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 | |
|---|---|---|---|---|---|---|
2176
Arcus Biosciences
RCUS
$1.22B
| $491K | ﹤0.01% |
14,079
-2,283
| -14% | -$79.6K |
|
2177
Domo
DOMO
$621M
| $489K | ﹤0.01% |
5,786
-24,326
| -81% | -$2.06M |
|
2178
Anavex Life Sciences
AVXL
$881M
| $488K | ﹤0.01% |
27,198
+1,234
| +5% | +$22.1K |
|
2179
CRA International
CRAI
$1.3B
| $488K | ﹤0.01% |
4,911
-35
| -0.7% | -$3.48K |
|
2180
ARK Innovation ETF
ARKK
$7.21B
| $485K | ﹤0.01% |
4,390
-202
| -4% | -$22.3K |
|
2181
QuantumScape
QS
$4.83B
| $482K | ﹤0.01% |
19,628
+7,893
| +67% | +$194K |
|
2182
Popular Inc
BPOP
$8.39B
| $479K | ﹤0.01% |
6,172
-47,504
| -89% | -$3.69M |
|
2183
International Seaways
INSW
$2.35B
| $478K | ﹤0.01% |
26,261
-206
| -0.8% | -$3.75K |
|
|
FSR
2184
DELISTED
Fisker Inc.
FSR
| $478K | ﹤0.01% |
32,602
+7,801
| +31% | +$114K |
|
2185
Outset Medical
OM
$245M
| $475K | ﹤0.01% |
640
-734
| -53% | -$545K |
|
|
BECN
2186
DELISTED
Beacon Roofing Supply, Inc.
BECN
| $475K | ﹤0.01% |
9,953
+1,652
| +20% | +$78.8K |
|
2187
AppFolio
APPF
$10.3B
| $474K | ﹤0.01% |
3,936
+940
| +31% | +$113K |
|
2188
Sangamo Therapeutics
SGMO
$157M
| $467K | ﹤0.01% |
51,871
+551
| +1% | +$4.96K |
|
2189
Schwab Fundamental International Large Company Index ETF
FNDF
$17.5B
| $465K | ﹤0.01% |
14,157
+1,697
| +14% | +$55.7K |
|
|
AYX
2190
DELISTED
Alteryx, Inc.
AYX
| $460K | ﹤0.01% |
6,292
-111
| -2% | -$8.12K |
|
2191
Accuray
ARAY
$180M
| $459K | ﹤0.01% |
116,288
+4,453
| +4% | +$17.6K |
|
|
TWOU
2192
DELISTED
2U, Inc.
TWOU
| $459K | ﹤0.01% |
456
+90
| +25% | +$90.6K |
|
2193
Hovnanian Enterprises
HOV
$906M
| $458K | ﹤0.01% |
4,749
-35
| -0.7% | -$3.38K |
|
2194
Riot Platforms
RIOT
$5.62B
| $455K | ﹤0.01% |
17,685
+4,204
| +31% | +$108K |
|
2195
Y-mAbs Therapeutics
YMAB
$390M
| $455K | ﹤0.01% |
15,971
+5,935
| +59% | +$169K |
|
2196
Weibo
WB
$3B
| $452K | ﹤0.01% |
9,524
-965
| -9% | -$45.8K |
|
2197
Virgin Galactic
SPCE
$183M
| $451K | ﹤0.01% |
892
+126
| +16% | +$63.7K |
|
|
DSKE
2198
DELISTED
Daseke, Inc. Common Stock
DSKE
| $451K | ﹤0.01% |
48,980
-369
| -0.7% | -$3.4K |
|
2199
U-Haul Holding Co
UHAL
$10.9B
| $449K | ﹤0.01% |
6,950
-3,860
| -36% | -$249K |
|
2200
Newmark Group
NMRK
$3.32B
| $448K | ﹤0.01% |
31,294
+7,434
| +31% | +$106K |
|