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 |
Ventas
VTR
|
$594M |
| 2 |
Etsy
ETSY
|
$382M |
| 3 |
Medical Properties Trust
MPW
|
$325M |
| 4 |
Moderna
MRNA
|
$155M |
| 5 |
HR
Healthcare Realty Trust Incorporated
HR
|
$136M |
Top Sells
| 1 |
Welltower
WELL
|
$695M |
| 2 |
Restaurant Brands International
QSR
|
$257M |
| 3 |
Fidelity National Financial
FNF
|
$178M |
| 4 |
Credit Acceptance
CACC
|
$174M |
| 5 |
Prologis
PLD
|
$157M |
Sector Composition
| 1 | Technology | 19.14% |
| 2 | Real Estate | 16.4% |
| 3 | Financials | 14.65% |
| 4 | Consumer Discretionary | 12.11% |
| 5 | Healthcare | 9.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2326
Goosehead Insurance
GSHD
$2.11B
| $284K | ﹤0.01% |
1,867
-299
| -14% | -$45.5K |
|
2327
JELD-WEN Holding
JELD
$577M
| $282K | ﹤0.01% |
11,286
+103
| +0.9% | +$2.57K |
|
2328
GrowGeneration
GRWG
$90.3M
| $280K | ﹤0.01% |
11,350
+2,700
| +31% | +$66.6K |
|
2329
Yext
YEXT
$1.1B
| $280K | ﹤0.01% |
23,295
+5,534
| +31% | +$66.5K |
|
2330
Marathon Digital Holdings
MARA
$5.63B
| $279K | ﹤0.01% |
8,820
-2,451
| -22% | -$77.5K |
|
2331
Repay Holdings
RPAY
$506M
| $278K | ﹤0.01% |
12,089
+1,697
| +16% | +$39K |
|
2332
Travere Therapeutics
TVTX
$1.93B
| $277K | ﹤0.01% |
11,442
-1,856
| -14% | -$44.9K |
|
|
SHYF
2333
DELISTED
The Shyft Group
SHYF
| $276K | ﹤0.01% |
7,266
+1,731
| +31% | +$65.8K |
|
2334
ALX Oncology
ALXO
$65.3M
| $275K | ﹤0.01% |
+3,725
| New | +$275K |
|
2335
AXIS Capital
AXS
$7.62B
| $275K | ﹤0.01% |
5,970
-84,817
| -93% | -$3.91M |
|
2336
NeueHealth
NEUE
$60.3M
| $275K | ﹤0.01% |
421
-9
| -2% | -$5.88K |
|
2337
Hims & Hers Health
HIMS
$10.9B
| $274K | ﹤0.01% |
36,347
-5,894
| -14% | -$44.4K |
|
2338
Replimune Group
REPL
$494M
| $274K | ﹤0.01% |
9,232
-1,499
| -14% | -$44.5K |
|
2339
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$645M
| $273K | ﹤0.01% |
7,631
-824
| -10% | -$29.5K |
|
2340
Neuronetics
STIM
$214M
| $273K | ﹤0.01% |
41,683
-1,085
| -3% | -$7.11K |
|
|
PRTK
2341
DELISTED
Paratek Pharmaceuticals, Inc.
PRTK
| $271K | ﹤0.01% |
55,658
-44,525
| -44% | -$217K |
|
2342
iShares US Real Estate ETF
IYR
$3.76B
| $270K | ﹤0.01% |
+2,638
| New | +$270K |
|
2343
ASML
ASML
$307B
| $269K | ﹤0.01% |
361
-39
| -10% | -$29.1K |
|
2344
Coeur Mining
CDE
$9.43B
| $269K | ﹤0.01% |
43,582
+8,255
| +23% | +$51K |
|
2345
Sotera Health
SHC
$4.44B
| $267K | ﹤0.01% |
10,209
+1,677
| +20% | +$43.9K |
|
|
MMAT
2346
DELISTED
Meta Materials Inc. Common Stock
MMAT
| $266K | ﹤0.01% |
+459
| New | +$266K |
|
2347
Brown-Forman Class A
BF.A
$13.8B
| $264K | ﹤0.01% |
4,214
-106
| -2% | -$6.64K |
|
2348
Grid Dynamics Holdings
GDYN
$662M
| $258K | ﹤0.01% |
+8,842
| New | +$258K |
|
2349
Vaxcyte
PCVX
$4.29B
| $257K | ﹤0.01% |
10,121
-1,641
| -14% | -$41.7K |
|
|
TPIC
2350
DELISTED
TPI Composites
TPIC
| $257K | ﹤0.01% |
7,606
+1,895
| +33% | +$64K |
|