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 |
Digital Realty Trust
DLR
|
+$398M |
| 2 |
Brookfield Asset Management
BAM
|
+$357M |
| 3 |
Gaming and Leisure Properties
GLPI
|
+$250M |
| 4 |
Welltower
WELL
|
+$222M |
| 5 |
Yum China
YUMC
|
+$182M |
Top Sells
| 1 |
STOR
STORE Capital Corporation
STOR
|
+$368M |
| 2 |
Equinix
EQIX
|
+$246M |
| 3 |
Brookfield
BN
|
+$220M |
| 4 |
Guidewire Software
GWRE
|
+$202M |
| 5 |
Lennar Class A
LEN
|
+$150M |
Sector Composition
| 1 | Real Estate | 16.55% |
| 2 | Technology | 15.81% |
| 3 | Financials | 15.77% |
| 4 | Industrials | 10.77% |
| 5 | Consumer Discretionary | 10.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2126
PagerDuty
PD
$1.49B
| $276K | ﹤0.01% |
10,385
-2,002
| -16% | -$53.2K |
|
2127
Arcellx
ACLX
$4.03B
| $276K | ﹤0.01% |
+8,901
| New | +$276K |
|
2128
New Fortress Energy
NFE
$376M
| $274K | ﹤0.01% |
6,470
+911
| +16% | +$38.6K |
|
2129
Kymera Therapeutics
KYMR
$3.11B
| $271K | ﹤0.01% |
10,846
+967
| +10% | +$24.1K |
|
2130
Rocket Pharmaceuticals
RCKT
$343M
| $269K | ﹤0.01% |
13,729
+1,752
| +15% | +$34.3K |
|
2131
Liberty Energy
LBRT
$1.76B
| $268K | ﹤0.01% |
16,723
-4,060
| -20% | -$65K |
|
2132
Verint Systems
VRNT
$1.23B
| $268K | ﹤0.01% |
7,376
-28,839
| -80% | -$1.05M |
|
2133
Avidity Biosciences
RNA
$5.97B
| $267K | ﹤0.01% |
12,030
+1,333
| +12% | +$29.6K |
|
2134
CRA International
CRAI
$1.27B
| $267K | ﹤0.01% |
+2,179
| New | +$267K |
|
|
IMGN
2135
DELISTED
Immunogen Inc
IMGN
| $267K | ﹤0.01% |
53,783
+1,616
| +3% | +$8.02K |
|
2136
Sterling Infrastructure
STRL
$9.16B
| $266K | ﹤0.01% |
8,124
-1,295
| -14% | -$42.5K |
|
2137
Recursion Pharmaceuticals
RXRX
$1.98B
| $266K | ﹤0.01% |
34,483
+1,603
| +5% | +$12.4K |
|
|
DOYU
2138
DouYu International Holdings
DOYU
$242M
| $266K | ﹤0.01% |
18,975
+1,239
| +7% | +$17.3K |
|
|
RTL
2139
DELISTED
The Necessity Retail REIT, Inc. Class A Common Stock
RTL
| $257K | ﹤0.01% |
43,369
+29,558
| +214% | +$175K |
|
2140
VanEck High Yield Muni ETF
HYD
$3.37B
| $255K | ﹤0.01% |
5,048
-4,000
| -44% | -$202K |
|
2141
APi Group
APG
$14.6B
| $253K | ﹤0.01% |
20,214
-11,867
| -37% | -$149K |
|
2142
Napco Security Technologies
NSSC
$1.43B
| $253K | ﹤0.01% |
9,207
+254
| +3% | +$6.98K |
|
|
AIMC
2143
DELISTED
Altra Industrial Motion Corp.
AIMC
| $253K | ﹤0.01% |
4,230
-2,486
| -37% | -$149K |
|
2144
BridgeBio Pharma
BBIO
$10.1B
| $251K | ﹤0.01% |
32,997
+2,378
| +8% | +$18.1K |
|
2145
Fate Therapeutics
FATE
$115M
| $249K | ﹤0.01% |
24,666
+1,416
| +6% | +$14.3K |
|
|
MAXR
2146
DELISTED
Maxar Technologies Inc. Common Stock
MAXR
| $248K | ﹤0.01% |
+4,787
| New | +$248K |
|
|
INBX
2147
DELISTED
Inhibrx, Inc. Common Stock
INBX
| $245K | ﹤0.01% |
+9,950
| New | +$245K |
|
2148
AppFolio
APPF
$9.92B
| $245K | ﹤0.01% |
2,324
-449
| -16% | -$47.3K |
|
2149
Nuvalent
NUVL
$5.66B
| $243K | ﹤0.01% |
+8,153
| New | +$243K |
|
2150
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.44B
| $242K | ﹤0.01% |
3,809
| – | – |
|