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 |
Ventas
VTR
|
+$594M |
| 2 |
Etsy
ETSY
|
+$382M |
| 3 |
Medical Properties Trust
MPW
|
+$325M |
| 4 |
Moderna
MRNA
|
+$155M |
| 5 |
HR
Healthcare Realty Trust Incorporated
HR
|
+$136M |
Top Sells
| 1 |
Welltower
WELL
|
+$695M |
| 2 |
Restaurant Brands International
QSR
|
+$257M |
| 3 |
Fidelity National Financial
FNF
|
+$178M |
| 4 |
Credit Acceptance
CACC
|
+$174M |
| 5 |
Prologis
PLD
|
+$157M |
Sector Composition
| 1 | Technology | 19.14% |
| 2 | Real Estate | 16.4% |
| 3 | Financials | 14.65% |
| 4 | Consumer Discretionary | 12.11% |
| 5 | Healthcare | 9.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
DRNA
2126
DELISTED
Dicerna Pharmaceuticals, Inc.
DRNA
| $600K | ﹤0.01% |
29,760
+1,132
| +4% | +$22.8K |
|
2127
Carlyle Group
CG
$23.5B
| $599K | ﹤0.01% |
12,664
-481
| -4% | -$22.8K |
|
2128
US Foods
USFD
$17.5B
| $599K | ﹤0.01% |
17,285
-656
| -4% | -$22.7K |
|
|
CLDR
2129
DELISTED
Cloudera, Inc.
CLDR
| $595K | ﹤0.01% |
37,233
+4,238
| +13% | +$67.7K |
|
2130
German American Bancorp
GABC
$1.53B
| $594K | ﹤0.01% |
15,382
-115
| -0.7% | -$4.44K |
|
2131
Invesco Global Listed Private Equity ETF
PSP
$329M
| $594K | ﹤0.01% |
7,927
+290
| +4% | +$21.7K |
|
2132
Americold
COLD
$3.79B
| $591K | ﹤0.01% |
20,342
-106
| -0.5% | -$3.08K |
|
2133
Aramark
ARMK
$10B
| $590K | ﹤0.01% |
24,886
-8,659
| -26% | -$205K |
|
2134
Codexis
CDXS
$222M
| $588K | ﹤0.01% |
25,255
+955
| +4% | +$22.2K |
|
2135
TETRA Technologies
TTI
$638M
| $587K | ﹤0.01% |
188,028
+3,190
| +2% | +$9.96K |
|
2136
Horizon Bancorp
HBNC
$838M
| $581K | ﹤0.01% |
31,980
-234
| -0.7% | -$4.25K |
|
2137
The RMR Group
RMR
$282M
| $581K | ﹤0.01% |
17,363
+2,391
| +16% | +$80K |
|
2138
Airbnb
ABNB
$75.5B
| $579K | ﹤0.01% |
3,452
+1,979
| +134% | +$332K |
|
|
NARI
2139
DELISTED
Inari Medical, Inc. Common Stock
NARI
| $579K | ﹤0.01% |
7,135
+1,701
| +31% | +$138K |
|
|
AUD
2140
DELISTED
Audacy, Inc.
AUD
| $579K | ﹤0.01% |
157,534
-4,586
| -3% | -$16.9K |
|
2141
Regis Corp
RGS
$66.7M
| $577K | ﹤0.01% |
8,294
-119
| -1% | -$8.28K |
|
2142
Origin Bancorp
OBK
$1.19B
| $575K | ﹤0.01% |
13,584
-100
| -0.7% | -$4.23K |
|
2143
CryoPort
CYRX
$494M
| $566K | ﹤0.01% |
8,512
+2,026
| +31% | +$135K |
|
2144
Amplify Cybersecurity ETF
HACK
$2.32B
| $565K | ﹤0.01% |
9,283
-190
| -2% | -$11.6K |
|
2145
Cardlytics
CDLX
$51.1M
| $563K | ﹤0.01% |
6,711
+1,598
| +31% | +$134K |
|
2146
Senseonics Holdings
SENS
$358M
| $561K | ﹤0.01% |
165,695
+12,042
| +8% | +$40.8K |
|
2147
iShares US Aerospace & Defense ETF
ITA
$9.21B
| $557K | ﹤0.01% |
5,347
-105
| -2% | -$10.9K |
|
|
NOVN
2148
DELISTED
Novan, Inc. Common Stock
NOVN
| $553K | ﹤0.01% |
67,914
-969
| -1% | -$7.89K |
|
2149
Bloom Energy
BE
$14.5B
| $547K | ﹤0.01% |
29,204
+6,938
| +31% | +$130K |
|
2150
Ocugen
OCGN
$322M
| $546K | ﹤0.01% |
76,082
+3,139
| +4% | +$22.5K |
|