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
|
$280M |
| 2 |
Canadian National Railway
CNI
|
$221M |
| 3 |
Visa
V
|
$220M |
| 4 |
Canadian Pacific Kansas City
CP
|
$214M |
| 5 |
HEICO Class A
HEI.A
|
$209M |
Top Sells
Sector Composition
| 1 | Technology | 17.56% |
| 2 | Real Estate | 17.45% |
| 3 | Financials | 14.34% |
| 4 | Consumer Discretionary | 11.05% |
| 5 | Industrials | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2226
Imperial Oil
IMO
$44.4B
| $314K | ﹤0.01% |
+6,476
| New | +$314K |
|
2227
German American Bancorp
GABC
$1.55B
| $313K | ﹤0.01% |
8,236
-4,200
| -34% | -$160K |
|
2228
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$3.51B
| $312K | ﹤0.01% |
6,576
-448
| -6% | -$21.3K |
|
2229
Herbalife
HLF
$1.02B
| $312K | ﹤0.01% |
10,278
+2,466
| +32% | +$74.9K |
|
2230
Magnite
MGNI
$3.54B
| $312K | ﹤0.01% |
23,581
+1,498
| +7% | +$19.8K |
|
|
FLIC
2231
DELISTED
First of Long Island Corp
FLIC
| $310K | ﹤0.01% |
15,944
-8,219
| -34% | -$160K |
|
2232
McGrath RentCorp
MGRC
$3.09B
| $308K | ﹤0.01% |
3,630
+135
| +4% | +$11.5K |
|
|
ZUO
2233
DELISTED
Zuora, Inc.
ZUO
| $308K | ﹤0.01% |
20,576
-45,411
| -69% | -$680K |
|
2234
Co-Diagnostics
CODX
$11.9M
| $307K | ﹤0.01% |
49,652
-25,181
| -34% | -$156K |
|
2235
FibroGen
FGEN
$48.9M
| $306K | ﹤0.01% |
1,020
+18
| +2% | +$5.4K |
|
2236
Olaplex Holdings
OLPX
$994M
| $305K | ﹤0.01% |
19,500
+300
| +2% | +$4.69K |
|
2237
Enel Chile
ENIC
$5.12B
| $304K | ﹤0.01% |
192,143
+31,752
| +20% | +$50.2K |
|
2238
Sana Biotechnology
SANA
$752M
| $304K | ﹤0.01% |
36,699
-135
| -0.4% | -$1.12K |
|
2239
Cameco
CCJ
$33B
| $302K | ﹤0.01% |
+10,365
| New | +$302K |
|
2240
CRA International
CRAI
$1.28B
| $300K | ﹤0.01% |
3,561
-1,925
| -35% | -$162K |
|
2241
Ormat Technologies
ORA
$5.51B
| $296K | ﹤0.01% |
3,612
-318
| -8% | -$26.1K |
|
2242
Live Oak Bancshares
LOB
$1.75B
| $295K | ﹤0.01% |
5,793
+367
| +7% | +$18.7K |
|
|
STR
2243
DELISTED
Sitio Royalties
STR
| $295K | ﹤0.01% |
10,950
-5,553
| -34% | -$150K |
|
|
MOMO
2244
Hello Group
MOMO
$1.37B
| $290K | ﹤0.01% |
50,124
-113,893
| -69% | -$659K |
|
|
JOYY
2245
JOYY Inc. American Depositary Shares
JOYY
$3.21B
| $290K | ﹤0.01% |
7,882
-17,889
| -69% | -$658K |
|
|
INFN
2246
DELISTED
Infinera Corporation Common Stock
INFN
| $288K | ﹤0.01% |
33,223
+2,111
| +7% | +$18.3K |
|
2247
Turning Point Brands
TPB
$1.82B
| $284K | ﹤0.01% |
8,337
-4,375
| -34% | -$149K |
|
2248
Zillow
ZG
$20.5B
| $283K | ﹤0.01% |
5,871
-575
| -9% | -$27.7K |
|
2249
Verastem
VSTM
$663M
| $282K | ﹤0.01% |
16,683
-6,183
| -27% | -$105K |
|
|
LGTY
2250
DELISTED
Logility Supply Chain Solutions, Inc. Common Stock
LGTY
| $282K | ﹤0.01% |
13,535
-6,819
| -34% | -$142K |
|