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 |
iShares Core S&P 500 ETF
IVV
|
$158M |
| 2 |
Gaming and Leisure Properties
GLPI
|
$122M |
| 3 |
Boston Properties
BXP
|
$92.5M |
| 4 |
iShares MBS ETF
MBB
|
$90.6M |
| 5 |
PACCAR
PCAR
|
$89.7M |
Top Sells
| 1 |
TransDigm Group
TDG
|
$214M |
| 2 |
Toronto Dominion Bank
TD
|
$142M |
| 3 |
Credit Acceptance
CACC
|
$122M |
| 4 |
Medical Properties Trust
MPW
|
$101M |
| 5 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
$87.4M |
Sector Composition
| 1 | Technology | 17.6% |
| 2 | Real Estate | 15.87% |
| 3 | Financials | 14.95% |
| 4 | Consumer Discretionary | 11.17% |
| 5 | Industrials | 10.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2201
Riot Platforms
RIOT
$5.03B
| $180K | ﹤0.01% |
18,067
+7,817
| +76% | +$78.1K |
|
2202
Laureate Education
LAUR
$4.11B
| $180K | ﹤0.01% |
+15,323
| New | +$180K |
|
2203
Luminar Technologies
LAZR
$112M
| $179K | ﹤0.01% |
27,649
-2,483
| -8% | -$16.1K |
|
2204
Enovix
ENVX
$1.82B
| $178K | ﹤0.01% |
11,968
-1,203
| -9% | -$17.9K |
|
2205
Alector
ALEC
$274M
| $177K | ﹤0.01% |
28,669
-3,644
| -11% | -$22.6K |
|
|
NOVA
2206
DELISTED
Sunnova Energy
NOVA
| $177K | ﹤0.01% |
+11,317
| New | +$177K |
|
|
BORR
2207
Borr Drilling
BORR
$781M
| $171K | ﹤0.01% |
22,596
+4,719
| +26% | +$35.8K |
|
2208
Ramaco Resources Class A
METC
$1.58B
| $170K | ﹤0.01% |
19,345
-4,388
| -18% | -$38.7K |
|
2209
Liquidia Corp
LQDA
$2.51B
| $170K | ﹤0.01% |
24,564
-2,323
| -9% | -$16.1K |
|
2210
ACV Auctions
ACVA
$1.94B
| $170K | ﹤0.01% |
13,133
+2,471
| +23% | +$31.9K |
|
2211
1-800-Flowers.com
FLWS
$352M
| $169K | ﹤0.01% |
14,705
-1,700
| -10% | -$19.6K |
|
2212
DHT Holdings
DHT
$1.94B
| $169K | ﹤0.01% |
+15,609
| New | +$169K |
|
2213
IDEAYA Biosciences
IDYA
$2.25B
| $167K | ﹤0.01% |
12,167
+1,729
| +17% | +$23.7K |
|
2214
Target Hospitality
TH
$888M
| $166K | ﹤0.01% |
12,638
-2,548
| -17% | -$33.5K |
|
|
EQRX
2215
DELISTED
EQRx, Inc. Common Stock
EQRX
| $166K | ﹤0.01% |
85,460
+5,390
| +7% | +$10.5K |
|
2216
Rocket Companies
RKT
$37.5B
| $165K | ﹤0.01% |
18,244
-17
| -0.1% | -$154 |
|
|
INFN
2217
DELISTED
Infinera Corporation Common Stock
INFN
| $165K | ﹤0.01% |
21,276
-1,911
| -8% | -$14.8K |
|
2218
Anavex Life Sciences
AVXL
$824M
| $165K | ﹤0.01% |
19,265
-1,439
| -7% | -$12.3K |
|
2219
Maravai LifeSciences
MRVI
$337M
| $165K | ﹤0.01% |
11,743
-2,206
| -16% | -$30.9K |
|
2220
Safe Bulkers
SB
$446M
| $163K | ﹤0.01% |
44,192
-5,606
| -11% | -$20.7K |
|
2221
Opko Health
OPK
$1.1B
| $163K | ﹤0.01% |
111,375
+3,515
| +3% | +$5.13K |
|
2222
NovaGold Resources
NG
$2.7B
| $163K | ﹤0.01% |
26,131
-2,259
| -8% | -$14.1K |
|
2223
Snap
SNAP
$12.3B
| $161K | ﹤0.01% |
14,348
+1,025
| +8% | +$11.5K |
|
2224
CCC Intelligent Solutions
CCCS
$6.39B
| $160K | ﹤0.01% |
17,833
-694
| -4% | -$6.23K |
|
2225
KRONOS Worldwide
KRO
$706M
| $157K | ﹤0.01% |
17,096
-3,858
| -18% | -$35.5K |
|