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 |
iShares Core S&P 500 ETF
IVV
|
$158M |
| 2 |
Gaming and Leisure Properties
GLPI
|
$122M |
| 3 |
Boston Properties
BXP
|
$92.5M |
| 4 |
iShares MBS ETF
MBB
|
$90.6M |
| 5 |
PACCAR
PCAR
|
$89.7M |
Top Sells
| 1 |
TransDigm Group
TDG
|
$214M |
| 2 |
Toronto Dominion Bank
TD
|
$142M |
| 3 |
Credit Acceptance
CACC
|
$122M |
| 4 |
Medical Properties Trust
MPW
|
$101M |
| 5 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
$87.4M |
Sector Composition
| 1 | Technology | 17.6% |
| 2 | Real Estate | 15.87% |
| 3 | Financials | 14.95% |
| 4 | Consumer Discretionary | 11.17% |
| 5 | Industrials | 10.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
SUMO
2226
DELISTED
Sumo Logic, Inc. Common Stock
SUMO
| $157K | ﹤0.01% |
13,099
+1,602
| +14% | +$19.2K |
|
2227
Lufax Holding
LU
$2.55B
| $156K | ﹤0.01% |
76,244
+5,446
| +8% | +$11.1K |
|
2228
Rigel Pharmaceuticals
RIGL
$697M
| $152K | ﹤0.01% |
114,962
-17,605
| -13% | -$23.2K |
|
2229
Upwork
UPWK
$2.04B
| $151K | ﹤0.01% |
13,319
-1,197
| -8% | -$13.6K |
|
|
PETQ
2230
DELISTED
PetIQ, Inc. Class A Common Stock
PETQ
| $150K | ﹤0.01% |
13,149
-2,660
| -17% | -$30.4K |
|
2231
ADT
ADT
$7.14B
| $150K | ﹤0.01% |
20,744
+863
| +4% | +$6.24K |
|
|
CIM
2232
Chimera Investment
CIM
$1.14B
| $149K | ﹤0.01% |
26,496
+11,351
| +75% | +$64K |
|
2233
Arcutis Biotherapeutics
ARQT
$1.86B
| $147K | ﹤0.01% |
13,383
-979
| -7% | -$10.8K |
|
2234
Gates Industrial
GTES
$6.58B
| $146K | ﹤0.01% |
10,530
+465
| +5% | +$6.46K |
|
2235
Denny's
DENN
$235M
| $145K | ﹤0.01% |
13,013
-1,502
| -10% | -$16.8K |
|
2236
Coursera
COUR
$1.88B
| $145K | ﹤0.01% |
12,554
-1,260
| -9% | -$14.5K |
|
2237
CommScope
COMM
$3.55B
| $144K | ﹤0.01% |
22,578
-2,257
| -9% | -$14.4K |
|
2238
Berry Corp
BRY
$259M
| $140K | ﹤0.01% |
17,844
+842
| +5% | +$6.61K |
|
2239
Magnite
MGNI
$3.64B
| $140K | ﹤0.01% |
+15,081
| New | +$140K |
|
2240
Cerus
CERS
$251M
| $139K | ﹤0.01% |
46,779
-3,470
| -7% | -$10.3K |
|
|
DO
2241
DELISTED
Diamond Offshore Drilling, Inc.
DO
| $139K | ﹤0.01% |
+11,534
| New | +$139K |
|
2242
Novavax
NVAX
$1.23B
| $139K | ﹤0.01% |
20,009
-1,856
| -8% | -$12.9K |
|
2243
Aclaris Therapeutics
ACRS
$209M
| $137K | ﹤0.01% |
16,933
-1,275
| -7% | -$10.3K |
|
|
ZUO
2244
DELISTED
Zuora, Inc.
ZUO
| $137K | ﹤0.01% |
13,856
-868
| -6% | -$8.58K |
|
|
LGF.B
2245
DELISTED
Lions Gate Entertainment Corp. Class B Non-Voting Shares
LGF.B
| $137K | ﹤0.01% |
+13,162
| New | +$137K |
|
|
CIO
2246
City Office REIT
CIO
$280M
| $135K | ﹤0.01% |
19,591
-1,860
| -9% | -$12.8K |
|
2247
Dyne Therapeutics
DYN
$1.92B
| $134K | ﹤0.01% |
11,619
+950
| +9% | +$10.9K |
|
|
MNTV
2248
DELISTED
Momentive Global Inc. Common Stock
MNTV
| $134K | ﹤0.01% |
14,340
-1,437
| -9% | -$13.4K |
|
2249
Mirion Technologies
MIR
$4.73B
| $133K | ﹤0.01% |
15,612
-794,616
| -98% | -$6.79M |
|
2250
Hims & Hers Health
HIMS
$9.39B
| $133K | ﹤0.01% |
13,392
-264
| -2% | -$2.62K |
|