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 |
Brookfield
BN
|
$186M |
| 2 |
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
|
$166M |
| 3 |
HEICO Class A
HEI.A
|
$145M |
| 4 |
Ventas
VTR
|
$113M |
| 5 |
Cemex
CX
|
$111M |
Top Sells
| 1 |
Microsoft
MSFT
|
$285M |
| 2 |
TransDigm Group
TDG
|
$203M |
| 3 |
Verizon
VZ
|
$174M |
| 4 |
Moody's
MCO
|
$167M |
| 5 |
Digital Realty Trust
DLR
|
$161M |
Sector Composition
| 1 | Technology | 18.33% |
| 2 | Real Estate | 15.51% |
| 3 | Financials | 14.64% |
| 4 | Industrials | 11.45% |
| 5 | Consumer Discretionary | 11.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
SHYF
2151
DELISTED
The Shyft Group
SHYF
| $225K | ﹤0.01% |
+10,186
| New | +$225K |
|
2152
OrthoPediatrics
KIDS
$524M
| $224K | ﹤0.01% |
5,110
+434
| +9% | +$19K |
|
2153
Mirum Pharmaceuticals
MIRM
$3.82B
| $223K | ﹤0.01% |
+8,628
| New | +$223K |
|
2154
Pegasystems
PEGA
$9.5B
| $222K | ﹤0.01% |
9,016
+332
| +4% | +$8.18K |
|
2155
Seadrill
SDRL
$2.04B
| $221K | ﹤0.01% |
+5,366
| New | +$221K |
|
2156
Luminar Technologies
LAZR
$114M
| $221K | ﹤0.01% |
2,144
+301
| +16% | +$31.1K |
|
2157
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.42B
| $220K | ﹤0.01% |
3,258
| – | – |
|
2158
Thermon Group Holdings
THR
$845M
| $219K | ﹤0.01% |
+8,239
| New | +$219K |
|
2159
Cogent Biosciences
COGT
$1.82B
| $219K | ﹤0.01% |
18,464
+1,379
| +8% | +$16.3K |
|
|
DOYU
2160
DouYu International Holdings
DOYU
$234M
| $217K | ﹤0.01% |
20,703
+269
| +1% | +$2.82K |
|
2161
Fastly
FSLY
$1.1B
| $217K | ﹤0.01% |
13,773
+837
| +6% | +$13.2K |
|
2162
Malibu Boats
MBUU
$648M
| $217K | ﹤0.01% |
3,698
-921
| -20% | -$54K |
|
2163
Seres Therapeutics
MCRB
$169M
| $217K | ﹤0.01% |
2,260
+400
| +22% | +$38.3K |
|
2164
Golar LNG
GLNG
$4.52B
| $216K | ﹤0.01% |
10,729
-772
| -7% | -$15.6K |
|
2165
Riot Platforms
RIOT
$4.91B
| $216K | ﹤0.01% |
18,307
+240
| +1% | +$2.84K |
|
2166
PagSeguro Digital
PAGS
$2.8B
| $213K | ﹤0.01% |
+22,529
| New | +$213K |
|
2167
Vera Therapeutics
VERA
$1.54B
| $212K | ﹤0.01% |
+13,238
| New | +$212K |
|
|
FBMS
2168
DELISTED
The First Bancshares, Inc.
FBMS
| $212K | ﹤0.01% |
8,189
-4,219
| -34% | -$109K |
|
2169
P3 Health Partners
PIII
$28.7M
| $211K | ﹤0.01% |
1,413
+36
| +3% | +$5.38K |
|
2170
Peoples Bancorp
PEBO
$1.1B
| $208K | ﹤0.01% |
+7,836
| New | +$208K |
|
2171
Alector
ALEC
$305M
| $207K | ﹤0.01% |
34,520
+5,851
| +20% | +$35.2K |
|
|
NOVA
2172
DELISTED
Sunnova Energy
NOVA
| $207K | ﹤0.01% |
11,309
-8
| -0.1% | -$146 |
|
2173
New Fortress Energy
NFE
$672M
| $207K | ﹤0.01% |
+7,724
| New | +$207K |
|
2174
Asana
ASAN
$3.18B
| $207K | ﹤0.01% |
+9,385
| New | +$207K |
|
2175
First Advantage
FA
$2.79B
| $207K | ﹤0.01% |
13,412
-1,706,537
| -99% | -$26.3M |
|