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 | |
|---|---|---|---|---|---|---|
2151
Cassava Sciences
SAVA
$105M
| $222K | ﹤0.01% |
10,965
+355
| +3% | +$7.2K |
|
|
EQC
2152
DELISTED
Equity Commonwealth
EQC
| $222K | ﹤0.01% |
11,749
-1,117
| -9% | -$21.1K |
|
2153
National Research Corp
NRC
$372M
| $221K | ﹤0.01% |
+5,579
| New | +$221K |
|
2154
Appian
APPN
$2.42B
| $220K | ﹤0.01% |
+5,519
| New | +$220K |
|
2155
nCino
NCNO
$3.52B
| $220K | ﹤0.01% |
+5,877
| New | +$220K |
|
2156
Zynex
ZYXI
$45.4M
| $219K | ﹤0.01% |
17,679
+6,378
| +56% | +$78.9K |
|
2157
Zillow
ZG
$20.3B
| $219K | ﹤0.01% |
+4,569
| New | +$219K |
|
2158
BOK Financial
BOKF
$7.03B
| $218K | ﹤0.01% |
+2,370
| New | +$218K |
|
2159
Expro
XPRO
$1.4B
| $217K | ﹤0.01% |
10,889
-19,182
| -64% | -$383K |
|
2160
Accel Entertainment
ACEL
$936M
| $217K | ﹤0.01% |
+18,419
| New | +$217K |
|
|
AGR
2161
DELISTED
Avangrid, Inc.
AGR
| $217K | ﹤0.01% |
+5,947
| New | +$217K |
|
2162
Relay Therapeutics
RLAY
$702M
| $214K | ﹤0.01% |
25,775
-1,880
| -7% | -$15.6K |
|
2163
CryoPort
CYRX
$493M
| $211K | ﹤0.01% |
11,910
-38
| -0.3% | -$673 |
|
2164
PROS Holdings
PRO
$749M
| $210K | ﹤0.01% |
5,779
+484
| +9% | +$17.6K |
|
2165
SiriusXM
SIRI
$8.17B
| $210K | ﹤0.01% |
5,403
+1,337
| +33% | +$51.9K |
|
2166
Mirum Pharmaceuticals
MIRM
$3.9B
| $209K | ﹤0.01% |
8,327
+104
| +1% | +$2.61K |
|
2167
Teladoc Health
TDOC
$1.38B
| $209K | ﹤0.01% |
13,833
+3,442
| +33% | +$52K |
|
2168
Futu Holdings
FUTU
$26.2B
| $209K | ﹤0.01% |
3,857
-125
| -3% | -$6.77K |
|
2169
Viridian Therapeutics
VRDN
$1.65B
| $209K | ﹤0.01% |
11,915
+1,058
| +10% | +$18.5K |
|
2170
Fastly
FSLY
$1.13B
| $208K | ﹤0.01% |
16,063
+1,897
| +13% | +$24.6K |
|
|
VERV
2171
DELISTED
Verve Therapeutics
VERV
| $208K | ﹤0.01% |
15,649
+285
| +2% | +$3.79K |
|
2172
Health Catalyst
HCAT
$239M
| $208K | ﹤0.01% |
27,562
-5,162
| -16% | -$38.9K |
|
2173
RLJ Lodging Trust
RLJ
$1.14B
| $207K | ﹤0.01% |
17,523
-2,010
| -10% | -$23.8K |
|
2174
Zeta Global
ZETA
$4.45B
| $207K | ﹤0.01% |
18,894
+2,997
| +19% | +$32.8K |
|
2175
Upwork
UPWK
$2.12B
| $206K | ﹤0.01% |
16,823
+2,457
| +17% | +$30.1K |
|