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
|
$186M |
| 2 |
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
|
$166M |
| 3 |
HEICO Class A
HEI.A
|
$145M |
| 4 |
Ventas
VTR
|
$113M |
| 5 |
Cemex
CX
|
$111M |
Top Sells
| 1 |
Microsoft
MSFT
|
$285M |
| 2 |
TransDigm Group
TDG
|
$203M |
| 3 |
Verizon
VZ
|
$174M |
| 4 |
Moody's
MCO
|
$167M |
| 5 |
Digital Realty Trust
DLR
|
$161M |
Sector Composition
| 1 | Technology | 18.33% |
| 2 | Real Estate | 15.51% |
| 3 | Financials | 14.64% |
| 4 | Industrials | 11.45% |
| 5 | Consumer Discretionary | 11.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2226
Smith & Wesson
SWBI
$360M
| $147K | ﹤0.01% |
11,306
-4,367
| -28% | -$56.9K |
|
2227
ZimVie
ZIMV
$534M
| $147K | ﹤0.01% |
13,115
-4,648
| -26% | -$52.2K |
|
|
AGEN
2228
Agenus
AGEN
$133M
| $147K | ﹤0.01% |
91,921
-36,886
| -29% | -$59K |
|
2229
Sweetgreen
SG
$1.04B
| $146K | ﹤0.01% |
+11,368
| New | +$146K |
|
2230
Yext
YEXT
$1.1B
| $143K | ﹤0.01% |
12,639
+262
| +2% | +$2.96K |
|
2231
Mitek Systems
MITK
$451M
| $143K | ﹤0.01% |
13,176
+2,908
| +28% | +$31.5K |
|
|
CIM
2232
Chimera Investment
CIM
$1.14B
| $143K | ﹤0.01% |
24,740
-1,756
| -7% | -$10.1K |
|
2233
Arcutis Biotherapeutics
ARQT
$1.84B
| $142K | ﹤0.01% |
14,936
+1,553
| +12% | +$14.8K |
|
|
ILPT
2234
Industrial Logistics Properties Trust
ILPT
$395M
| $140K | ﹤0.01% |
42,423
-19,217
| -31% | -$63.4K |
|
2235
Maravai LifeSciences
MRVI
$343M
| $138K | ﹤0.01% |
11,094
-649
| -6% | -$8.07K |
|
2236
Liquidia Corp
LQDA
$2.46B
| $137K | ﹤0.01% |
17,461
-7,103
| -29% | -$55.8K |
|
2237
Montauk Renewables
MNTK
$297M
| $137K | ﹤0.01% |
18,397
+3,348
| +22% | +$24.9K |
|
2238
Upwork
UPWK
$2.12B
| $136K | ﹤0.01% |
14,614
+1,295
| +10% | +$12.1K |
|
2239
Hims & Hers Health
HIMS
$9.39B
| $136K | ﹤0.01% |
14,430
+1,038
| +8% | +$9.76K |
|
2240
Stagwell
STGW
$1.45B
| $135K | ﹤0.01% |
+18,778
| New | +$135K |
|
2241
Zeta Global
ZETA
$4.41B
| $135K | ﹤0.01% |
15,849
+3,711
| +31% | +$31.7K |
|
2242
PureCycle Technologies
PCT
$2.47B
| $135K | ﹤0.01% |
12,645
+852
| +7% | +$9.11K |
|
2243
Nurix Therapeutics
NRIX
$696M
| $135K | ﹤0.01% |
13,529
+725
| +6% | +$7.24K |
|
|
AIV
2244
Aimco
AIV
$1.1B
| $134K | ﹤0.01% |
15,760
-1,308
| -8% | -$11.1K |
|
2245
Cerus
CERS
$243M
| $134K | ﹤0.01% |
54,379
+7,600
| +16% | +$18.7K |
|
2246
Oscar Health
OSCR
$4.25B
| $134K | ﹤0.01% |
16,568
+2,814
| +20% | +$22.7K |
|
2247
Acco Brands
ACCO
$356M
| $133K | ﹤0.01% |
25,603
-12,107
| -32% | -$63.1K |
|
2248
Uranium Energy
UEC
$4.88B
| $133K | ﹤0.01% |
39,078
-237
| -0.6% | -$806 |
|
2249
CareDx
CDNA
$737M
| $131K | ﹤0.01% |
15,430
+1,807
| +13% | +$15.4K |
|
|
FSR
2250
DELISTED
Fisker Inc.
FSR
| $131K | ﹤0.01% |
23,162
+3,671
| +19% | +$20.7K |
|