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 |
CoStar Group
CSGP
|
$466M |
| 2 |
Broadstone Net Lease
BNL
|
$266M |
| 3 |
Tyler Technologies
TYL
|
$250M |
| 4 |
Marriott Vacations Worldwide
VAC
|
$229M |
| 5 |
Equinix
EQIX
|
$187M |
Top Sells
| 1 |
Motorola Solutions
MSI
|
$335M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
$318M |
| 3 |
Prologis
PLD
|
$309M |
| 4 |
Gartner
IT
|
$290M |
| 5 |
CBRE Group
CBRE
|
$214M |
Sector Composition
| 1 | Technology | 18.71% |
| 2 | Real Estate | 16% |
| 3 | Financials | 14.9% |
| 4 | Consumer Discretionary | 12.38% |
| 5 | Industrials | 9.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2251
FuelCell Energy
FCEL
$87.3M
| $433K | ﹤0.01% |
1,623
-221
| -12% | -$59K |
|
|
MNTV
2252
DELISTED
Momentive Global Inc. Common Stock
MNTV
| $432K | ﹤0.01% |
20,489
-5,710
| -22% | -$120K |
|
2253
MP Materials
MP
$10.9B
| $430K | ﹤0.01% |
+11,665
| New | +$430K |
|
|
BMTX
2254
DELISTED
BM Technologies, Inc.
BMTX
| $429K | ﹤0.01% |
34,448
| – | – |
|
2255
Dynavax Technologies
DVAX
$1.18B
| $428K | ﹤0.01% |
43,383
-2,074
| -5% | -$20.5K |
|
2256
Frontdoor
FTDR
$4.54B
| $428K | ﹤0.01% |
8,583
+2,000
| +30% | +$99.7K |
|
2257
Microvision
MVIS
$325M
| $424K | ﹤0.01% |
+25,318
| New | +$424K |
|
2258
AppFolio
APPF
$10.1B
| $423K | ﹤0.01% |
2,996
-484
| -14% | -$68.3K |
|
2259
CRA International
CRAI
$1.28B
| $423K | ﹤0.01% |
+4,946
| New | +$423K |
|
|
MNDT
2260
DELISTED
Mandiant, Inc. Common Stock
MNDT
| $422K | ﹤0.01% |
20,895
+3,116
| +18% | +$62.9K |
|
2261
Red Rock Resorts
RRR
$3.69B
| $419K | ﹤0.01% |
9,858
-2,335
| -19% | -$99.2K |
|
2262
GrowGeneration
GRWG
$90.9M
| $416K | ﹤0.01% |
8,650
-28
| -0.3% | -$1.35K |
|
2263
Schwab Fundamental International Large Company Index ETF
FNDF
$17.3B
| $415K | ﹤0.01% |
+12,460
| New | +$415K |
|
2264
Puma Biotechnology
PBYI
$254M
| $412K | ﹤0.01% |
44,894
-44,789
| -50% | -$411K |
|
2265
Replimune Group
REPL
$469M
| $412K | ﹤0.01% |
+10,731
| New | +$412K |
|
|
ONCT
2266
DELISTED
Oncternal Therapeutics, Inc. Common Stock
ONCT
| $412K | ﹤0.01% |
+4,337
| New | +$412K |
|
2267
CryoPort
CYRX
$493M
| $409K | ﹤0.01% |
6,486
-2,024
| -24% | -$128K |
|
2268
iHeartMedia
IHRT
$332M
| $409K | ﹤0.01% |
+15,196
| New | +$409K |
|
2269
First Citizens BancShares
FCNCA
$25.1B
| $408K | ﹤0.01% |
490
+60
| +14% | +$50K |
|
2270
iShares MSCI Intl Quality Factor ETF
IQLT
$12.8B
| $406K | ﹤0.01% |
10,520
+4,388
| +72% | +$169K |
|
2271
Precigen
PGEN
$1.34B
| $402K | ﹤0.01% |
61,712
+9,715
| +19% | +$63.3K |
|
|
CIM
2272
Chimera Investment
CIM
$1.19B
| $400K | ﹤0.01% |
8,857
+2,322
| +36% | +$105K |
|
|
NEWR
2273
DELISTED
New Relic, Inc.
NEWR
| $399K | ﹤0.01% |
5,960
+116
| +2% | +$7.77K |
|
|
NOVA
2274
DELISTED
Sunnova Energy
NOVA
| $395K | ﹤0.01% |
10,494
+4,068
| +63% | +$153K |
|
2275
OneWater Marine
ONEW
$270M
| $394K | ﹤0.01% |
+9,366
| New | +$394K |
|