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 |
American Tower
AMT
|
+$462M |
| 2 |
SBA Communications
SBAC
|
+$330M |
| 3 |
CCC Intelligent Solutions
CCCS
|
+$219M |
| 4 |
Equinix
EQIX
|
+$176M |
| 5 |
Teck Resources
TECK
|
+$140M |
Top Sells
| 1 |
First Industrial Realty Trust
FR
|
+$216M |
| 2 |
Digital Realty Trust
DLR
|
+$213M |
| 3 |
TransDigm Group
TDG
|
+$207M |
| 4 |
Public Storage
PSA
|
+$174M |
| 5 |
Realty Income
O
|
+$149M |
Sector Composition
| 1 | Technology | 18.87% |
| 2 | Financials | 15.58% |
| 3 | Real Estate | 14.17% |
| 4 | Consumer Discretionary | 11.56% |
| 5 | Industrials | 11.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2226
Cricut
CRCT
$1.29B
| $147K | ﹤0.01% |
+30,865
| New | +$147K |
|
2227
Liberty Latin America Class A
LILA
$1.57B
| $144K | ﹤0.01% |
+20,606
| New | +$144K |
|
2228
Travere Therapeutics
TVTX
$1.89B
| $143K | ﹤0.01% |
18,605
+243
| +1% | +$1.87K |
|
2229
indie Semiconductor
INDI
$842M
| $143K | ﹤0.01% |
20,162
+2,674
| +15% | +$18.9K |
|
2230
Mersana Therapeutics
MRSN
$35.1M
| $142K | ﹤0.01% |
1,271
-68
| -5% | -$7.62K |
|
2231
Brookdale Senior Living
BKD
$1.84B
| $142K | ﹤0.01% |
21,455
-2,076
| -9% | -$13.7K |
|
2232
ADT
ADT
$7.07B
| $142K | ﹤0.01% |
21,085
+7,635
| +57% | +$51.3K |
|
2233
Stoke Therapeutics
STOK
$1.2B
| $141K | ﹤0.01% |
10,451
-1,586
| -13% | -$21.4K |
|
2234
Steelcase
SCS
$1.98B
| $139K | ﹤0.01% |
10,652
-1,049
| -9% | -$13.7K |
|
2235
Allogene Therapeutics
ALLO
$253M
| $138K | ﹤0.01% |
30,771
-3,842
| -11% | -$17.2K |
|
2236
Alector
ALEC
$279M
| $136K | ﹤0.01% |
22,512
-26,243
| -54% | -$158K |
|
|
AIV
2237
Aimco
AIV
$1.1B
| $135K | ﹤0.01% |
16,478
-1,948
| -11% | -$16K |
|
2238
Compass
COMP
$5.02B
| $135K | ﹤0.01% |
37,467
+4,151
| +12% | +$14.9K |
|
2239
Cogent Biosciences
COGT
$1.77B
| $134K | ﹤0.01% |
19,915
-228
| -1% | -$1.53K |
|
|
MFA
2240
MFA Financial
MFA
$1.06B
| $133K | ﹤0.01% |
11,690
-1,304
| -10% | -$14.9K |
|
2241
Energy Fuels
UUUU
$2.75B
| $133K | ﹤0.01% |
21,111
+2,639
| +14% | +$16.6K |
|
2242
Bumble
BMBL
$703M
| $133K | ﹤0.01% |
11,685
-1,111
| -9% | -$12.6K |
|
2243
Udemy
UDMY
$1.02B
| $132K | ﹤0.01% |
12,053
+1,904
| +19% | +$20.9K |
|
2244
Theravance Biopharma
TBPH
$701M
| $132K | ﹤0.01% |
14,708
-1,682
| -10% | -$15.1K |
|
2245
Lyell Immunopharma
LYEL
$250M
| $130K | ﹤0.01% |
2,913
-233
| -7% | -$10.4K |
|
2246
MRC Global
MRC
$1.28B
| $129K | ﹤0.01% |
10,231
-117
| -1% | -$1.47K |
|
2247
Herbalife
HLF
$1.02B
| $129K | ﹤0.01% |
12,788
-55,935
| -81% | -$562K |
|
2248
Novavax
NVAX
$1.26B
| $128K | ﹤0.01% |
26,687
+1,966
| +8% | +$9.4K |
|
2249
89bio
ETNB
$1.32B
| $124K | ﹤0.01% |
+10,614
| New | +$124K |
|
2250
Prime Medicine
PRME
$693M
| $123K | ﹤0.01% |
17,633
-257
| -1% | -$1.8K |
|