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 |
Microsoft
MSFT
|
+$344M |
| 2 |
Moody's
MCO
|
+$284M |
| 3 |
VICI Properties
VICI
|
+$249M |
| 4 |
Progressive
PGR
|
+$246M |
| 5 |
Amazon
AMZN
|
+$167M |
Top Sells
| 1 |
Salesforce
CRM
|
+$235M |
| 2 |
MGP
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
|
+$202M |
| 3 |
Healthcare Realty
HR
|
+$179M |
| 4 |
Etsy
ETSY
|
+$168M |
| 5 |
Charter Communications
CHTR
|
+$141M |
Sector Composition
| 1 | Real Estate | 17.6% |
| 2 | Technology | 16.42% |
| 3 | Financials | 14.71% |
| 4 | Consumer Discretionary | 10.49% |
| 5 | Industrials | 9.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
LSXMA
2126
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
| $376K | ﹤0.01% |
14,195
+1,901
| +15% | +$50.4K |
|
|
KDNY
2127
DELISTED
Chinook Therapeutics, Inc. Common Stock
KDNY
| $376K | ﹤0.01% |
+21,512
| New | +$376K |
|
|
FBMS
2128
DELISTED
The First Bancshares, Inc.
FBMS
| $375K | ﹤0.01% |
13,117
-3,836
| -23% | -$110K |
|
2129
Nutanix
NTNX
$21.5B
| $372K | ﹤0.01% |
25,404
-189,613
| -88% | -$2.78M |
|
2130
ChargePoint
CHPT
$242M
| $371K | ﹤0.01% |
1,354
+252
| +23% | +$69K |
|
2131
Ambarella
AMBA
$3.56B
| $370K | ﹤0.01% |
5,653
-764
| -12% | -$50K |
|
2132
CRA International
CRAI
$1.29B
| $370K | ﹤0.01% |
4,147
+586
| +16% | +$52.3K |
|
2133
1st Source
SRCE
$1.57B
| $370K | ﹤0.01% |
8,151
-2,871
| -26% | -$130K |
|
2134
White Mountains Insurance
WTM
$4.52B
| $370K | ﹤0.01% |
297
+14
| +5% | +$17.4K |
|
2135
Bilibili
BILI
$9.94B
| $369K | ﹤0.01% |
+14,431
| New | +$369K |
|
|
SJR
2136
DELISTED
Shaw Communications Inc.
SJR
| $367K | ﹤0.01% |
12,465
-1,073
| -8% | -$31.6K |
|
2137
Horizon Bancorp
HBNC
$837M
| $364K | ﹤0.01% |
20,874
+1,601
| +8% | +$27.9K |
|
2138
Chegg
CHGG
$170M
| $362K | ﹤0.01% |
19,300
+5,527
| +40% | +$104K |
|
2139
Air Lease Corp
AL
$7.1B
| $360K | ﹤0.01% |
10,761
+348
| +3% | +$11.6K |
|
2140
Napco Security Technologies
NSSC
$1.46B
| $360K | ﹤0.01% |
+17,477
| New | +$360K |
|
2141
Schwab US Large- Cap ETF
SCHX
$60.3B
| $360K | ﹤0.01% |
24,156
| – | – |
|
2142
Midland States Bancorp
MSBI
$386M
| $359K | ﹤0.01% |
14,922
-809
| -5% | -$19.5K |
|
|
VRAY
2143
DELISTED
ViewRay, Inc.
VRAY
| $358K | ﹤0.01% |
135,260
+17,673
| +15% | +$46.8K |
|
2144
RBC Bearings
RBC
$12.1B
| $354K | ﹤0.01% |
1,913
-721
| -27% | -$133K |
|
2145
National Healthcare
NHC
$1.78B
| $353K | ﹤0.01% |
5,042
+343
| +7% | +$24K |
|
|
NEWR
2146
DELISTED
New Relic, Inc.
NEWR
| $352K | ﹤0.01% |
7,041
+1,931
| +38% | +$96.5K |
|
2147
SPDR S&P Dividend ETF
SDY
$20.5B
| $348K | ﹤0.01% |
2,936
| – | – |
|
2148
iShares Core US Aggregate Bond ETF
AGG
$132B
| $347K | ﹤0.01% |
3,411
-31,412
| -90% | -$3.2M |
|
2149
Evolus
EOLS
$474M
| $345K | ﹤0.01% |
+29,763
| New | +$345K |
|
2150
Madison Square Garden
MSGS
$5.01B
| $343K | ﹤0.01% |
2,272
+406
| +22% | +$61.3K |
|