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 | |
|---|---|---|---|---|---|---|
2301
Stem
STEM
$117M
| $230K | ﹤0.01% |
1,044
+75
| +8% | +$16.5K |
|
2302
Vanguard FTSE Emerging Markets ETF
VWO
$97.2B
| $230K | ﹤0.01% |
+4,989
| New | +$230K |
|
2303
Marathon Digital Holdings
MARA
$5.63B
| $229K | ﹤0.01% |
8,199
-556
| -6% | -$15.5K |
|
2304
Codexis
CDXS
$218M
| $227K | ﹤0.01% |
11,020
-6,957
| -39% | -$143K |
|
|
SAGE
2305
DELISTED
Sage Therapeutics
SAGE
| $227K | ﹤0.01% |
6,865
-175
| -2% | -$5.79K |
|
|
MAXR
2306
DELISTED
Maxar Technologies Inc. Common Stock
MAXR
| $227K | ﹤0.01% |
+5,743
| New | +$227K |
|
|
CIM
2307
Chimera Investment
CIM
$1.2B
| $226K | ﹤0.01% |
6,260
-550
| -8% | -$19.9K |
|
2308
nCino
NCNO
$3.52B
| $226K | ﹤0.01% |
5,523
-552
| -9% | -$22.6K |
|
2309
JELD-WEN Holding
JELD
$577M
| $224K | ﹤0.01% |
11,056
+88
| +0.8% | +$1.78K |
|
2310
Atlantic Union Bankshares
AUB
$5.09B
| $221K | ﹤0.01% |
6,014
-530
| -8% | -$19.5K |
|
2311
Veracyte
VCYT
$2.55B
| $221K | ﹤0.01% |
8,032
-6,331
| -44% | -$174K |
|
2312
Malibu Boats
MBUU
$648M
| $220K | ﹤0.01% |
3,796
+271
| +8% | +$15.7K |
|
2313
Uranium Energy
UEC
$4.96B
| $220K | ﹤0.01% |
48,013
+4,437
| +10% | +$20.3K |
|
2314
Sutro Biopharma
STRO
$89.9M
| $219K | ﹤0.01% |
26,632
-11,137
| -29% | -$91.6K |
|
2315
Treace Medical Concepts
TMCI
$453M
| $219K | ﹤0.01% |
11,573
-5,950
| -34% | -$113K |
|
2316
Tilly's
TLYS
$57.3M
| $218K | ﹤0.01% |
23,239
-4,654
| -17% | -$43.7K |
|
|
SEI
2317
Solaris Energy Infrastructure, Inc.
SEI
$1.18B
| $216K | ﹤0.01% |
19,134
-9,794
| -34% | -$111K |
|
|
TEN
2318
DELISTED
Tenneco Inc. Class A Voting Common Stock
TEN
| $216K | ﹤0.01% |
11,814
+635
| +6% | +$11.6K |
|
2319
Sangamo Therapeutics
SGMO
$165M
| $215K | ﹤0.01% |
36,982
+458
| +1% | +$2.66K |
|
2320
Cass Information Systems
CASS
$569M
| $213K | ﹤0.01% |
5,773
-2,975
| -34% | -$110K |
|
2321
Hovnanian Enterprises
HOV
$908M
| $213K | ﹤0.01% |
3,608
-1,750
| -33% | -$103K |
|
2322
IDEAYA Biosciences
IDYA
$2.38B
| $213K | ﹤0.01% |
18,997
-7,601
| -29% | -$85.2K |
|
2323
Revolution Medicines
RVMD
$7.57B
| $213K | ﹤0.01% |
8,335
-470
| -5% | -$12K |
|
2324
Sotera Health
SHC
$4.44B
| $212K | ﹤0.01% |
9,793
-957
| -9% | -$20.7K |
|
2325
Axsome Therapeutics
AXSM
$6.25B
| $211K | ﹤0.01% |
+5,088
| New | +$211K |
|