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 |
Ventas
VTR
|
+$594M |
| 2 |
Etsy
ETSY
|
+$382M |
| 3 |
Medical Properties Trust
MPW
|
+$325M |
| 4 |
Moderna
MRNA
|
+$155M |
| 5 |
HR
Healthcare Realty Trust Incorporated
HR
|
+$136M |
Top Sells
| 1 |
Welltower
WELL
|
+$695M |
| 2 |
Restaurant Brands International
QSR
|
+$257M |
| 3 |
Fidelity National Financial
FNF
|
+$178M |
| 4 |
Credit Acceptance
CACC
|
+$174M |
| 5 |
Prologis
PLD
|
+$157M |
Sector Composition
| 1 | Technology | 19.14% |
| 2 | Real Estate | 16.4% |
| 3 | Financials | 14.65% |
| 4 | Consumer Discretionary | 12.11% |
| 5 | Healthcare | 9.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2151
Seaboard Corp
SEB
$3.72B
| $545K | ﹤0.01% |
133
| – | – |
|
2152
Zillow
ZG
$20B
| $542K | ﹤0.01% |
6,122
-348
| -5% | -$30.8K |
|
2153
Voya Financial
VOYA
$7.3B
| $539K | ﹤0.01% |
8,786
-989
| -10% | -$60.7K |
|
2154
Antero Resources
AR
$10.1B
| $536K | ﹤0.01% |
28,509
-6,058
| -18% | -$114K |
|
|
SIEN
2155
DELISTED
Sientra, Inc.
SIEN
| $533K | ﹤0.01% |
9,287
+909
| +11% | +$52.2K |
|
|
MNTV
2156
DELISTED
Momentive Global Inc. Common Stock
MNTV
| $533K | ﹤0.01% |
27,218
+6,729
| +33% | +$132K |
|
|
SAGE
2157
DELISTED
Sage Therapeutics
SAGE
| $529K | ﹤0.01% |
11,943
-5,695
| -32% | -$252K |
|
2158
Midland States Bancorp
MSBI
$385M
| $528K | ﹤0.01% |
21,348
-163
| -0.8% | -$4.03K |
|
2159
Pegasystems
PEGA
$9.66B
| $528K | ﹤0.01% |
8,314
-456
| -5% | -$29K |
|
2160
Mesa Air Group
MESA
$58.6M
| $526K | ﹤0.01% |
68,671
-513
| -0.7% | -$3.93K |
|
2161
Starwood Property Trust
STWD
$7.6B
| $525K | ﹤0.01% |
21,500
-817
| -4% | -$20K |
|
2162
eXp World Holdings
EXPI
$1.76B
| $524K | ﹤0.01% |
13,168
+3,244
| +33% | +$129K |
|
2163
Schrodinger
SDGR
$1.34B
| $520K | ﹤0.01% |
9,509
+2,264
| +31% | +$124K |
|
2164
Magnolia Oil & Gas
MGY
$4.5B
| $519K | ﹤0.01% |
29,200
+6,937
| +31% | +$123K |
|
2165
Virtu Financial
VIRT
$3.27B
| $518K | ﹤0.01% |
21,188
+13,630
| +180% | +$333K |
|
|
EXE
2166
Expand Energy Corporation Common Stock
EXE
$23B
| $514K | ﹤0.01% |
8,343
-3,060
| -27% | -$189K |
|
2167
Vanguard Mid-Cap Value ETF
VOE
$18.7B
| $512K | ﹤0.01% |
3,667
+294
| +9% | +$41K |
|
2168
BWX Technologies
BWXT
$15.2B
| $511K | ﹤0.01% |
9,490
-205
| -2% | -$11K |
|
|
CVA
2169
DELISTED
Covanta Holding Corporation
CVA
| $506K | ﹤0.01% |
25,126
+5,970
| +31% | +$120K |
|
|
NKLA
2170
DELISTED
Nikola Corporation Common Stock
NKLA
| $503K | ﹤0.01% |
1,573
+504
| +47% | +$161K |
|
|
GTS
2171
DELISTED
Triple-S Management Corporation
GTS
| $496K | ﹤0.01% |
14,031
-105
| -0.7% | -$3.71K |
|
2172
Stitch Fix
SFIX
$745M
| $495K | ﹤0.01% |
12,396
+2,949
| +31% | +$118K |
|
2173
Generation Bio
GBIO
$40.3M
| $494K | ﹤0.01% |
1,968
+709
| +56% | +$178K |
|
2174
Merchants Bancorp
MBIN
$1.45B
| $493K | ﹤0.01% |
18,723
-149
| -0.8% | -$3.92K |
|
2175
MP Materials
MP
$11.1B
| $493K | ﹤0.01% |
15,303
+3,638
| +31% | +$117K |
|