |
| 5 |
Waste Connections
WCN
|
+$260M |
Top Sells
| 1 |
American Tower
AMT
|
+$612M |
| 2 |
Agilent Technologies
A
|
+$279M |
| 3 |
Aon
AON
|
+$220M |
| 4 |
Progressive
PGR
|
+$199M |
| 5 |
VeriSign
VRSN
|
+$193M |
Sector Composition
| 1 | Technology | 19.83% |
| 2 | Financials | 15.97% |
| 3 | Real Estate | 13.93% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Industrials | 10.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2051
Pegasystems
PEGA
$9.75B
| $266K | ﹤0.01% |
7,278
-474
| -6% | -$17.3K |
|
2052
Graham Corp
GHM
$521M
| $266K | ﹤0.01% |
+8,981
| New | +$266K |
|
2053
StoneCo
STNE
$4.78B
| $265K | ﹤0.01% |
23,518
-230,931
| -91% | -$2.6M |
|
2054
iShares National Muni Bond ETF
MUB
$39.2B
| $263K | ﹤0.01% |
+2,422
| New | +$263K |
|
2055
GlobalFoundries
GFS
$17.8B
| $263K | ﹤0.01% |
6,528
-813
| -11% | -$32.7K |
|
2056
Apellis Pharmaceuticals
APLS
$3.39B
| $260K | ﹤0.01% |
9,008
-3,877
| -30% | -$112K |
|
2057
Global E Online
GLBE
$6.33B
| $259K | ﹤0.01% |
6,748
-11,617
| -63% | -$447K |
|
2058
Teekay
TK
$732M
| $257K | ﹤0.01% |
27,903
+5,223
| +23% | +$48.1K |
|
|
USAP
2059
DELISTED
Universal Stainless & Alloy
USAP
| $256K | ﹤0.01% |
+6,631
| New | +$256K |
|
2060
Credit Acceptance
CACC
$5.83B
| $255K | ﹤0.01% |
575
-36
| -6% | -$16K |
|
2061
Golar LNG
GLNG
$4.23B
| $254K | ﹤0.01% |
6,904
-2,800
| -29% | -$103K |
|
|
CTO
2062
CTO Realty Growth
CTO
$562M
| $253K | ﹤0.01% |
+13,318
| New | +$253K |
|
2063
Guardant Health
GH
$7.41B
| $252K | ﹤0.01% |
10,966
-4,976
| -31% | -$114K |
|
2064
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.43B
| $250K | ﹤0.01% |
3,258
| – | – |
|
2065
National Research Corp
NRC
$372M
| $248K | ﹤0.01% |
+10,857
| New | +$248K |
|
2066
PTC Therapeutics
PTCT
$4.64B
| $248K | ﹤0.01% |
6,676
-5,646
| -46% | -$209K |
|
2067
iRadimed
IRMD
$914M
| $246K | ﹤0.01% |
+4,894
| New | +$246K |
|
2068
IDEAYA Biosciences
IDYA
$2.17B
| $245K | ﹤0.01% |
7,720
-4,968
| -39% | -$157K |
|
2069
AST SpaceMobile
ASTS
$9.93B
| $244K | ﹤0.01% |
9,345
-2,222
| -19% | -$58.1K |
|
2070
Spirit AeroSystems
SPR
$4.8B
| $243K | ﹤0.01% |
7,482
-1,219
| -14% | -$39.6K |
|
2071
McGrath RentCorp
MGRC
$3.02B
| $240K | ﹤0.01% |
2,277
-7,702
| -77% | -$811K |
|
|
AGS
2072
DELISTED
PlayAGS
AGS
| $237K | ﹤0.01% |
+20,835
| New | +$237K |
|
2073
RingCentral
RNG
$2.88B
| $233K | ﹤0.01% |
+7,380
| New | +$233K |
|
2074
Carriage Services
CSV
$669M
| $232K | ﹤0.01% |
+7,076
| New | +$232K |
|
2075
Liberty Global Class A
LBTYA
$3.94B
| $232K | ﹤0.01% |
11,004
-1,332
| -11% | -$28.1K |
|