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 | |
|---|---|---|---|---|---|---|
|
SAGE
2176
DELISTED
Sage Therapeutics
SAGE
| $302K | ﹤0.01% |
9,347
+2,482
| +36% | +$80.2K |
|
|
CLR
2177
DELISTED
CONTINENTAL RESOURCES INC.
CLR
| $302K | ﹤0.01% |
4,623
-1,865
| -29% | -$122K |
|
2178
Aehr Test Systems
AEHR
$837M
| $301K | ﹤0.01% |
+40,075
| New | +$301K |
|
2179
Acco Brands
ACCO
$368M
| $300K | ﹤0.01% |
45,959
+26,811
| +140% | +$175K |
|
2180
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.73B
| $300K | ﹤0.01% |
11,672
-28,000
| -71% | -$720K |
|
2181
The RMR Group
RMR
$287M
| $299K | ﹤0.01% |
10,549
+2,592
| +33% | +$73.5K |
|
2182
CareDx
CDNA
$730M
| $298K | ﹤0.01% |
13,850
-1,305
| -9% | -$28.1K |
|
2183
Penske Automotive Group
PAG
$12.3B
| $298K | ﹤0.01% |
2,844
-14,474
| -84% | -$1.52M |
|
2184
Schwab US Dividend Equity ETF
SCHD
$72.1B
| $298K | ﹤0.01% |
12,504
-402
| -3% | -$9.58K |
|
2185
Mercantile Bank Corp
MBWM
$781M
| $297K | ﹤0.01% |
+9,270
| New | +$297K |
|
2186
Diamond Hill
DHIL
$388M
| $295K | ﹤0.01% |
1,699
-861
| -34% | -$149K |
|
2187
Appian
APPN
$2.32B
| $294K | ﹤0.01% |
6,214
-930
| -13% | -$44K |
|
2188
Amneal Pharmaceuticals
AMRX
$3.23B
| $293K | ﹤0.01% |
92,102
-11,465
| -11% | -$36.5K |
|
2189
Denny's
DENN
$264M
| $293K | ﹤0.01% |
+33,735
| New | +$293K |
|
2190
Cassava Sciences
SAVA
$103M
| $292K | ﹤0.01% |
10,410
-90,948
| -90% | -$2.55M |
|
|
CFB
2191
DELISTED
CrossFirst Bankshares, Inc. Common Stock
CFB
| $292K | ﹤0.01% |
+22,170
| New | +$292K |
|
2192
STAG Industrial
STAG
$6.77B
| $291K | ﹤0.01% |
9,439
-44,170
| -82% | -$1.36M |
|
2193
iShares Core MSCI Emerging Markets ETF
IEMG
$106B
| $289K | ﹤0.01% |
5,888
-1,924
| -25% | -$94.4K |
|
2194
Freshpet
FRPT
$2.6B
| $288K | ﹤0.01% |
5,541
+1,511
| +37% | +$78.5K |
|
2195
MeridianLink
MLNK
$1.47B
| $286K | ﹤0.01% |
+17,116
| New | +$286K |
|
|
SCPL
2196
DELISTED
SciPlay Corporation Class A Common Stock
SCPL
| $284K | ﹤0.01% |
20,304
-13,004
| -39% | -$182K |
|
2197
Delek US
DK
$1.76B
| $283K | ﹤0.01% |
+10,937
| New | +$283K |
|
2198
Liberty Energy
LBRT
$1.83B
| $283K | ﹤0.01% |
22,151
+11,652
| +111% | +$149K |
|
|
CTO
2199
CTO Realty Growth
CTO
$545M
| $282K | ﹤0.01% |
13,875
-1,035
| -7% | -$21K |
|
2200
Hackett Group
HCKT
$578M
| $282K | ﹤0.01% |
14,863
-1,514
| -9% | -$28.7K |
|