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 | |
|---|---|---|---|---|---|---|
2076
Virco
VIRC
$134M
| $151K | ﹤0.01% |
15,929
+273
| +2% | +$2.58K |
|
2077
Riot Platforms
RIOT
$4.97B
| $151K | ﹤0.01% |
21,138
+4,020
| +23% | +$28.6K |
|
2078
Mama's Creations
MAMA
$351M
| $148K | ﹤0.01% |
22,694
-91
| -0.4% | -$592 |
|
|
DNB
2079
DELISTED
Dun & Bradstreet
DNB
| $145K | ﹤0.01% |
16,188
+586
| +4% | +$5.24K |
|
2080
ADT
ADT
$7.11B
| $139K | ﹤0.01% |
17,092
-576
| -3% | -$4.69K |
|
2081
Ironwood Pharmaceuticals
IRWD
$201M
| $136K | ﹤0.01% |
92,382
-672,974
| -88% | -$989K |
|
2082
SSR Mining
SSRM
$4.13B
| $135K | ﹤0.01% |
13,453
+2,190
| +19% | +$22K |
|
2083
SIGA Technologies
SIGA
$617M
| $132K | ﹤0.01% |
24,116
+189
| +0.8% | +$1.04K |
|
2084
Definitive Healthcare
DH
$405M
| $131K | ﹤0.01% |
45,178
+1,218
| +3% | +$3.52K |
|
2085
Liberty Latin America Class A
LILA
$1.58B
| $130K | ﹤0.01% |
20,516
+790
| +4% | +$5K |
|
2086
Hawaiian Electric Industries
HE
$2.15B
| $126K | ﹤0.01% |
+11,523
| New | +$126K |
|
2087
BioCryst Pharmaceuticals
BCRX
$1.74B
| $124K | ﹤0.01% |
16,495
-1,312
| -7% | -$9.84K |
|
2088
CompoSecure
CMPO
$1.94B
| $124K | ﹤0.01% |
11,365
-34
| -0.3% | -$25.6K |
|
2089
Lucid Motors
LCID
$51.6B
| $121K | ﹤0.01% |
50,060
-2,187
| -4% | -$5.3K |
|
2090
Hillman Solutions
HLMN
$1.93B
| $119K | ﹤0.01% |
13,482
+1,491
| +12% | +$13.1K |
|
2091
AvidXchange
AVDX
$2.06B
| $118K | ﹤0.01% |
13,875
-1,119
| -7% | -$9.49K |
|
2092
Agilon Health
AGL
$497M
| $107K | ﹤0.01% |
24,626
-2,928
| -11% | -$12.7K |
|
2093
Recursion Pharmaceuticals
RXRX
$2.02B
| $106K | ﹤0.01% |
20,069
-1,280
| -6% | -$6.77K |
|
2094
D-Wave Quantum
QBTS
$5.23B
| $102K | ﹤0.01% |
+13,450
| New | +$102K |
|
2095
Core Scientific
CORZ
$4.15B
| $99.5K | ﹤0.01% |
13,738
-377
| -3% | -$2.73K |
|
2096
Y-mAbs Therapeutics
YMAB
$390M
| $99.4K | ﹤0.01% |
22,434
+237
| +1% | +$1.05K |
|
2097
Rigetti Computing
RGTI
$4.88B
| $99.2K | ﹤0.01% |
+12,528
| New | +$99.2K |
|
2098
DigitalBridge
DBRG
$2.05B
| $98.6K | ﹤0.01% |
11,175
+970
| +10% | +$8.56K |
|
2099
Enovix
ENVX
$1.79B
| $96.4K | ﹤0.01% |
13,130
-873
| -6% | -$6.4K |
|
2100
Teladoc Health
TDOC
$1.37B
| $93.3K | ﹤0.01% |
11,721
+1,388
| +13% | +$11K |
|