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 |
iShares Core S&P 500 ETF
IVV
|
$742M |
| 2 |
Healthpeak Properties
DOC
|
$351M |
| 3 |
Arthur J. Gallagher & Co
AJG
|
$317M |
| 4 |
Equity Lifestyle Properties
ELS
|
$256M |
| 5 |
TransDigm Group
TDG
|
$235M |
Top Sells
| 1 |
Adobe
ADBE
|
$508M |
| 2 |
SBA Communications
SBAC
|
$445M |
| 3 |
Brookfield
BN
|
$391M |
| 4 |
Alexandria Real Estate Equities
ARE
|
$291M |
| 5 |
Sun Communities
SUI
|
$288M |
Sector Composition
| 1 | Technology | 20.2% |
| 2 | Financials | 16.62% |
| 3 | Real Estate | 12.83% |
| 4 | Consumer Discretionary | 11.84% |
| 5 | Industrials | 10.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2051
Avidity Biosciences
RNA
$6.48B
| $275K | ﹤0.01% |
9,450
-590
| -6% | -$17.2K |
|
2052
iShares National Muni Bond ETF
MUB
$38.9B
| $275K | ﹤0.01% |
2,578
+156
| +6% | +$16.6K |
|
2053
ZipRecruiter
ZIP
$421M
| $274K | ﹤0.01% |
37,909
+3,238
| +9% | +$23.4K |
|
2054
Scholar Rock
SRRK
$3.02B
| $274K | ﹤0.01% |
+6,345
| New | +$274K |
|
2055
NovoCure
NVCR
$1.37B
| $272K | ﹤0.01% |
+9,134
| New | +$272K |
|
2056
PTC Therapeutics
PTCT
$4.55B
| $269K | ﹤0.01% |
5,955
-721
| -11% | -$32.5K |
|
2057
Kratos Defense & Security Solutions
KTOS
$10.9B
| $268K | ﹤0.01% |
10,170
-1,672
| -14% | -$44.1K |
|
2058
FIVE9
FIVN
$2.06B
| $268K | ﹤0.01% |
+6,584
| New | +$268K |
|
2059
ZimVie
ZIMV
$532M
| $266K | ﹤0.01% |
19,054
+1,702
| +10% | +$23.7K |
|
2060
American Public Education
APEI
$571M
| $266K | ﹤0.01% |
12,321
+1,120
| +10% | +$24.2K |
|
2061
XP
XP
$9.96B
| $266K | ﹤0.01% |
22,408
-4,733
| -17% | -$56.1K |
|
2062
OraSure Technologies
OSUR
$236M
| $264K | ﹤0.01% |
73,137
+7,077
| +11% | +$25.5K |
|
2063
Axogen
AXGN
$735M
| $264K | ﹤0.01% |
16,000
+1,228
| +8% | +$20.2K |
|
|
AGS
2064
DELISTED
PlayAGS
AGS
| $263K | ﹤0.01% |
22,777
+1,942
| +9% | +$22.4K |
|
2065
RingCentral
RNG
$2.89B
| $258K | ﹤0.01% |
7,369
-11
| -0.1% | -$385 |
|
2066
Harrow
HROW
$1.37B
| $256K | ﹤0.01% |
7,639
+319
| +4% | +$10.7K |
|
2067
Peloton Interactive
PTON
$3.27B
| $256K | ﹤0.01% |
29,373
-1,739
| -6% | -$15.1K |
|
2068
Safe Bulkers
SB
$455M
| $253K | ﹤0.01% |
70,987
+6,534
| +10% | +$23.3K |
|
2069
SiriusXM
SIRI
$8.1B
| $253K | ﹤0.01% |
11,114
-4,700
| -30% | -$107K |
|
2070
White Mountains Insurance
WTM
$4.63B
| $249K | ﹤0.01% |
128
-30
| -19% | -$58.4K |
|
2071
TriNet
TNET
$3.43B
| $248K | ﹤0.01% |
2,735
-232
| -8% | -$21.1K |
|
2072
Hackett Group
HCKT
$576M
| $248K | ﹤0.01% |
+8,061
| New | +$248K |
|
|
NPKI
2073
NPK International Inc.
NPKI
$887M
| $248K | ﹤0.01% |
32,284
+1,927
| +6% | +$14.8K |
|
2074
iRhythm Technologies
IRTC
$5.82B
| $240K | ﹤0.01% |
2,664
-244
| -8% | -$22K |
|
|
ALX
2075
Alexander's
ALX
$1.2B
| $239K | ﹤0.01% |
1,193
+81
| +7% | +$16.2K |
|