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 |
CoStar Group
CSGP
|
$466M |
| 2 |
Broadstone Net Lease
BNL
|
$266M |
| 3 |
Tyler Technologies
TYL
|
$250M |
| 4 |
Marriott Vacations Worldwide
VAC
|
$229M |
| 5 |
Equinix
EQIX
|
$187M |
Top Sells
| 1 |
Motorola Solutions
MSI
|
$335M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
$318M |
| 3 |
Prologis
PLD
|
$309M |
| 4 |
Gartner
IT
|
$290M |
| 5 |
CBRE Group
CBRE
|
$214M |
Sector Composition
| 1 | Technology | 18.71% |
| 2 | Real Estate | 16% |
| 3 | Financials | 14.9% |
| 4 | Consumer Discretionary | 12.38% |
| 5 | Industrials | 9.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
FSR
2226
DELISTED
Fisker Inc.
FSR
| $478K | ﹤0.01% |
+24,801
| New | +$478K |
|
|
MORF
2227
DELISTED
Morphic Holding, Inc. Common Stock
MORF
| $477K | ﹤0.01% |
+8,318
| New | +$477K |
|
2228
Artisan Partners
APAM
$3.23B
| $476K | ﹤0.01% |
9,360
+1,013
| +12% | +$51.5K |
|
2229
PIMCO Active Bond Exchange-Traded Fund
BOND
$5.84B
| $474K | ﹤0.01% |
4,271
+138
| +3% | +$15.3K |
|
2230
Vanguard Mid-Cap Value ETF
VOE
$18.7B
| $474K | ﹤0.01% |
3,373
+1,537
| +84% | +$216K |
|
2231
Albertsons Companies
ACI
$10.7B
| $470K | ﹤0.01% |
23,900
+10,803
| +82% | +$212K |
|
2232
TriNet
TNET
$3.43B
| $470K | ﹤0.01% |
6,483
-2,303
| -26% | -$167K |
|
|
VIA
2233
DELISTED
Via Renewables, Inc. Class A Common Stock
VIA
| $467K | ﹤0.01% |
+8,248
| New | +$467K |
|
2234
Vanguard Growth ETF
VUG
$185B
| $463K | ﹤0.01% |
+1,613
| New | +$463K |
|
2235
Hims & Hers Health
HIMS
$10.7B
| $460K | ﹤0.01% |
+42,241
| New | +$460K |
|
|
CHNG
2236
DELISTED
Change Healthcare Inc. Common Stock
CHNG
| $460K | ﹤0.01% |
19,981
-4,688
| -19% | -$108K |
|
|
TWOU
2237
DELISTED
2U, Inc.
TWOU
| $457K | ﹤0.01% |
366
+176
| +93% | +$220K |
|
|
RUBY
2238
DELISTED
Rubius Therapeutics, Inc
RUBY
| $457K | ﹤0.01% |
+18,741
| New | +$457K |
|
2239
Duluth Holdings
DLTH
$144M
| $456K | ﹤0.01% |
22,087
+8,514
| +63% | +$176K |
|
2240
Arcus Biosciences
RCUS
$1.24B
| $449K | ﹤0.01% |
16,362
-7,052
| -30% | -$194K |
|
2241
Champion Homes, Inc.
SKY
$4.41B
| $448K | ﹤0.01% |
8,401
-2,815
| -25% | -$150K |
|
|
SEI
2242
Solaris Energy Infrastructure, Inc.
SEI
$1.14B
| $447K | ﹤0.01% |
45,883
+20,144
| +78% | +$196K |
|
2243
Eastern Bankshares
EBC
$3.39B
| $442K | ﹤0.01% |
21,464
+1,193
| +6% | +$24.6K |
|
|
BECN
2244
DELISTED
Beacon Roofing Supply, Inc.
BECN
| $442K | ﹤0.01% |
8,301
+2,775
| +50% | +$148K |
|
|
AIV
2245
Aimco
AIV
$1.11B
| $440K | ﹤0.01% |
65,634
-334,129
| -84% | -$2.24M |
|
2246
Shift4
FOUR
$6B
| $438K | ﹤0.01% |
+4,676
| New | +$438K |
|
2247
Kratos Defense & Security Solutions
KTOS
$10.5B
| $438K | ﹤0.01% |
15,387
-10,509
| -41% | -$299K |
|
2248
DigitalBridge
DBRG
$2.04B
| $436K | ﹤0.01% |
13,797
+1,540
| +13% | +$48.7K |
|
2249
APi Group
APG
$14.3B
| $435K | ﹤0.01% |
31,230
+9,787
| +46% | +$136K |
|
2250
Outfront Media
OUT
$3.06B
| $435K | ﹤0.01% |
18,375
+8,211
| +81% | +$194K |
|