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 |
Idexx Laboratories
IDXX
|
+$197M |
| 2 |
Welltower
WELL
|
+$143M |
| 3 |
Healthcare Realty
HR
|
+$133M |
| 4 |
Moody's
MCO
|
+$97.3M |
| 5 |
Equity Lifestyle Properties
ELS
|
+$83.9M |
Top Sells
Sector Composition
| 1 | Real Estate | 17.29% |
| 2 | Technology | 16.23% |
| 3 | Financials | 15.24% |
| 4 | Consumer Discretionary | 11.06% |
| 5 | Industrials | 10.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2076
Phreesia
PHR
$1.52B
| $305K | ﹤0.01% |
11,984
+1,263
| +12% | +$32.1K |
|
|
AGEN
2077
Agenus
AGEN
$154M
| $302K | ﹤0.01% |
7,487
-6,872
| -48% | -$277K |
|
2078
Center Bancorp
CNOB
$1.25B
| $302K | ﹤0.01% |
13,109
-14,287
| -52% | -$329K |
|
2079
FibroGen
FGEN
$46.5M
| $300K | ﹤0.01% |
923
+1
| +0.1% | +$325 |
|
2080
Penske Automotive Group
PAG
$12.2B
| $299K | ﹤0.01% |
3,041
+197
| +7% | +$19.4K |
|
2081
Ambarella
AMBA
$3.56B
| $298K | ﹤0.01% |
5,302
-351
| -6% | -$19.7K |
|
|
MOMO
2082
Hello Group
MOMO
$1.21B
| $298K | ﹤0.01% |
64,557
+661
| +1% | +$3.05K |
|
2083
Celldex Therapeutics
CLDX
$1.66B
| $297K | ﹤0.01% |
10,545
+1,907
| +22% | +$53.7K |
|
|
ACRE
2084
Ares Commercial Real Estate
ACRE
$267M
| $295K | ﹤0.01% |
28,254
-37,186
| -57% | -$388K |
|
2085
Gray Television
GTN
$579M
| $295K | ﹤0.01% |
20,604
-16,995
| -45% | -$243K |
|
2086
Madison Square Garden
MSGS
$4.93B
| $293K | ﹤0.01% |
2,142
-130
| -6% | -$17.8K |
|
2087
AppFolio
APPF
$9.92B
| $290K | ﹤0.01% |
2,773
-185
| -6% | -$19.3K |
|
2088
Enovix
ENVX
$1.99B
| $290K | ﹤0.01% |
18,098
-1,192
| -6% | -$19.1K |
|
2089
MGE Energy Inc
MGEE
$3.05B
| $290K | ﹤0.01% |
4,412
+911
| +26% | +$59.9K |
|
2090
Victory Capital Holdings
VCTR
$4.58B
| $290K | ﹤0.01% |
12,430
-17,772
| -59% | -$415K |
|
2091
BOK Financial
BOKF
$7.02B
| $289K | ﹤0.01% |
3,256
+126
| +4% | +$11.2K |
|
2092
Syndax Pharmaceuticals
SNDX
$1.36B
| $289K | ﹤0.01% |
+12,038
| New | +$289K |
|
2093
PagerDuty
PD
$1.49B
| $286K | ﹤0.01% |
12,387
-816
| -6% | -$18.8K |
|
2094
ImmunityBio
IBRX
$2.43B
| $285K | ﹤0.01% |
57,171
+1,678
| +3% | +$8.37K |
|
2095
Wayfair
W
$11.3B
| $285K | ﹤0.01% |
8,761
-2,653
| -23% | -$86.3K |
|
2096
APi Group
APG
$14.6B
| $284K | ﹤0.01% |
32,081
+15,843
| +98% | +$140K |
|
2097
DigitalBridge
DBRG
$2.03B
| $284K | ﹤0.01% |
22,687
+1,334
| +6% | +$16.7K |
|
2098
Pacific Biosciences
PACB
$366M
| $284K | ﹤0.01% |
48,928
+12,293
| +34% | +$71.4K |
|
2099
Carvana
CVNA
$50.4B
| $283K | ﹤0.01% |
13,917
-4,513
| -24% | -$91.8K |
|
2100
Gulfport Energy Corp
GPOR
$3.02B
| $283K | ﹤0.01% |
3,205
-3,035
| -49% | -$268K |
|