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
Top Sells
| 1 |
COR
Coresite Realty Corporation
COR
|
$276M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
$202M |
| 3 |
Credit Acceptance
CACC
|
$193M |
| 4 |
CONE
CyrusOne Inc Common Stock
CONE
|
$187M |
| 5 |
Apple
AAPL
|
$135M |
Sector Composition
| 1 | Technology | 19.24% |
| 2 | Real Estate | 17.07% |
| 3 | Financials | 13.46% |
| 4 | Consumer Discretionary | 11.82% |
| 5 | Healthcare | 9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2276
iShares US Treasury Bond ETF
GOVT
$28B
| $269K | ﹤0.01% |
10,074
-34,851
| -78% | -$931K |
|
2277
Rimini Street
RMNI
$416M
| $269K | ﹤0.01% |
45,073
+8,898
| +25% | +$53.1K |
|
2278
Schrodinger
SDGR
$1.41B
| $268K | ﹤0.01% |
7,706
-1,803
| -19% | -$62.7K |
|
2279
JFrog
FROG
$5.84B
| $267K | ﹤0.01% |
8,999
-2,138
| -19% | -$63.4K |
|
2280
Artesian Resources
ARTNA
$343M
| $265K | ﹤0.01% |
+5,730
| New | +$265K |
|
2281
Kosmos Energy
KOS
$784M
| $264K | ﹤0.01% |
76,303
-8,694
| -10% | -$30.1K |
|
2282
Centrus Energy
LEU
$3.74B
| $263K | ﹤0.01% |
+5,267
| New | +$263K |
|
2283
Select Water Solutions
WTTR
$881M
| $263K | ﹤0.01% |
42,197
+10,774
| +34% | +$67.2K |
|
|
EQC
2284
DELISTED
Equity Commonwealth
EQC
| $263K | ﹤0.01% |
10,171
+266
| +3% | +$6.88K |
|
2285
Stitch Fix
SFIX
$737M
| $262K | ﹤0.01% |
13,849
+1,453
| +12% | +$27.5K |
|
2286
MGE Energy Inc
MGEE
$3.1B
| $261K | ﹤0.01% |
3,175
+100
| +3% | +$8.22K |
|
2287
Cannae Holdings
CNNE
$1.09B
| $260K | ﹤0.01% |
7,386
+230
| +3% | +$8.1K |
|
2288
Protagonist Therapeutics
PTGX
$3.77B
| $260K | ﹤0.01% |
+7,607
| New | +$260K |
|
2289
RCI Hospitality Holdings
RICK
$315M
| $259K | ﹤0.01% |
+3,321
| New | +$259K |
|
2290
American Outdoor Brands
AOUT
$109M
| $256K | ﹤0.01% |
+12,864
| New | +$256K |
|
2291
Heron Therapeutics
HRTX
$201M
| $254K | ﹤0.01% |
27,906
-9,628
| -26% | -$87.6K |
|
2292
SPDR Portfolio Developed World ex-US ETF
SPDW
$29.2B
| $254K | ﹤0.01% |
6,952
-10,520
| -60% | -$384K |
|
2293
Futu Holdings
FUTU
$26.1B
| $253K | ﹤0.01% |
5,839
-165,045
| -97% | -$7.15M |
|
2294
Sotera Health
SHC
$4.44B
| $253K | ﹤0.01% |
10,750
+541
| +5% | +$12.7K |
|
2295
Fastly
FSLY
$1.1B
| $252K | ﹤0.01% |
7,117
-1,130
| -14% | -$40K |
|
2296
Kratos Defense & Security Solutions
KTOS
$10.9B
| $252K | ﹤0.01% |
12,981
-843
| -6% | -$16.4K |
|
|
SBOW
2297
DELISTED
SilverBow Resources, Inc.
SBOW
| $252K | ﹤0.01% |
+11,593
| New | +$252K |
|
2298
Ocugen
OCGN
$322M
| $251K | ﹤0.01% |
55,190
-20,892
| -27% | -$95K |
|
2299
Virgin Galactic
SPCE
$185M
| $250K | ﹤0.01% |
936
+44
| +5% | +$11.8K |
|
2300
Westlake Corp
WLK
$11.5B
| $250K | ﹤0.01% |
2,569
-195
| -7% | -$19K |
|