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 |
Equity Residential
EQR
|
$411M |
| 2 |
Cadence Design Systems
CDNS
|
$345M |
| 3 |
MSCI
MSCI
|
$300M |
| 4 |
Equinix
EQIX
|
$181M |
| 5 |
Gartner
IT
|
$154M |
Top Sells
| 1 |
Union Pacific
UNP
|
$403M |
| 2 |
TransDigm Group
TDG
|
$264M |
| 3 |
AIRC
Apartment Income REIT Corp.
AIRC
|
$238M |
| 4 |
Essex Property Trust
ESS
|
$205M |
| 5 |
NVIDIA
NVDA
|
$184M |
Sector Composition
| 1 | Technology | 20.77% |
| 2 | Financials | 15.31% |
| 3 | Real Estate | 13.85% |
| 4 | Consumer Discretionary | 11.12% |
| 5 | Industrials | 10.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2201
Herbalife
HLF
$1.02B
| $127K | ﹤0.01% |
12,271
-517
| -4% | -$5.37K |
|
2202
QuantumScape
QS
$4.44B
| $126K | ﹤0.01% |
25,630
-2,648
| -9% | -$13K |
|
2203
Crescent Energy
CRGY
$2.23B
| $125K | ﹤0.01% |
+10,545
| New | +$125K |
|
2204
Krispy Kreme
DNUT
$579M
| $124K | ﹤0.01% |
11,557
+884
| +8% | +$9.51K |
|
2205
NextDecade
NEXT
$2.8B
| $124K | ﹤0.01% |
15,619
+5,133
| +49% | +$40.8K |
|
2206
NuScale Power
SMR
$4.62B
| $123K | ﹤0.01% |
+10,483
| New | +$123K |
|
2207
Fastly
FSLY
$1.1B
| $121K | ﹤0.01% |
16,431
+368
| +2% | +$2.71K |
|
2208
Hallador Energy
HNRG
$733M
| $113K | ﹤0.01% |
14,518
+1,160
| +9% | +$9.01K |
|
2209
Udemy
UDMY
$1B
| $111K | ﹤0.01% |
12,917
+864
| +7% | +$7.46K |
|
2210
indie Semiconductor
INDI
$854M
| $111K | ﹤0.01% |
17,968
-2,194
| -11% | -$13.5K |
|
2211
Archer Aviation
ACHR
$5.48B
| $109K | ﹤0.01% |
31,064
+13,372
| +76% | +$47.1K |
|
2212
American Express Global Business Travel
GBTG
$4.29B
| $108K | ﹤0.01% |
+16,298
| New | +$108K |
|
|
MFA
2213
MFA Financial
MFA
$1.07B
| $107K | ﹤0.01% |
10,037
-1,653
| -14% | -$17.6K |
|
2214
Organogenesis Holdings
ORGO
$634M
| $107K | ﹤0.01% |
38,065
+2,977
| +8% | +$8.34K |
|
2215
Ivanhoe Electric
IE
$1.18B
| $106K | ﹤0.01% |
+11,292
| New | +$106K |
|
2216
Alignment Healthcare
ALHC
$3.14B
| $106K | ﹤0.01% |
13,521
+2,077
| +18% | +$16.2K |
|
2217
Ecovyst
ECVT
$1.03B
| $102K | ﹤0.01% |
11,411
+395
| +4% | +$3.54K |
|
2218
Vera Bradley
VRA
$60.6M
| $101K | ﹤0.01% |
16,176
+1,317
| +9% | +$8.24K |
|
2219
Rush Street Interactive
RSI
$2.02B
| $98.5K | ﹤0.01% |
+10,270
| New | +$98.5K |
|
2220
Hawaiian Electric Industries
HE
$2.12B
| $98.3K | ﹤0.01% |
+10,902
| New | +$98.3K |
|
2221
Scholar Rock
SRRK
$3.02B
| $98.2K | ﹤0.01% |
+11,790
| New | +$98.2K |
|
2222
Energy Fuels
UUUU
$2.67B
| $96.3K | ﹤0.01% |
15,893
-5,218
| -25% | -$31.6K |
|
|
RDFN
2223
DELISTED
Redfin
RDFN
| $95.2K | ﹤0.01% |
15,842
+970
| +7% | +$5.83K |
|
2224
Relay Therapeutics
RLAY
$710M
| $95.1K | ﹤0.01% |
14,580
-11,195
| -43% | -$73K |
|
|
ACCD
2225
DELISTED
Accolade, Inc. Common Stock
ACCD
| $92.9K | ﹤0.01% |
25,959
+1,211
| +5% | +$4.34K |
|