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 |
American Tower
AMT
|
+$462M |
| 2 |
SBA Communications
SBAC
|
+$330M |
| 3 |
CCC Intelligent Solutions
CCCS
|
+$219M |
| 4 |
Equinix
EQIX
|
+$176M |
| 5 |
Teck Resources
TECK
|
+$140M |
Top Sells
| 1 |
First Industrial Realty Trust
FR
|
+$216M |
| 2 |
Digital Realty Trust
DLR
|
+$213M |
| 3 |
TransDigm Group
TDG
|
+$207M |
| 4 |
Public Storage
PSA
|
+$174M |
| 5 |
Realty Income
O
|
+$149M |
Sector Composition
| 1 | Technology | 18.87% |
| 2 | Financials | 15.58% |
| 3 | Real Estate | 14.17% |
| 4 | Consumer Discretionary | 11.56% |
| 5 | Industrials | 11.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2126
Global E Online
GLBE
$6.16B
| $250K | ﹤0.01% |
6,881
+369
| +6% | +$13.4K |
|
|
STR
2127
DELISTED
Sitio Royalties
STR
| $250K | ﹤0.01% |
10,109
-17,643
| -64% | -$436K |
|
2128
Coursera
COUR
$1.9B
| $250K | ﹤0.01% |
17,799
-265,937
| -94% | -$3.73M |
|
2129
Vitesse Energy
VTS
$990M
| $249K | ﹤0.01% |
+10,486
| New | +$249K |
|
2130
United States Lime & Minerals
USLM
$3.51B
| $249K | ﹤0.01% |
+4,170
| New | +$249K |
|
2131
Ambarella
AMBA
$3.59B
| $248K | ﹤0.01% |
4,882
+363
| +8% | +$18.4K |
|
2132
Gates Industrial
GTES
$6.58B
| $248K | ﹤0.01% |
+13,992
| New | +$248K |
|
|
NPKI
2133
NPK International Inc.
NPKI
$885M
| $246K | ﹤0.01% |
+34,078
| New | +$246K |
|
|
GMRE
2134
Global Medical REIT
GMRE
$509M
| $246K | ﹤0.01% |
+28,074
| New | +$246K |
|
|
HCP
2135
DELISTED
HashiCorp, Inc. Class A Common Stock
HCP
| $245K | ﹤0.01% |
9,105
-34
| -0.4% | -$916 |
|
2136
Eastern Bankshares
EBC
$3.46B
| $245K | ﹤0.01% |
17,799
-1,740
| -9% | -$24K |
|
2137
BioCryst Pharmaceuticals
BCRX
$1.72B
| $245K | ﹤0.01% |
48,215
+216
| +0.5% | +$1.1K |
|
2138
Zentalis Pharmaceuticals
ZNTL
$118M
| $243K | ﹤0.01% |
15,396
+515
| +3% | +$8.12K |
|
2139
LegalZoom.com
LZ
$1.87B
| $240K | ﹤0.01% |
17,990
+4,305
| +31% | +$57.4K |
|
2140
Clear Secure
YOU
$3.33B
| $238K | ﹤0.01% |
+11,178
| New | +$238K |
|
2141
Vanguard Value ETF
VTV
$143B
| $235K | ﹤0.01% |
1,443
-114
| -7% | -$18.6K |
|
2142
Tronox
TROX
$717M
| $233K | ﹤0.01% |
13,441
-62,004
| -82% | -$1.08M |
|
2143
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.43B
| $231K | ﹤0.01% |
3,258
| – | – |
|
2144
Spectrum Brands
SPB
$1.34B
| $230K | ﹤0.01% |
+2,580
| New | +$230K |
|
|
DNB
2145
DELISTED
Dun & Bradstreet
DNB
| $229K | ﹤0.01% |
22,848
+5,560
| +32% | +$55.8K |
|
2146
Turning Point Brands
TPB
$1.78B
| $227K | ﹤0.01% |
7,763
-752
| -9% | -$22K |
|
2147
Pacific Biosciences
PACB
$393M
| $226K | ﹤0.01% |
60,378
-1,095
| -2% | -$4.11K |
|
2148
Towne Bank
TOWN
$2.88B
| $226K | ﹤0.01% |
8,062
-13,944
| -63% | -$391K |
|
2149
Y-mAbs Therapeutics
YMAB
$390M
| $223K | ﹤0.01% |
13,729
-1,100
| -7% | -$17.9K |
|
2150
Delek US
DK
$1.82B
| $223K | ﹤0.01% |
7,252
-854
| -11% | -$26.3K |
|