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 |
Ventas
VTR
|
+$594M |
| 2 |
Etsy
ETSY
|
+$382M |
| 3 |
Medical Properties Trust
MPW
|
+$325M |
| 4 |
Moderna
MRNA
|
+$155M |
| 5 |
HR
Healthcare Realty Trust Incorporated
HR
|
+$136M |
Top Sells
| 1 |
Welltower
WELL
|
+$695M |
| 2 |
Restaurant Brands International
QSR
|
+$257M |
| 3 |
Fidelity National Financial
FNF
|
+$178M |
| 4 |
Credit Acceptance
CACC
|
+$174M |
| 5 |
Prologis
PLD
|
+$157M |
Sector Composition
| 1 | Technology | 19.14% |
| 2 | Real Estate | 16.4% |
| 3 | Financials | 14.65% |
| 4 | Consumer Discretionary | 12.11% |
| 5 | Healthcare | 9.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
MORF
2101
DELISTED
Morphic Holding, Inc. Common Stock
MORF
| $652K | ﹤0.01% |
11,512
+3,194
| +38% | +$181K |
|
2102
SPDR Portfolio Aggregate Bond ETF
SPAB
$8.66B
| $651K | ﹤0.01% |
21,817
-45,917
| -68% | -$1.37M |
|
|
DCPH
2103
DELISTED
Deciphera Pharmaceuticals, Inc. Common Stock
DCPH
| $648K | ﹤0.01% |
19,056
-297
| -2% | -$10.1K |
|
|
TTOO
2104
DELISTED
T2 Biosystems, Inc
TTOO
| $648K | ﹤0.01% |
142
-2
| -1% | -$9.13K |
|
2105
Vimeo
VMEO
$1.28B
| $642K | ﹤0.01% |
21,849
-325
| -1% | -$9.55K |
|
2106
Alector
ALEC
$287M
| $641K | ﹤0.01% |
28,064
+9,691
| +53% | +$221K |
|
|
BERY
2107
DELISTED
Berry Global Group, Inc.
BERY
| $641K | ﹤0.01% |
11,475
-436
| -4% | -$24.4K |
|
2108
Invesco Water Resources ETF
PHO
$2.2B
| $640K | ﹤0.01% |
11,688
-172
| -1% | -$9.42K |
|
|
WBT
2109
DELISTED
Welbilt, Inc.
WBT
| $637K | ﹤0.01% |
27,420
+6,515
| +31% | +$151K |
|
2110
Ribbon Communications
RBBN
$699M
| $635K | ﹤0.01% |
106,240
-786
| -0.7% | -$4.7K |
|
|
GBT
2111
DELISTED
Global Blood Therapeutics, Inc.
GBT
| $635K | ﹤0.01% |
24,901
+983
| +4% | +$25.1K |
|
2112
Vanguard Growth ETF
VUG
$188B
| $634K | ﹤0.01% |
2,187
+574
| +36% | +$166K |
|
2113
Axogen
AXGN
$739M
| $633K | ﹤0.01% |
40,072
-1,546
| -4% | -$24.4K |
|
2114
SPDR Portfolio Developed World ex-US ETF
SPDW
$29.5B
| $633K | ﹤0.01% |
17,472
-4,407
| -20% | -$160K |
|
2115
Kinetik
KNTK
$2.58B
| $629K | ﹤0.01% |
18,236
-146
| -0.8% | -$5.04K |
|
2116
Bionano Genomics
BNGO
$23M
| $627K | ﹤0.01% |
190
+8
| +4% | +$26.4K |
|
2117
Euronet Worldwide
EEFT
$3.57B
| $617K | ﹤0.01% |
4,845
-257
| -5% | -$32.7K |
|
2118
Rocket Pharmaceuticals
RCKT
$343M
| $616K | ﹤0.01% |
20,614
+278
| +1% | +$8.31K |
|
2119
Baidu
BIDU
$37B
| $615K | ﹤0.01% |
4,001
-587
| -13% | -$90.2K |
|
|
KDMN
2120
DELISTED
Kadmon Holdings, Inc.
KDMN
| $614K | ﹤0.01% |
70,421
+3,112
| +5% | +$27.1K |
|
2121
RBC Bearings
RBC
$11.9B
| $608K | ﹤0.01% |
2,864
-147
| -5% | -$31.2K |
|
2122
iShares Core Dividend Growth ETF
DGRO
$34B
| $606K | ﹤0.01% |
12,055
+1,656
| +16% | +$83.2K |
|
2123
Beyond Meat
BYND
$191M
| $603K | ﹤0.01% |
5,729
-316
| -5% | -$33.3K |
|
2124
Artisan Partners
APAM
$3.27B
| $601K | ﹤0.01% |
12,282
+2,922
| +31% | +$143K |
|
2125
Freshpet
FRPT
$2.61B
| $600K | ﹤0.01% |
4,203
-240
| -5% | -$34.3K |
|