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
|
$158M |
| 2 |
Gaming and Leisure Properties
GLPI
|
$122M |
| 3 |
Boston Properties
BXP
|
$92.5M |
| 4 |
iShares MBS ETF
MBB
|
$90.6M |
| 5 |
Extra Space Storage
EXR
|
$77.3M |
Top Sells
| 1 |
TransDigm Group
TDG
|
$214M |
| 2 |
Toronto Dominion Bank
TD
|
$142M |
| 3 |
Credit Acceptance
CACC
|
$122M |
| 4 |
Medical Properties Trust
MPW
|
$101M |
| 5 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
$87.4M |
Sector Composition
| 1 | Technology | 17.6% |
| 2 | Real Estate | 15.87% |
| 3 | Financials | 14.95% |
| 4 | Consumer Discretionary | 11.17% |
| 5 | Industrials | 10.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2126
SFL Corp
SFL
$1.09B
| $256K | ﹤0.01% |
26,955
+2,276
| +9% | +$21.6K |
|
2127
Viridian Therapeutics
VRDN
$1.53B
| $255K | ﹤0.01% |
10,015
-114
| -1% | -$2.9K |
|
2128
Keros Therapeutics
KROS
$633M
| $251K | ﹤0.01% |
5,877
-400
| -6% | -$17.1K |
|
|
PFC
2129
DELISTED
Premier Financial Corp. Common Stock
PFC
| $249K | ﹤0.01% |
12,010
-168
| -1% | -$3.48K |
|
2130
Affirm
AFRM
$28.4B
| $249K | ﹤0.01% |
22,064
+1,143
| +5% | +$12.9K |
|
2131
Golar LNG
GLNG
$4.52B
| $248K | ﹤0.01% |
+11,501
| New | +$248K |
|
|
EQC
2132
DELISTED
Equity Commonwealth
EQC
| $247K | ﹤0.01% |
+11,945
| New | +$247K |
|
2133
BOK Financial
BOKF
$7.18B
| $246K | ﹤0.01% |
2,918
+102
| +4% | +$8.61K |
|
2134
Guardant Health
GH
$7.5B
| $244K | ﹤0.01% |
10,410
-1,946
| -16% | -$45.6K |
|
|
DOYU
2135
DouYu International Holdings
DOYU
$234M
| $243K | ﹤0.01% |
20,434
+1,459
| +8% | +$17.4K |
|
2136
Cassava Sciences
SAVA
$104M
| $241K | ﹤0.01% |
10,000
-754
| -7% | -$18.2K |
|
2137
Kearny Financial
KRNY
$415M
| $241K | ﹤0.01% |
29,674
-2,518
| -8% | -$20.4K |
|
|
DCPH
2138
DELISTED
Deciphera Pharmaceuticals, Inc. Common Stock
DCPH
| $241K | ﹤0.01% |
15,584
+1,540
| +11% | +$23.8K |
|
2139
Mueller Water Products
MWA
$4.19B
| $239K | ﹤0.01% |
17,163
-1,719
| -9% | -$24K |
|
2140
Avidity Biosciences
RNA
$6.48B
| $238K | ﹤0.01% |
15,490
+3,460
| +29% | +$53.1K |
|
2141
Frontline
FRO
$4.93B
| $235K | ﹤0.01% |
+14,211
| New | +$235K |
|
2142
Helios Technologies
HLIO
$1.84B
| $234K | ﹤0.01% |
3,585
-355
| -9% | -$23.2K |
|
2143
Tidewater
TDW
$2.86B
| $234K | ﹤0.01% |
+5,313
| New | +$234K |
|
2144
Outset Medical
OM
$249M
| $233K | ﹤0.01% |
846
-1,216
| -59% | -$336K |
|
2145
Nuvalent
NUVL
$5.83B
| $233K | ﹤0.01% |
8,934
+781
| +10% | +$20.4K |
|
2146
Intrepid Potash
IPI
$379M
| $233K | ﹤0.01% |
8,437
-1,195
| -12% | -$33K |
|
2147
AnaptysBio
ANAB
$613M
| $232K | ﹤0.01% |
10,663
-265
| -2% | -$5.77K |
|
2148
Zentalis Pharmaceuticals
ZNTL
$126M
| $232K | ﹤0.01% |
13,478
-922
| -6% | -$15.9K |
|
2149
Fastly
FSLY
$1.1B
| $230K | ﹤0.01% |
+12,936
| New | +$230K |
|
|
HCCI
2150
DELISTED
Heritage-Crystal Clean, Inc.
HCCI
| $228K | ﹤0.01% |
6,409
-324
| -5% | -$11.5K |
|