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
|
$280M |
| 2 |
Canadian National Railway
CNI
|
$221M |
| 3 |
Visa
V
|
$220M |
| 4 |
Canadian Pacific Kansas City
CP
|
$214M |
| 5 |
HEICO Class A
HEI.A
|
$209M |
Top Sells
Sector Composition
| 1 | Technology | 17.56% |
| 2 | Real Estate | 17.45% |
| 3 | Financials | 14.34% |
| 4 | Consumer Discretionary | 11.05% |
| 5 | Industrials | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2251
Schrodinger
SDGR
$1.41B
| $281K | ﹤0.01% |
8,229
+523
| +7% | +$17.9K |
|
2252
BOK Financial
BOKF
$7.18B
| $280K | ﹤0.01% |
2,979
+884
| +42% | +$83.1K |
|
2253
Kinetik
KNTK
$2.58B
| $280K | ﹤0.01% |
8,616
-4,550
| -35% | -$148K |
|
2254
Algonquin Power & Utilities
AQN
$4.35B
| $278K | ﹤0.01% |
+17,901
| New | +$278K |
|
2255
DigitalBridge
DBRG
$2.04B
| $278K | ﹤0.01% |
9,670
-848
| -8% | -$24.4K |
|
|
ECOM
2256
DELISTED
CHANNELADVISOR CORPORATION
ECOM
| $277K | ﹤0.01% |
16,701
-8,402
| -33% | -$139K |
|
2257
Cerus
CERS
$255M
| $276K | ﹤0.01% |
50,244
+1,096
| +2% | +$6.02K |
|
|
AZEK
2258
DELISTED
The AZEK Co
AZEK
| $275K | ﹤0.01% |
11,057
-131,056
| -92% | -$3.26M |
|
2259
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.42B
| $275K | ﹤0.01% |
+3,809
| New | +$275K |
|
2260
Beyond Meat
BYND
$189M
| $274K | ﹤0.01% |
5,663
-291
| -5% | -$14.1K |
|
|
DNB
2261
DELISTED
Dun & Bradstreet
DNB
| $273K | ﹤0.01% |
15,554
+4,771
| +44% | +$83.7K |
|
|
OLP
2262
One Liberty Properties
OLP
$511M
| $273K | ﹤0.01% |
8,851
-4,550
| -34% | -$140K |
|
|
NSTG
2263
DELISTED
NanoString Technologies, Inc.
NSTG
| $273K | ﹤0.01% |
7,869
-4,991
| -39% | -$173K |
|
2264
Shift4
FOUR
$6.01B
| $271K | ﹤0.01% |
4,377
-416
| -9% | -$25.8K |
|
2265
iHeartMedia
IHRT
$315M
| $269K | ﹤0.01% |
14,229
+233
| +2% | +$4.41K |
|
2266
Curis
CRIS
$21M
| $268K | ﹤0.01% |
5,629
-2,202
| -28% | -$105K |
|
2267
Nuvation Bio
NUVB
$1.33B
| $268K | ﹤0.01% |
51,059
+181
| +0.4% | +$950 |
|
2268
Altice USA
ATUS
$1.05B
| $267K | ﹤0.01% |
21,416
+414
| +2% | +$5.16K |
|
2269
Franklin Covey
FC
$244M
| $267K | ﹤0.01% |
5,907
-3,150
| -35% | -$142K |
|
2270
InnovAge Holding
INNV
$512M
| $265K | ﹤0.01% |
41,328
-20,838
| -34% | -$134K |
|
2271
Verint Systems
VRNT
$1.23B
| $265K | ﹤0.01% |
5,134
-453
| -8% | -$23.4K |
|
2272
Arcus Biosciences
RCUS
$1.3B
| $262K | ﹤0.01% |
8,312
-268
| -3% | -$8.45K |
|
2273
Domo
DOMO
$603M
| $261K | ﹤0.01% |
5,170
+409
| +9% | +$20.6K |
|
2274
JFrog
FROG
$5.84B
| $261K | ﹤0.01% |
9,688
+689
| +8% | +$18.6K |
|
|
AGR
2275
DELISTED
Avangrid, Inc.
AGR
| $260K | ﹤0.01% |
+5,566
| New | +$260K |
|