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 |
iShares Core S&P 500 ETF
IVV
|
$158M |
| 2 |
Gaming and Leisure Properties
GLPI
|
$122M |
| 3 |
Boston Properties
BXP
|
$92.5M |
| 4 |
iShares MBS ETF
MBB
|
$90.6M |
| 5 |
Extra Space Storage
EXR
|
$77.3M |
Top Sells
| 1 |
TransDigm Group
TDG
|
$214M |
| 2 |
Toronto Dominion Bank
TD
|
$142M |
| 3 |
Credit Acceptance
CACC
|
$122M |
| 4 |
Medical Properties Trust
MPW
|
$101M |
| 5 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
$87.4M |
Sector Composition
| 1 | Technology | 17.6% |
| 2 | Real Estate | 15.87% |
| 3 | Financials | 14.95% |
| 4 | Consumer Discretionary | 11.17% |
| 5 | Industrials | 10.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2101
Wayfair
W
$11.6B
| $279K | ﹤0.01% |
8,134
-879
| -10% | -$30.2K |
|
2102
MRC Global
MRC
$1.28B
| $279K | ﹤0.01% |
28,714
-5,498
| -16% | -$53.4K |
|
2103
MannKind Corp
MNKD
$1.7B
| $277K | ﹤0.01% |
67,502
+8,500
| +14% | +$34.9K |
|
|
PRMW
2104
DELISTED
Primo Water Corporation
PRMW
| $276K | ﹤0.01% |
17,955
+7,693
| +75% | +$118K |
|
2105
Rocket Pharmaceuticals
RCKT
$354M
| $274K | ﹤0.01% |
15,997
+2,268
| +17% | +$38.9K |
|
2106
Clearway Energy Class A
CWEN.A
$3.2B
| $273K | ﹤0.01% |
9,105
-1,614
| -15% | -$48.5K |
|
2107
United Parks & Resorts
PRKS
$2.99B
| $273K | ﹤0.01% |
+4,458
| New | +$273K |
|
2108
Sterling Infrastructure
STRL
$8.7B
| $272K | ﹤0.01% |
7,171
-953
| -12% | -$36.1K |
|
|
RTL
2109
DELISTED
The Necessity Retail REIT, Inc. Class A Common Stock
RTL
| $271K | ﹤0.01% |
43,207
-162
| -0.4% | -$1.02K |
|
2110
Twist Bioscience
TWST
$1.55B
| $271K | ﹤0.01% |
17,966
-104
| -0.6% | -$1.57K |
|
2111
Cimpress
CMPR
$1.54B
| $269K | ﹤0.01% |
6,141
-1,164
| -16% | -$51K |
|
2112
AppFolio
APPF
$10.2B
| $267K | ﹤0.01% |
2,147
-177
| -8% | -$22K |
|
2113
Verint Systems
VRNT
$1.23B
| $266K | ﹤0.01% |
7,152
-224
| -3% | -$8.34K |
|
|
ICPT
2114
DELISTED
Intercept Pharmaceuticals, Inc.
ICPT
| $265K | ﹤0.01% |
19,753
-3,195
| -14% | -$42.9K |
|
2115
Procept Biorobotics
PRCT
$2.26B
| $265K | ﹤0.01% |
9,319
-24,511
| -72% | -$696K |
|
2116
Copa Holdings
CPA
$4.85B
| $264K | ﹤0.01% |
2,855
+101
| +4% | +$9.33K |
|
2117
Spectrum Brands
SPB
$1.38B
| $262K | ﹤0.01% |
3,958
+181
| +5% | +$12K |
|
2118
VanEck High Yield Muni ETF
HYD
$3.33B
| $261K | ﹤0.01% |
5,048
| – | – |
|
2119
PubMatic
PUBM
$383M
| $261K | ﹤0.01% |
18,877
-3,715
| -16% | -$51.3K |
|
2120
Malibu Boats
MBUU
$648M
| $261K | ﹤0.01% |
4,619
-806
| -15% | -$45.5K |
|
2121
Recursion Pharmaceuticals
RXRX
$2.01B
| $260K | ﹤0.01% |
38,945
+4,462
| +13% | +$29.8K |
|
2122
Grab
GRAB
$21B
| $258K | ﹤0.01% |
85,708
-3,131
| -4% | -$9.42K |
|
2123
Atlanta Braves Holdings Series B
BATRK
$2.66B
| $258K | ﹤0.01% |
7,657
-1,276
| -14% | -$43K |
|
2124
LSB Industries
LXU
$602M
| $258K | ﹤0.01% |
24,939
-4,757
| -16% | -$49.1K |
|
2125
AMC Entertainment Holdings
AMC
$1.41B
| $257K | ﹤0.01% |
5,137
+214
| +4% | +$10.7K |
|