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 |
Martin Marietta Materials
MLM
|
+$379M |
| 2 |
Apple
AAPL
|
+$367M |
| 3 |
Hilton Worldwide
HLT
|
+$330M |
| 4 |
Veeva Systems
VEEV
|
+$266M |
| 5 |
Waste Connections
WCN
|
+$260M |
Top Sells
| 1 |
American Tower
AMT
|
+$612M |
| 2 |
Agilent Technologies
A
|
+$279M |
| 3 |
Aon
AON
|
+$220M |
| 4 |
Progressive
PGR
|
+$199M |
| 5 |
VeriSign
VRSN
|
+$193M |
Sector Composition
| 1 | Technology | 19.83% |
| 2 | Financials | 15.97% |
| 3 | Real Estate | 13.93% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Industrials | 10.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
DNB
2076
DELISTED
Dun & Bradstreet
DNB
| $231K | ﹤0.01% |
20,064
-2,046
| -9% | -$23.5K |
|
2077
Uranium Energy
UEC
$5.37B
| $231K | ﹤0.01% |
37,178
-15,959
| -30% | -$99.1K |
|
|
PTVE
2078
DELISTED
Pactiv Evergreen Inc. Common stock
PTVE
| $229K | ﹤0.01% |
19,930
-926
| -4% | -$10.7K |
|
2079
Stagwell
STGW
$1.42B
| $229K | ﹤0.01% |
+32,557
| New | +$229K |
|
2080
Geron
GERN
$868M
| $226K | ﹤0.01% |
49,762
-41,372
| -45% | -$188K |
|
2081
Liberty Global Class C
LBTYK
$4.04B
| $225K | ﹤0.01% |
10,407
-2,389
| -19% | -$51.6K |
|
|
CBL
2082
CBL Properties
CBL
$1B
| $222K | ﹤0.01% |
+8,824
| New | +$222K |
|
2083
WNS Holdings
WNS
$3.24B
| $222K | ﹤0.01% |
4,204
-2,058
| -33% | -$108K |
|
2084
Freshworks
FRSH
$3.83B
| $221K | ﹤0.01% |
19,269
-8,272
| -30% | -$95K |
|
2085
Eastern Bankshares
EBC
$3.4B
| $221K | ﹤0.01% |
13,465
-1,775
| -12% | -$29.1K |
|
2086
Alight
ALIT
$1.96B
| $219K | ﹤0.01% |
29,592
-16,986
| -36% | -$126K |
|
2087
Transocean
RIG
$2.96B
| $217K | ﹤0.01% |
51,007
-20,511
| -29% | -$87.2K |
|
2088
iRhythm Technologies
IRTC
$5.99B
| $216K | ﹤0.01% |
2,908
-2,383
| -45% | -$177K |
|
2089
Compass
COMP
$5.02B
| $216K | ﹤0.01% |
35,282
-13,974
| -28% | -$85.4K |
|
2090
Red Rock Resorts
RRR
$3.63B
| $215K | ﹤0.01% |
3,943
-1,709
| -30% | -$93K |
|
2091
IDT Corp
IDT
$1.65B
| $215K | ﹤0.01% |
5,620
-1,712
| -23% | -$65.3K |
|
|
NPKI
2092
NPK International Inc.
NPKI
$885M
| $210K | ﹤0.01% |
30,357
-6,991
| -19% | -$48.4K |
|
2093
Bioventus
BVS
$482M
| $210K | ﹤0.01% |
+17,576
| New | +$210K |
|
2094
Lucid Motors
LCID
$5.96B
| $208K | ﹤0.01% |
5,891
-709
| -11% | -$25K |
|
2095
Axogen
AXGN
$738M
| $207K | ﹤0.01% |
+14,772
| New | +$207K |
|
2096
Marqeta
MQ
$2.73B
| $207K | ﹤0.01% |
42,026
-18,610
| -31% | -$91.6K |
|
2097
Apogee Therapeutics
APGE
$2.29B
| $207K | ﹤0.01% |
3,517
-2,925
| -45% | -$172K |
|
2098
nCino
NCNO
$3.52B
| $206K | ﹤0.01% |
6,531
-261
| -4% | -$8.25K |
|
2099
Heron Therapeutics
HRTX
$199M
| $204K | ﹤0.01% |
102,651
+84,205
| +456% | +$168K |
|
2100
Vitesse Energy
VTS
$990M
| $201K | ﹤0.01% |
8,366
-2,747
| -25% | -$66K |
|