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 |
American Tower
AMT
|
+$462M |
| 2 |
SBA Communications
SBAC
|
+$330M |
| 3 |
CCC Intelligent Solutions
CCCS
|
+$219M |
| 4 |
Equinix
EQIX
|
+$176M |
| 5 |
Teck Resources
TECK
|
+$140M |
Top Sells
| 1 |
First Industrial Realty Trust
FR
|
+$216M |
| 2 |
Digital Realty Trust
DLR
|
+$213M |
| 3 |
TransDigm Group
TDG
|
+$207M |
| 4 |
Public Storage
PSA
|
+$174M |
| 5 |
Realty Income
O
|
+$149M |
Sector Composition
| 1 | Technology | 18.87% |
| 2 | Financials | 15.58% |
| 3 | Real Estate | 14.17% |
| 4 | Consumer Discretionary | 11.56% |
| 5 | Industrials | 11.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2076
Sweetgreen
SG
$1.04B
| $322K | ﹤0.01% |
12,762
+1,337
| +12% | +$33.8K |
|
2077
Byline Bancorp
BY
$1.33B
| $319K | ﹤0.01% |
+14,682
| New | +$319K |
|
2078
Braze
BRZE
$3.42B
| $319K | ﹤0.01% |
7,194
-109,795
| -94% | -$4.86M |
|
2079
Rhythm Pharmaceuticals
RYTM
$6.72B
| $311K | ﹤0.01% |
7,180
+1,227
| +21% | +$53.2K |
|
2080
Riot Platforms
RIOT
$5.89B
| $311K | ﹤0.01% |
25,385
+2,815
| +12% | +$34.5K |
|
2081
MannKind Corp
MNKD
$1.7B
| $309K | ﹤0.01% |
68,254
+508
| +0.7% | +$2.3K |
|
|
TAST
2082
DELISTED
Carrols Restaurant Group, Inc.
TAST
| $307K | ﹤0.01% |
+32,238
| New | +$307K |
|
2083
Vimeo
VMEO
$1.28B
| $306K | ﹤0.01% |
74,834
+55,593
| +289% | +$227K |
|
2084
Edgewise Therapeutics
EWTX
$1.58B
| $306K | ﹤0.01% |
16,765
+365
| +2% | +$6.66K |
|
2085
Array Technologies
ARRY
$1.25B
| $304K | ﹤0.01% |
20,378
-1,662,683
| -99% | -$24.8M |
|
2086
Surgery Partners
SGRY
$2.78B
| $300K | ﹤0.01% |
10,073
+1,409
| +16% | +$42K |
|
2087
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.72B
| $300K | ﹤0.01% |
11,672
| – | – |
|
2088
Uranium Energy
UEC
$5.56B
| $297K | ﹤0.01% |
44,004
-3,669
| -8% | -$24.8K |
|
2089
Day One Biopharmaceuticals
DAWN
$744M
| $297K | ﹤0.01% |
17,977
+108
| +0.6% | +$1.78K |
|
2090
Mercantile Bank Corp
MBWM
$776M
| $296K | ﹤0.01% |
+7,687
| New | +$296K |
|
2091
RingCentral
RNG
$2.82B
| $295K | ﹤0.01% |
8,504
-349
| -4% | -$12.1K |
|
2092
Bloom Energy
BE
$14.8B
| $291K | ﹤0.01% |
25,916
+3,622
| +16% | +$40.7K |
|
2093
Safe Bulkers
SB
$458M
| $291K | ﹤0.01% |
58,689
+4,353
| +8% | +$21.6K |
|
2094
Prothena Corp
PRTA
$449M
| $291K | ﹤0.01% |
11,737
-19,236
| -62% | -$476K |
|
2095
Definitive Healthcare
DH
$422M
| $290K | ﹤0.01% |
+35,982
| New | +$290K |
|
2096
Clarivate
CLVT
$2.91B
| $290K | ﹤0.01% |
39,027
+9,328
| +31% | +$69.3K |
|
2097
Target Hospitality
TH
$861M
| $290K | ﹤0.01% |
26,665
+3,419
| +15% | +$37.2K |
|
2098
C3.ai
AI
$2.16B
| $290K | ﹤0.01% |
10,703
+1,119
| +12% | +$30.3K |
|
2099
Hudson Technologies
HDSN
$440M
| $287K | ﹤0.01% |
+26,063
| New | +$287K |
|
2100
TPG
TPG
$8.84B
| $281K | ﹤0.01% |
6,291
+1,000
| +19% | +$44.7K |
|