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 |
Intuit
INTU
|
$210M |
| 2 |
Truist Financial
TFC
|
$192M |
| 3 |
Charter Communications
CHTR
|
$181M |
| 4 |
Park Hotels & Resorts
PK
|
$157M |
| 5 |
Credit Acceptance
CACC
|
$156M |
Top Sells
| 1 |
Albemarle
ALB
|
$166M |
| 2 |
STI
SunTrust Banks, Inc.
STI
|
$162M |
| 3 |
Apple
AAPL
|
$117M |
| 4 |
CELG
Celgene Corp
CELG
|
$109M |
| 5 |
DOC
PHYSICIANS REALTY TRUST
DOC
|
$106M |
Sector Composition
| 1 | Real Estate | 16.21% |
| 2 | Financials | 16.12% |
| 3 | Technology | 15.6% |
| 4 | Consumer Discretionary | 11.07% |
| 5 | Industrials | 9.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2126
Victory Capital Holdings
VCTR
$4.69B
| $212K | ﹤0.01% |
+10,111
| New | +$212K |
|
|
RARX
2127
DELISTED
Ra Pharmaceuticals, Inc. Common Stock
RARX
| $212K | ﹤0.01% |
+4,512
| New | +$212K |
|
2128
Madrigal Pharmaceuticals
MDGL
$9.54B
| $211K | ﹤0.01% |
+2,320
| New | +$211K |
|
2129
EchoStar
SATS
$18.1B
| $209K | ﹤0.01% |
4,816
-739
| -13% | -$32.1K |
|
2130
Moelis & Co
MC
$5.12B
| $207K | ﹤0.01% |
6,471
-41,701
| -87% | -$1.33M |
|
2131
GDS Holdings
GDS
$6.46B
| $206K | ﹤0.01% |
+4,000
| New | +$206K |
|
|
PFC
2132
DELISTED
Premier Financial Corp. Common Stock
PFC
| $206K | ﹤0.01% |
+6,555
| New | +$206K |
|
2133
iShares Select U.S. REIT ETF
ICF
$1.89B
| $205K | ﹤0.01% |
+1,752
| New | +$205K |
|
2134
Health Care Select Sector SPDR Fund
XLV
$33.6B
| $204K | ﹤0.01% |
+2,000
| New | +$204K |
|
2135
Byline Bancorp
BY
$1.31B
| $203K | ﹤0.01% |
+10,389
| New | +$203K |
|
2136
Great Southern Bancorp
GSBC
$712M
| $203K | ﹤0.01% |
+3,204
| New | +$203K |
|
2137
Arvinas
ARVN
$576M
| $202K | ﹤0.01% |
+4,922
| New | +$202K |
|
2138
Casella Waste Systems
CWST
$6.06B
| $202K | ﹤0.01% |
4,397
-749
| -15% | -$34.4K |
|
|
WBT
2139
DELISTED
Welbilt, Inc.
WBT
| $202K | ﹤0.01% |
12,946
-2,101
| -14% | -$32.8K |
|
2140
Empire State Realty Trust
ESRT
$1.29B
| $201K | ﹤0.01% |
+14,381
| New | +$201K |
|
2141
MongoDB
MDB
$25.3B
| $201K | ﹤0.01% |
1,527
-1,426
| -48% | -$188K |
|
2142
Peoples Bancorp
PEBO
$1.09B
| $201K | ﹤0.01% |
+5,800
| New | +$201K |
|
|
NBIS
2143
Nebius Group N.V. Class A Ordinary Shares
NBIS
$15.7B
| $201K | ﹤0.01% |
+4,632
| New | +$201K |
|
2144
Freshpet
FRPT
$2.6B
| $200K | ﹤0.01% |
+3,378
| New | +$200K |
|
2145
The Bancorp
TBBK
$3.46B
| $200K | ﹤0.01% |
15,443
+3,109
| +25% | +$40.3K |
|
2146
CEL-SCI Corp
CVM
$80.1M
| $196K | ﹤0.01% |
+21,434
| New | +$196K |
|
2147
Immersion
IMMR
$227M
| $195K | ﹤0.01% |
+26,247
| New | +$195K |
|
2148
Kosmos Energy
KOS
$808M
| $194K | ﹤0.01% |
33,975
-1,296
| -4% | -$7.4K |
|
|
QVCGA
2149
QVC Group, Inc. Series A Common Stock
QVCGA
$65.1M
| $194K | ﹤0.01% |
22,991
-11,840
| -34% | -$99.9K |
|
|
IMGN
2150
DELISTED
Immunogen Inc
IMGN
| $193K | ﹤0.01% |
37,790
-3,472
| -8% | -$17.7K |
|