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 |
Equity Residential
EQR
|
+$411M |
| 2 |
Cadence Design Systems
CDNS
|
+$345M |
| 3 |
MSCI
MSCI
|
+$300M |
| 4 |
Equinix
EQIX
|
+$181M |
| 5 |
Gartner
IT
|
+$154M |
Top Sells
| 1 |
Union Pacific
UNP
|
+$403M |
| 2 |
TransDigm Group
TDG
|
+$264M |
| 3 |
AIRC
Apartment Income REIT Corp.
AIRC
|
+$238M |
| 4 |
Essex Property Trust
ESS
|
+$205M |
| 5 |
NVIDIA
NVDA
|
+$184M |
Sector Composition
| 1 | Technology | 20.77% |
| 2 | Financials | 15.31% |
| 3 | Real Estate | 13.85% |
| 4 | Consumer Discretionary | 11.12% |
| 5 | Industrials | 10.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2076
Agilon Health
AGL
$477M
| $273K | ﹤0.01% |
41,675
+12,411
| +42% | +$81.2K |
|
2077
Turning Point Brands
TPB
$1.79B
| $271K | ﹤0.01% |
8,456
+693
| +9% | +$22.2K |
|
2078
TPG
TPG
$8.7B
| $269K | ﹤0.01% |
6,486
+195
| +3% | +$8.08K |
|
2079
Viper Energy
VNOM
$6.44B
| $268K | ﹤0.01% |
+7,130
| New | +$268K |
|
2080
Flywire
FLYW
$1.6B
| $267K | ﹤0.01% |
16,314
-1,045,232
| -98% | -$17.1M |
|
2081
Recursion Pharmaceuticals
RXRX
$2.05B
| $266K | ﹤0.01% |
35,439
-362,215
| -91% | -$2.72M |
|
2082
Ryerson Holding
RYI
$709M
| $266K | ﹤0.01% |
13,623
+1,003
| +8% | +$19.6K |
|
2083
Vitesse Energy
VTS
$987M
| $263K | ﹤0.01% |
11,113
+627
| +6% | +$14.9K |
|
2084
IDT Corp
IDT
$1.65B
| $263K | ﹤0.01% |
7,332
+625
| +9% | +$22.5K |
|
2085
Target Hospitality
TH
$869M
| $263K | ﹤0.01% |
30,221
+3,556
| +13% | +$31K |
|
2086
Vera Therapeutics
VERA
$1.6B
| $262K | ﹤0.01% |
7,230
-6,237
| -46% | -$226K |
|
2087
Zymeworks
ZYME
$1.15B
| $261K | ﹤0.01% |
30,642
+4,671
| +18% | +$39.8K |
|
2088
ImmunityBio
IBRX
$2.43B
| $261K | ﹤0.01% |
41,219
-32,247
| -44% | -$204K |
|
2089
Kura Oncology
KURA
$695M
| $257K | ﹤0.01% |
12,492
-5,299
| -30% | -$109K |
|
2090
Burford Capital
BUR
$2.74B
| $256K | ﹤0.01% |
+19,648
| New | +$256K |
|
2091
Laureate Education
LAUR
$4.06B
| $256K | ﹤0.01% |
17,161
-95
| -0.6% | -$1.42K |
|
2092
United Parks & Resorts
PRKS
$2.86B
| $256K | ﹤0.01% |
4,711
-117
| -2% | -$6.35K |
|
2093
Pennant Group
PNTG
$858M
| $256K | ﹤0.01% |
11,029
+991
| +10% | +$23K |
|
2094
Riot Platforms
RIOT
$5.62B
| $255K | ﹤0.01% |
27,953
+2,568
| +10% | +$23.5K |
|
2095
Apogee Therapeutics
APGE
$2.29B
| $253K | ﹤0.01% |
6,442
+1,340
| +26% | +$52.7K |
|
2096
Futu Holdings
FUTU
$26.2B
| $253K | ﹤0.01% |
3,854
-3
| -0.1% | -$197 |
|
2097
Hudson Technologies
HDSN
$439M
| $253K | ﹤0.01% |
28,736
+2,673
| +10% | +$23.5K |
|
2098
10x Genomics
TXG
$1.68B
| $246K | ﹤0.01% |
12,624
-7,403
| -37% | -$144K |
|
2099
Upstart Holdings
UPST
$6.63B
| $245K | ﹤0.01% |
10,405
+422
| +4% | +$9.96K |
|
2100
Kymera Therapeutics
KYMR
$3.11B
| $244K | ﹤0.01% |
8,190
-3,908
| -32% | -$117K |
|