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 |
Microsoft
MSFT
|
+$344M |
| 2 |
Moody's
MCO
|
+$284M |
| 3 |
VICI Properties
VICI
|
+$249M |
| 4 |
Progressive
PGR
|
+$246M |
| 5 |
Amazon
AMZN
|
+$167M |
Top Sells
| 1 |
Salesforce
CRM
|
+$235M |
| 2 |
MGP
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
|
+$202M |
| 3 |
Healthcare Realty
HR
|
+$179M |
| 4 |
Etsy
ETSY
|
+$168M |
| 5 |
Charter Communications
CHTR
|
+$141M |
Sector Composition
| 1 | Real Estate | 17.6% |
| 2 | Technology | 16.42% |
| 3 | Financials | 14.71% |
| 4 | Consumer Discretionary | 10.49% |
| 5 | Industrials | 9.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2151
Turning Point Brands
TPB
$1.82B
| $343K | ﹤0.01% |
12,648
+4,311
| +52% | +$117K |
|
2152
Cass Information Systems
CASS
$568M
| $342K | ﹤0.01% |
10,109
+4,336
| +75% | +$147K |
|
|
AGR
2153
DELISTED
Avangrid, Inc.
AGR
| $339K | ﹤0.01% |
7,340
+1,774
| +32% | +$81.9K |
|
2154
Q2 Holdings
QTWO
$5.16B
| $334K | ﹤0.01% |
8,670
-1,260
| -13% | -$48.5K |
|
2155
Axsome Therapeutics
AXSM
$6.18B
| $333K | ﹤0.01% |
8,686
+3,598
| +71% | +$138K |
|
2156
Coastal Financial
CCB
$1.69B
| $329K | ﹤0.01% |
+8,617
| New | +$329K |
|
2157
PagerDuty
PD
$1.51B
| $327K | ﹤0.01% |
13,203
-1,827
| -12% | -$45.2K |
|
2158
Warner Music
WMG
$17.6B
| $326K | ﹤0.01% |
13,383
-32,052
| -71% | -$781K |
|
|
MOMO
2159
Hello Group
MOMO
$1.2B
| $323K | ﹤0.01% |
63,896
+13,772
| +27% | +$69.6K |
|
2160
German American Bancorp
GABC
$1.53B
| $321K | ﹤0.01% |
9,413
+1,177
| +14% | +$40.1K |
|
|
HUYA
2161
Huya Inc
HUYA
$756M
| $321K | ﹤0.01% |
+82,620
| New | +$321K |
|
2162
Leslie's
LESL
$62.2M
| $321K | ﹤0.01% |
21,156
-117,948
| -85% | -$1.79M |
|
2163
Vaxcyte
PCVX
$4.22B
| $315K | ﹤0.01% |
+14,497
| New | +$315K |
|
2164
SI-BONE Inc
SIBN
$683M
| $315K | ﹤0.01% |
23,878
-6,919
| -22% | -$91.3K |
|
|
LX
2165
LexinFintech Holdings
LX
$981M
| $314K | ﹤0.01% |
140,957
+91,996
| +188% | +$205K |
|
|
AGTI
2166
DELISTED
Agiliti, Inc.
AGTI
| $314K | ﹤0.01% |
15,305
-736
| -5% | -$15.1K |
|
|
LFG
2167
DELISTED
Archaea Energy Inc.
LFG
| $312K | ﹤0.01% |
20,074
+5,094
| +34% | +$79.2K |
|
2168
A-Mark Precious Metals
AMRK
$609M
| $310K | ﹤0.01% |
9,625
+897
| +10% | +$28.9K |
|
2169
Upstart Holdings
UPST
$6.02B
| $307K | ﹤0.01% |
9,692
+4,933
| +104% | +$156K |
|
|
AERI
2170
DELISTED
Aerie Pharmaceuticals, Inc.
AERI
| $307K | ﹤0.01% |
+41,027
| New | +$307K |
|
|
STR
2171
DELISTED
Sitio Royalties
STR
| $306K | ﹤0.01% |
13,216
+2,266
| +21% | +$52.5K |
|
2172
Zentalis Pharmaceuticals
ZNTL
$109M
| $306K | ﹤0.01% |
10,880
-982
| -8% | -$27.6K |
|
2173
Krystal Biotech
KRYS
$4.03B
| $305K | ﹤0.01% |
+4,640
| New | +$305K |
|
2174
REV Group
REVG
$3.14B
| $303K | ﹤0.01% |
27,818
+3,780
| +16% | +$41.2K |
|
2175
SouthState Bank Corporation
SSB
$10.3B
| $303K | ﹤0.01% |
3,921
-2,187
| -36% | -$169K |
|