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 |
Digital Realty Trust
DLR
|
+$398M |
| 2 |
Brookfield Asset Management
BAM
|
+$357M |
| 3 |
Gaming and Leisure Properties
GLPI
|
+$250M |
| 4 |
Welltower
WELL
|
+$222M |
| 5 |
Yum China
YUMC
|
+$182M |
Top Sells
| 1 |
STOR
STORE Capital Corporation
STOR
|
+$368M |
| 2 |
Equinix
EQIX
|
+$246M |
| 3 |
Brookfield
BN
|
+$220M |
| 4 |
Guidewire Software
GWRE
|
+$202M |
| 5 |
Lennar Class A
LEN
|
+$150M |
Sector Composition
| 1 | Real Estate | 16.55% |
| 2 | Technology | 15.81% |
| 3 | Financials | 15.77% |
| 4 | Industrials | 10.77% |
| 5 | Consumer Discretionary | 10.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2251
Editas Medicine
EDIT
$230M
| $138K | ﹤0.01% |
15,535
+475
| +3% | +$4.21K |
|
2252
Lufax Holding
LU
$2.54B
| $137K | ﹤0.01% |
17,700
+1,114
| +7% | +$8.64K |
|
2253
Remitly
RELY
$3.89B
| $137K | ﹤0.01% |
11,944
-2,285
| -16% | -$26.2K |
|
2254
Warby Parker
WRBY
$3.29B
| $136K | ﹤0.01% |
10,105
-13,062
| -56% | -$176K |
|
2255
Berry Corp
BRY
$251M
| $136K | ﹤0.01% |
+17,002
| New | +$136K |
|
2256
Opko Health
OPK
$1.12B
| $135K | ﹤0.01% |
107,860
-95,707
| -47% | -$120K |
|
2257
Denny's
DENN
$253M
| $134K | ﹤0.01% |
14,515
-2,451
| -14% | -$22.6K |
|
2258
ARKO Corp
ARKO
$563M
| $134K | ﹤0.01% |
15,425
+3,396
| +28% | +$29.4K |
|
2259
Conduent
CNDT
$442M
| $133K | ﹤0.01% |
32,873
+15,332
| +87% | +$62.1K |
|
2260
Esperion Therapeutics
ESPR
$524M
| $129K | ﹤0.01% |
20,738
+3,882
| +23% | +$24.2K |
|
2261
Beazer Homes USA
BZH
$758M
| $129K | ﹤0.01% |
+10,117
| New | +$129K |
|
2262
Mersana Therapeutics
MRSN
$36.7M
| $128K | ﹤0.01% |
875
+118
| +16% | +$17.3K |
|
2263
Protagonist Therapeutics
PTGX
$3.59B
| $128K | ﹤0.01% |
11,738
+1,389
| +13% | +$15.2K |
|
2264
Rocket Companies
RKT
$44B
| $128K | ﹤0.01% |
18,261
-114
| -0.6% | -$798 |
|
2265
P3 Health Partners
PIII
$28.4M
| $127K | ﹤0.01% |
+1,377
| New | +$127K |
|
2266
Upland Software
UPLD
$67.9M
| $127K | ﹤0.01% |
+17,745
| New | +$127K |
|
2267
Sight Sciences
SGHT
$179M
| $126K | ﹤0.01% |
+10,344
| New | +$126K |
|
2268
Dyne Therapeutics
DYN
$1.89B
| $124K | ﹤0.01% |
+10,669
| New | +$124K |
|
2269
MaxCyte
MXCT
$151M
| $123K | ﹤0.01% |
+22,586
| New | +$123K |
|
2270
Axogen
AXGN
$739M
| $122K | ﹤0.01% |
12,193
+75
| +0.6% | +$748 |
|
2271
Nurix Therapeutics
NRIX
$684M
| $121K | ﹤0.01% |
+11,011
| New | +$121K |
|
2272
Snap
SNAP
$11.9B
| $119K | ﹤0.01% |
13,323
+825
| +7% | +$7.38K |
|
2273
FuelCell Energy
FCEL
$130M
| $119K | ﹤0.01% |
1,424
-293
| -17% | -$24.4K |
|
2274
Mitek Systems
MITK
$454M
| $116K | ﹤0.01% |
+11,992
| New | +$116K |
|
2275
Gates Industrial
GTES
$6.52B
| $115K | ﹤0.01% |
10,065
-1,908
| -16% | -$21.8K |
|