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 | |
|---|---|---|---|---|---|---|
2326
Napco Security Technologies
NSSC
$1.41B
| $225K | ﹤0.01% |
+9,010
| New | +$225K |
|
2327
Penske Automotive Group
PAG
$12.4B
| $225K | ﹤0.01% |
2,099
-391
| -16% | -$41.9K |
|
|
PRTK
2328
DELISTED
Paratek Pharmaceuticals, Inc.
PRTK
| $225K | ﹤0.01% |
50,216
-5,442
| -10% | -$24.4K |
|
2329
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11B
| $224K | ﹤0.01% |
3,840
-2,028
| -35% | -$118K |
|
2330
SPDR Portfolio Long Term Treasury ETF
SPTL
$11.6B
| $223K | ﹤0.01% |
5,298
-19
| -0.4% | -$800 |
|
2331
Lyell Immunopharma
LYEL
$233M
| $222K | ﹤0.01% |
+1,433
| New | +$222K |
|
2332
Revolution Medicines
RVMD
$7.57B
| $222K | ﹤0.01% |
8,805
-5,534
| -39% | -$140K |
|
2333
BOK Financial
BOKF
$7.18B
| $221K | ﹤0.01% |
2,095
-331
| -14% | -$34.9K |
|
|
DNB
2334
DELISTED
Dun & Bradstreet
DNB
| $221K | ﹤0.01% |
10,783
-1,711
| -14% | -$35.1K |
|
2335
Ubiquiti
UI
$34.9B
| $220K | ﹤0.01% |
717
+30
| +4% | +$9.21K |
|
|
CASA
2336
DELISTED
Casa Systems, Inc. Common Stock
CASA
| $219K | ﹤0.01% |
+38,566
| New | +$219K |
|
2337
Alico
ALCO
$256M
| $216K | ﹤0.01% |
+5,822
| New | +$216K |
|
2338
Inovio Pharmaceuticals
INO
$148M
| $216K | ﹤0.01% |
3,600
-1,277
| -26% | -$76.6K |
|
|
VXRT
2339
DELISTED
Vaxart
VXRT
| $216K | ﹤0.01% |
34,481
-12,600
| -27% | -$78.9K |
|
2340
Cimpress
CMPR
$1.54B
| $214K | ﹤0.01% |
2,990
-530
| -15% | -$37.9K |
|
2341
Affirm
AFRM
$28.4B
| $213K | ﹤0.01% |
+2,116
| New | +$213K |
|
2342
C4 Therapeutics
CCCC
$194M
| $212K | ﹤0.01% |
6,570
-1,536
| -19% | -$49.6K |
|
2343
Reynolds Consumer Products
REYN
$5B
| $212K | ﹤0.01% |
+6,741
| New | +$212K |
|
|
VERV
2344
DELISTED
Verve Therapeutics
VERV
| $212K | ﹤0.01% |
+5,740
| New | +$212K |
|
|
CLR
2345
DELISTED
CONTINENTAL RESOURCES INC.
CLR
| $212K | ﹤0.01% |
4,729
-550
| -10% | -$24.7K |
|
2346
Bally's
BALY
$454M
| $211K | ﹤0.01% |
5,553
-28,130
| -84% | -$1.07M |
|
2347
FIGS
FIGS
$1.12B
| $211K | ﹤0.01% |
+7,665
| New | +$211K |
|
2348
Inotiv
NOTV
$56.3M
| $211K | ﹤0.01% |
+5,020
| New | +$211K |
|
2349
Rocket Companies
RKT
$42.6B
| $211K | ﹤0.01% |
15,084
+556
| +4% | +$7.78K |
|
2350
Winmark
WINA
$1.7B
| $210K | ﹤0.01% |
+845
| New | +$210K |
|