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 |
Equity Residential
EQR
|
+$411M |
| 2 |
Cadence Design Systems
CDNS
|
+$345M |
| 3 |
MSCI
MSCI
|
+$300M |
| 4 |
Equinix
EQIX
|
+$181M |
| 5 |
Gartner
IT
|
+$154M |
Top Sells
| 1 |
Union Pacific
UNP
|
+$403M |
| 2 |
TransDigm Group
TDG
|
+$264M |
| 3 |
AIRC
Apartment Income REIT Corp.
AIRC
|
+$238M |
| 4 |
Essex Property Trust
ESS
|
+$205M |
| 5 |
NVIDIA
NVDA
|
+$184M |
Sector Composition
| 1 | Technology | 20.77% |
| 2 | Financials | 15.31% |
| 3 | Real Estate | 13.85% |
| 4 | Consumer Discretionary | 11.12% |
| 5 | Industrials | 10.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2101
Beam Therapeutics
BEAM
$1.97B
| $244K | ﹤0.01% |
10,400
-8,018
| -44% | -$188K |
|
|
LSXMK
2102
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $243K | ﹤0.01% |
10,968
-1,874
| -15% | -$41.5K |
|
2103
Janus International
JBI
$1.4B
| $242K | ﹤0.01% |
19,165
+7,741
| +68% | +$97.8K |
|
2104
Gates Industrial
GTES
$6.5B
| $241K | ﹤0.01% |
15,242
+1,250
| +9% | +$19.8K |
|
2105
Keros Therapeutics
KROS
$630M
| $241K | ﹤0.01% |
5,265
-1,798
| -25% | -$82.2K |
|
2106
Ambarella
AMBA
$3.6B
| $240K | ﹤0.01% |
4,454
-428
| -9% | -$23.1K |
|
|
BRSL
2107
Brightstar Lottery PLC
BRSL
$3.14B
| $240K | ﹤0.01% |
11,717
-2,893
| -20% | -$59.2K |
|
2108
Mirum Pharmaceuticals
MIRM
$3.81B
| $239K | ﹤0.01% |
7,001
-1,326
| -16% | -$45.3K |
|
2109
Remitly
RELY
$4.18B
| $237K | ﹤0.01% |
19,593
+1,296
| +7% | +$15.7K |
|
2110
Janux Therapeutics
JANX
$1.46B
| $237K | ﹤0.01% |
+5,647
| New | +$237K |
|
|
PTVE
2111
DELISTED
Pactiv Evergreen Inc. Common stock
PTVE
| $236K | ﹤0.01% |
20,856
+1,726
| +9% | +$19.5K |
|
2112
Edgewise Therapeutics
EWTX
$1.57B
| $236K | ﹤0.01% |
13,084
-3,681
| -22% | -$66.3K |
|
2113
DigitalBridge
DBRG
$2.04B
| $235K | ﹤0.01% |
17,149
-2,432
| -12% | -$33.3K |
|
2114
Pegasystems
PEGA
$9.77B
| $235K | ﹤0.01% |
7,752
-616
| -7% | -$18.6K |
|
2115
Tactile Systems Technology
TCMD
$304M
| $229K | ﹤0.01% |
19,219
-2,448
| -11% | -$29.2K |
|
2116
Liberty Global Class C
LBTYK
$4.03B
| $228K | ﹤0.01% |
+12,796
| New | +$228K |
|
2117
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.43B
| $226K | ﹤0.01% |
3,258
| – | – |
|
2118
Rocket Lab Corporation Common Stock
RKLB
$22.1B
| $226K | ﹤0.01% |
47,002
+8,928
| +23% | +$42.9K |
|
|
ALX
2119
Alexander's
ALX
$1.2B
| $224K | ﹤0.01% |
997
+73
| +8% | +$16.4K |
|
2120
Medifast
MED
$152M
| $223K | ﹤0.01% |
10,230
-53,953
| -84% | -$1.18M |
|
2121
Akero Therapeutics
AKRO
$3.49B
| $223K | ﹤0.01% |
9,494
-4,272
| -31% | -$100K |
|
2122
Clear Secure
YOU
$3.47B
| $222K | ﹤0.01% |
11,859
+681
| +6% | +$12.7K |
|
2123
Mirion Technologies
MIR
$5.01B
| $221K | ﹤0.01% |
20,559
-2,477
| -11% | -$26.6K |
|
2124
OraSure Technologies
OSUR
$245M
| $220K | ﹤0.01% |
51,580
-368,393
| -88% | -$1.57M |
|
2125
BioCryst Pharmaceuticals
BCRX
$1.69B
| $220K | ﹤0.01% |
35,524
-12,691
| -26% | -$78.4K |
|