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 |
PIEQ
Principal International Equity ETF
PIEQ
|
$595M |
| 2 |
LPL Financial
LPLA
|
$318M |
| 3 |
Air Products & Chemicals
APD
|
$313M |
| 4 |
Entegris
ENTG
|
$308M |
| 5 |
Simon Property Group
SPG
|
$304M |
Top Sells
| 1 |
Intuit
INTU
|
$588M |
| 2 |
Autodesk
ADSK
|
$382M |
| 3 |
Microchip Technology
MCHP
|
$339M |
| 4 |
NNN REIT
NNN
|
$202M |
| 5 |
Terreno Realty
TRNO
|
$197M |
Sector Composition
| 1 | Technology | 18.18% |
| 2 | Financials | 16.92% |
| 3 | Real Estate | 13.31% |
| 4 | Consumer Discretionary | 11.4% |
| 5 | Industrials | 10.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2051
Joby Aviation
JOBY
$11.4B
| $208K | ﹤0.01% |
34,492
-2,310
| -6% | -$13.9K |
|
2052
Vaalco Energy
EGY
$411M
| $206K | ﹤0.01% |
54,852
+1,957
| +4% | +$7.36K |
|
2053
Laureate Education
LAUR
$4.06B
| $206K | ﹤0.01% |
10,067
-258
| -2% | -$5.28K |
|
2054
Teekay
TK
$698M
| $205K | ﹤0.01% |
31,153
+1,141
| +4% | +$7.5K |
|
2055
MasterCraft Boat Holdings
MCFT
$366M
| $204K | ﹤0.01% |
11,851
+349
| +3% | +$6.01K |
|
2056
Mirion Technologies
MIR
$4.72B
| $204K | ﹤0.01% |
14,057
+1,820
| +15% | +$26.4K |
|
2057
Sweetgreen
SG
$1.04B
| $203K | ﹤0.01% |
8,128
-93,999
| -92% | -$2.35M |
|
2058
TriNet
TNET
$3.46B
| $203K | ﹤0.01% |
2,557
-178
| -7% | -$14.1K |
|
2059
Scholar Rock
SRRK
$3.15B
| $203K | ﹤0.01% |
6,302
-43
| -0.7% | -$1.38K |
|
2060
AST SpaceMobile
ASTS
$13B
| $202K | ﹤0.01% |
+8,882
| New | +$202K |
|
2061
Harrow
HROW
$1.4B
| $201K | ﹤0.01% |
7,574
-65
| -0.9% | -$1.73K |
|
2062
Mayville Engineering Co
MEC
$295M
| $200K | ﹤0.01% |
14,873
+344
| +2% | +$4.62K |
|
|
NPKI
2063
NPK International Inc.
NPKI
$868M
| $196K | ﹤0.01% |
33,745
+1,461
| +5% | +$8.49K |
|
2064
Amicus Therapeutics
FOLD
$2.38B
| $191K | ﹤0.01% |
23,419
-1,695
| -7% | -$13.8K |
|
2065
Archer Aviation
ACHR
$5.5B
| $182K | ﹤0.01% |
25,531
+5,916
| +30% | +$42.1K |
|
2066
Bioventus
BVS
$484M
| $180K | ﹤0.01% |
19,655
+427
| +2% | +$3.91K |
|
2067
Peloton Interactive
PTON
$3.01B
| $176K | ﹤0.01% |
27,827
-1,546
| -5% | -$9.77K |
|
2068
Burford Capital
BUR
$3.03B
| $175K | ﹤0.01% |
13,283
+2,214
| +20% | +$29.2K |
|
2069
ACV Auctions
ACVA
$1.99B
| $166K | ﹤0.01% |
11,814
-32,416
| -73% | -$457K |
|
2070
Alight
ALIT
$2.16B
| $165K | ﹤0.01% |
27,821
+4,594
| +20% | +$27.2K |
|
2071
AMC Networks
AMCX
$311M
| $164K | ﹤0.01% |
23,803
+701
| +3% | +$4.82K |
|
2072
Uranium Energy
UEC
$4.71B
| $157K | ﹤0.01% |
32,864
-1,378
| -4% | -$6.59K |
|
2073
National Research Corp
NRC
$345M
| $154K | ﹤0.01% |
12,042
+24
| +0.2% | +$307 |
|
2074
Transocean
RIG
$2.87B
| $153K | ﹤0.01% |
48,345
+8,043
| +20% | +$25.5K |
|
2075
Marqeta
MQ
$2.8B
| $151K | ﹤0.01% |
36,702
-1,804
| -5% | -$7.43K |
|