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 |
Idexx Laboratories
IDXX
|
+$197M |
| 2 |
Welltower
WELL
|
+$143M |
| 3 |
Healthcare Realty
HR
|
+$133M |
| 4 |
Moody's
MCO
|
+$97.3M |
| 5 |
Equity Lifestyle Properties
ELS
|
+$83.9M |
Top Sells
Sector Composition
| 1 | Real Estate | 17.29% |
| 2 | Technology | 16.23% |
| 3 | Financials | 15.24% |
| 4 | Consumer Discretionary | 11.06% |
| 5 | Industrials | 10.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2101
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.73B
| $280K | ﹤0.01% |
11,672
| – | – |
|
2102
Xometry
XMTR
$2.49B
| $279K | ﹤0.01% |
4,917
-112,406
| -96% | -$6.38M |
|
2103
Delek US
DK
$1.77B
| $278K | ﹤0.01% |
10,260
-677
| -6% | -$18.3K |
|
|
EGLE
2104
DELISTED
Eagle Bulk Shipping Inc.
EGLE
| $277K | ﹤0.01% |
6,400
-8,174
| -56% | -$354K |
|
2105
AnaptysBio
ANAB
$661M
| $276K | ﹤0.01% |
10,848
-8,554
| -44% | -$218K |
|
2106
Stem
STEM
$115M
| $276K | ﹤0.01% |
1,033
-47
| -4% | -$12.6K |
|
|
ICPT
2107
DELISTED
Intercept Pharmaceuticals, Inc.
ICPT
| $276K | ﹤0.01% |
19,791
-22,531
| -53% | -$314K |
|
|
VRAY
2108
DELISTED
ViewRay, Inc.
VRAY
| $276K | ﹤0.01% |
75,795
-59,465
| -44% | -$217K |
|
|
CLR
2109
DELISTED
CONTINENTAL RESOURCES INC.
CLR
| $276K | ﹤0.01% |
4,128
-495
| -11% | -$33.1K |
|
|
SWTX
2110
DELISTED
SpringWorks Therapeutics
SWTX
| $273K | ﹤0.01% |
+9,575
| New | +$273K |
|
2111
International Money Express
IMXI
$429M
| $272K | ﹤0.01% |
11,952
-13,207
| -52% | -$301K |
|
2112
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$3.51B
| $271K | ﹤0.01% |
+9,040
| New | +$271K |
|
2113
Shift4
FOUR
$5.93B
| $268K | ﹤0.01% |
6,009
-1,214
| -17% | -$54.1K |
|
|
EQC
2114
DELISTED
Equity Commonwealth
EQC
| $268K | ﹤0.01% |
+10,985
| New | +$268K |
|
2115
Cushman & Wakefield
CWK
$3.8B
| $265K | ﹤0.01% |
23,143
-1,523
| -6% | -$17.4K |
|
2116
Golar LNG
GLNG
$4.25B
| $265K | ﹤0.01% |
+10,638
| New | +$265K |
|
2117
iShares MBS ETF
MBB
$41.6B
| $265K | ﹤0.01% |
2,890
+43
| +2% | +$3.94K |
|
2118
Columbia Financial
CLBK
$1.61B
| $264K | ﹤0.01% |
12,487
-13,667
| -52% | -$289K |
|
2119
Liberty Energy
LBRT
$1.82B
| $264K | ﹤0.01% |
20,783
-1,368
| -6% | -$17.4K |
|
2120
QCR Holdings
QCRH
$1.32B
| $264K | ﹤0.01% |
5,172
-5,399
| -51% | -$276K |
|
2121
Spirit AeroSystems
SPR
$4.77B
| $263K | ﹤0.01% |
12,003
-2,074
| -15% | -$45.4K |
|
2122
Q2 Holdings
QTWO
$5.18B
| $262K | ﹤0.01% |
8,133
-537
| -6% | -$17.3K |
|
2123
Seaboard Corp
SEB
$3.76B
| $262K | ﹤0.01% |
77
-29
| -27% | -$98.7K |
|
|
QVCGA
2124
QVC Group, Inc. Series A Common Stock
QVCGA
$81.4M
| $261K | ﹤0.01% |
2,600
-2,528
| -49% | -$254K |
|
2125
nCino
NCNO
$3.47B
| $260K | ﹤0.01% |
+7,622
| New | +$260K |
|