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 |
Martin Marietta Materials
MLM
|
+$379M |
| 2 |
Apple
AAPL
|
+$367M |
| 3 |
Hilton Worldwide
HLT
|
+$330M |
| 4 |
Veeva Systems
VEEV
|
+$266M |
| 5 |
Waste Connections
WCN
|
+$260M |
Top Sells
| 1 |
American Tower
AMT
|
+$612M |
| 2 |
Agilent Technologies
A
|
+$279M |
| 3 |
Aon
AON
|
+$220M |
| 4 |
Progressive
PGR
|
+$199M |
| 5 |
VeriSign
VRSN
|
+$193M |
Sector Composition
| 1 | Technology | 19.83% |
| 2 | Financials | 15.97% |
| 3 | Real Estate | 13.93% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Industrials | 10.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2101
Vanguard Intermediate-Term Treasury ETF
VGIT
$32.5B
| $200K | ﹤0.01% |
+3,315
| New | +$200K |
|
2102
CleanSpark
CLSK
$2.58B
| $198K | ﹤0.01% |
21,244
-8,693
| -29% | -$81.2K |
|
2103
Laureate Education
LAUR
$4.1B
| $198K | ﹤0.01% |
11,937
-5,224
| -30% | -$86.8K |
|
2104
Virco
VIRC
$129M
| $194K | ﹤0.01% |
+14,052
| New | +$194K |
|
2105
Bloom Energy
BE
$12.5B
| $193K | ﹤0.01% |
18,305
-306,204
| -94% | -$3.23M |
|
2106
Clarivate
CLVT
$2.96B
| $192K | ﹤0.01% |
27,084
-3,269
| -11% | -$23.2K |
|
2107
MasterCraft Boat Holdings
MCFT
$388M
| $191K | ﹤0.01% |
+10,509
| New | +$191K |
|
2108
Coeur Mining
CDE
$9.36B
| $190K | ﹤0.01% |
27,610
-11,133
| -29% | -$76.6K |
|
2109
Advantage Solutions
ADV
$626M
| $189K | ﹤0.01% |
55,207
+7,114
| +15% | +$24.4K |
|
2110
Joby Aviation
JOBY
$11.5B
| $188K | ﹤0.01% |
37,360
-16,934
| -31% | -$85.2K |
|
2111
Core Scientific
CORZ
$4.25B
| $187K | ﹤0.01% |
15,777
-6,896
| -30% | -$81.8K |
|
2112
Burford Capital
BUR
$2.79B
| $185K | ﹤0.01% |
13,975
-5,673
| -29% | -$75.2K |
|
2113
Flywire
FLYW
$1.59B
| $185K | ﹤0.01% |
11,305
-5,009
| -31% | -$82.1K |
|
2114
AMC Networks
AMCX
$343M
| $183K | ﹤0.01% |
21,059
-155,858
| -88% | -$1.35M |
|
2115
Definitive Healthcare
DH
$416M
| $179K | ﹤0.01% |
40,086
+230
| +0.6% | +$1.03K |
|
2116
Liberty Latin America Class A
LILA
$1.57B
| $175K | ﹤0.01% |
18,298
-3,831
| -17% | -$36.7K |
|
2117
Kosmos Energy
KOS
$789M
| $175K | ﹤0.01% |
43,491
-19,714
| -31% | -$79.4K |
|
2118
DigitalBridge
DBRG
$2.08B
| $170K | ﹤0.01% |
12,053
-5,096
| -30% | -$72K |
|
2119
American Public Education
APEI
$583M
| $165K | ﹤0.01% |
+11,201
| New | +$165K |
|
2120
Mirion Technologies
MIR
$5.21B
| $163K | ﹤0.01% |
14,716
-5,843
| -28% | -$64.7K |
|
2121
IonQ
IONQ
$12.2B
| $162K | ﹤0.01% |
18,590
-8,211
| -31% | -$71.8K |
|
2122
Novavax
NVAX
$1.26B
| $157K | ﹤0.01% |
12,419
-11,178
| -47% | -$141K |
|
2123
Riot Platforms
RIOT
$4.97B
| $154K | ﹤0.01% |
20,808
-7,145
| -26% | -$53K |
|
2124
Hillman Solutions
HLMN
$2B
| $153K | ﹤0.01% |
14,477
-6,041
| -29% | -$63.8K |
|
2125
Mama's Creations
MAMA
$374M
| $152K | ﹤0.01% |
+20,889
| New | +$152K |
|