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 |
Apple
AAPL
|
$2.21B |
| 2 |
Ventas
VTR
|
$199M |
| 3 |
Starbucks
SBUX
|
$140M |
| 4 |
Netflix
NFLX
|
$138M |
| 5 |
Tyler Technologies
TYL
|
$137M |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$434M |
| 2 |
Healthpeak Properties
DOC
|
$162M |
| 3 |
NXP Semiconductors
NXPI
|
$138M |
| 4 |
Equinix
EQIX
|
$127M |
| 5 |
Vipshop
VIPS
|
$108M |
Sector Composition
| 1 | Technology | 19.26% |
| 2 | Real Estate | 15.29% |
| 3 | Financials | 14.36% |
| 4 | Consumer Discretionary | 11.77% |
| 5 | Healthcare | 9.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2151
Ryman Hospitality Properties
RHP
$6.13B
| $261K | ﹤0.01% |
7,099
-887
| -11% | -$32.6K |
|
|
JNCE
2152
DELISTED
Jounce Therapeutics, Inc. Common Stock
JNCE
| $261K | ﹤0.01% |
31,935
+15,123
| +90% | +$124K |
|
2153
Alpha and Omega Semiconductor
AOSL
$832M
| $258K | ﹤0.01% |
20,140
+9,585
| +91% | +$123K |
|
|
DRNA
2154
DELISTED
Dicerna Pharmaceuticals, Inc.
DRNA
| $257K | ﹤0.01% |
14,311
-11,416
| -44% | -$205K |
|
|
NGHC
2155
DELISTED
National General Holdings Corp
NGHC
| $256K | ﹤0.01% |
7,594
-26,950
| -78% | -$909K |
|
2156
Hackett Group
HCKT
$563M
| $253K | ﹤0.01% |
22,643
+10,650
| +89% | +$119K |
|
2157
MRC Global
MRC
$1.28B
| $253K | ﹤0.01% |
59,115
+27,903
| +89% | +$119K |
|
|
CLDR
2158
DELISTED
Cloudera, Inc.
CLDR
| $251K | ﹤0.01% |
23,025
-5,438
| -19% | -$59.3K |
|
2159
Rocket Pharmaceuticals
RCKT
$349M
| $247K | ﹤0.01% |
10,819
+57
| +0.5% | +$1.3K |
|
2160
Lazard
LAZ
$5.21B
| $246K | ﹤0.01% |
7,441
-963
| -11% | -$31.8K |
|
2161
CryoPort
CYRX
$425M
| $244K | ﹤0.01% |
+5,154
| New | +$244K |
|
2162
Upwork
UPWK
$2.06B
| $244K | ﹤0.01% |
13,999
-1,322
| -9% | -$23K |
|
|
MNDT
2163
DELISTED
Mandiant, Inc. Common Stock
MNDT
| $242K | ﹤0.01% |
19,629
-1,878
| -9% | -$23.2K |
|
2164
MACOM Technology Solutions
MTSI
$9.55B
| $241K | ﹤0.01% |
7,095
-667
| -9% | -$22.7K |
|
2165
iShares Core MSCI EAFE ETF
IEFA
$148B
| $240K | ﹤0.01% |
3,990
+171
| +4% | +$10.3K |
|
2166
Peoples Bancorp
PEBO
$1.09B
| $240K | ﹤0.01% |
+12,554
| New | +$240K |
|
2167
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$3.42B
| $239K | ﹤0.01% |
5,661
-2,590
| -31% | -$109K |
|
2168
PagerDuty
PD
$1.46B
| $236K | ﹤0.01% |
8,689
-1,500
| -15% | -$40.7K |
|
2169
Artisan Partners
APAM
$3.23B
| $232K | ﹤0.01% |
5,938
-1,419
| -19% | -$55.4K |
|
2170
Bloom Energy
BE
$11.9B
| $232K | ﹤0.01% |
12,932
-862
| -6% | -$15.5K |
|
2171
Origin Bancorp
OBK
$1.19B
| $232K | ﹤0.01% |
+10,880
| New | +$232K |
|
2172
Yext
YEXT
$1.1B
| $232K | ﹤0.01% |
15,260
-1,440
| -9% | -$21.9K |
|
|
SEI
2173
Solaris Energy Infrastructure, Inc.
SEI
$1.36B
| $232K | ﹤0.01% |
36,549
+17,253
| +89% | +$110K |
|
2174
Air Lease Corp
AL
$7.17B
| $231K | ﹤0.01% |
7,859
-1,017
| -11% | -$29.9K |
|
2175
ProShares Short 20+ Year Treasury ETF
TBF
$72.5M
| $230K | ﹤0.01% |
14,991
+1,375
| +10% | +$21.1K |
|