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
|
$742M |
| 2 |
Healthpeak Properties
DOC
|
$351M |
| 3 |
Arthur J. Gallagher & Co
AJG
|
$317M |
| 4 |
Equity Lifestyle Properties
ELS
|
$256M |
| 5 |
TransDigm Group
TDG
|
$235M |
Top Sells
| 1 |
Adobe
ADBE
|
$508M |
| 2 |
SBA Communications
SBAC
|
$445M |
| 3 |
Brookfield
BN
|
$391M |
| 4 |
Alexandria Real Estate Equities
ARE
|
$291M |
| 5 |
Sun Communities
SUI
|
$288M |
Sector Composition
| 1 | Technology | 20.2% |
| 2 | Financials | 16.62% |
| 3 | Real Estate | 12.83% |
| 4 | Consumer Discretionary | 11.84% |
| 5 | Industrials | 10.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2101
Teekay
TK
$718M
| $208K | ﹤0.01% |
30,012
+2,109
| +8% | +$14.6K |
|
2102
PAR Technology
PAR
$1.96B
| $205K | ﹤0.01% |
+2,822
| New | +$205K |
|
2103
Bioventus
BVS
$481M
| $202K | ﹤0.01% |
19,228
+1,652
| +9% | +$17.3K |
|
2104
Core Scientific
CORZ
$4.16B
| $198K | ﹤0.01% |
14,115
-1,662
| -11% | -$23.4K |
|
2105
CleanSpark
CLSK
$2.6B
| $195K | ﹤0.01% |
21,191
-53
| -0.2% | -$488 |
|
|
DNB
2106
DELISTED
Dun & Bradstreet
DNB
| $194K | ﹤0.01% |
15,602
-4,462
| -22% | -$55.6K |
|
2107
Archer Aviation
ACHR
$5.48B
| $191K | ﹤0.01% |
19,615
-1,956
| -9% | -$19.1K |
|
2108
Laureate Education
LAUR
$4.1B
| $189K | ﹤0.01% |
10,325
-1,612
| -14% | -$29.5K |
|
2109
Eastern Bankshares
EBC
$3.44B
| $184K | ﹤0.01% |
10,670
-2,795
| -21% | -$48.2K |
|
2110
Compass
COMP
$5.07B
| $182K | ﹤0.01% |
31,050
-4,232
| -12% | -$24.8K |
|
2111
Mama's Creations
MAMA
$355M
| $181K | ﹤0.01% |
22,785
+1,896
| +9% | +$15.1K |
|
2112
Definitive Healthcare
DH
$416M
| $181K | ﹤0.01% |
43,960
+3,874
| +10% | +$15.9K |
|
2113
Upwork
UPWK
$2.15B
| $175K | ﹤0.01% |
10,729
-934
| -8% | -$15.3K |
|
2114
Riot Platforms
RIOT
$4.91B
| $175K | ﹤0.01% |
17,118
-3,690
| -18% | -$37.7K |
|
2115
CompoSecure
CMPO
$1.89B
| $175K | ﹤0.01% |
13,724
+1,164
| +9% | +$14.8K |
|
2116
Advantage Solutions
ADV
$580M
| $174K | ﹤0.01% |
59,558
+4,351
| +8% | +$12.7K |
|
2117
Y-mAbs Therapeutics
YMAB
$390M
| $174K | ﹤0.01% |
22,197
+1,903
| +9% | +$14.9K |
|
2118
Heron Therapeutics
HRTX
$201M
| $174K | ﹤0.01% |
113,560
+10,909
| +11% | +$16.7K |
|
2119
StoneCo
STNE
$4.63B
| $163K | ﹤0.01% |
20,455
-3,063
| -13% | -$24.4K |
|
2120
Alight
ALIT
$2B
| $161K | ﹤0.01% |
23,227
-6,365
| -22% | -$44K |
|
2121
Virco
VIRC
$139M
| $160K | ﹤0.01% |
15,656
+1,604
| +11% | +$16.4K |
|
2122
Hecla Mining
HL
$6.04B
| $159K | ﹤0.01% |
32,462
-8,523
| -21% | -$41.8K |
|
2123
Lucid Motors
LCID
$5.66B
| $158K | ﹤0.01% |
5,225
-666
| -11% | -$20.1K |
|
2124
Geron
GERN
$893M
| $158K | ﹤0.01% |
44,565
-5,197
| -10% | -$18.4K |
|
2125
AvidXchange
AVDX
$2.06B
| $155K | ﹤0.01% |
14,994
-1,302
| -8% | -$13.5K |
|