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 |
Microsoft
MSFT
|
+$344M |
| 2 |
Moody's
MCO
|
+$284M |
| 3 |
VICI Properties
VICI
|
+$249M |
| 4 |
Progressive
PGR
|
+$246M |
| 5 |
Amazon
AMZN
|
+$167M |
Top Sells
| 1 |
Salesforce
CRM
|
+$235M |
| 2 |
MGP
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
|
+$202M |
| 3 |
Healthcare Realty
HR
|
+$179M |
| 4 |
Etsy
ETSY
|
+$168M |
| 5 |
Charter Communications
CHTR
|
+$141M |
Sector Composition
| 1 | Real Estate | 17.6% |
| 2 | Technology | 16.42% |
| 3 | Financials | 14.71% |
| 4 | Consumer Discretionary | 10.49% |
| 5 | Industrials | 9.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2226
New Fortress Energy
NFE
$376M
| $260K | ﹤0.01% |
+6,569
| New | +$260K |
|
2227
West Fraser Timber
WFG
$5.84B
| $257K | ﹤0.01% |
3,357
-1,140
| -25% | -$87.3K |
|
2228
Accel Entertainment
ACEL
$935M
| $255K | ﹤0.01% |
23,969
+13,656
| +132% | +$145K |
|
2229
Artisan Partners
APAM
$3.27B
| $255K | ﹤0.01% |
7,178
-3,452
| -32% | -$123K |
|
2230
Vaalco Energy
EGY
$416M
| $254K | ﹤0.01% |
+36,545
| New | +$254K |
|
|
LAC
2231
DELISTED
Lithium Americas Corp. Common Shares
LAC
| $253K | ﹤0.01% |
12,600
-4,000
| -24% | -$80.3K |
|
|
RXDX
2232
DELISTED
Prometheus Biosciences, Inc. Common Stock
RXDX
| $251K | ﹤0.01% |
+8,910
| New | +$251K |
|
2233
Opendoor
OPEN
$4.31B
| $249K | ﹤0.01% |
52,765
+9,289
| +21% | +$43.8K |
|
2234
Coursera
COUR
$1.72B
| $248K | ﹤0.01% |
+17,497
| New | +$248K |
|
2235
Blackstone Mortgage Trust
BXMT
$3.41B
| $246K | ﹤0.01% |
8,908
-31,275
| -78% | -$864K |
|
2236
Revolution Medicines
RVMD
$7.56B
| $245K | ﹤0.01% |
12,590
+4,255
| +51% | +$82.8K |
|
2237
Cerus
CERS
$226M
| $245K | ﹤0.01% |
46,266
-3,978
| -8% | -$21.1K |
|
2238
RCI Hospitality Holdings
RICK
$295M
| $245K | ﹤0.01% |
+5,067
| New | +$245K |
|
2239
Herbalife
HLF
$958M
| $244K | ﹤0.01% |
11,943
+1,665
| +16% | +$34K |
|
2240
FibroGen
FGEN
$46.5M
| $243K | ﹤0.01% |
922
-98
| -10% | -$25.8K |
|
|
ONEM
2241
DELISTED
1Life Healthcare, Inc. Common Stock
ONEM
| $243K | ﹤0.01% |
30,988
-10,544
| -25% | -$82.7K |
|
2242
BayCom
BCML
$329M
| $242K | ﹤0.01% |
+11,686
| New | +$242K |
|
2243
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.44B
| $241K | ﹤0.01% |
3,809
| – | – |
|
|
CSW
2244
CSW Industrials, Inc.
CSW
$4.24B
| $240K | ﹤0.01% |
2,328
-392
| -14% | -$40.4K |
|
2245
Shift4
FOUR
$5.87B
| $239K | ﹤0.01% |
7,223
+2,846
| +65% | +$94.2K |
|
|
EVA
2246
DELISTED
Enviva Inc.
EVA
| $239K | ﹤0.01% |
4,172
-4,608
| -52% | -$264K |
|
2247
BOK Financial
BOKF
$7.02B
| $237K | ﹤0.01% |
3,130
+151
| +5% | +$11.4K |
|
2248
Treace Medical Concepts
TMCI
$442M
| $237K | ﹤0.01% |
16,557
+4,984
| +43% | +$71.3K |
|
2249
Arcutis Biotherapeutics
ARQT
$2.11B
| $236K | ﹤0.01% |
+11,087
| New | +$236K |
|
|
TELL
2250
DELISTED
Tellurian Inc.
TELL
| $236K | ﹤0.01% |
79,165
+11,862
| +18% | +$35.4K |
|