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 | |
|---|---|---|---|---|---|---|
2201
Theravance Biopharma
TBPH
$697M
| $175K | ﹤0.01% |
16,873
-570
| -3% | -$5.9K |
|
2202
Target Hospitality
TH
$889M
| $174K | ﹤0.01% |
12,990
+352
| +3% | +$4.72K |
|
2203
Novavax
NVAX
$1.23B
| $174K | ﹤0.01% |
23,431
+3,422
| +17% | +$25.4K |
|
2204
RLJ Lodging Trust
RLJ
$1.14B
| $174K | ﹤0.01% |
16,901
-1,378
| -8% | -$14.2K |
|
2205
Vipshop
VIPS
$8.27B
| $173K | ﹤0.01% |
+10,501
| New | +$173K |
|
2206
Anavex Life Sciences
AVXL
$814M
| $170K | ﹤0.01% |
20,955
+1,690
| +9% | +$13.7K |
|
2207
QuantumScape
QS
$4.38B
| $170K | ﹤0.01% |
21,285
-4,164
| -16% | -$33.3K |
|
2208
AMC Entertainment Holdings
AMC
$1.42B
| $170K | ﹤0.01% |
38,648
-12,726
| -25% | -$56K |
|
2209
Snap
SNAP
$12.4B
| $170K | ﹤0.01% |
14,348
| – | – |
|
|
TSVT
2210
DELISTED
2seventy bio
TSVT
| $170K | ﹤0.01% |
16,763
+4,471
| +36% | +$45.2K |
|
2211
CCC Intelligent Solutions
CCCS
$6.38B
| $168K | ﹤0.01% |
14,981
-2,852
| -16% | -$32K |
|
2212
Hillman Solutions
HLMN
$1.94B
| $165K | ﹤0.01% |
18,334
+2,995
| +20% | +$27K |
|
|
NAPA
2213
DELISTED
The Duckhorn Portfolio, Inc.
NAPA
| $164K | ﹤0.01% |
+12,672
| New | +$164K |
|
2214
Rocket Companies
RKT
$36.1B
| $164K | ﹤0.01% |
18,330
+86
| +0.5% | +$771 |
|
|
ZUO
2215
DELISTED
Zuora, Inc.
ZUO
| $160K | ﹤0.01% |
14,609
+753
| +5% | +$8.26K |
|
2216
Editas Medicine
EDIT
$222M
| $156K | ﹤0.01% |
18,995
+747
| +4% | +$6.15K |
|
|
RDFN
2217
DELISTED
Redfin
RDFN
| $156K | ﹤0.01% |
12,556
+751
| +6% | +$9.33K |
|
2218
OmniAb
OABI
$227M
| $155K | ﹤0.01% |
+30,780
| New | +$155K |
|
2219
Dyne Therapeutics
DYN
$1.92B
| $155K | ﹤0.01% |
13,753
+2,134
| +18% | +$24K |
|
|
DO
2220
DELISTED
Diamond Offshore Drilling, Inc.
DO
| $154K | ﹤0.01% |
10,810
-724
| -6% | -$10.3K |
|
2221
Amneal Pharmaceuticals
AMRX
$3.01B
| $153K | ﹤0.01% |
49,340
-12,025
| -20% | -$37.3K |
|
2222
indie Semiconductor
INDI
$866M
| $152K | ﹤0.01% |
16,163
+4,419
| +38% | +$41.5K |
|
2223
Phathom Pharmaceuticals
PHAT
$841M
| $151K | ﹤0.01% |
+10,542
| New | +$151K |
|
2224
LegalZoom.com
LZ
$1.96B
| $149K | ﹤0.01% |
12,297
+1,642
| +15% | +$19.8K |
|
2225
Pulmonx
LUNG
$70.5M
| $147K | ﹤0.01% |
+11,249
| New | +$147K |
|