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 |
American Tower
AMT
|
+$462M |
| 2 |
SBA Communications
SBAC
|
+$330M |
| 3 |
CCC Intelligent Solutions
CCCS
|
+$219M |
| 4 |
Equinix
EQIX
|
+$176M |
| 5 |
Teck Resources
TECK
|
+$140M |
Top Sells
| 1 |
First Industrial Realty Trust
FR
|
+$216M |
| 2 |
Digital Realty Trust
DLR
|
+$213M |
| 3 |
TransDigm Group
TDG
|
+$207M |
| 4 |
Public Storage
PSA
|
+$174M |
| 5 |
Realty Income
O
|
+$149M |
Sector Composition
| 1 | Technology | 18.87% |
| 2 | Financials | 15.58% |
| 3 | Real Estate | 14.17% |
| 4 | Consumer Discretionary | 11.56% |
| 5 | Industrials | 11.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
ATRI
2101
DELISTED
Atrion Corp
ATRI
| $280K | ﹤0.01% |
+604
| New | +$280K |
|
2102
Xponential Fitness
XPOF
$305M
| $278K | ﹤0.01% |
+16,818
| New | +$278K |
|
|
HEES
2103
DELISTED
H&E Equipment Services
HEES
| $278K | ﹤0.01% |
+4,327
| New | +$278K |
|
2104
Oscar Health
OSCR
$5.18B
| $277K | ﹤0.01% |
18,650
-123,269
| -87% | -$1.83M |
|
2105
Sinclair Inc
SBGI
$942M
| $275K | ﹤0.01% |
20,401
-16,525
| -45% | -$223K |
|
|
PTVE
2106
DELISTED
Pactiv Evergreen Inc. Common stock
PTVE
| $274K | ﹤0.01% |
+19,130
| New | +$274K |
|
2107
Zymeworks
ZYME
$1.15B
| $273K | ﹤0.01% |
+25,971
| New | +$273K |
|
2108
Golar LNG
GLNG
$4.22B
| $273K | ﹤0.01% |
11,347
-1,258
| -10% | -$30.3K |
|
2109
PagerDuty
PD
$1.55B
| $272K | ﹤0.01% |
12,005
+1,539
| +15% | +$34.9K |
|
2110
United Parks & Resorts
PRKS
$2.9B
| $271K | ﹤0.01% |
4,828
+645
| +15% | +$36.3K |
|
2111
Pegasystems
PEGA
$9.75B
| $270K | ﹤0.01% |
8,368
-1,042
| -11% | -$33.7K |
|
2112
Cohen & Steers
CNS
$3.67B
| $269K | ﹤0.01% |
3,498
+509
| +17% | +$39.1K |
|
2113
Upstart Holdings
UPST
$6.63B
| $268K | ﹤0.01% |
9,983
+1,533
| +18% | +$41.2K |
|
2114
Verint Systems
VRNT
$1.23B
| $268K | ﹤0.01% |
+8,091
| New | +$268K |
|
2115
AvidXchange
AVDX
$2.06B
| $264K | ﹤0.01% |
20,058
+2,556
| +15% | +$33.6K |
|
2116
Mirion Technologies
MIR
$5.21B
| $262K | ﹤0.01% |
23,036
-2,221
| -9% | -$25.3K |
|
|
SAGE
2117
DELISTED
Sage Therapeutics
SAGE
| $262K | ﹤0.01% |
13,976
+352
| +3% | +$6.6K |
|
|
ACCD
2118
DELISTED
Accolade, Inc. Common Stock
ACCD
| $259K | ﹤0.01% |
+24,748
| New | +$259K |
|
2119
First Interstate BancSystem
FIBK
$3.45B
| $258K | ﹤0.01% |
9,500
-911
| -9% | -$24.8K |
|
2120
Shoals Technologies Group
SHLS
$1.11B
| $258K | ﹤0.01% |
23,069
+3,230
| +16% | +$36.1K |
|
2121
Hims & Hers Health
HIMS
$10.8B
| $258K | ﹤0.01% |
16,655
+2,525
| +18% | +$39.1K |
|
|
DCPH
2122
DELISTED
Deciphera Pharmaceuticals, Inc. Common Stock
DCPH
| $256K | ﹤0.01% |
16,303
-865
| -5% | -$13.6K |
|
2123
Ocular Therapeutix
OCUL
$2.22B
| $254K | ﹤0.01% |
27,880
+5,921
| +27% | +$53.9K |
|
2124
IDT Corp
IDT
$1.65B
| $254K | ﹤0.01% |
+6,707
| New | +$254K |
|
2125
Laureate Education
LAUR
$4.12B
| $251K | ﹤0.01% |
17,256
+1,848
| +12% | +$26.9K |
|