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 |
Equinix
EQIX
|
+$313M |
| 2 |
Welltower
WELL
|
+$213M |
| 3 |
Brookfield
BN
|
+$162M |
| 4 |
MSCI
MSCI
|
+$146M |
| 5 |
Extra Space Storage
EXR
|
+$143M |
Top Sells
| 1 |
BKI
Black Knight, Inc. Common Stock
BKI
|
+$373M |
| 2 |
Moody's
MCO
|
+$178M |
| 3 |
Dollar General
DG
|
+$169M |
| 4 |
CubeSmart
CUBE
|
+$166M |
| 5 |
Equity Lifestyle Properties
ELS
|
+$156M |
Sector Composition
| 1 | Technology | 17.98% |
| 2 | Financials | 15.34% |
| 3 | Real Estate | 15.22% |
| 4 | Consumer Discretionary | 11.31% |
| 5 | Industrials | 11.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2101
Intrepid Potash
IPI
$380M
| $255K | ﹤0.01% |
+10,131
| New | +$255K |
|
2102
Fastly
FSLY
$1.13B
| $255K | ﹤0.01% |
13,294
-479
| -3% | -$9.18K |
|
2103
Sapiens International
SPNS
$2.4B
| $254K | ﹤0.01% |
+8,939
| New | +$254K |
|
2104
Hackett Group
HCKT
$576M
| $253K | ﹤0.01% |
+10,738
| New | +$253K |
|
2105
Vanguard Small-Cap Value ETF
VBR
$31.5B
| $253K | ﹤0.01% |
+1,587
| New | +$253K |
|
2106
Replimune Group
REPL
$454M
| $252K | ﹤0.01% |
14,748
+2,165
| +17% | +$37K |
|
2107
Protagonist Therapeutics
PTGX
$3.63B
| $250K | ﹤0.01% |
14,971
+1,068
| +8% | +$17.8K |
|
2108
Arvinas
ARVN
$587M
| $249K | ﹤0.01% |
12,692
-275
| -2% | -$5.4K |
|
2109
Bilibili
BILI
$9.96B
| $248K | ﹤0.01% |
18,036
+1,202
| +7% | +$16.6K |
|
2110
Clarivate
CLVT
$2.96B
| $248K | ﹤0.01% |
36,983
+1,927
| +5% | +$12.9K |
|
2111
Spectrum Brands
SPB
$1.35B
| $247K | ﹤0.01% |
3,156
+166
| +6% | +$13K |
|
2112
InMode
INMD
$953M
| $247K | ﹤0.01% |
8,097
-1,050
| -11% | -$32K |
|
2113
SIGA Technologies
SIGA
$627M
| $247K | ﹤0.01% |
46,968
+10,719
| +30% | +$56.3K |
|
|
HCP
2114
DELISTED
HashiCorp, Inc. Class A Common Stock
HCP
| $246K | ﹤0.01% |
10,778
+978
| +10% | +$22.3K |
|
2115
Ambarella
AMBA
$3.61B
| $243K | ﹤0.01% |
4,585
+439
| +11% | +$23.3K |
|
2116
RxSight
RXST
$400M
| $242K | ﹤0.01% |
8,664
-215
| -2% | -$6K |
|
2117
Joby Aviation
JOBY
$11.5B
| $240K | ﹤0.01% |
37,272
+6,555
| +21% | +$42.3K |
|
2118
Teladoc Health
TDOC
$1.38B
| $237K | ﹤0.01% |
12,774
+883
| +7% | +$16.4K |
|
2119
Hillman Solutions
HLMN
$1.91B
| $237K | ﹤0.01% |
28,735
+10,401
| +57% | +$85.8K |
|
2120
Ginkgo Bioworks
DNA
$637M
| $236K | ﹤0.01% |
3,258
+187
| +6% | +$13.5K |
|
2121
Core & Main
CNM
$9.43B
| $236K | ﹤0.01% |
+8,164
| New | +$236K |
|
|
DCPH
2122
DELISTED
Deciphera Pharmaceuticals, Inc. Common Stock
DCPH
| $232K | ﹤0.01% |
18,266
+1,699
| +10% | +$21.6K |
|
2123
Kinetik
KNTK
$2.58B
| $232K | ﹤0.01% |
+6,862
| New | +$232K |
|
|
TGH
2124
DELISTED
Textainer Group Holdings limited
TGH
| $231K | ﹤0.01% |
+6,194
| New | +$231K |
|
2125
EchoStar
SATS
$24B
| $231K | ﹤0.01% |
+13,769
| New | +$231K |
|